Pension Plan Guide

Pension Plan Guide provides the explanations, analysis, primary source materials, relevant legislation, news and developments you need to implement, revise, manage and terminate a retirement plan.

It contains detailed information on the rulings and releases from the IRS, PBGC, DOL, SEC and other federal agencies. Also included is a weekly newsletter that features updates of news and pending regulations, court decisions, rulings, notices and announcements, as well as legislative developments.

It covers the rules that affect most types of employee benefit plans, including:

• 401(k)
• Corporate pension
• Individual Retirement Accounts
• Nonqualified arrangements
• Profit sharing
• Self-employed
• Welfare benefit plans

Make the most of pension planning. Contact us today — we’ll get you there.

Formats available / Update frequency

• IntelliConnect: Updated weekly. Includes access to CCH@Hand™.
• Print: 13 loose-leaf volumes. Updated weekly.

Pension Plan Guide provides a variety of useful newsletters to keep you informed, including:

• Pension Tracker — A customized daily e-mail news and information service (Internet only).
• Pension and Benefits NetNews — A valuable resource with timely news summaries and hyperlinked text (Internet only)

Explanations, developments and primary pension sources include:

• The Pension Protection Act of 2006, legislative developments and thousands of benefit-related federal and state cases and rulings.
• Authoritative treatises, analytical materials and tools.
• Full-text coverage of all relevant legislation.
• Full-text of the Employee Retirement Income Security Act of 1974 (ERISA), plus relevant proposed and final ERISA regulations and Committee Reports, so you’ll have an essential understanding of the rules and procedures that must be followed.
• Pension and benefits-related sections of the Internal Revenue Code and selected IRS regulations with Committee Reports (Print; entire IRC on Internet only).
• Rulings and releases from the Pension Benefit Guaranty Corporation, DOL, EBSA, SEC and other federal regulatory agencies.
• Selected retirement-related IRS letter rulings (Print; entire IRS letter rulings on Internet only).
• Benefit-related court decisions from the U.S. Supreme Court, Appellate and Federal District Courts, the U.S. Tax Court and state courts (Internet only).
• Pending pension legislation.
• Benefit Practice Portfolios.
• Pension-related IRS and DOL preambles dating back to 1975.
• DOL and PBGC opinion letters.

Make the most of pension planning. Contact us today — we’ll get you there.

Formats available / Update frequency

• IntelliConnect: Updated weekly. Includes access to CCH@Hand™.
• Print: 13 loose-leaf volumes. Updated weekly.

CCH offers onsite and online training for all levels of professional development, including courses that earn CPE credit. Whether you’re a novice or skilled user, our expert instructors, course content and learning tools offer the tips, tricks and solid explanations you need to transform your work processes.

Available training includes on-demand or online self-study options; Web-based and onsite training; and a variety of seminars and conferences, some at a location near you.

• Pension Plan Guide

CCH Support is the best in the business — we’re always here when you need us. To keep your office up and running, we offer helpful tools, as well as a variety of ways to interact with CCH Support.

CCH Knowledge Base — In this online database of CCH software information, you’ll find step-by-step instructions, information on critical known issues and product documentation.

• Web ticket — Learn how to open a Web ticket online to submit your question directly to customer support.
• System requirements — Find out exactly what you need for CCH products to function properly in your office.
• Real-time chat — If you need a quick answer but don’t want to pick up the phone, live chatting via your Web browser is the way to go.
• CCH Support Center — Pick up your phone and call us to speak directly to a customer support representative.
• Remote support — Complicated problem? We can access your computer remotely and view your screen.

Get the most out of your CCH products — connect with us today.