Joint Trust Pension Plans
Joint Trust Pension Plans

Author: Daniel F. McGinn

Publisher: University of Pennsylvania Press

Published: 1978

Total Pages: 376

ISBN-13:

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From the Pension Research Council of the Wharton School

Private Pension Plans
Private Pension Plans

Author: United States. Congress. Joint Economic Committee. Subcommittee on Fiscal Policy

Publisher:

Published: 1966

Total Pages: 544

ISBN-13:

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Considers need for Federal regulation of management of private pension programs.

An Estate Planner's Guide to Qualified Retirement Plan Benefits
An Estate Planner's Guide to Qualified Retirement Plan Benefits

Author: Louis A. Mezzullo

Publisher: American Bar Association

Published: 2007

Total Pages: 182

ISBN-13: 9781590319390

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Written for the non-ERISA specialist, this practical guide provides expert advice on how to structure benefits from qualified retirement plans and IRAs. Incorporating significant changes made by the Pension Protection Act of 2006 and the final regulations regarding the required minimum distribution rules, it clarifies distribution options, summarizes the rules of defined benefit and defined contribution plans, discusses tax rules, regulations, and penalties, and highlights the dangers of some traditional estate planning techniques. Includes appendices on CD-ROM.