Pension Plan Fix-It Handbook

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In easy-to-understand language, the Pension Plan Fix-It Handbook shows you how to correct virtually any mistake that may occur, including insights on what to do if a plan hasn’t been amended for the required recent tax law changes... a participant rolls over a contribution based on a statement that reflects an overvalued account... or a participant’s investment directions have not been followed... and that’s just the beginning.

Featured Topics

• Plan Design
• The Economic Growth and Tax Relief Reconciliation Act
• Changes from Recent Pension Plan Legislation
• Eligibility
• Contributions/Benefit Accruals
• Investments
• Vesting
• Loans, Withdrawals and Distributions
• Reporting, Disclosure and Plan Communications
• Fiduciary Liability
• Plan Terminations

Summary of Contents

100 Introduction and Overview
200 Plan Design and Amendment
300 Eligibility and Coverage Issues
400 Contributions and Benefit Accruals
500 Investments
600 Vesting
700 Loans, Withdrawals and Distributions
800 Reporting, Disclosure and Plan Communications
900 Fiduciary Liability and Prohibited Transactions
1000 Plan Terminations and Partial Terminations
1100 Government Assistance
Appendix I Administrative Rulings and Guidance

• Two-volume manual
• Updates (12 updates)
• Newsletters (12)

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Mary B. Andersen has more than 25 years of successful benefits consulting and administration experience. She is recognized as an executive whose leadership style is effective and pragmatic with a strong ERISA technical background and excellent people and project management skills. Throughout her career she has successfully proven herself to be a consultant who carefully assesses client situations and provides services tailored to each client.
Ms. Andersen's experience spans both corporate and consulting, having worked at small and large corporations directly and in a consulting capacity with many Fortune 500 organizations. Ms. Andersen built a consulting department of 7035 professionals who provided consulting services to the clients of a major financial institution. In addition, she introduced new services (QDRO and hardship determination) and revamped the 401(k) nondiscrimination testing services. Ms. Andersen spent 12 years at Coopers & Lybrand, now known as PriceWaterhouseCoopers, where she was jointly responsible for developing and building a national compliance review practice.
Ms. Andersen has been a frequent speaker on compliance related issues, Form 5500 at ISCEBS and WEB local chapter meetings and at the ISCEBS Annual Symposium. She has spoken at the Mid-Sized Pension Conference and also participated in the plenary forum at the session. Ms. Andersen was an instructor for the ISCEBS program and the College of Insurance in New York and served on the Board of the ASPA Benefits Council of the Delaware Valley. She is the past president of the Central Pennsylvania Chapter of ISCEBS. She has also published several articles on benefits related topics.
Ms. Andersen is a graduate of Western Michigan University with a BS in Math. She is also a ISCEBS fellow and member of the charter class; she has also attained the Enrolled Retirement Plan Agent (ERPA) designation.

Paul M. Hamburger is a partner in the Washington, D.C., office of the law firm Proskauer Rose LLP. Mr. Hamburger has more than 25 years of experience in advising employers and administrators, and is the author of numerous articles and publications on COBRA and other employee benefits issues affecting pension and welfare plans. He is a 1983 graduate of the University of Michigan Law School. Mr. Hamburger is author and contributing editor of Mandated Health Benefits — The COBRA Guide; and author of the Pension Plan Fix-It Handbook and Guide to Assigning and Loaning Benefit Plan Money, all published by Thompson Publishing Group.

Joseph S. Adams is in the Employee Benefits Tax Services Group of Deloitte & Touche's Chicago office. Prior to joining Deloitte & Touche, he was a partner in the Chicago office of the law firm of McDermott, Will & Emery. Specializing in employee benefit matters for privately and publicly held corporations, Mr. Adams has substantial experience in the design, drafting and operation of pension and profit-sharing plans, employee stock ownership plans, 401(k) plans, nonqualified deferred compensation arrangements, long-term incentive plans and welfare benefit plans. He also has extensive experience with fiduciary issues arising under the Employment Retirement Income Security Act and employee benefit issues arising in mergers and acquisitions. He has represented clients before the Internal Revenue Service, Department of Labor and Pension Benefit Guaranty Corporation. Mr. Adams has spoken to numerous trade and professional groups on employee benefit topics, and has written articles for the Tax Management Compensation Planning Journal and the Employee Benefits Journal. Mr. Adams received his law degree, cum laude, from the Cornell University Law School, where he served as an editor of the Cornell Law Review. He earned his undergraduate degree from the University of Chicago's Economics Honors Program. Mr. Adams is admitted to the Illinois bar and is a member of the American, Illinois and Chicago Bar Associations and Working in Employee Benefits (WEB). He also serves on the Retirement Benefits Committee of the Union League Club in Chicago. Joseph S. Adams is co-author of Domestic Partner Benefits: An Employer's Guide; and contributing editor of the Pension Plan Fix-It Handbook and the Guide to Assigning and Loaning Benefit Plan Money.

Editorial Advisory Board for the Pension Plan Fix-It Handbook

Joseph S. Adams
McDermott Will & Emery
Chicago, IL

Karen Kay Barnes
Managing Counsel
McDonald's Corporation
Oak Brook, IL

Rosemary Becchi
Becchi Consulting
Washington, DC

Paul Hamburger
Proskauer Rose LLP
Washington, DC

Michael Melbinger
Winston & Strawn
Chicago, IL

Arris Reddick Murphy
FedEx Corporation
Memphis, TN

C. Frederick Reish
Reish & Reicher
Los Angeles, CA

William F. Sweetnam, Jr.
The Groom Law Group
Washington, DC

Nicholas J. White
Reish & Reicher
Los Angeles, CA

David Wray
President
Plan Sponsor Council of America
Chicago, IL