403(b) Answer Book, Sixth Edition: 2006 Cumulative Supplement (403(b) Answer Book)

Donald R. Levy, Barbara N. Seymon-Hirsch, Janet M. Anderson

ISBN 10: 0735559848 / ISBN 13: 9780735559844

Published by Aspen Publishers, 2006

About this Item

A copy that has been read, remains in good condition. All pages are intact, and the cover is intact. The spine and cover show signs of wear. Pages can include notes and highlighting and show signs of wear, and the copy can include "From the library of" labels or previous owner inscriptions. 100% GUARANTEE! Shipped with delivery confirmation, if you're not satisfied with purchase please return item! Ships via media mail.

Seller Inventory # OTV.0735559848.G

Bibliographic Details

• Title: 403(b) Answer Book, Sixth Edition: 2006 Cumulative Supplement (403(b) Answer Book)
• Publisher: Aspen Publishers
• Publication Date: 2006
• Language: English
• ISBN 10: 0735559848
• ISBN 13: 9780735559844
• Binding: Soft cover
• Condition: good

About this title

Synopsis

403(b) Answer Book, 2006 Cumulative Supplement, brings the practitioner up to date on administrative developments and changes, including the following: Discussion of IRS guidance regarding 403(b) plans affected by Hurricane Katrina Proposed guidance regarding Roth 403(b) contributions Discussion of proposed regulations, and their status and the extent to which the proposed regulations may be relied upon by practitioners, employers, and annuity contract and custodial account issuers Treatment and administration of participant loans Duty of plan fiduciary to collect repayments on a participant loan Investment blackout periods, blackout notices, and duration of blackouts Application of securities laws when compiling plan investment information The right of participants to obtain written confirmation of their investment instructions DOL interpretive guidance relating to investment education for participants Gap-fillers and default provisions in bebeficiary designation forms Survivor benefits required under ERISA for a spouse Common mistakes with beneficiary designations Special rules that apply when a plan is subject to ERISA and when a plan would fall within the safe harbor exemption from ERISA Three possible ways to demonstrate nondiscrimination compliance Special requirements applying to cross-tested 403(b) plans When an interest in a pooled or collective investment vehicle should be considered issued directly to eligible employee The SEC's position on the employer's obligation to provide eligible employees with prospectuses and other reports How to correct plan and contract errors, including when plan sponsors need to go to the IRS