The Advisor’s Guide to Qualified Plans

Product Description

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

The Advisor’s Guide to Qualified Plans Summary Table of Contents
• Choosing the Plan
• Establishing the Plan
• Plan Administration and Maintenance
• Basic Plan Design Issues
• Advanced Plan Design Issues
• Deductibility and Funding
• Who is the Employer?
• Nondiscrimination and Benefits
• Nondiscrimination and Structure
• Top-Heavy Plans
• Profit Sharing Plan Designs
• Traditional 401(k) Plans
• SIMPLE and Safe Harbor 401(k) Plans
• Supplemental Issues and Investments in 401(k) Plans
• Employee Stock Ownership Plans
• Money Purchase and Target Benefit Plans
• Defined Benefit Plan Basics
• Funding, Assumptions, and Benefits in Defined Benefit Plans
• Alternate Designs for Defined Benefit Plans
• Retirement Plans for Non Profit Organizations, Nonqualified Plans and SEPs
• Creative Plan Design
• Common Plan Defects/IRS Voluntary Compliance
• Fiduciary Responsibility and Prohibited Transactions
• Voluntary Plan Distributions
• Mandatory Distributions
• Taxation of Distributions
• Distribution Planning
• Mergers and Acquisition
• Plan Terminations
• Appendix/Glossary