A Basic Bibliography of Employee Benefits

The following bibliography is intended as a guide for ERIC members who have a new responsibility for employee benefits as well as those who may be looking to increase their knowledge of an area for which they need basic information. The bibliography is not intended as a complete guide to the field and ERIC welcomes suggestions for additions or revisions.

The Basics

Primer on ERISA; Coleman; Bureau of National Affairs (BNA); Washington, D.C.; annual update.

Fundamentals of Employee Benefit Programs; Employee Benefit Research Institute, Washington, D.C.; updated periodically; Washington, D.C. See other EBRI publications on specific topics.

The Employee Retirement Income Security Act of 1974: The First Decade; An Information Paper Prepared For Use by the Special Committee on Aging of the United States Senate; August 1984; Senate Print 98-221; 1984.

"Twenty Years of Employee Benefits;" Leon Irish, Esq.; Tax Notes; November 12, 1992, page 915; Tax Analysts, Arlington, Virginia.

Employee Benefits Dictionary; An Annotated Compendium of Frequently Used Terms; Virgina L. Briggs, et al; Bureau of National Affairs, Washington, D.C.; 1992.

Employee Benefit Plans: A Glossary of Terms; International Foundation of Employee Benefit Plans; Brookfield, WI; Tel.: 414/786-6700; periodic update.

The ERIC Executive Report: bi-weekly report on legislation, regulations, judicial decisions and other matters relating to employee benefits; The ERISA Industry Committee (distribution limited); Washington, D.C.

More Detail

Qualified Retirement and Other Employee Benefit Plans; topically organized handbook of qualified plans; annual update; West Handbook Series, West Publishing Co., St. Paul, MN; ($55.00)

Pension & Benefits Law, Pension & Benefits Regulations, Preambles to Pension and Benefits Regulations; annual update; Research Institute of America (RIA) 111 Radio Cir. Mt Kisco, NY 10549-9983; 1-800/431-2057; 3 volumes purchased as desk set or individually. Full text of tax and nontax statutes and regulations, committee reports and other law affecting qualified plans.

ERISA: The Law and the Code; BNA; Washington, D.C.; (text of ERISA and IRC and legislative history excerpts)

Employee Benefits Law; American Bar Association Section of Labor and Employment Law; BNA Books, Bureau of National Affairs, Washington, D.C.; 1991 plus periodic supplements.

Fundamentals of Private Pensions (7th Ed.); Dan M. McGill, Kyle N. Brown, John J. Haley, and Sylvester J. Schieber; Pension Research Council, University of Pennsylvania Press, P.O. Box 4836 Hampden Station, Baltimore, MD 21211, 800/445-9880

Policy Issues, Trends and Data

Getting the Job Done: A White Paper on Emerging Pension Issues; The ERISA Industry Committee; Washington, D.C.; July 1996.

Retirement and Public Policy; proceedings of the second conference of the National Academy of Social Insurance, Washington, D.C.; Alicia Munnell, ed.; Kendall/Hunt Publishing Co., P.O. ; Box 539, Dubuque, IA 52004-0539; 1991.

Trends in Pensions 1992; U.S. Department of Labor Pension and Welfare Benefits Administration; ed. by John A. Turner and Daniel J. Beller; U.S. Government Printing Office, Superintendent of Documents, Mail Stop: SSOP, Washington, D.C. 20402-9328; periodic update.

Retirement Benefits of American Workers; new findings from the September 1994 Current Population Survey; U.S. Department of Labor Pension and Welfare Benefits Administration, Office of Research and Economic Analysis; September 1995.

EBRI Databook on Employee Benefits, Third Edition; Employee Benefit Research Institute, 2121 K Street, N.W., Washington, D.C. 20037-1896; 1995; updated annually.

An International Perspective

Averting the Old Age Crisis: Policies to Protect the Old and Promote Growth; A World Bank Policy Research Report; Oxford University Press, 200 Madison Ave, New York, NY 10016; 1994.

Building Private Pension Systems: A Handbook; Yves Guérard and Glenn Jenkins (the International Center for Economic Growth and the Harvard Institute for International Development); ICS Press, Institute for Contemporary Studies, San Francisco CA Tel: 1-415-981-5353.

Pension Policy: An International Perspective; U.S. Department of Labor Pension and Welfare Benefits Administration; ed. by John A. Turner and Lorna M. Dailey; Superintendent of Documents, U.S. Government Printing Office, Washington D.C. 20402; 1991.

Securing Employer-Based Pensions: An International Perspective; ed. by Zvi Bodie, Olivia S. Mitchell, and John A. Turner; Pension Research Council (The Wharton School of the University of Pennsylvania) and University of Pennsylvania Press, 423 Guardian Drive, Philadelphia PA 19104-6097; 1996.