Life Insurance Answer Book: For Qualified Plans and Estate Planning

Front Cover
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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Contents

Life Insurance in Generol
lvii
Part Ill Fiduciary Responsibility
lxiv
T
lxxxiii
Copyright

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About the author (2002)

Lesser is the principal of GSL Galactic Consulting & Software Companies in Indianapolis, IN. He is also a technical editor. He joined the Internal Revenue Service as a Tax Law Specialist and Attorney in the Employee Plans and Exempt Organizations Division in 1974.

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