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.

Bruce A.Tannahill

Bücher