Pension Answer Book: Forms & Worksheets, 1998 Edition

by Lisa C. Germano, Gregory E. Matthews, Kathleen Matthews

The new edition of The Pension Answer Forms & Worksheets contains over 400 expertly designed policy documents, forms, checklists, sample procedures, communications, and worksheets to help you handle day-to-day plan administration. You'll find the tools * Design, administer, or terminate a plan using prototype documents
* Calculate employee eligibility
* Determine allocation of contributions
* Administer age-weighted plans
* Handle cross-tested plan requirements
* Identify highly compensated employees
* Design a customized plan based on a prototype Plus, this edition includes two powerful pension administration software * Plan Projection System-For playing "what if?" with various eligibility and benefit provisions and for predicting the contributions needed in each scenario.
* Administration Forms-Text files of all the important forms that you can adapt and print with your computer. Supplied on 3.5 inch diskette for IBM-compatibles running DOS 4.0 or higher, PPS can be run alone or as part of the DCS Administration System software.

608 pages, Paperback

First published April 23, 1998