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The Advisor’s Guide to 401(k) Plans, 2014 Edition

SKU: 3270000B

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Quick Overview

You get everything you need—from 401(k) Plan creation through compliance to correction—right at your fingertips.  Every retirement financial, benefits, and pension planning professional working with 401(k) Plans will benefit from the time-saving expert guidance in The Advisor’s Guide to 401(k) Plans.

The Advisor’s Guide to 401(k) Plans, 2014 Edition

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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.

 ISBN
9781939829375
 EISBN
9781939829382
 Page Count
480
 Publication Date
Dec 9, 2013
 Author
Bruce A. Tannahill, J.D., CPA/PFS, CLU®, ChFC®, AEP® and Louis R. Richey, J.D.
 Edition
2014