The 401(k) Handbook is the one-stop resource for guidance on plan design and administration, administration of employer and employee contributions, nondiscrimination testing, reporting requirements, employee communications, valuation problems, hardship withdrawals, plan loans, rollovers and investment vehicles. The Handbook provides detailed explanations of the complex 401(k) rules, plus proven trouble-shooting strategies and remedies. Time-saving sample plan documents and forms, checklists and flow charts will shed light on even the most complex situations. Think your plan is audit-proof? A benchmarking tab allows you to determine where your plan stands in comparison to others. Regular newsletters and Handbook updates provide the latest news and analysis of relevant congressional, Internal Revenue Service and Department of Labor activities.

Featured Topics

• Minimum Participation and Coverage Requirements
• Employee and Employer Contributions
• Nondiscrimination Testing
• Treatment of Excess Contributions
• Accounting and Reporting Requirements
• Plan Loan Programs
• ERISA Section 404(c) Rules
• Plan Distribution Rules
• Rollovers
• Fiduciary Duty

Summary of Contents

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