Full Summary and Highlights
Employee Benefits Survey: U.S. and Canada 2007In its debut year, this International Foundation survey features over 1,200 responses from across the United States and Canada. Benchmarking data, which includes benefits costs as a percent of payroll, covers four employment sectors: corporations, professional service firms, public employers and multiemployer benefit plans. Summaries, charts and comparison tables reveal the prevalence and design features of: defined benefit and defined contribution pension plans, health care, dental and prescription drug benefits, life insurance, voluntary benefits, adoption benefits, holiday benefits, sick leave and short- and long-term disability. Also available in CD-ROM and e-book formats. International Foundation. 100 pages. 2008. [order full report]
Investment Management Services A Survey & Sample Series title, this book includes 167 responses and eight samples about investment management services and plan sponsors’ relationships with investment management professionals in both the United States and Canada. Responses address whether outside investment consultants are consulted, the number of investment managers per plan sponsor, frequency of performance reviews and meetings with investment managers, and what specific services offered by investment managers and investment consultants are used. Sample requests for proposal are included. The book is available in print, e-book and CD-ROM formats. International Foundation. 254 pages. 2008. [order full report]
Newsletters for Employees and Plan Participants A Survey & Samle Series title, with 132 samples. This International Foundation survey collects samples and responses about newsletter provision, preparation, distribution, content and topics from more than 350 corporate benefit managers, public employers and multiemployer plan administrators. The book includes **132** U.S. and Canadian samples of newsletters on a separate ''sample only'' CD-ROM, allowing readers to enjoy the full visual impact of these newsletters. Available in print (with the sample collection on CD-ROM); or CD-ROM. International Foundation. 844 pages. 2007. [order full report]
HR Department Benchmarks and Analysis: 2007 Human resources departments usually keep track of other departments. In this annual survey started two decades ago, HR departments themselves are compared, using data from hundreds of organizations. This edition of the survey expands coverage of outsourcing. Trends such as adding responsibilities to HR departments are covered, along with emerging issues and hard data on more than 60 core HR department activities. More than 70 charts and other graphics are included. Related articles by Bureau of National Affairs reporters add context. BNA Plus. 2007.
Family and Medical Leave | Executive Summary A Survey & Sample Series title, with 70 samples. 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. Available in print, e-book (pdf) and CD-ROM formats. International Foundation. 491 pages. 2007. [order full report]
2008 Survey of Employee Benefits This annual survey of employee benefits, a benchmarking tool, reports on employer practices. Topics include domestic partner coverage, time off, paid and unpaid leave, bonuses, group life insurance, pensions, mileage reimbursement, dress codes and flexible schedules. Survey provides detailed benefits data compiled from over 4,500 companies nationwide. Data is presented by region, industry, employer size and profit status. 38 pages. Business & Legal Reports. 2008.
Plans in Transition: IOMA’s Annual Defined Contribution Survey, 2008 edition This defined contribution survey shows how 140 sponsors in 12 industries are handling defined contribution plans. IOMA’s annual survey includes case studies on in-house communication systems and hiring of investment consultants. Includes the institute’s most up-to-date analysis of investment advice, fund selection, fees, fiduciary concerns, plan administration, deferral rate influencers and asset allocation choices. IOMA. 2008.
