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Leslie Bonacum
Neil Allen

New Book From CCH Explains Qualified Plans From Business Owner’s Perspective

 (RIVERWOODS, ILL., October 24, 2000) – Setting up a qualified retirement plan can be one of the most advantageous – but also one of the most confusing – courses of action that a small business owner can take, according to CCH INCORPORATED (CCH), a leading provider of employment law and human resources information, as well as creator of the award-winning small business site Business Owner’s Toolkit ( To guide business owners and their advisers through the process, CCH has published Qualified Retirement Plans for Small Businesses, by Barry R. Milberg. ($49.00, 248 pages. To order or for more information call 1-800-248-3248, or visit

Qualified Retirement Plans for Small Businesses is a basic introduction for small business owners, pension administration personnel and financial planners, but it also is appropriate for upper level business school courses in human resource management, personnel administration, business planning or finance.

In addition, it can also be used as a reference guide to qualified plans for accountants, attorneys, human resources, insurance and banking professionals – especially those with small business owners as clients.

Milberg explains the basics of qualified plans – and the options available to plan owners and administrators – in a clear, straightforward style, using a running case involving a small company. While the rules and principles set out are applicable to plans for large and small companies alike, Milberg focuses special attention on meeting the retirement and other needs of the small business owner while at the same time complying with requirements that protect other employees and plan participants.

Qualified Retirement Plans for Small Businesses covers plan sponsor and trustee responsibilities and compliance and communication issues, and recognizes the role of the business owner in selecting the vendors of plan services. It includes as appendices Department of Labor documents designed to help employers understand and control 401(k) plan fees. Chapters include:

  • What is a Qualified Retirement Plan?
  • Basic Features of Qualified Retirement Plans
  • Profit-Sharing and SEP Plans
  • 401(k) and SIMPLE Plans
  • Participant-Directed Investments
  • Money Purchase Pension Plans, "Paired Plans" and ESOPs
  • Defined Benefit Pension Plans and Cash Balance Plans
  • Case Study Results and Conclusions
  • What it Means to be a Plan Fiduciary
  • Documentation and Administrative Compliance Options
  • Service Providers

About the Author

Barry R. Milberg has designed and administered qualified retirement plans for 20 years. He is the author of numerous articles on qualified plans and employee benefits and has frequently lectured on these subjects at meetings of professional societies. Since 1981, Milberg has been the manager and lead consultant of a suburban Philadelphia-based pension and employee benefits consulting and administration firm serving over 200 small to medium size employers who sponsor nearly 300 retirement and benefit plans.

Pricing and Availability

To order, or for more information about Qualified Retirement Plans for Small Businesses, call 1-800-248-3248. The 248-page book is $49.95, plus applicable tax, shipping and handling.


CCH INCORPORATED, headquartered in Riverwoods, Ill., was founded in 1913 and has served four generations of business professionals and their clients. The company produces more than 700 electronic and print products for the tax, legal, securities, insurance, human resources, health care and small business markets. CCH is a wholly owned subsidiary of Wolters Kluwer U.S. The CCH web site can be accessed at The CCH Human Resources Group web site can be accessed at

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EDITORS NOTE: For members of the press, a complimentary review copy of Qualified Retirement Plans for Small Businesses is available by contacting: Leslie Bonacum, 824-267-7153 or


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