• Bender's Federal Income Taxation of Retirement Plans
 
 
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Bender's Federal Income Taxation of Retirement Plans

Bender's Federal Income Taxation of Retirement Plans

A comprehensive guide to the complex world of the federal income taxation of retirement plans.


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Publisher :Matthew Bender
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    This 2-volume treatise is a comprehensive analysis of the complex federal income tax issues affecting retirement plans. It includes the latest developments, complete with Planning Tips, examples and charts to help you design and maintain an efficient pension plan that meets IRS requirements.

    The treatise provides complete coverage of how to:

  • Effectively establish a pension plan;
  • Correctly differentiate among the many and varied types of plans;
  • Maintain the plan in accordance within statutory requirements, recent changes, and new interpretations of the law;
  • Not run afoul of prohibited transactions, and
  • Terminate a plan.

    • VOLUME 1

    Chapter 1 Introduction to Retirement Legislation And Guide To Application: From ERISA to Preservation of Access to Care for Medicare Beneficiaries and Pension Relief Act of 2010
    Chapter 2 Intersection of ERISA And IRC: Overlapping Government Jurisdiction: Preemption
    Chapter 3 Deferred Compensation Overview
    Chapter 4 Traditional Defined Benefit And Defined Contribution Plans
    Chapter 5 401(k) Plans
    Chapter 6 Cash Balance and Other Hybrid Plans: From Rise to Fall to Restoration: Bad History - Good Future
    Chapter 7 ESOPs
    Chapter 8 IRA-Based Employer Plans
    Chapter 9 Insurance Contract Plans And Other Uses of Insurance in Qualified Plans
    Chapter 10 Funding of Qualified Plans - Requirements, Offsets, and Design Alternatives
    Chapter 11 Controlled Groups and Affiliated Service Groups
    Chapter 12 Other Eligible Employees: Owners, Partners, Independent Contractors, Leased Employees

    VOLUME 2

    Chapter 13 Nonqualified Deferred Compensation and The Pre-Statutory Limits on Deferral
    Chapter 14 Statutory Standards for Deferral Under IRC Section 409A
    Chapter 14A A More Permanent 409A Foot Fault Correction Program for Operational Violations
    Chapter 15 The Challenges of Retirement Benefits Issues in Acquisitions, Dispositions and Mergers
    Chapter 16 Discontinuing Plans: Termination and Freezes
    Chapter 17 Distributions, Rollovers and Loans
    Chapter 18 Section 403(b) Tax-Sheltered Annuities and Custodial Accounts
    Chapter 19 Deferred Compensation for Service Providers of Governmental and Tax-Exempt Entities
    Chapter 20 Prohibited Transactions
    Chapter 21 Plan Sponsors and Fiduciaries: Authority, Duties, and Liability: Legal Exposure (The New Litigation Fields)
    Chapter 22 Legal Exposure Continued: More Prohibited Transactions
    Index

     

    Alvin D. Lurie


    Alvin D. Lurie, LL.B., of the firms of Alvin D. Lurie, P.C., Larchmont, New York, and The Wagner Law Group, P.C., Boston, Massachusetts.


    Professor David Pratt of Albany Law School, along with T. David Cowart and Greta E. Cowart of Haynes and Boone, LLP, serve as upkeep authors for this publication.

     

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