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October 29, 2004    DOL > EBSA > Publications and Reports   

Publications and Reports

To order copies of these publications, call EBSA's toll-free publications hotline at 1.866.444.EBSA (3272).

Consumer Health Publications

  • Employer Bankruptcy: How Will it Affect Your Employee Benefits?  [View]

  • Health Benefits Under the Consolidated Omnibus Budget Reconciliation Act (COBRA) [View]

  • How to File a Claim for Your Benefits [View]

  • How to Obtain Employee Benefit Documents from DOL [View]

  • Information Workers Need to Know to Protect their Health Coverage [View]

  • In Brief: Can the Retiree Health Benefits Provided by Your Employer Be Cut? [View]

  • Life Changes Require Health Choices [View]

  • MEWAs: A Guide to Federal and State Regulation  [View]

  • Pension and Health Care Coverage...Q&As for Dislocated Workers  [View]

  • Protecting Pension and Health Care Benefits after Job Loss [View]

  • Recent Changes in Health Care Law Q&As [View]

  • Top 10 Ways to Make Your Health Benefits Work for You [View]

  • What You Should Know about Filing Your Health Benefits Claim [View]

  • Women's Health and Cancer Rights Act of 1998 [View]

  • Work Changes Require Health Choices [View]

  • Your Rights After A Mastectomy [View]

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Consumer Pension Publications

  • A Look at 401(k) Plan Fees for Employees [View]

  • Frequently Asked Questions about Cash Balance Plans [View]

  • How to File a Claim for Your Benefits [View]

  • How to Obtain Employee Benefit Documents from DOL [View]

  • Pension and Health Care Coverage...Q&As for Dislocated Workers  [View]

  • Protect Your Pension: A Quick Reference Guide [View]

  • Protecting Pension and Health Care Benefits after Job Loss [View]

  • QDROs-Qualified Domestic Relations Orders [View]

  • Savings Fitness: A Guide to Your Money and Your Financial Future [View]

  • SEP-Simplified Employee Pensions [View]

  • SIMPLE-Savings Match Plan for Employees of Small Employers [View]

  • Top 10 Ways to Beat the Clock and Prepare for Retirement [View]

  • What You Should Know About Your Retirement Plan [View]

  • Women and Retirement Savings [View]

  • Your Employer's Bankruptcy: How Will it Affect Your Employee Benefits? [View]

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Publicaciones Del Consumidor En Español

  • Cobertura de Pension y Servicios de Salud...Preguntas y Respuestas para Trabajadores Desempleados [El panorama]

  • Información general de pensiones para la mujer: Lo que necesitan saber y hacer las mujeres [El panorama]

  • Las 10 Mejores Maneras de Comenzar Ahora Mismo a Prepararse para el Retiro [El panorama]

  • Las 10 mejores maneras [El panorama]

  • Los cambios de condicion laboral requieren hacer elecciones medicas [El panorama]

  • Los cambios de vida requieren tomar decisiones medicas [El panorama]

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Compliance Assistance - Health Publications

  • Compliance Assistance for Group Health Plans: HIPAA and Other Recent Health Care Laws [View]

  • Compliance Guide For Qualified Medical Child Support Orders [View]

  • Filing the Form M-1 Q&A Guide [View]

  • Health Benefits Under COBRA [View]

  • Health Disclosure and Claims Issues: FY 2001 Compliance Project Report [View]

  • How to File a Claim for Your Benefits [View]

  • How to Obtain Employee Benefit Documents from DOL [View]

  • In Brief: Can the Retiree Health Benefits Provided by Your Employer Be Cut? [View]

  • MEWAs: A Guide to Federal and State Regulation  [View]

  • New Health Laws Notice Guide [View]

  • Recent Changes in Health Care Law Q&As [View]

  • Reporting And Disclosure Guide For Employee Benefit Plans [View]

  • Self-Compliance Tool for Part 7 of ERISA: HIPAA and Other Health Care-Related Provisions [View]

  • Your Rights After a Mastectomy...Women's Health and Cancer Rights Act of 1998 [View]

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Compliance Assistance - Pension Publications

  • 401(k) Plans For Small Businesses [View]

  • 401(k) Plan Fees Disclosure Form [View]

  • Cash Balance Plans: Q&As [View]

  • Choosing a Retirement Solution for Your Small Business [View]

  • Exemption Procedures Under Federal Pension Law [View]

  • How to File a Claim for Your Benefits [View]

  • How to Obtain Employee Benefit Documents from DOL [View]

  • Meeting Your Fiduciary Responsibilities [View]

  • QDROs: Qualified Domestic Relations Orders [View]

  • Reporting And Disclosure Guide For Employee Benefit Plans [View]

  • SEP - Simplified Employee Pensions [View]

  • Selecting An Auditor For Your Employee Benefit Plan [View]

