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Basic Law of Pensions, Welfare Plans, and Deferred Compensation--2004

Basic Law of Pensions is designed to provide elementary instruction on the tax and non-tax aspects of pension, welfare, and deferred compensation planning. Addressed to attorneys and other practitioners with little or no experience in any particular field of practice, as well as to lawyers with some modest experience in handling matters under ERISA, this course provides a basic introduction to the design of various pension, welfare, and other deferred compensation plans. Substantial time is devoted to the routine problems of practice, including relationships with clients and the kinds of information the practitioner needs to obtain from clients to give advice. CK012

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Coursebook Forms:

Specimen Form – Beneficiary Designation for a Traditional (Not Roth) IRA (2004) (0 pp) $29.00

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COBRA and Other Health Care Issues (with Forms) (0 pp) $49.00

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Walk-Through of Qualified Plans (with Forms) (0 pp) $49.00

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Coursebook Papers:

What Kind of Plan Does a Small Business or Professional Client Need? (14 pp) $29.00

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Vesting, Participation, and Coverage Victories for the “Little Guy” (40 pp) $29.00

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“The Three Faces of Loans” – Participant Loans under the Code and ERISA (34 pp) $29.00

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Limitations on Contributions and Benefits (8 pp) $29.00

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Retirement Equity Act (REA) Workshop: Spousal Consents and Other Issues (24 pp) $29.00

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The National Medical Support Notice: Enforcement of Qualified Medical Child Support Orders by State IV-D Agencies (12 pp) $29.00

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The Use of IRAs, SEPs, Master/Prototype and Volume Submitter Plans (88 pp) $39.00

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Qualified Domestic Relations Orders – Recent Case Law and Department of Labor Guidance (20 pp) $29.00

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Timing, Valuation, Calculation, and Payment of Plan Benefits (24 pp) $29.00

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Distributions During a Participant’s Lifetime (28 pp) $29.00

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Rollovers (30 pp) $29.00

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Estate Planning for Distribution of Proceeds – Qualified Plans and Traditional (not Roth) IRAs under the Final Regulations (34 pp) $29.00

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The Need To Customize Beneficiary Designations for Plan and IRA Proceeds (14 pp) $29.00

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Section 401(K) Administrative Procedures and Problems (34 pp) $29.00

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Logistics of Plan Termination (42 pp) $29.00

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Discovery and Privilege Issues Arising from Plan and Employer Representation: Who Is the Client? (34 pp) $29.00

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Employee Stock Ownership Plans (24 pp) $29.00

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Nonqualified Compensation – Deferral Concepts (38 pp) $29.00

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Flexible Compensation and Cafeteria Plans (26 pp) $29.00

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Funding; Accrual of Benefits (28 pp) $29.00

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Section 401(A)(4) Discrimination Rules (Safe Harbor, General Test; Cross Testing, Including Age Weighted Profit Sharing Plans; Other Issues) (34 pp) $29.00

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Permitted Disparity – Integration with Social Security (18 pp) $29.00

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Participants’ Rights for Administrative Claims Procedure (42 pp) $29.00

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Fiduciary Provisions; Prohibited Transactions (24 pp) $29.00

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The Employee Plans Compliance Resolution System (28 pp) $29.00

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Course Materials Subscription

Purchase a course materials subscription and get this book and many more for one low price. The above course materials are part of the following Practice Area subscriptions:

Coursebook Subscription - Employee Benefits/Pensions
Price: $399.00 Add to Cart

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