Research Catalog

The handbook of 401(k) plan management

Title
The handbook of 401(k) plan management / Towers Perrin.
Publication
Chicago : Irwin Professional, [1997], ©1997.

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Details

Additional Authors
Towers Perrin.
Description
xiv, 392 pages : illustrations; 24 cm
Summary
  • Written to aid benefit practitioners in understanding the complex tax and legal environment in which 401(k) plans operate, the revised edition brings you up to speed on the latest legislative developments and everything you need to know to design and administer an efficient, flexible plan. It begins with a look at the emerging role of 401(k) plans and their basic characteristics.
  • The Handbook of 401(k) Plan Management, Revised Edition, covers the specific tax law requirements that apply to defined contribution plans in general and to cash or deferred arrangements in particular, including the pension simplification provisions enacted by Congress in 1996; a detailed discussion of plan design and operational issues, including plan investments and administration; and strategies for increasing the value of these plans for both employers and employees.
Subjects
Bibliography (note)
  • Includes bibliographical references and index.
Contents
Ch. 1. History and Development -- Ch. 2. The Emerging Role of Defined Contribution Plans and CODAs -- Ch. 3. The Basic Qualification Rules -- Ch. 4. CODAs: Additional Tax Law Requirements -- Ch. 5. ESOPs and KSOPs -- Ch. 6. Other Tax Law Provisions -- Ch. 7. Non-Tax Legal Requirements -- Ch. 8. Plan Design - Employer and Employee Contributions -- Ch. 9. Plan Design - Benefit Entitlement Provisions -- Ch. 10. Plan Design - Miscellaneous Plan Provisions -- Ch. 11. Investing Plan Assets - Basic Principles -- Ch. 12. Investing Plan Assets - Plan Provisions And Operation -- Ch. 13. Plan Administration -- Ch. 14. Effective Communication -- Appendix I. Benefit and Contribution Limits -- Appendix II. Sample 401(k) Savings Plan Document.
ISBN
0786311177
LCCN
96036233
OCLC
ocm35280683
Owning Institutions
Columbia University Libraries