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Our Library

Our reference library contains published guidance from the IRS, Dept. of Labor and the PBGC, along with analysis of that guidance in an easy to search format. Click on any of the buttons below to enter the library at that subject area.


Additional Items:

  • IRS Form 8717 showing the recent fee increase effective Feb. 1, 2011 from Rev. Proc. 2011-8.
  • DOL Advisory Opinion 83-15a, issued March 22, 1983, on American Dental Association allowing Equitable to market IRAs to its members. Mentioned in ASPPA ASAP on Multiple Employer Plans released July 5, 2011.
  • DOL Advisory Opinion 95-01a, issued Feb. 13, 1995, on health benefit plan offered by The Pennsylvania Division, Horsemen's Benevolent & Protective Association to horse trainers and backstretch personnel at Penn National Race Course. Cites to DOL Advisory Opinion 83-15A.
  • DOL Field Advisory Bulletin 2008-1, issued Feb. 1, 2008, on assigning responsibility in the plan document for monitoring and collecting delinquent contributions.
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