Time-tested solutions and today’s best strategies on major topics from 401(k), Annuities, and Nonqualified deferred compensation merge for results-driven pages aimed at meeting the planning needs of clients while capitalizing on future opportunities in your business.

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.

Group Benefits Disability Specialist (GBDS) Designation Program

'EASY-TO-FIND ANSWERS TO HR QUESTIONS'

Win and retain business in the executive compensation marketplace. Arm yourself with this extensive overview in light of the American Jobs Creation Act and IRS guidance—derived from the best-selling book Comprehensive Deferred Compensation. Discover the new ways to design, fund, sell and administer nonqualified deferred compensation plans for competitive advantage. Learn best recommendations to retain current business and acquire new clients.

Highlights from the tax and labor points of view, with over 600 questions and authoritative answers derived from Tax Facts on Insurance & Employee Benefits and ERISA Facts.

2008 Tax Facts Complete Power Combo Consists of: (1) 2008 Tax Facts on Insurance & Employee Benefits Source Book (1) 2008 Tax Facts on Insurance & Employee Benefits CD ROM (1) 2008 Tax Facts on Investments Source Book (1) 2008 Tax Facts on Investments CD ROM

The Compliance you need. Clearly Outlined.
The Coverage you need. Easily Accessed.
• Defined Benefit Funding Rules
• 401(k) Safe Harbor Changes
• Cash Balance Plan Legislation
• Tax-Free IRA Distributions to Charities
• Regulations on 5500 Electronic Filing
• Joint DOL/SEC Guidance on Investments & Fees
• DOL Updates to Fiduciary Correction Program
• Mandated Electronic Filing of Annual Premiums