The Advisor’s Guide to 401(k) Plans, 2014 Edition
| By: | Bruce A. Tannahill, J.D., CPA/PFS, CLU® |
| Publisher: | Touchpoint Markets |
| Print ISBN: | 9781939829375 |
| eText ISBN: | 9781939829382 |
| Edition: | 0 |
| Format: | Reflowable |
eBook Features
Instant Access
Purchase and read your book immediately
Read Offline
Access your eTextbook anytime and anywhere
Study Tools
Built-in study tools like highlights and more
Read Aloud
Listen and follow along as Bookshelf reads to you
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.