Employee Benefits Bibliography by Type

Annual Reports  /   Dictionaries/Glossaries  /  Directories

Handbooks   /  Looseleaf Services  /  Periodicals

Public Laws & Regulations  /  Statistical Reference Sources  /  Surveys

The following bibliography includes publications that contain basic and market trend information relevant to employment-based benefits in the United States. It is intended as a reference for employers and plan sponsors. For the most part, the bibliography covers employer-designed benefits not mandated by law. Most publications appearing in this bibliography do not predate 1996. Links are provided where available. Some of these resources are available only online. Many other online reference sources can be reached through the following set of links:

Sample entry:
Title. Author [if different from publisher] (Publisher, Frequency with which title is published)

Annual Reports

Annual Report (Pension Benefit Guaranty Corporation, Annual)

Civil Service Retirement and Disability Fund Annual Report (U.S. Office of Personnel Management, Annual)

Dictionaries/Glossaries

Benefits and Compensation Glossary (International Foundation of Employee Benefit Plans, Irregular)

Glossary of Terms Commonly Used in Health Care (AcademyHealth, Irregular)

Total Rewards Glossary (Society for Human Resource Management, Irregular)

Directories

AHA Guide: A Guide to United States Hospitals, Health Care Systems, Networks, Alliances, Health Organizations, Agencies, and Providers (American Hospital Association, Annual)

Money Market Directory of Pension Funds and their Investment Managers (Money Market Directories, Inc., MMD WebAccess)

URAC Directory of Accredited Companies (URAC, Online only)

Handbooks

Handbooks – Employee Benefits (General)

Employee Benefits. Burton T. Beam Jr. and John J. McFadden, with Karen Stefano (Dearborn Publishing, Irregular)

Employee Benefits Answer Book. Dorinda D. DeScherer and Terence M. Myers (Aspen Publishers, Annual supplements)

Employee Fringe and Welfare Benefit Plans. Michael J. Canan and William Mitchell (West Publishing, Annual)

ERISA:  A Comprehensive Guide. Paul J. Schneider and Brian M. Pinheiro (Aspen Publishers, Irregular)

Flexible Benefits Answer Book. Ashley Gillihan (Aspen Publishers, Supplemented annually)

Fundamentals of Employee Benefit Programs (Employee Benefit Research Institute, Online only)

The Handbook of Employee Benefits: Health and Group Benefits. Jerry S. Rosenbloom (McGraw-Hill, Irregular)

Multistate Guide to Benefits Law. John F. Buckley (Aspen Publishers, Annual)

U.S. Master Employee Benefits Guide. Tulay Turan et al. (CCH Incorporated, Annual)

Handbooks – Health Care

COBRA Handbook. Ira M. Golub and Roberta K. Chevlowe (Aspen Publishers, Annual)

Health Insurance Answer Book. John C. Garner (Aspen Publishers, Supplemented annually)

Handbooks – Pension Plans

401(k) Answer Book. Great-West Retirement Services (Aspen Publishers, Annual)

403(b) Answer Book. Barbara N. Seymon-Hirsch and Janet M. Anderson-Briggs (Aspen Publishers, Supplemented annually)

457 Answer Book. Gary S. Lesser, David W. Powell, and Peter J. Gulia (Aspen Publishers, Supplemented annually)

Fundamentals of Private Pensions. Dan McGill et al. (Oxford University Press, Irregular)

Governmental Plans Answer Book. Carol V. Calhoun, Cynthia L. Moore, and Keith Brainard (Aspen Publishers, Irregular)

The Pension Answer Book. Stephen J. Krass (Aspen Publishers, Annual)

Pension Distribution Answer Book. Carol R. Sears, Scott D. Miller, and Melanie N. Aska (Aspen Publishers, Annual)

Pension Planning: Pension, Profit-Sharing, and Other Deferred Compensation Plans. Everett T. Allen et al. (Irwin/McGraw-Hill, Irregular)

Qualified Pension and Profit-Sharing Plans. Pamela Perdue (Research Institute of America, Irregular)

Qualified Retirement Plans. Michael J. Canan (West Publishing, Annual)

U.S. Master Pension Guide. (CCH Incorporated, Annual)

Looseleaf Services

The 401(k) Handbook. Arris R. Murphy et al. (Thompson Publishing Group, Monthly)

Employer's Guide to Fringe Benefit Rules. David R. Fuller and Vicki M. Nielsen (Thompson Publishing Group, Monthly)

Employer's Guide to HIPAA Privacy Requirements. Kathryn Bakich and Joanne Hustead (Thompson Publishing Group, Monthly)

Employer's Guide to Self-Insuring Health Benefits. Adam V. Russo (Thompson Publishing Group, Monthly)

Employer's Guide to the Health Insurance Portability and Accountability Act. Mark L. Stember and Terry Humo (Thompson Publishing Group, Quarterly)

Employer's Handbook: Complying with IRS Employee Benefits Rules. Todd A. Solomon and David R. Fuller (Thompson Publishing Group, Monthly)

Flex Plan Handbook. Rich Glass (Thompson Publishing Group, Quarterly)

Guide to Assigning & Loaning Benefit Plan Money. Megan Mardy et al. (Thompson Publishing Group, Quarterly)

Mandated Health Benefits--The COBRA Guide. Paul M. Hamburger and Lynda M. Noggle (Thompson Publishing Group, Monthly)

Pension & Profit Sharing 2d (Research Institute of America, Weekly updates)

Spencer's Research Reports on Employee Benefits (CCH Incorporated, Weekly updates)

Periodicals

Benefits Magazine (International Foundation of Employee Benefit Plans, Monthly)

Benefits Quarterly (International Society of Certified Employee Benefit Specialists, Quarterly)

