The 401(k) Plan Handbook / Edition 1

The 401(k) Plan Handbook / Edition 1

by Julie Jason
     
 

ISBN-10: 0135274257

ISBN-13: 9780135274255

Pub. Date: 03/01/1997

Publisher: Aspen Publishers, Inc.

Product Details

ISBN-13:
9780135274255
Publisher:
Aspen Publishers, Inc.
Publication date:
03/01/1997
Pages:
448
Product dimensions:
7.32(w) x 9.51(h) x 1.32(d)

Related Subjects

Table of Contents

About the Author xi(2)
About the Contributors xiii(4)
Acknowledgments xvii(2)
Introduction xix
Part I: The Foundation 1(58)
Chapter 1: Is a 401(k) or Other Retirement Plan Right for My Business?
3(16)
Chapter 2: Key Considerations in Adopting a 401(k) Plan
19(16)
Chapter 3: Design Issues in Practice: A Case Study
35(24)
Part II: Investment Issues 59(54)
Chapter 4: What the Law Says About Investment Selection
61(16)
Chapter 5: The Importance of a Strategic Approach to Investment Selection and Monitoring
77(8)
Chapter 6: Issues Raised by Participant Choice of Investments: Fiduciary Issues, ERISA Section 404 (c) and Participant Education
85(16)
Chapter 7: The Investment Lineup
101(12)
Part III: Participant Issues 113(52)
Chapter 8: The Retirement Income Gap Analysis: A Tool for Focusing Employee Attention on Retirement Saving
115(11)
Chapter 9: The Value Approach to Employee Education
126(15)
Chapter 10: The Employer's Role in Retirement Distribution Planning
141(13)
Chapter 11: The Estate Planner's Perspective on Distributions
154(11)
Part IV: Administrative Issues 165(58)
Chapter 12: Strategic Issues Behind the Outsourcing Decision
167(31)
Chapter 13: The Experience of Moving to Daily Pricing
198(6)
Chapter 14: How Best to Manage Administration
204(7)
Chapter 15: Using High-Technology Tools to Interact with Participants
211(12)
Part V: Legal and Regulatory Issues 223(24)
Chapter 16: Who Are the Regulators: Department of Labor and the IRS
225(10)
Chapter 17: Monitoring Procedures to Minimize Compliance and Litigation Problems
235(12)
Part VI: Management Issues 247(66)
Chapter 18: How to Evaluate and Select a Vendor
249(8)
Chapter 19: When to Call in a Consultant
257(10)
Chapter 20: When to Call the Lawyers
267(29)
Chapter 21: Special Issues for Small Companies and Tax-Exempt Organizations
296(17)
Part VII: Resources 313(54)
Appendix A: The Regulatory Environment 315(44)
The Small Business Job Protection Act of 1996--Summary of Pension Provisions of P.L. 104-188 316(13)
The 401 (k) Regulations 329(30)
Appendix B: Recommended References and Other Resources 359(8)
Index 367

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