By Stephen , ChFC, CLU, CPC Abramson
As the inhabitants keeps to age, and makes a speciality of no longer outliving source of revenue, there hasn't ever been a greater time for coverage and monetary advisors to supply their consumers with advice on certified plans.
The consultant s advisor to certified Plans allows you to deal with all elements of certified plans and supply the precise resolution for every patron on a case-by-case foundation, with out a one-size matches all cookie cutter approach.
This brand-new ebook offers useful, hands-on advice on:
- potent plan design
- choosing the employer
- Nondiscrimination
- conventional 401(k), uncomplicated and secure Harbor 401(k) plans
- outlined profit plans
- Taxation of distributions
- Distribution planning
- and lots more and plenty more
The consultant s consultant to certified Plans precis desk of Contents
- identifying the Plan
- developing the Plan
- Plan management and Maintenance
- easy Plan layout Issues
- complex Plan layout Issues
- Deductibility and Funding
- who's the Employer?
- Nondiscrimination and Benefits
- Nondiscrimination and Structure
- Top-Heavy Plans
- revenue Sharing Plan Designs
- conventional 401(k) Plans
- basic and secure Harbor 401(k) Plans
- Supplemental matters and Investments in 401(k) Plans
- worker inventory possession Plans
- cash buy and objective profit Plans
- outlined gain Plan Basics
- investment, Assumptions, and advantages in outlined profit Plans
- trade Designs for outlined gain Plans
- Retirement Plans for Non revenue agencies, Nonqualified Plans and SEPs
- inventive Plan Design
- universal Plan Defects/IRS Voluntary Compliance
- Fiduciary accountability and Prohibited Transactions
- Voluntary Plan Distributions
- crucial Distributions
- Taxation of Distributions
- Distribution Planning
- Mergers and Acquisition
- Plan Terminations
- Appendix/Glossary
Read or Download The Advisor's Guide to Qualified Plans PDF
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The Advisor's Guide to Qualified Plans by Stephen , ChFC, CLU, CPC Abramson
by Thomas
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