Life Insurance Answer Book: For Qualified Plans and Estate Planning
Gary S. Lesser, Lawrence C. Starr
Panel Publishers, 2002 - Law - 1632 pages
You willl find the answer to every question that may arise regarding life insurance and how it relates to qualified plans and estate planning in Life Insurance Answer Book. This easy-to-use resource guides you expertly through all aspects of life insurance from design and structure to implementation and administration. Rules and regulations are also clearly outlined to ensure that you're complying with the applicable federal and state requirements.More than 1000 questions are thoroughly explained, covering such topics as:Legal requirements of insuranceLife insurance as it relates to qualified plansFiduciary responsibilities of employers, trustees, and administratorsRegulations governing insurance contractsDepartment of Labor and IRS disclosure and reporting guidelinesRecords retentionLife insurance as it relates to estate planning and other benefitsand more!
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Life Insurance in Generol
Part Ill Fiduciary Responsibility
44 other sections not shown
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advice Advisers Act Rule annuity apply beneficiary designation benefit plan chapter charitable lead trust charitable remainder client Code Section common-law marriage contributions corporation court death benefit decedent deduction deferred compensation plan distribution DOL Reg donor EGTRRA Employee Benefits ERISA plan estate planning estate tax F 2d F 3d F Supp family limited partnership fiduciary duty fiduciary's fund gift tax gross estate income tax insurance company insurance contract insurance policy interest Investment Advisers Act investment advisor Letter pub avail Ltr Rul ment No-Action Letter pub paid participant's payable payment Pension percent person plan administrator plan assets plan fiduciary plan participant plan sponsor plan's postnuptial agreement Practice Pointer premium prenuptial agreement prohibited transaction qualified plan rabbi trust rates requirements retirement plan Rev Rul SEC No-Action Letter split-dollar arrangement spouse Stat Ann tax purposes term tion trust law VEBA welfare benefit