Editorial Reviews
Book Description
Financial Professional's Guide to Qualified Retirement Plans gives business owners and their financial advisors the tools they need to navigate the complex financial rules and regulations governing qualified pension plans. Using clear, jargon-free language, the Guide offers practice-based solutions to everyday client issues and discusses ways to avoid problems and pitfalls. It is arranged as a topical resource, addressing both basic and advanced concepts. Issues covered include:
Ø Choosing the "best" plan for particular clients, depending on their goals and priorities
Ø Complying with rules of establishing and administering a plan
Ø Monitoring plan compliance
Ø Identifying events that trigger plan distributions
Ø Correcting inadvertent plan errors with the least amount of financial pain
Ø Advantages and disadvantages of various types of plans
Ø Unique applications of qualified retirement plans for special business situations
Ø Rules governing plan terminations, as well as alternatives to plan termination
From the Publisher
Financial Professional's Guide to Qualified Retirement Plans: Planning, Implementation, Operation and Compliance is a practical guide to retirement plans and retirement planning, written for advisors (CPA, attorneys, CFPs, insurance professionals, and other financial advisors) of business owners and others in a position to plan with retirement plans. It explains even the complex federal regulations including the implications of the Economic Growth and Tax Relief Reconciliation Act of 2001, and plainly states what is and is not permitted. To demonstrate key points, the author applies relevant rules to the range of situations financial/tax professionals routinely encounter in this area.
Features/Benefits
Ø Summary of the implications of the Economic Growth and Tax Reconciliation Act of 2001
Ø Explanation of the complex IRS and DOL regulations with practical applications and examples
Ø "ALERT" notices to remind you to consider a course of action or beware of a possible consequence
Financial Professional's Guide to Qualified Retirement Plans: Planning, Implementation, Operation and Compliance, Second Edition
Financial Professional's Guide to Qualified Retirement Plans: Planning, Implementation, Operation and Compliance, Second Edition,Stephen Abramson,Aspen Publishers,0735532885,Accounting - General,Business & Economics,Business / Economics / Finance,Deferred compensation,Finance,Human Resources & Personnel Management,Law,Law and legislation,Pension trusts,Taxation,United States
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