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Learn how the rules of Section 409A can help you better serve your existing clients, find new clients, and beat out the competition. These new rules drive the design, funding and administration of nonqualified deferred compensation plans in today’s marketplace. Includes a discussion of:
• Funding and Illustrating 409A Deferred Compensation Plans
• Meeting Plan Obligations with Life Insurance
• Federal Tax Implications of the Plan
• ERISA Requirements
• Accounting for Deferred Compensation
• Securing the Benefit
• Considerations of 409A
• Specimen Documents
Additional ISBNs
0872186881, 9780872186880
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