Pension Distribution Answer Book 1998 : Forms and Worksheets

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  • ISBN-13: 9781567069198
  • ISBN: 1567069193
  • Edition: 3
  • Publication Date: 1998
  • Publisher: Wolters Kluwer Law & Business


Gucciardi, Joan, Knox, Melanie N. Aska


A companion reference To The Pension Distribution Answer Book, this volume contains all the forms needed by pension professionals in regard To The distribution of funds from qualified pension plans. Heavily cross-referenced To The companion book, The material is organized around six categories: In-service distribution events -- including forms for loans, hardship withdrawals, and QDROs. Calculation of benefits -- including worksheets for determining employees' accrued benefits, 415 contribution limits, early retirement, and death benefits Plan termination -- including required forms for terminating a qualified plan and samples of participant communication Tax treatment of distributions -- including worksheets for determining taxation of distributions and sample worksheets for five- and ten-year forward income averaging Administrative requirements -- including sample forms for treatment and reporting of excise taxes, withholding taxes, direct rollovers, loan defaults, and income reporting Distribution planning -- including checklists and guidelines for maximizing benefits To The participant and minimizing tax implications For The plan sponsorGucciardi, Joan is the author of 'Pension Distribution Answer Book 1998 : Forms and Worksheets', published 1998 under ISBN 9781567069198 and ISBN 1567069193.

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