AICPA 401(k) Plan Practice Guide [Download]

Revised August 2006
Issued by the AICPA Tax Division

The AICPA 401(k) Plan Practice Guide — in Word® format - offers tax practitioners a single-source of general information for those who provide services to qualified retirement plans, and it specifically addresses the issues related to 401(k) plans. This guide brings together important statutory and regulatory information and practical forms, letters and questionnaires being used by practitioners today.

Updated for the Pension Protection Act of 2006.

In over 150 pages, this Practice Guide gives you guidance, tools and helpful hints on:

• Designing and implementing a plan
• Administrating the plan
• Handling loans, hardship withdrawals and distributions
• Plan sponsor consulting engagements
• And much, much more

It also includes:

• Information on new Roth IRAs and 401(k)s
• Explanation of the revised Employee Plans Compliance Resolution System (EPCRS)
• Useful websites and publications
• A list of important IRS forms and instructions

Note: This product is an electronic Word® file that will be accessible immediately after completing your purchase. Access to this file expires 90 days from purchase date. Be sure to save a copy of the file to your hard drive.

This product purchase is non-refundable. For more information about this product or service concerns, please contact the AICPA Service Center at service@aicpa.org or call 888-777-7077.