The Advisor’s Guide to Qualified Plans

As the population continues to age, and focuses on not outliving income, there has never been a better time for insurance and financial advisors to provide their clients with guidance on qualified plans.

The Advisor’s Guide to Qualified Plans enables you to handle all aspects of qualified plans and provide the perfect solution for each client – on a case-by-case basis, without a one-size fits all cookie cutter approach.

This brand-new publication provides practical, hands-on guidance on:

• Effective plan design
  
• Identifying the employer
  
• Nondiscrimination
  
• Traditional 401(k), SIMPLE and Safe Harbor 401(k) plans
  
• Defined benefit plans
  
• Taxation of distributions
  
• Distribution planning
  
• And much more