This authoritative but user-friendly Guide covers how 401(k) Plans are established and administered, as well as:
» How employers and employees participate
» Complying with all regulatory requirements
» Handling multiple employers, plan mergers, an plan terminations
» Rules for withdrawing money
» What to do when a plan is broken—entire chapter covers the NEW correction procedures from the IRS and the DOL!
The Advisor’s Guide to 401(k) Plans also puts all of this right at your fingertips:
» Planning Tips
» Rules of the Road
» Design Checklist
» Plan Loan Checklist
» QDRO Checklist
» Sample Documents
» Extensive Appendices
» And more!
Our highly respected authors—Bruce A. Tannahill, J.D., CPA/PFS, CLU®, ChFC®, AEP® and Louis R. Richey, J.D. —deliver the proven, practical, professional guidance you can apply immediately.
Dec 9, 2013
Bruce A. Tannahill, J.D., CPA/PFS, CLU®, ChFC®, AEP® and Louis R. Richey, J.D.