Pension Distribution Answer Book 2008

Overview

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.

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Overview

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 PPA
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Product Details

  • ISBN-13: 9780735565760
  • Publisher: Wolters Kluwer Law & Business
  • Publication date: 9/28/2007
  • Pages: 1110

Table of Contents

Part 1: In-Service Events


• CHAPTER 1: In-Service Distributions
• CHAPTER 2: Loans
• CHAPTER 3: QDROs and Other Exceptions to the Anti-Alienation Rules
• CHAPTER 4: Required Minimum Distributions
• CHAPTER 5: Corrective Distributions
• CHAPTER 6: Taxable Life Insurance Costs
• CHAPTER 7: Bankruptcy

Part 2: Benefit Determination


• CHAPTER 8: Vesting
• CHAPTER 9: Administrative Determination of Benefits
• CHAPTER 10: Optional Forms of Benefit and Protected Benefits
• CHAPTER 11: QJSA and QPSA Rules
• CHAPTER 12: Retirement, Disability, and Death
• CHAPTER 13: Other Termination Issues
• CHAPTER 14: Restrictions on Distributions

Part 3: Plan Termination


• CHAPTER 15: Plan Termination Issues
• CHAPTER 16: The Termination Process for PBGC-Covered Plans
• CHAPTER17: Underfunded Plans

Part 4: Tax Treatment


• CHAPTER 18: Taxation of Periodic Payments
• CHAPTER 19: Taxation of Nonperiodic Payments
• CHAPTER 20: Additional Taxes
• CHAPTER 21: Direct Rollovers
• CHAPTER 22: State Income Tax Withholding and FICA and FUTA
• CHAPTER 23: Plan Disqualification and Self-Correction Programs

Part 5: Administrative Requirements


• CHAPTER 24: Federal Income Tax Withholding
• CHAPTER 25: Distributions in Kind
• CHAPTER 26: Trustee-to-Trustee Transfers
• CHAPTER 27: Reporting Distributions: Form 1099-R

Part 6: Distribution Planning


• CHAPTER 28: Rollovers
• CHAPTER 29 : Lump-Sum Distributions
• CHAPTER 30: Maximizing Retirement Benefits

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