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Publisher: Wolters Kluwer Law & Business
Knox, Melanie N. Aska, Gucciardi, Joan
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 moreKnox, Melanie N. Aska is the author of 'Pension Distribution Answer Book' with ISBN 9780735548336 and ISBN 0735548331.
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