<p>The PENSION DISTIBUTION ANSWER BOOK covers all facets of qualified plan distributions, including in-service distributions, pre- and post-retirement distributions, and plan terminations. You get expert advice and practical tips on hundreds of complicated issues - from legal requirements, including ERISA And The new SBJPA provisions, To administrative and reporting requirements, To planning strategies to minimize taxes and penalties and maximize benefits and contributions. Over 500 critical questions are answered, including: How to know when a partial termination occurs When can highly compensated employees receive a lump-sum distribution from a defined benefit plan How to apply the taxation rules for corrective distributions on 401(k) plans How to defer taxes by stretching our payments for 70 years How to determine minimum distribution amounts How to terminate an underfunded plan and more.</p>

Pension Distribution Answer Book, 2002

Gucciardi, Joan

Business

Aspen Law & Business

Pension Distribution Answer Book covers all facets of qualified plan distributions, including in-service distributions, pre- and post-retirement distributions, and plan terminations. You get expert advice and practical tips on hundreds of complicated issues, from legal requirements, including ERISA and the new SBJPA provisions, to administrative and reporting requirements, to planning strategies to minimize taxes and penalties and maximize benefits and contributions.  Over 500 critical questions are answered, including:   How to know when a partial termination occurs  When can highly compensated employees receive a lump-sum distribution from a defined benefit plan  How to apply the taxation rules for corrective distributions on 401(k) plans  How to defer taxes by stretching our payments for 70 years  How to determine minimum distribution amounts  How to terminate an underfunded plan  And more

Pension Distribution Answer Book: 2003 Edition

Business & Money

Knox, Melanie N. Aska

Personal Finance

ASPEN PUB.

The Economic Growth and Tax Relief Reconciliation Act (2001) and Job Creation and Workers' Assistance Act (2002) have brought a significant amount of change to pension distribution rules and practices. Writing for fellow pension management professionals in the United States, the authors use a question and answer format to explain the rules governing distributions made during employment, benefit determination, plan termination (including distress terminations), tax treatment of plan distributions, administrative requirements, and distribution planning. Annotation (c) Book News, Inc., Portland, OR (booknews.com)

The Pension Distribution Answer Book 2004

Reference

A companion reference to the Pension Distribution Answer Book , this volume contains all the forms needed by pension professionals in regards to the distribution of funds from qualified pension plans. Heavily cross- referenced to the companion book, the material is organized around six categories:   * In-service distribution events-including forms for loans, hardship withdrawals, and QDROS. * Calculation of benefits-including worksheets for determining employees accrued benefits, 415 contribution limits, early retirement, and death benefits * Plan termination-including required forms for terminating a qualified plan and samples of participant communication * Tax treatment of distributions-including worksheets for determining taxation of distributions and sample worksheets for five- and ten-year forward income averaging * Administrative Requirements-including sample form for treatment and reporting of excise taxes, withholding taxes, direct rollovers, loan defaults, and income reporting * Distribution Planning-including checklists and guidelines for maximizing benefits to the participant and minimizing tax implications for the plan sponsor.

Pension distribution answer book: Forms & worksheets (The Panel answer book series)

Aspen Publishers

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Books by Gucciardi, Joan

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Pension Distribution Answer Book, 2002

Pension Distribution Answer Book: 2003 Edition

The Pension Distribution Answer Book 2004

Pension distribution answer book: Forms & worksheets (The Panel answer book series)