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Confidently Advise Clients on 401(k) Plans –
Every Step of the Way from Plan Creation to
Compliance to Correction
You receive immediate insights into the most critical
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401(k) Compliance Mistakes Can Be Costly.
Avoiding These Mistakes Doesn’t Have to Be.
By Bruce Tannahill, J.D., CPA/
PFS, CLU®, ChFC®, AEP® and
Louis R. Richey, J.D.
2014 | 453 pages | $106
» Plan Design
» Eligibility Requirements
» Safe Harbor Plans
» Defined Contribution Plan
» SIMPLE 401(k) Plans
» The Roth Option (including
accounts, contributions, conversions
» The Use of Life Insurance in 401(k)
» The Relationship Between 401(k)
Plans and Defined Benefit Plans
» Multiple Employers, Plan Mergers,
and Plan Terminations
» Preventing & Correcting Broken
401(k) Plans — Complete Chapter
Covering New IRS and DOL
To learn more, visit http://www.nationalunderwriter.com/AdvisorsGuide401k