Defined Benefit Pension Plans


Senior Pension Consultants

Defined Benefit Pension Plans

Pre Publication Price $199

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Post June 30th, 2010 $350

The Complete Handbook

By Nicholas Paleveda MBA J.D. LL.M,
Marjorie Ewing MBT

This book covers the 4 types of Defined Benefit Pension Plans:

  1. The 414(x) plan otherwise known as the DB(k).
  2. The Cash Balance Plan.
  3. The 412(e)(3) Plan. 
  4. Traditional Defined Benefit Pension Plans.
  5. The Pension Protection Act of 2006.
  6. The Workers, Retiree Employers Recovery Act of 2008.
  7. The 2010 Tax Court decision on Mattheis will have on pension plans with insurance policies.
  8. Latest case law from the Tax Court, Circuit Courts and Supreme Court as it relates to pension plans.
  9. 412(i) Plan Litigation.
  10. Case law relating to pension plans.
  11. IRS Private letter rulings, Rev. rulings, LRMs that relate to 412(i) and 412(e)(3).
  12. Xerox v. Miller Supreme Court of the United States 2010, involving Floor-Offset plans.

About the authors:

Nick Paleveda received his B.A. and M.B.A. Degree from the University of South Florida and his Law Degree from the University of Miami. Mr. Paleveda also attended the University of Denver and received a Master of Laws in Taxation. Mr. Paleveda attended programs in Oxford University and Harvard University. He is admitted to practice in the State of Florida, the U.S. Tax Court the 9th Circuit Court of Appeals, the 11th Circuit Court of Appeals, and the Supreme Court of the United States. Mr. Paleveda was a partner in the law firm Hampton, Paleveda, Murphy, Cody and Levy and conducted over 1,000 Advanced Tax and Estate Planning Seminars throughout the U.S. Mr. Paleveda was a contributing author for “The Life Insurance Answer Book for Qualified Plans and Estate Planning” (1997) published by Panel Publishing and 412(i) Defined Benefit Plans. Mr. Paleveda is the CEO for National Pension Partners in Bellingham, Washington.  Mr. Paleveda was the Florida State Chess Champion in 1977, 1978 and 1994.  In Trivia, The Executive Benefits Team won the Trivia Bee championship two years in a row, once with the help of Ken Jennings.

Marjorie Ewing received her B.A. in Accounting from Cal State Fullerton and a Masters in Business Taxation Degree from the University of Southern California. Ms. Ewing also holds a B.A. in English from Georgia State and attended both Oxford University, New York University and the University of Washington. Ms. Ewing was a tax accountant for PriceWaterhouseCoopers in Los Angeles and is currently the General Manager for A.R.I.S. an actuarial and benefits administration firm in Bellingham, Washington

Pre Publication Price $199

PayPal - The safer, easier way to pay online!
Post June 30th, 2010 $350

Pre-Order Pricing $199
Post June 30th, 2010 book release pricing will be $350
To Order: Call 360-733-1356
Fax 360-756-9033
email Priscilla@nppdirect.com

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