DB Study Guide: Administrative Issues of Defined Benefit Plans, 9th Ed. - PDF

This study guide is required reading for the DB and the DB-A examinations. To gain the knowledge and understanding of the material needed to pass the examination, candidates will be required to read textbooks, sections of legislation, the Internal Revenue Code (IRC) and various other government releases.

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The study guide is divided into chapters by topic:

Chapter 1: Introduction to Defined Benefit Plans
Chapter 2: Accrued and Normal Retirement Benefits
Chapter 3: Present Value Calculations and Alternate Forms of Benefits
Chapter 4: Hybrid and Floor Offset Defined Benefit Pension Plans
Chapter 5:...

The study guide is divided into chapters by topic:

Chapter 1: Introduction to Defined Benefit Plans
Chapter 2: Accrued and Normal Retirement Benefits
Chapter 3: Present Value Calculations and Alternate Forms of Benefits
Chapter 4: Hybrid and Floor Offset Defined Benefit Pension Plans
Chapter 5: Benefits after Normal Retirement Age
Chapter 6: Early Retirement, Death, and Disability
Chapter 7: Benefit Limitations under §IRC 415
Chapter 8: Permitted Disparity
Chapter 9: Qualified Domestic Relations Orders (QDROs)
Chapter 10: Distribution Issues
Chapter 11: Participant and PBGC Notices
Chapter 12: Plan Assets
Chapter 13: Valuations
Chapter 14: Funding/Accounting Reports
Chapter 15: ASPPA Code of Conduct

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