Disaster Planning A Survey & Samle Series title, with 16 samples. 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. Available in print, e-book (pdf) and CD-ROM formats. 550 pages. International Foundation. 2006. [order full report]
Full Summaryand Highlights
HIPAA Privacy and Security A Survey & Samle Series title, with 114 samples of HIPAA privacy and security policies, procedures, notices, forms and job descriptions. The survey responses identify the job titles of the organization's privacy and security officials, HIPAA training programs and methods, and the incidence and makeup of privacy and security committees. This survey reflects responses from 188 U.S. multiemployer salaried administrators, public employers, corporate benefit managers and professional service providers (attorneys, consultants, third-party administrators, etc.). International Foundation. 509 pages. Also available in CD-ROM and e-book (pdf) format. 2006. [order full report]
Wellness Programs A Survey & Samle Series title, with 93 samples.This survey reveals the most prevalent initiative offered by employers is wellness education at 80%, followed by health screenings, subsidized flu shots and health risk assessments. It also provides responses to a variety of questions on wellness programs including the prevalence of plans, types offered, administration methods, incentives used, participation levels and benefits attained. This survey includes 464 responses and 93 samples related to wellness programs. International Foundation. 559 pages. Also available in CD-ROM and e-Book (.pdf) format. 2006. [order full report]
Investment Policy Statements A Survey & Samle Series title, with 37 samples. 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. Also available in e-Book and CD-ROM format. 2006. [order full report]
Collection of Employer Contributions A Survey & Samle Series title, with 13 samples. Over 150 multiemployer trust funds in the United States and Canada answered questions on the content of their collection policies and procedures, their methods of alleviating and resolving delinquencies, and the way they pay their legal counsel for collections work. They also indicated how partial payments are allocated between funds and what monies are collected in addition to delinquent contributions. Responses are displayed by number of participants, region or province, and industry. 13 sample collection policies are included. International Foundation. 268 pages. Also available in CD-ROM and e-Book (.pdf) format. 2005.
Vacation Benefits and Paid Time Off Banks A Survey & Samle Series title, with 53 samples. This survey found that 75% of the respondents offer vacation benefits in separate plans. 432 corporate and public employers in the United States and Canada responded to questions on vacation benefits, including use of paid time off banks, carryover options, buy/sell policies and case-by-case variations. The survey includes 53 sample vacation and paid time off (PTO) bank policies. International Foundation. 405 pages. Also available in e-book (pdf) format. 2005.
Employee Benefit Attitude Surveys A Survey & Samle Series title, with six samples. Have you ever wondered if the benefits you offer to your employees suit their needs or which benefits they prefer? Use the sample employee attitude surveys for ideas on how to survey your employees. Find out how surveyed employees view their benefits and which benefits they consider to be most valuable. More than 240 U.S. and Canadian corporations responded to this survey on employee attitude surveys, giving us detailed information on frequency, response rates and methodology. The survey includes six hard-to-find samples. International Foundation. 109 pages. Also available in e-book (pdf) format. 2005.
Employee Benefit Consultants: Selection and RFPs A Survey & Samle Series title, with 16 samples. This publication includes over 400 responses and 16 sample requests for proposal (RFPs) from multiemployer trust funds, corporations and public employers in the U.S. and Canada. The publication includes data on the types of consulting services used, the types of plans for which consulting services are sought and how plan sponsors find consultants. International Foundation. 417 pages. 2004.
Severance Policies A Survey & Samle Series title, with 25 samples. More than 300 U.S. and Canadian corporations and public sector employers responded to a survey about the level of employee to which severance benefits are provided, the basis for determining severance pay and the benefits offered; the results also show demographic information such as employer size, industry and region. Twenty-five sample severance policies are included. International Foundation. 205 pages. Also available e-book (pdf) format. 2004.
Corporate Benefit Departments: Staffing and Job Descriptions A Survey & Samle Series title, with 93 samples. This resource includes 93 sample job descriptions and organizational charts from corporate benefit departments. Over 300 U.S and Canadian corporate members responded to our questions about benefit department responsibilities, staff size, reporting relationships, benefits committees and benefits outsourcing. Results of the survey are displayed with demographic data including company size, geographic region and industry. International Foundation. 277 pages. 2004
Annual Benefit Statements A Survey & Samle Series title, with 76 samples. This resource includes 76 sample annual benefit statements gathered from U.S. and Canadian benefit professionals at public employer entities, multiemployer trust funds, corporations and professional service providers. It also includes answers from 653 members to questions on the content, format, production and delivery of annual benefit statements; and demographic data such as size, region and industry. International Foundation. 449 pages. Also available in e-book (pdf) format. 2004.
Multiemployer Plan Administration: Staffing and Job Descriptions A Survey & Sample Series title, with 50 samples. 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.