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403(B) Plans (Dearborn Continuing Education)
 
 
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403(B) Plans (Dearborn Continuing Education) [Paperback]

Eleanor A. Lowdler (Author), Eleanor A. Lowder (Author)


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Paperback, September 1999 --  

Book Description

Dearborn Continuing Education September 1999
403(b) Plans is a course for insurance agents, securities reps and other financial services professionals who sell investment and retirement planning services to nonprofit organizations. The course focuses on the special retirement plan market in nonprofit organizations, with special concentration on the main markets: educational organizations, hospitals and other 501(c)(3) organizations, and religious organizations.

It also describes the unique features of 403(b) plans and the market for these plans. 403(b) Plans is the first course of its kind to focus on the practical aspects of working with employers and employees in setting up and providing investment services using 403(b) plans in public schools, colleges, hospitals, other nonprofit organizations and churches.

Material has been updated to reflect the changes made by the new distribution rules and the Tax Act of 2001 including:
* Updates to rules governing qualified plans.
* Catch up contributions and simplification of required minimum distribution rules.
* Facts, figures, illustrations and examples have been updated.

If you are taking this course for CE, the CE exam will automatically be added to your basket when selecting CE credit. Certain states require that a proctor or monitor supervise the exam taking process.

--This text refers to an alternate Paperback edition.

Product Details

  • Paperback: 7 pages
  • Publisher: Dearborn Trade Pub (September 1999)
  • Language: English
  • ISBN-10: 0793133548
  • ISBN-13: 978-0793133543
  • Product Dimensions: 11 x 8.5 x 0.2 inches
  • Shipping Weight: 14.4 ounces
  • Amazon Best Sellers Rank: #7,981,155 in Books (See Top 100 in Books)

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Inside This Book (learn more)
First Sentence:
The market for retirement programs among public education institutions and tax-exempt organizations is huge. Read the first page
Key Phrases - Statistically Improbable Phrases (SIPs): (learn more)
elective deferral cap, public education employers, alternative exclusion allowance, index fixed annuities, includable compensation, reasonable investment choices, voluntary salary reduction contributions, elective deferral plan, fixed annuity products, retirement income accounts, public education institutions, state retirement system, elective deferrals, traditional fixed annuities, elective deferral limit, nondiscrimination rules, nonspousal beneficiary, fractional years, solicitation rules, salary reduction agreements, pretax savings, deferral plans, nondiscrimination testing, eligible employers, deferral limits
Key Phrases - Capitalized Phrases (CAPs): (learn more)
Social Security, Department of Labor, Pastor Jones, Public Law
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