The 401(k) Plan Handbook / Edition 1

The 401(k) Plan Handbook / Edition 1

by Julie Jason

Product Details

Aspen Publishers, Inc.
Publication date:
Product dimensions:
7.32(w) x 9.51(h) x 1.32(d)

Related Subjects

Table of Contents

About the Author
About the Contributors
Ch. 1Is a 401(k) or Other Retirement Plan Right for My Business?3
Ch. 2Key Considerations in Adopting a 401(k) Plan19
Ch. 3Design Issues in Practice: A Case Study35
Ch. 4What the Law Says About Investment Selection61
Ch. 5The Importance of a Strategic Approach to Investment Selection and Monitoring77
Ch. 6Issues Raised by Participant Choice of Investments: Fiduciary Issues, ERISA Section 404 (c) and Participant Education85
Ch. 7The Investment Lineup101
Ch. 8The Retirement Income Gap Analysis: A Tool for Focusing Employee Attention on Retirement Savings115
Ch. 9The Value Approach to Employee Education126
Ch. 10The Employer's Role in Retirement Distribution Planning141
Ch. 11The Estate Planner's Perspective on Distributions154
Ch. 12Strategic Issues Behind the Outsourcing Decision167
Ch. 13The Experience of Moving to Daily Pricing198
Ch. 14How Best to Manage Administration204
Ch. 15Using High-Technology Tools to Interact with Participants211
Ch. 16Who Are the Regulators: Department of Labor and the IRS225
Ch. 17Monitoring Procedures to Minimize Compliance and Litigation Problems235
Ch. 18How to Evaluate and Select a Vendor249
Ch. 19When to Call in a Consultant257
Ch. 20When to Call the Lawyers267
Ch. 21Special Issues for Small Companies and Tax-Exempt Organizations296
AppThe Regulatory Environment315
AppThe Small Business Job Protection Act of 1996 - Summary of Pension Provisions of P.L. 104-188316
AppThe 401(k) Regulations329
App. Recommended References and Other Resources359

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