403(b) Answer Book
- ISBN-10
- 1567061192
- ISBN-13
- 9781567061192
- Series
- 403(b) Answer Book
- Category
- Annuities
- Pages
- 704
- Language
- English
- Published
- 1996
- Publisher
- Aspen Publishers
- Author
- Donald R. Levy
Description
For comprehensive, reliable, and easy-to-understand guidance on retirement plans for tax-exempt organizations, there's no better source than the 403(b) Answer Book. This unique reference covers the complete range of 403(b) and 457 plan topics, including taxation, ERISA and other regulations, plan administration, and insurance and investing issues. You'll find clear, practical coverage of: Maximum contribution and other discrimination rules-- Choosing among the funding alternatives-- Avoiding fiduciary responsibility-- Prohibited transactions and exemptions-- Reporting and other requirements of IRS, DOL, and PBGC-- How annuity plans compare with 401(k) plans-- Which plans are best for which situation-- Calculating the exclusions allowance. Plus, you'll find comprehensive examples, listings of government regulations and rulings, and more.
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