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Pension Plan Fix-It Handbook

Pension Plan Fix-It Handbook

Product Code: TPMEND

Availability: In stock

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Pension Plan Fix-It Handbook

The economy has forced employers to take a close look at how to effectively manage their pension plans in a turbulent environment, how to comply with federal laws and regulations and how to prepare for increasingly common agency audits. BLR's Pension Plan Fix-It Handbook will help you steer clear of common and costly errors. 

With Pension Plan Fix-It Handbook you can:

  • Find specific mistakes before IRS and DOL do — then fix them.
  • Prevent errors from recurring and ensure no contributions are disqualified.
  • Protect your plan from losing its tax-qualified status.
  • Comply with rules and regulations regarding fee disclosure and other requirements.
  • Conduct a “self-audit” that will help spot problems and prevent mistakes.

Major Topics Covered

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

Format and Frequency

  • Two volume Manual
  • Quarterly Updates

About Your Print Subscription

Your annual subscription includes published updates at no additional charge for the 12-month subscription period. If you have any questions about your subscription, please contact Client Services at or call us at 1-800-727-5257, Monday - Friday, 8am - 5pm Central Time.

Authors and Editors

Mary B. Andersen has more than 25 years of successful benefits consulting and administration experience. Throughout her career she has proven herself to be a consultant who carefully assesses client situations and provides services tailored to each. 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 7,035 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 has been a frequent speaker on compliance-related issues, and has also published several articles on benefits and ERISA topics. She is contributing editor of the Pension Plan Fix-It Handbook.

Paul HamburgerPaul M. Hamburger is co-Chair of the Employee Benefits, Executive Compensation and ERISA Litigation Practice Center and head of the Washington, DC office of the law firm Proskauer Rose LLP. He is also a leader of the Practice Center’s health and welfare subgroup and a member of Proskauer’s Health Care Reform Task Force. 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. Mr. Hamburger is managing author of The New Health Care Reform Law: What Employers Need to Know (A Q&A Guide), 5th Edition. Mr. Hamburger is also author and contributing editor ofMandated Health Benefits: The COBRA Guide, as well as co-author of the Guide to Assigning and Loaning Benefit Plan Money and the Pension Plan Fix-It Handbook, all published by Thompson Information Services.

Editorial Advisory Board for the Pension Plan Fix-It Handbook

Joseph S. Adams
McDermott Will & Emery
Chicago, IL

Paul Hamburger
Proskauer Rose LLP
Washington, D.C.

Arris Reddick Murphy
FedEx Corporation
Memphis, TN

C. Frederick Reish
Drinker, Biddle & Reath
Los Angeles, CA

David Wray
Littleton, CO