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. Not included here are electronic databases, online reference sources, or newsletters. Many 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)

Chapter 95, of Title 31, U.S.C.: Report on the Military Retirement System as of September 30, 1998 (U.S. Department of Defense. Office of the Actuary, Annual) [Ceased publication]

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 (WorldatWork, 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., Annual)

Nelson's Directory of Plan Sponsors (Nelson Information, Annual)

Survey Sources for U.S. and International Employee Pay and Benefits. Mae Lon Ding (Personnel Systems Associates, 2001)

URAC Directory of Accredited Organizations (URAC, Annual)

Handbooks

Handbooks – Employee Benefits (General)

Employee Benefits. Burton T. Beam Jr. and John J. McFadden (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, Irregular)

The Handbook of Employee Benefits: Design, Funding and Administration. Jerry S. Rosenbloom (McGraw-Hill, Irregular)

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

U.S. Master Employee Benefits Guide. Linda Panszczyk 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. Donald R. Levy, 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 M. McGill et al. (Oxford University Press, Irregular)

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

Pension and Benefits Law (Research Institute of America, Annual)

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

Pension Distribution Answer Book. Melanie N. Aska and Joan Gucciardi (Aspen Publishers, Annual)

Pension Planning:  Pensions, 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. Martha Priddy Patterson (Thompson Publishing Group, Monthly)

Employer's Guide to Fringe Benefit Rules. David R. Fuller and Jerry E. Holmes (Thompson Publishing Group, Monthly)

Employer's Guide to HIPAA Privacy Requirements. Kathy Bakich and Kaye Pestaina (Thompson Publishing Group, Monthly)

Employer's Guide to Self-Insuring Health Benefits. Terry Humo (Thompson Publishing Group, Monthly)

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

Employer's Handbook: Complying with IRS Employee Benefits Rules. David R. Fuller and Susan M. Nash (Thompson Publishing Group, Monthly)

Employer's Handbook: Mandated Health Benefits -- The COBRA Guide. Paul M. Hamburger (Thompson Publishing Group, Monthly)

Flex Plan Handbook. Michael S. Melbinger (Thompson Publishing Group, Quarterly)

Guide to Assigning & Loaning Benefit Plan Money. Paul M. Hamburger and Joseph S. Adams (Thompson Publishing Group, Quarterly)

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

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

Periodicals

Benefits & Compensation Digest (International Foundation of Employee Benefit Plans, Monthly)

Benefits Quarterly (International Foundation of Employee Benefit Plans, Quarterly)

Business Insurance (Crain Communications, Inc., Weekly)

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

Competitive Edge (HealthLeaders-InterStudy, Biannual)

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)

Employee Ownership Report (National Center for Employee Ownership, Inc., Bimonthly)

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

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)

Health Care Financing Review (U.S. Department of Health and Human Services. Centers for Medicare & Medicaid Services, Quarterly)

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

Pension & Benefits Daily (Bureau of National Affairs, Daily)

Pension & Benefits Reporter (Bureau of National Affairs, Weekly)

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

Plan Sponsor (Asset International, Monthly)

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

"Survey of Consumer Finances." Federal Reserve Bulletin (Board of Governors of the Federal Reserve System, Updated triennially)

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: Legislation

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)

Health Care System DataSource (National Institute for Health Care Management, Irregular)

“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)

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

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)

National Income and Product Accounts of the United States. CD-ROM (1929-2000). U.S. Department of Commerce. Bureau of Economic Analysis (U.S. Government Printing Office, Quinquennial)

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

Pension Investment Report (Employee Benefit Research Institute, Quarterly)

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

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

Hay Group Benefits Report (Hay Group, Annual)

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

Salaried Employee Benefits Provided by Major U.S. Employers (Hewitt Associates, Annual)

State Employee Benefits Survey (Workplace Economics, Inc., Annual) [Ceased publication]

Surveys – Health Care

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

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

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

State Health Benefits Survey (The Segal Company, Irregular)

Surveys – Pension Plans

Accounting for Pensions and Other Postretirement Benefits: Reporting Under FAS 87 and FAS 106 Among the Nation’s Largest Companies (Towers Watson, Annual)

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

IOMA's Annual Defined Contribution Survey (Institute of Management & Administration, 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 Actuarial Assumptions and Funding: Pension Plans with 1,000 or More Active Participants (Watson Wyatt Worldwide, Annual)

Survey of Defined Contribution Plans (National Association of Government Defined Contribution Administrators, Biennial)

Survey of the Funded Position of Multiemployer Plans (The Segal Company, Irregular)

Trends and Experiences in 401(k) Plans (Hewitt Associates, Biennial)

United States Investment Management (Greenwich Associates, Annual)

Last Updated: 6/11/10