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  Employee Benefits in Mergers and Acquisitions, 2009-2010 Edition

  Employee Benefits in Mergers and Acquisitions is an essential tool in assisting both benefits and M&A professionals in handling complicated issues that are likely to arise in the wake of a merger or acquisition. Includes legal and tax compliance issues, strategies to avoid costly litigation, and the soundest business practices for administering benefits and compensation plans in a merger and acquisition setting.
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  Pension Termination Answer Book, Fourth Edition (with Joan Gucciardi)

  The Pension Termination Answer Book addresses all of the ins-and-outs of terminating a qualified retirement plan, including such issues as documenting the termination, notices that must be provided to participants, filing for an IRS favorable determination letters, PBGC termination filings, and issues dealing with withdrawal from a multiemployer plan.
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  Journal of Pension Benefits

  This quarterly journal provides pension professionals with new ideas, fresh insights, and expert views on key topics affecting plan design, compliance, and administration.
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  Defined Contribution Plans Volume I:
  Plan Qualification and Compliance Basics – 3rd Edition

  Written in easy-to-understand language and including numerous examples and citations to the law, this first of a three-volume set is a comprehensive discussion of defined contribution plans. Required reading for ASPPA's DC-1 examination. This volume is a basic treatise on defined contribution plans and their operational requirements.
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  Defined Contribution Plans Volume 2:
  401(k) Plans and Intermediate Administration Topics – 3rd Edition

  This volume covers all of the ins-and-outs of 401(a) plans, including nondiscrimination requirements, distribution rules, and participant-directed investments.
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  Defined Contribution Plans Volume 3:
  401(k) Plans and Intermediate Administration Topics – 3rd Edition

  This volume covers more advanced defined contribution plan issues, such as cross-testing, controlled and affiliated service groups, ESOPs, and prohibited transactions.
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