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Practice Area:Employee Benefits


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401(k) Enrollment Form (For Traditional 401(k) Without Roth Contributions) (4 pp)
by Pamela D. Perdue

from the book Qualified Plans: Forms, Notices, And Supplementary Materials (April 18, 2008)

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401(k) Hardship Withdrawal Application
by Pamela D. Perdue

from the book Qualified Plans: Forms, Notices, And Supplementary Materials (April 18, 2008)

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401(k) Hardship Withdrawal Application (Using Safe Harbor Provisions To Ensure Financial Need; Future Contributions Suspended)
by Pamela D. Perdue

from the book Qualified Plans: Forms, Notices, And Supplementary Materials (April 18, 2008)

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401(k) Or Profit Sharing Consent And Distribution Form (Distribution Allowed In Lump Sum Payment Or Installments But With Outstanding Loan)
by Pamela D. Perdue

from the book Qualified Plans: Forms, Notices, And Supplementary Materials (April 18, 2008)

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401(k) Or Profit Sharing Consent And Distribution Form (Distribution Made In Lump Sum Payment Only But With Loan Outstanding)
by Pamela D. Perdue

from the book Qualified Plans: Forms, Notices, And Supplementary Materials (April 18, 2008)

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401(k) Or Profit Sharing Consent And Distribution Form (Distribution Made In Lump Sum Payment Only)
by Pamela D. Perdue

from the book Qualified Plans: Forms, Notices, And Supplementary Materials (April 18, 2008)

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401(k) Or Profit Sharing Consent And Distribution Form (Distribution Made In Lump Sum Payment Only)
by Pamela D. Perdue

from the book Qualified Plans: Forms, Notices, And Supplementary Materials (April 18, 2008)

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401(k) Plan and Trust Participant Enrollment Form
by Pamela D. Perdue

from the book Qualified Plans: Forms, Notices, And Supplementary Materials (April 18, 2008)

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401(k) Roth Plan And Trust Enrollment Form (4 pp)
by Pamela D. Perdue

from the book Qualified Plans: Forms, Notices, And Supplementary Materials (April 18, 2008)

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401(k) Salary Reduction Agreement Change Form (3 pp)
by Pamela D. Perdue

from the book Qualified Plans: Forms, Notices, And Supplementary Materials (April 18, 2008)

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A Walk-Through of Qualified Plans, Including Recent Plan Requirements (With Sample Plan Forms) (279 pp)

from the coursebook Understanding Current Pension and Employee Benefits Law and Practice (August 15, 2005)

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Agreement for Purchase of Personal Goodwill (6 pp)

from the coursebook Representing Professional and Closely Held Businesses: Qualified Plans, Welfare Benefits, and Tax Pl (September 28, 2006)

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Alternative Notice of Default Investment Option and Procedures
by Pamela D. Perdue

from the book Qualified Plans: Forms, Notices, And Supplementary Materials (April 18, 2008)

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Appendix E (Acknowledgement Letter) to IRS Rev. Proc. 2008-50 (4 pp)

from the coursebook EPCRS Workshop: Preventing & Correcting Qualified Plan Probs (September 24, 2008)

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Application For Incoming Rollover or Transfer
by Pamela D. Perdue

from the book Qualified Plans: Forms, Notices, And Supplementary Materials (April 18, 2008)

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Building Pension Plans for the Real World: The Efficient Personal Pension Accumulation Model (4 pp)

from the coursebook Understanding Current Pension and Employee Benefits Law and Practice (August 15, 2005)

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Buy-Sell Agreements for Closely Held Business and Professional Organizations (81 pp)

from the coursebook Representing the Professional and Closely Held Business: Qualified Plans, Welfare Benefits, and Tax (February 12, 2004)

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Buy-Sell Agreements for Closely Held Business and Professional Organizations (With Sample Provisions) (90 pp)

from the coursebook Representing Professional and Closely Held Businesses: Qualified Plans, Welfare Benefits, and Tax Pl (September 28, 2006)

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Can Co-Ownership Work in Dental and Dental Specialty Practices? (With Checklists) (32 pp)

from the coursebook Representing Professional and Closely Held Businesses: Qualified Plans, Welfare Benefits, and Tax Pl (September 28, 2006)

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Close Corporation Sample Agreement (52 pp)

from the coursebook Representing Professional and Closely Held Businesses: Qualified Plans, Welfare Benefits, and Tax Pl (September 28, 2006)

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