EBIA News

Read about the latest happenings at EBIA.

  1. Form 5500 Workbook for Health & Welfare Plans, 2007 Plan Year Edition
    April 18, 2008
    This full-sized, spiral bound workbook focuses exclusively on health & welfare plans and covers the 2007 Form 5500 requirements from A to Z, including: Which plans must file? The workbook helps you identify which ERISA welfare plans are required ...
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  2. EBIA Acquired by Thomson Tax & Accounting
    June 14, 2007
    ...
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  3. EBIA Announces New Form 5500 Workbook for Health & Welfare Plans
    March 07, 2007
    This full-sized, spiral bound workbook focuses exclusively on health & welfare plans and covers the 2006 Form 5500 requirements from A to Z, including: Which ERISA welfare plans are required to file Form 5500 (with detailed information on how ...
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  4. Advanced Cafeteria Plans Conference Agenda Has Been Posted
    February 14, 2007
    This conference is designed for professionals with cafeteria plans experience, including human resource and benefits managers, benefits consultants, insurance professionals, plan administrators, TPAs, trust officers, attorneys, accountants, and controllers. As usual, the conference will be taught by experienced employee benefits ...
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  5. EBIA Develops List of Qualifying OTC Products
    October 13, 2006
    EBIA’s new OTC list is now available for licensing by merchants and TPAs. Merchants who license the list may use it to flag qualifying products on customer receipts or for inclusion in an electronic payment card program to ...
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  6. New book on Record Retention Now Available
    August 21, 2006
    In this latest publication, EBIA’s experts analyze record retention requirements for ERISA health and welfare plans as well as other employer-provided health and welfare benefits not subject to ERISA. You’ll find answers to your record ...
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  7. New IRS regulations on dependent care expenses
    May 23, 2006
    This new guidance has a direct impact on what expenses may qualify for reimbursement under a DCAP (dependent care assistance program). The proposed regulations, which can be used now, address what expenses qualify for the dependent care tax credit, and ...
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  8. ERISA Summer Update published
    May 18, 2006
    Do you know how often and to whom you have to furnish updated SPDs? Let our revised discussion of when, how, and why to furnish SPDs and SMMs help you comply with the extensive DOL mandates. We’ve expanded ...
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  9. Links to Katrina Relief
    January 26, 2006
    Legislation: Katrina Emergency Tax Relief Act of 2005 Pub. L. No. 109-73 (Sept. 23, 2005) This law provides (among other things) certain tax relief for distributions from qualified plans (including 401(k) plans) and increased limits for plan loans ...
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  10. EBIA names CEO and Editor-in-Chief
    October 26, 2005
    Cheryl Musselman-Brown joined the company in 1999, and prior to her appointment as CEO, she was EBIA’s President and Editor-in-Chief. Ms. Musselman-Brown replaces Thomas McCormick as CEO. Mr. McCormick remains active in the business ...
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