Survey & Sample Series

Auditing and Legal Services: Sample RFPs
This book presents 20 sample auditing services requests for proposal (RFPs) and seven sample legal services RFPs. For additional information, two articles that address legalities and practicalities of selecting service providers are included. 345 pages. International Foundation. 2006.

Disaster Planning
This survey reflects responses from 261 U.S. and Canadian multiemployer trust funds, corporations, public employers and professional service firms (attorneys, consultants, third-party administrators, etc.). It also offers 16 hard-to-find sample disaster plans and checklists. The survey responses identify the prevalence of disaster plans, types of disasters addressed in disaster plans, business continuation provisions, employee assistance provisions, other human resource provisions, communication and testing, and frequency of plan review. 550 pages. International Foundation. 2006.

Education Assistance Plans
This survey looks at education assistance plans offered to employees and focuses on prevalence and availability of benefits by type of employee, covered course work and covered expenses, reimbursement timing, reimbursement limitations, payback provisions and participation rates. It also compares data from 2000 to gauge trends in education assistance plans. This survey includes responses from 226 U.S. and Canadian corporate benefit managers, public employers and professional service providers (attorneys, consultants, accountants, etc.) and includes 62 valuable samples. 440 pages. International Foundation. 2006.

Family and Medical Leave
More than 200 U.S. corporate benefit managers, professional service providers and public employers responded to an International Foundation survey about family and medical leave. This book details their responses about amounts of paid and unpaid leave granted and for what reasons, policies for leave use, methods used to track leave and collect insurance premiums during leave, and experiences with leave frequency and length. This book includes 70 valuable sample family and medical leave policies, forms and checklists. International Foundation. 491 pages. 2007. Executive Summary

Flexible Benefit Plans and FSAs
This survey examines the prevalence and design features of employer-sponsored flexible benefit plans and gauges employee participation levels for health and dependent care accounts. In addition to 326 responses from corporate benefit managers, professional service providers and public employers, 50 valuable samples are provided. Seven plan documents, 15 summary plan descriptions, 24 enrollment and claims forms, and four other communication pieces are included. 727 pages. International Foundation. 2007.
Health Care Benefits: Eligibility, Coverage and Exclusions
This International Foundation survey contains 400 responses from U.S. corporate benefit managers, professional service providers, public employers and multiemployer plans about health care benefit plans. The book offers difficult-to-find details about health care coverage of employees, traditional and nontraditional dependents, services, complementary and alternative medicine (CAM), diagnostic tests, therapies, conditions and treatments. It also benchmarks health policy exclusions. The book includes 22 sample health care policies and summary plan descriptions. International Foundation. 2008.

Investment Management Services
Consult this report if you are considering the use of an investment management service for your pension fund. The International Foundation asked its members in the U.S. and Canada to provide information on their use of management services, the frequency of meetings and performance evaluations, and the basis for service provider fees. In addition to summarizing the 167 member responses to the survey, this publication offers 8 sample request for investment management service proposals that offer models if you decide to move in this direction. International Foundation. 254 pages. 2008.

Investment Policy Statements
Find out how many organizations in the benefits industry have written investment policy statements for their plans, how they were drafted, what items are included and what review process is used. The survey summarizes the most popular components of investment policy statements for defined benefit plans, 401(k) plans, money purchase pension plans, 403(b) plans and others. 166 responses and 37 samples. International Foundation. 602 pages. 2006.

Multiemployer Plan Administration: Staffing and Job Descriptions 
Along with benchmarking data, this survey features 50 samples of relevant job descriptions and organizational charts. The survey responses are drawn from over 130 contract and salaried administrators and cover staff size, types of funds administered, staff positions utilized, benefit coverage for nonbargaining units, number of clients, and demographic data such as size of fund, number of participants served and geographic region covered. International Foundation. 96 pages. 2004.

Newsletters for Employees and Plan Participants
Newsletters are a valuable tool for communicating with employees and plan participants. With this in mind, the International Foundation surveyed its members to learn more about newsletter provision, preparation, and distribution. Data was collected from 350 organizations on who prepares the publications, how they were given to recipients, and topical content. Along with the survey results is a collection of 130 sample newsletters from the U.S. and Canada Newsletter samples on a supplemental CD-Rom. that you can use to generate support and ideas for your own newsletter. International Foundation. 844 pages. 2007.
Pharmacy Benefit Managers
This survey examines the prevalent use of pharmacy benefit managers (PBMs) to administer prescription drug plans. It gauges PBM users' satisfaction with their existing providers. Results identify popular cost-containment methods and PBM contract provisions. As well as responses from 163 corporate benefit managers, public employer trust funds and multiemployers, this survey includes eight valuable samples. 336 pages. International Foundation. 2006.
Public Employee Benefits
Survey data and sample materials on public employee benefits all in one place! The International Foundation has brought together public employer responses and resources from various surveys to create this single reference. Tables and graphs provide details on the average number of vacation days, educational assistance plan course work covered, education reimbursement limits, the types and perceived advantages of wellness programs, severance benefits offered, and the basis on which severance pay is determined. Those seeking help in establishing or revising employee policies will appreciate the collection of forty policy samples from Canada and the U.S. concerning vacation policies, paid time off banks, education assistance plans, wellness benefits and severance policies. International Foundation. 309 pages. 2007.
Retiree Health Care
This International Foundation survey features 51 samples and nearly 400 responses on retiree health care practices from corporate employers, professional service firms, public employers and multiemployer plans in the United States. The book includes 51 samples of policies on a separate ''sample only'' CD. International Foundation. Over 1,797 pages. 2007.
Retirement and Financial Planning Programs Employers are offering an assortment of programs to help employees make wise financial decisions. Canadian and U.S. members of the Foundation and the International Society of Certified Employee Benefits Specialists were surveyed to learn more about the retirement and financial planning education programs being offered. Data was collected from 351 respondents concerning the availability and types of programs offered. Information was also gathered concerning topics covered, program providers, delivery methods, eligibility requirements and who covers the costs. Survey participants also share 19 samples including enrollment guides, workshop materials and financial calculations. International Foundation. 2008.
Wellness Programs, Second Edition. Responses from 586 wellness program sponsors in the U.S. and Canada on the types of wellness initiatives they support, the incentives they use to encourage worker involvement, program participation levels and benefits attained. Accompanying the summary of findings are the individual responses which will allow you to benchmark your efforts to those of similar organizations. There is also a collection of more than 115 samples of wellness materials including program descriptions, promotional materials and survey instruments. (International Foundation) 2009.