Paralegal Guide to Qualified Pension Plans Under ERISA

Paralegal Guide to Qualified Pension Plans Under ERISA

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This complete guide helps any paralegal involved with tax-qualified pension plans become more conversant with the concepts embodied in ERISA - guiding you in becoming more proficient in applying ERISA's technical requirements to everyday tasks. The book helps the new ERISA practitioner get organized, take the initiative, think independently, and perform many of the standard tasks required to service clients' tax-qualified plans. For experienced ERISA practitioners, the book's content offers a fresh approach to organizing the usual tasks, suggests ways to improve habitual methods, and fills the occasional minor gaps in knowledge that ERISA practitioners have inevitably have even when working in well-known territory. Also included is an IBM-compatible disk with forms for all types of pension, health, and welfare plans.Notebooks, folders, fancy fasteners, or any kind of a€œpresentationa€ only impedes the screenera#39;s progress and costs you needless ... The technical screener will verify that the proper fee was paid based on a technical analysis of the application.

Title:Paralegal Guide to Qualified Pension Plans Under ERISA
Author:Garrison Lee
Publisher:Aspen Publishers - 1997


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