Förlagets beskrivning
The Pension Answer Book: Forms and Worksheets text is a handy desk reference tool designed to provide quick and accurate forms and worksheets for people working in the retirement plans administration business. Each chapter provides easy to use worksheets for identifying specific issues and topics and provides comprehensive guidance for each item. Sample administration and reporting forms are also provided with tips on how to properly utilize, complete and, where necessary, file them.
Pension Answer Book: Forms and Worksheets also includes a bonus CD-ROM which includes the exhibits contained in the book, so that you can customize certain forms and documents for your particular plan or company. View the CD-ROM contents here.
Pension Answer Book: Forms and Worksheets provides: A comprehensive and easy to use overview of all administrative functions in managing a qualified retirement plan Model forms for administrators to utilize in managing their retirement plan obligations to participants, beneficiaries, plan sponsors and regulatory oversight authorities Up-to-date guidance on all phases of retirement plan administration
Pension Answer Book: Forms and Worksheets will help you: Utilize information on the most current guidance available from the IRS and the DOL Properly manage their day-to-day functions in regard to the employee benefit plan Maintain compliance with administrative and fiduciary obligations Easy to understand summaries and flow charts for all phases of retirement plan administration
In addition, Pension Answer Book: Forms and Worksheets includes: Current review and analysis of all List of Required Modifications for Plan Qualification Updated guidance on the Pension Protection Act of 2006 Updated guidance on the Employee Plans Compliance Resolution System and the Voluntary Fiduciary Compliance program
Fler böcker av Frank J. Bitzer
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Pension Answer Book Forms and Worksheet
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