Retirement and Pensions
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The complete QDRO handbook : Dividing ERISA, military, and civil service pensions and collecting child support from employee benefit plans
By Carrad, David Clayton. Section of Family Law , American Bar Association. Third edition. c2009.
This practical handbook covers all the steps of the QDRO process from drafting to approval. The updated third edition of this title has an added chapter on current trended and future developments as well as the QDRO provisions affected by the Pension Protection Act of 2006. In addition to covering ERISA plans non-ERISA plans such as IRAs, Qualified Medical Child Support Orders (QMCSOs), Federal Thrift Savings Plans, and Railroad Retirement Act pensions are covered.
KF 3512 C37
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Employee plans--deductions, contributions and fundingLatest received: 2015 Update. By Cook, Lynn A. Tax Management Inc. c2015-.
"This Portfolio examines the limits for deducting contributions to qualified plans under §404, the contribution and benefit limits imposed by §415, and the minimum funding rules of §412." - from the publisher
KF 6289 A1 T35
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ERISA : Litigation, procedure, preemption and other title I issues
Latest received: 2015 Update. By Wagner, Marcia Beth Stairman. Tax Management Inc. c2006-.
"This Portfolio discusses issues arising out of and related to ERISA civil and criminal litigation and provides an overview of procedural issues pertaining to both types of litigation." - from the publisher
KF 6289 A1 T35
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ERISA and employee benefit law : The essentials
By Pratt, David A. American Bar Association, Senior Lawyers Division. c2010.
This title serves as a great introduction to the many complicated issues related to pension and benefit plans. The authors begin by providing the legal background to these topics before providing a closer look at various types of retirement plans: defined benefit, defined contribution, and hybrid plans. They also look at pensions in relation to divorce and bankruptcy, employee welfare benefits, social security benefits, Medicare, the taxation of retirement plans, and litigation under ERISA. Each chapter tackles a specific topic in a straightforward manner that helps one better delve into the complex laws that govern benefit plans.
KF 3512 P66
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ERISA survey of federal circuits
Tort Trial and Insurance Practice Section, American Bar Association. Second edition. 2007.
This title examines the issues practitioners often face when prosecuting and defending claims for ERISA regulated benefits. Each chapter covers what constitutes an ERISA plan, preemption, exhaustion of administrative remedies, standards of review, rules of plan interpretation, discovery, procedural aspects of ERISA practice, fiduciary liability claims, attorney's fees, ERISA regulations, and interpreting ERISA statutes of limitations for each of the twelve circuits including the DC circuit.
Table of contents only: http://www.loc.gov/catdir/toc/ecip0713/2007011914.html
KF 3512 E72
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IRAs
Latest received: 2015 Update. By Kennedy, Kathryn J. Tax Management. c2013-.
"This Portfolio contains a comprehensive examination of the tax and non-tax rules governing IRAs and the use of their tax-favored status in retirement planning." - from the publisher
KF 6289 A1 T35
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IRAs, 401(k)s, & other retirement plans : Taking your money out
Latest received: 8th edition, 2007. By Slesnick, Twila. Nolo. 2006-.
Nolo’s IRAs, 401(k)s & Other Retirement Plans guides readers through the IRS rules that govern distributions from retirement plans. This book gives readers advice on how to avoid penalties for taking money out early, minimize taxes before and after retirement, and other issues regarding taking money out of a retirement plan.
Note: A newer edition of this title is available electronically.
KF 3510 Z9 S55
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Pension Protection Act of 2006 : (H.R. 4), as signed by the President on August 17, 2006 : law, explanation and analysis
CCH. c2006.
This comprehensive reference covers Titles I through XIII of the Pension Protection Act of 2006. Relevant sections of the Internal Revenue Code and ERISA are included along with tax practitioners' practical explanation and analysis of the act.
KF 3510 A317 A15
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Qualified plans--investments
Latest received: 2015 Update. By Dickstein, Beth J. Tax Management Inc. c2007-.
"Bloomberg Tax Portfolio No. 377, Qualified Plans — Investments, reviews the issues relating to specific types of investments that may be made by plans subject to Part 4 of Subtitle B of title I of the Employee Retirement Income Security Act of 1974, as amended (ERISA), or §4975 of the Internal Revenue Code of 1986, as amended (Code). The Portfolio examines the legal concerns that plan fiduciaries may have when considering various types of investments and the ERISA guidance that governs those investments." - from the publisher
KF 6289 A1 T35
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Qualified retirement plans
West Group. 1999-.
This two-volume set provides step-by-step directions for navigating qualified retirement plans. Topics covered include plan selection, plan qualification, plan operation, plan administration, plan termination, enforcement, other plans, and plans in mergers and acquisitions.
KF 3510 C3
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SEPs and SIMPLEs
Latest received: 2015 Update. By Kennedy, Kathryn J. Tax Management. c2013-.
"... analyzes the rules that apply to simplified employee pensions (SEPs) and savings incentive match plans for employees (SIMPLE plans). This portfolio explains that a SEP is a retirement plan sponsored by an employer through which the employer makes contributions to the traditional IRAs of its employees. Although the rules applicable to traditional IRAs apply to employer contributions once they are made, separate eligibility, contribution amount and other rules apply to the SEP." - from the publisher
KF 6289 A1 T35
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State taxation of compensation and benefits
Latest received: 2014 Update. By Reichler, Richard. Tax Management Inc. c2011-.
"This Portfolio focuses on the impact of state taxation on executive and employee compensation." - from the publisher
KF 6289 A1 T35
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Value of pensions in divorce
Latest received: 2009 Supplement. By Snyder, Marvin. Aspen Publishers. Third edition. c1999.
This title covers every stage in the pension valuation process and attempts to translate important legal principles into plain English by providing sample court orders, examples, and pension documents. The concepts and methods discussed apply to the entire pension valuation process in all 50 states and covers all types of retirement plans. Chapter topics include benefit pension plans, defined contribution plans, the Federal Retirement System, plan administration, termination and retirement, deprivation of benefits, and social security payments.
KF 3510 S69