Business Insurance (Crain Communications, Inc., Biweekly)

Compensation and Working Conditions (U.S. Department of Labor. Bureau of Labor Statistics, Online only)

Contingencies (American Academy of Actuaries, Bimonthly)

EBRI Issue Brief (Employee Benefit Research Institute, Monthly)

EBRI Notes (Employee Benefit Research Institute, Monthly)

Employee Benefit News (SourceMedia Inc., Monthly)

Employee Benefit Plan Review (Aspen Publishers, Monthly)

Employment and Earnings (U.S. Department of Labor. Bureau of Labor Statistics, Online only)

Flow of Funds Accounts of the United States (Board of Governors of the Federal Reserve System, Quarterly)

HR Magazine (Society for Human Resource Management, Monthly)

Health Affairs (Project HOPE, Monthly)

Monthly Labor Review (U.S. Department of Labor. Bureau of Labor Statistics, Monthly)

Pension & Benefits Daily (Bloomberg BNA, Daily)

Pension & Benefits Reporter (Bloomberg BNA, Weekly)

Pensions & Investments (Crain Communications, Inc., Biweekly)

Plan Sponsor (Asset International, Inc., Monthly)

Social Security Bulletin (U.S. Social Security Administration, Quarterly)

Survey of Current Business (U.S. Department of Commerce. Bureau of Economic Analysis, Monthly)

WorldatWork Journal (WorldatWork, Quarterly)

Public Laws & Regulations

EBRI Databook on Employee Benefits -- Appendix E: Legislative History of Employee Benefits

Statistical Reference Sources

Statistical Reference Sources – Employee Benefits (General)

Budget of the United States Government. Executive Office of the President. Office of Management and Budget (U.S. Government Printing Office, Annual)

EBRI Databook on Employee Benefits (Employee Benefit Research Institute, Online only)

Statistical Abstract of the United States. U.S. Department of Commerce. Bureau of the Census (U.S. Government Printing Office, Annual)

Statistical Abstracts: Federal Employee Benefit Programs (U.S. Office of Personnel Management, Irregular)

Statistical Reference Sources – Health Care

Comprehensive Health Insurance for High-Risk Individuals: A State-by-State Analysis: Includes Operating Statistics, Model Bill, Current Premiums, Funding Mechanisms, State Contacts. (National Association of State Comprehensive Health Insurance Plans, Annual)

“Sources of Health Insurance and Characteristics of the Uninsured." EBRI Issue Brief. Paul Fronstin (Employee Benefit Research Institute, Updated annually)

Statistical Reference Sources – Pension Plans

The 2008 Replacement Ratio Study™: A Measurement Tool for Retirement Planning. Aon Consulting and Georgia State University (Aon Consulting, 2008)

“401(k) Plan Asset Allocation, Account Balances, and Loan Activity.” EBRI Issue Brief. Jack VanDerhei et al. (Employee Benefit Research Institute, Updated annually)

The Future of the Money Management Industry (Empirical Research Partners, 2003)

Income of the Population 55 or Older. U.S. Social Security Administration (U.S. Government Printing Office, Biennial)

Pension Insurance Data Book (Pension Benefit Guaranty Corporation, Annual)

Private Pension Plan Bulletin: Abstract of 20-- Form 5500 Annual Reports. (U.S. Department of Labor. Employee Benefits Security Administration, Annual, Online only)

Statistical Report on the Military Retirement System (U.S. Department of Defense. Office of the Actuary, Annual)

Statistics of Income: Corporate Income Tax Returns. U.S. Department of the Treasury. Internal Revenue Service (U.S. Government Printing Office, Annual)

Statistics of Income: Individual Income Tax Returns. U.S. Department of the Treasury. Internal Revenue Service (U.S. Government Printing Office, Annual)

Surveys

Surveys – Employee Benefits (General)

Employee Benefits Study (U.S. Chamber of Commerce, 2008)

Employer Costs for Employee Compensation. (U.S. Department of Labor. Bureau of Labor Statistics, Quarterly News Release)

National Compensation Survey: Employee Benefits in the United States (U.S. Department of Labor. Bureau of Labor Statistics, Annual)

SpecSummary: United States Salaried (Aon Hewitt, Annual)

Surveys – Health Care

"EBRI/MGA Consumer Engagement in Health Care Survey." EBRI Issue Brief. Paul Fronstin (Employee Benefit Research Institute, Updated annually)

Employer Health Benefits Annual Survey (Kaiser Family Foundation and the Health Research and Educational Trust, Annual)

"Health Confidence Survey." EBRI Notes. Paul Fronstin (Employee Benefit Research Institute, Updated annually)

National Survey of Employer-Sponsored Health Plans (Mercer, Annual)

Study of State Employee Health Benefits (The Segal Company, Irregular)

Surveys – Pension Plans

Accounting for Pensions and Other Postretirement Benefits: Reporting Under U.S. GAAP Among the Fortune 1000 (Towers Watson, Annual)

Annual Survey of Profit Sharing and 401(k) Plans (Plan Sponsor Council of America, Annual)

"Retirement Confidence Survey." EBRI Issue Brief. Ruth Helman et al. (Employee Benefit Research Institute, Updated annually)

Retirement Confidence Survey Minority Survey (Employee Benefit Research Institute, Irregular)

Small Employer Retirement Survey (Employee Benefit Research Institute, Irregular)

Survey of Defined Contribution Plans (National Association of Government Defined Contribution Administrators, Annual, Online only)

Survey of Withdrawal Liability Funded Ratios (The Segal Company, Irregular)

Trends and Experience in Defined Contribution Plans (Aon Hewitt, Biennial)

United States Investment Management Market Trends (Greenwich Associates, Annual)

Last Updated: 4/18/13