401(k) Answer Book, 2009 [Hardcover]

Great-West Retirement Services (Author)

Book Description

Publication Date: October 7, 2008 | ISBN-10: 0735573794 | ISBN-13: 978-0735573796

401(k) Answer Book, 2009 Edition provides coverage of 401(k) plan design, testing, taxation, reporting and disclosure, and termination, and brings you up to date on investment-related topics and regulatory guidance.

Written by the experts at Great-West Retirement Services, the 2009 Edition is packed with special features, including:
Practice pointers
Checklists, charts, and sample notices
Step-by-step procedures
Examples showing how to apply concepts to real-world situations
This comprehensive one-volume desk reference is a must have for pension administrators, benefits managers, fund managers, trustees, accountants, attorneys, human resource professionals, consultants, advisors, and anyone who deals professionally with 401(k) plans. 401(k) Answer Book continues to focus on all the latest developments, including:
Details on the DOL's proposed regulations regarding participant investment and fee disclosure
Automatic enrollment design options Final DOL regulations regarding qualified default investment arrangements (QDIAs)
Service provider fee disclosure requirements, including those impacting Form 5500 disclosures
Qualified optional survivor annuity (QOSA) requirements
Roth 401(k) plans
The 2009 Edition also features... Information on the Heroes Earnings and Assistance Relief Act (HEART) of 2008
An updated ERISA Section 404(c) checklist
Discussion of ERISA spending accounts
Information regarding rollovers to Roth IRAs
Final Code Section 415 regulations Providing investment advisory services to plan participants
Regulatory guidance on the use of electronic technologies for satisfying notice and consent requirements
Quite simply, the hunt for specific answers to important questions begins - and ends - with this clear, comprehensive resource. 401(k) Answer Book, covers all aspects of plan design and administration, as well as the relationships of 401(k) plans with other types of retirement plans. When participants, sponsors, or service providers ask you questions, this book gives you the answers.

Product Details

• Hardcover: 1076 pages
• Publisher: Aspen Law & Business (October 7, 2008)
• Language: English
• ISBN-10: 0735573794
• ISBN-13: 978-0735573796
• Product Dimensions: 10.2 x 7.4 x 2.3 inches
• Shipping Weight: 3.7 pounds
• Amazon Best Sellers Rank: #2,352,128 in Books (See Top 100 in Books)