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Financial Professionalªs Guide to Qualified Retirement Plans: Planning, Implementation, Operation and Compliance
Financial Professionals Guide to Qualified Retirement Plans Planning Implementation Operation and Compliance Author:Stephen Abramson 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... more » 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« less