  • SIMPLE - Savings Incentive Match Plan for Employees of Small Employers [View]

  • Troubleshooter's Guide to Filing the Form 5500 ERISA Annual Report [View]

  • Understanding Retirement Plan Fees And Expenses [View]

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Compliance Assistance - Filing Requirements

  • EFAST A - User Guide for Electronic/Magnetic Media Filing of Form 5500/5500EZ [View]

  • EFAST B Part 1 - Electronic/Magnetic Media File Specifications and Validation Criteria for Forms 5500 and 5500-EZ [View]

  • EFAST B Part 2 - Electronic/Magnetic Media Record Layouts for Forms 5500 and 5500-EZ [View]

  • EFAST C- EFAST Participant Acceptance Testing Procedures [View]

  • Frequently Asked Questions about the ERISA Filing Acceptance System (EFAST)  [View]

  • Question and Answer Guide to Filing the Form M-1  [View]

  • Troubleshooter's Guide to Filing the Form 5500 ERISA Annual Report [View]

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Health Reports

On This Page

Health Reports

Pension Reports

EBSA Annual Reports

Advisory Council Reports

  • Association Health Plans - Improving Access to Affordable Quality Health Care for Small Businesses [View]

  • Assessment of the Quality of Employee Benefit Plan Audits  [View]

  • Health Disclosure and Claims Issues: Fiscal Year 2001 Compliance Project Report [View]

  • Health Insurance Coverage of the Unemployed [View]

  • COBRA and Household Health Insurance Decisions [View]

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Papers-In-Progress From The EBSA Research Conference

  • Employee Benefits and Two-Earner Households - A Research Prospectus (Michael Morrisey and Constantijn Panis) [View]

  • An Option Value Approach to Modeling Coordinated Labor Force Participation Decisions of Spouses (Michael Hurd and Constantijn Panis) [View]

  • Health Shocks and Couples' Labor Supply Decisions (Courtney Coile) [View]

  • Health Insurance and Labor Market Outcomes: Joint Decision-Making Within Households (Jean Abraham and Anne Royalty) [View]

  • Are Firms or Workers Behind the Shift Away from DB Pension Plans? (Stephanie Aaronson and Julia Coronado) [View]

  • Employer Choices of Family Premium Sharing (Gail Jensen, Michael Morrisey and Jessica Vistnes) [View]

  • Family Decision Making When Two Workers Are Offered Group Coverage (Kanika Kapur and Susan Marquis) [View]

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Pension Reports

  • Coverage Status of Workers Under Employer Provided Pension Plans [View]

  • Does 401(k) Introduction Affect Defined Benefit Plans? [View]

  • National Summit on Retirement Savings - Final Report: 20021998

  • Study of 401(k) Plan Fees and Expenses [View]

  • Private Pension Plan Bulletins: 1993199419951996199719981999

  • Shifting from DB to DC Benefits: Implications for Workers' Disability and Survivor Protection [View]

  • Receipt of Employment Based Pension and Health Benefits [View]

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EBSA Annual Reports

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2003 ERISA Advisory Council Working Group Reports

  • Defined Benefit Plan Funding And Discount Rate Issues [View]

  • Health Care Security Consumer-Directed Health Care Arrangements [View]

  • Optional Professional Management In Defined Contribution Plans [View]

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2002 ERISA Advisory Council Working Group Reports

  • Orphan Plans [View]

  • Electronic Reporting [View]

  • Fiduciary Education and Training [View]

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2001 ERISA Advisory Council Working Group Reports

  • Planning For Retirement [View]

  • Increasing Pension Coverage, Participation and Benefits [View]

  • Challenges to the Employment-Based Healthcare System [View]

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2000 ERISA Advisory Council Working Group Reports

  • Phased Retirement [View]

  • Long-Term Care [View]

  • Benefit Continuity After Organizational Restructuring [View]

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1999 ERISA Advisory Council Working Group Reports

  • Studying the Trend in the Defined Benefit Market to Hybrid Plans  [View]

  • Exploring the Possibility of Using Surplus Pension Assets to Secure Retiree Health Benefits [View]

  • The Benefit Implications of the Growth of a Contingent Workforce  [View]

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1998 ERISA Advisory Council Working Group Reports

  • Small Business [View]

  • Retirement Plan Leakage [View]

  • Disclosure of Health Plan Quality Information [View]

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1997 ERISA Advisory Council Working Group Reports

  • Employer Assets in ERISA Employer-Sponsored Plans [View]

  • Defined Contribution vs. Defined Benefit Plans [View]

  • Soft Dollars/Commission Recapture [View]

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1996 ERISA Advisory Council Working Group Reports

  • Exploring the Utilization of Third-Party Trustees to Protect Plan Participants [View]

  • Impact of Alternative Tax Proposals on ERISA Employer-Sponsored Plans [View]

  • Guidance in Selecting and Monitoring Service Providers [View]

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