Book 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 Stephen Abramson, CPC, CLU, ChFC,
is an expert in retirement planning issues. He is the President and
Co-Founder of APS Pension & Financial Services, a consulting and
actuarial firm specializing in pension and pension-related services.
Steve has taught professional level education programs for the American
Society of Pension Actuaries; has been interviewed twice on
"Dollars and Sense." a financial talk show on cable
television; has lectured to various professional groups, including the
Nassau Bar Association, the C. W. Post Tax Institute, and the National
Institute of Pension Administrators; and has conducted continuing
education seminars for Certified Public Accountants for the past thirty
years.
