Pension Distribution Answer Book 2008e

Pension Distribution Answer Book covers all facets of qualified plan distributions, including in-service distributions, pre- and post-retirement distributions, and plan terminations. You get expert advice and practical tips on hundreds of complicated issues, from legal requirements, including ERISA And The new SBJPA provisions, To administrative and reporting requirements, To planning strategies to minimize taxes and penalties and maximize benefits and contributions. Coverage in the 2008 Edition of Pension Distribution Answer Book includes the following new topics: Final rules on distributing Roth 401(k) accounts from a 401(k) plan How domestic relations orders and QDROs are treated under the Pension Protection Act of 2006 (PPA) Expanded hardship withdrawal events under PPA Updated rules on how changes in vesting schedules apply to plan participants Accelerated vesting requirements under PPAKnox, Elizabeth is the author of 'Pension Distribution Answer Book 2008e', published 2007 under ISBN 9780735565760 and ISBN 0735565767.