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Pension Plan Guide
The CCH Pension Plan Guide provides everything you need to set up, maintain, revise or terminate a pension plan and resolve day-to-day concerns is right at your fingertips. It provides comprehensive information on the tax, reporting and disclosure, and legal rules affecting most types of employee benefit plans, including corporate pension, profit-sharing, 401(k), and self-employed plans and individual retirement accounts, welfare benefit plans and nonqualified arrangements.
Features and Benefits
Official full-text of:
- The Employee Retirement Income Security Act (ERISA), ERISA regulations, ERISA Committee Reports, rulings and releases from the IRS, PBGC, DOL, SEC and other federal agencies.
- Benefit-related court decisions from the U.S. Supreme, Appellate and Federal District Courts, the U.S. Tax Court and state courts.
- Pension and benefits related sections of the Internal Revenue Code and selected IRS regulations with Committee Reports.
- Pension-related IRS and DOL preambles dating back to 1975.
- Selected IRS letter rulings and DOL and PBGC Opinion letters.
- Class and individual prohibited transaction exemptions.
- Pending and final pension legislation.
- IRS Employee Plans Examination Guidelines Handbook.
- IRS actuarial guidelines.
- PWBA Enforcement Manual.
In addition:
- Internet format includes CCH PensionTracker™ FREE!
- Detailed CCH explanations and analysis of cases and rulings, plus legislative and regulatory developments.
- Covers rules and compliance requirements for planning, administration, plan qualification, vesting, funding and termination.
- Employee benefits litigation coverage with case digests and full text U.S. Supreme Court decisions on pensions and welfare benefits, 401(k) plans, IRAs, health benefits, ERISA reporting and disclosure, and ERISA fiduciary requirements.
- Samples of innovative plans, such as age-weighted, cafeteria, and cash balance plans and interest rates, benefit COLAS, reporting calendars, and tax tables.
- Handy practical tools such as Forms, Checklists, Examples and Practice Tips help you to organize your efforts.
- Weekly report summary newsletter Pension Plan Guide – Summary Newsletter
- Electronic media includes additional coverage such as the full-text of the entire Internal Revenue Code, all IRS regulations, all DOL and PBGC opinion letters, IRS publications, additional revenue rulings and procedures, and approximately 16,000 IRS letter rulings!
- Benefit Practices Portfolios providing practical articles on compliance issues, written for the benefits professional.
- What's new section consisting of a short summary of What's New since the last CD was issued.
- PWBA Information letters added to rulings section.
- Electronic subscriptions provide the ease and efficiency of CCH Searching. CCH's powerful search engine makes your research effortless, with special tools to help target your search and boost your efficiency. No matter which electronic format you choose, you can apply sophisticated criteria from one convenient search screen and pinpoint the information you need in no time.
- The print reporter's organization and finding aids help you locate information quickly and easily. Paragraph and page numbers are used throughout for indexing, citing, and cross-referencing. Plus tabbed sections, tables of contents, and various indices help you search efficiently and successfully every time.
Also Available
*** Optional Interactive
Forms via Internet or CD-ROM allow you to access, fill-out and print-out official forms right from your desktop! Features the most commonly-used forms, updated and augmented regularly. Contact a CCH Sales Representative for more information. ***
*** Pension and Benefits eLIBRARY
When you purchase the Internet version of the Pension Plan Guide, you can now "Plus" your order with the Pension and Benefits eLIBRARY. ***
Table Of Contents
- Administrative Forms
- Benefits and Contributions
- Distributions
- DOL Compliance/Audits
- ERISA Law and Regulations
- ESOPs
- Fiduciary Responsibility / Disclosure
- Forms Required by IRS, Labor Department, PBGC
- 401(k) Plans
- 403(b) plans
- IRAs, Roth IRAs
- IRC and IRS Regulations
- IRS Compliance Programs / Audits
- Minimum Funding
- Multi-employer Plans
- Nonqualified Plan
- Official IRS and DOL
- Rulings
- Other Pension-Related Federal Laws and Regulations
- Participation and Vesting
- Prohibited Transactions
- Qualifying Plans for Tax Benefits
- Recent Legislation
- Sample Plans and Clauses
- Self-Employed Retirement Plans
- Simple IRAs and 401(k)s
- Simplified Employee Pension Plans
- Social Security / Medicare
- State Laws Affecting Plans
- Termination Insurance
- Trust Income
- Voluntary Correction Programs for Plan Qualification
