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Employee Benefits

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  1. The ERISA Fiduciary Compliance Guide

    The ERISA Fiduciary Compliance Guide

    Starting at: $49.95

    The ALL NEW ERISA Fiduciary Compliance Guide enables you to stay completely compliant with the new Department of Labor Regulations under §408(b)(2), significantly affecting ERISA fiduciary disclosure requirements.

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  2. The Advisor’s Guide to Long-Term Care, 2nd Edition

    The Advisor’s Guide to Long-Term Care, 2nd Edition

    Starting at: $106.00

    We are entering a new area in which those with the means will need to rely on their own financial planning for their future security.  This includes many, if not most, of your clients

    The Advisor’s Guide to Long-Term Care, 2nd Edition is literally guaranteed to make you better able to understand and address the long-term care insurance needs of your clients.

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  3. The Tools & Techniques of Employee Benefit and Retirement Planning, 14th Edition

    The Tools & Techniques of Employee Benefit and Retirement Planning, 14th Edition

    Starting at: $175.00

    The Tools & Techniques of Employee Benefit and Retirement Planning, 14th Edition, applies the trusted "Tools and Techniques" approach to this complex area, making it simple for you to confidently guide your clients through even the most complex employee benefit and retirement planning processes.

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  4. The Advisor’s Guide to the DOL Fiduciary Rule

    The Advisor’s Guide to the DOL Fiduciary Rule

    $169.00

    In April of 2016, the U.S. Department of Labor (DOL) released its final rule that greatly expands the DOL’s definition of “fiduciary” to apply to a broad range of advisors and broker-dealers who work with retirement related accounts. With many advisors currently operating under a suitability standard, broad imposition of the much stricter fiduciary standard of conduct will be a major change that will be felt by nearly the entire financial services industry. Even advisors who currently meet the fiduciary standard will face new documentation and operational requirements.

    The Advisor’s Guide to the DOL Fiduciary Rule is the premier resource guiding advisors, planners, agents, producers, attorneys and other professionals through the new requirements established by the DOL’s significant new rule. Written by one of the most highly respected legal experts in the field, this Guide delivers a powerful combination of expert explanations and legal analysis along with vital Q&As that provide reliable, direct answers to vital questions before they arise.

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  5. 2017 Health Savings Accounts Facts

    2017 Health Savings Accounts Facts

    $156.00

    A High Deductible Health Insurance Plan (HDHP) combined with a Health Savings Account (HSA) saves employers significant amounts of money on health insurance premiums.  This advantage, along with many tax benefits for employees, has led to an explosion in the number of Health Savings Accounts.  Turn to the new 2017 Health Savings Accounts Facts to obtain vital HSA questions and answers right at your fingertips.

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  6. 2017 Healthcare Reform Facts

    2017 Healthcare Reform Facts

    $162.00

    If there is one constant in healthcare reform, it is change. Changes in the law can originate from numerous government entities. Consequently, confusion is the norm, and tracking developments can be difficult.

    The fully updated 2017 Healthcare Reform Facts eliminates confusion and makes sense of ongoing changes by sorting through new events to identify and define vital developments, and most importantly, provide clear, concise guidance.

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  7. 2017 ERISA Facts

    2017 ERISA Facts

    $365.00

    It is readily acknowledged that the Employee Retirement Income Security Act (ERISA) is one of the most complicated of federal laws.  Providing answers to more than 800 ERISA-related questions, 2017 ERISA Facts unravels those mysteries and is a must-have easy-access resource for a wide range of employee benefits professionals, including ERISA attorneys, TPAs, CPAs, and employee benefits specialists.   

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  8. 2017 Field Guide Estate & Retirement Planning, Business Planning & Employee Benefits

    2017 Field Guide Estate & Retirement Planning, Business Planning & Employee Benefits

    $152.00

    2017 Field Guide is the resource no agent, producer, manager, or financial planner should go without.  It supplies the concepts, techniques, analysis, illustrations and authoritative guidance used in estate planning, retirement planning, business planning and employee benefits planning.  

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  9. 2017 Tax Facts on Individuals & Small Business

    2017 Tax Facts on Individuals & Small Business

    $152.00

    Tax Facts on Individuals & Small Business focuses exclusively on what individuals and small businesses need to know to maximize opportunities under today’s often complex tax rules.  It is the essential tax reference for financial advisors, & planners; insurance professionals; CPAs; attorneys; and other practitioners advising small businesses and individuals.

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  10. 2017 Tax Facts on Insurance & Employee Benefits

    2017 Tax Facts on Insurance & Employee Benefits

    $152.00

    Authoritative and easy-to-use, 2017 Tax Facts on Insurance & Employee Benefits shows you how the tax law and regulations are relevant to your insurance, employee benefits, and financial planning practices.  Often complex tax law and regulations are explained in clear, understandable language.  Pertinent planning points are provided throughout.

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