510 records matched your query       

Author:

Schwallie, Daniel Phillip, author.

Title:

Cash balance plan answer book / Daniel P. Schwallie, Barbara J. Hogg, Eric A. Keener, Paul W. Rangecroft.

Edition:

Fourth edition.

Publisher:

Wolters Kluwer,

Copyright Date:

2019

Description:

1 volume (various pagings) ; 27 cm

Subject:

Defined benefit pension plans--Law and legislation--United States.
Old age pensions--Law and legislation--United States.
Defined benefit pension plans--United States.
Old age pensions--United States.
FAQs.

Other Authors:

Hogg, Barbara J., author.
Keener, Eric A., author.
Rangecroft, Paul W., author.

Notes:

Includes bibliographical references and index.

Contents:

Introduction -- Cash balance plan design -- Administration -- Conversions -- Age discrimination rules for cash balance plans -- Communication, reporting, and disclosure -- Plan costs -- Eligibility and vesting -- Distributions -- Accrual rules -- Coverage and nondiscrimination testing -- Top-heavy testing -- Investment of plan assets -- Plan termination -- Qualified domestic relations order (QDROs) -- Determination letters.

ISBN:

9781543810912
1543810918

OCLC:

(OCoLC)1119985929

Locations:

OVUX522 -- University of Iowa Libraries (Iowa City)