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Advisor's Guide to Section 409A: A Revolution in Deferred Compensation Marketing

Author: Louis R. Richey, J.D. and Richard C. Baier, J.D., CLU, ChFC
ISBN: 0872186881

Covers designing, funding, selling and administering nonqualified deferred compensation in light of the new rules enacted under the American Jobs Creation Act of 2004 and recent IRS guidance.

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Advisor's Guide to Section 409A: A Revolution in Deferred Compensation Marketing
Media Description:
Pub Number: 1820000
Price: $16.30

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Advisor's Guide to 409A covers designing, funding, selling and administering nonqualified deferred compensation in light of the new rules enacted under the American Jobs Creation Act of 2004 and recent IRS guidance.

This pocket-sized reference includes the latest on:

  • Identifying and Approaching Prospects
  • Point-of-Sale Considerations
  • Funded Versus Unfunded
  • The Right Policy for the Job
  • Doing an Executive Benefits Audit
  • Fixing Broken Plans
  • When Qualified Contributions are Not Enough



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