publications

Publications

Employee Benefits in Mergers and Acquisitions, 2007-2008 Edition

NOTE: The new Edition is currently in production. Please check back soon to view and order the latest edition.

Employee Benefits in Mergers and Acquisitions is an essential tool in assisting both benefits and M&A professionals in handling complicated issues that are likely to arise in the wake of a merger or acquisition. Includes legal and tax compliance issues, strategies to avoid costly litigation, and the soundest business practices for administering benefits and compensation plans in a merger and acquisition setting.

Pension Termination Answer Book, Fourth Edition (with Joan Gucciardi)

The Pension Termination Answer Book addresses all of the ins-and-outs of terminating a qualified retirement plan, including such issues as documenting the termination, notices that must be provided to participants, filing for an IRS favorable determination letters, PBGC termination filings, and issues dealing with withdrawal from a multiemployer plan.

Journal of Pension Benefits

This quarterly journal provides pension professionals with new ideas, fresh insights, and expert views on key topics affecting plan design, compliance, and administration.

DC Books

Defined Contribution Plans Volume I: Plan Qualification and Compliance Basics - 2nd Edition
Required reading for ASPPA's DC-1 examination. Volume I of the The ASPPA Defined Contribution Plan Series.

Defined Contribution Plans Volume 2: 401(k) Plans and Intermediate Administration Topics - 2nd Edition
Required reading for ASPPA's DC-2 examination. Volume 2 of the The ASPPA Defined Contribution Plan Series.

Defined Contribution Plans Volume 3: 401(k) Plans and Intermediate Administration Topics - 2nd Edition
Defined Contribution Plans Volume 3: Advanced Compliance & Administrative Topics

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