Essentials of retirement planning : a holistic review of personal retirement planning issues and employer-sponsored plans /
Robbins, Eric J.,
Essentials of retirement planning : a holistic review of personal retirement planning issues and employer-sponsored plans / Eric J. Robbins. - Third edition. - 1 online resource (x, 398 pages) - Finance and financial management collection, 2331-0057 . - Finance and financial management collection. .
Part I. Retirement plan overview -- 1. Crisis of financial unawareness and a 30,000-feet view -- 2. The retirement landscape -- 3. Initial concerns in retirement planning -- 4. Defined-benefit plan types and money-purchase pension plans -- 5. The world of defined-contribution plans -- 6. Plans for small businesses and nonprofit organizations -- Part II. Retirement plan design -- 7. Coverage, eligibility, and participation rules -- 8. Designing benefit offerings -- 9. Plan loans, vesting, and retirement-age selection -- 10. Death and disability planning and the top-heavy rules -- 11. Plan funding and investing -- 12. Fiduciary responsibility -- Part III. Retirement plan administration -- 13. Plan installation and administration -- 14. Plan terminations -- Part IV. Special plan types -- 15. Nonqualified deferred compensation plans -- 16. Equity-based compensation -- 17. Introduction to IRAs -- 18. IRAs in depth -- Part V. Comprehensive retirement planning -- 19. A holistic view of retirement planning -- 20. Social security -- 21. Retirement needs analysis -- 22. Housing issues, Medicare, and long-term care concerns -- 23. Retirement distribution planning -- 24. Managing distribution options -- Questions and answers -- Appendix -- Notes -- References -- Index.
Access restricted to authorized users and institutions.
This book provides the quintessential information needed to understand the financial side of the retirement planning coin. A reader of this book will begin by learning about the various plan types available to the employers to offer to their employees. The topics related to compliance testing are thoroughly discussed as well as strategies used to legally shift benefits in favor of the highly compensated employees. However, some employers do not sponsor a plan. In this instance, retirement savers will need to understand the options available in the world of individual retirement accounts. This book is not intended to provide investment advice, but rather to guide how different retirement savings vehicles function and how they can be effectively deployed. Many financial professionals find that their clients will ask questions about all aspects of their financial life. For this reason, this book also discusses non-investment-related topics, such as housing options, social security planning, Medicare planning, and a few other basic insurance-based issues faced by all retirees.
Mode of access: World Wide Web.
System requirements: Adobe Acrobat reader.
9781631575167
Retirement--Planning.
employer-sponsored plans Medicare retirement plan compliance testing retirement planning social security
[genre]
HQ1062
Essentials of retirement planning : a holistic review of personal retirement planning issues and employer-sponsored plans / Eric J. Robbins. - Third edition. - 1 online resource (x, 398 pages) - Finance and financial management collection, 2331-0057 . - Finance and financial management collection. .
Part I. Retirement plan overview -- 1. Crisis of financial unawareness and a 30,000-feet view -- 2. The retirement landscape -- 3. Initial concerns in retirement planning -- 4. Defined-benefit plan types and money-purchase pension plans -- 5. The world of defined-contribution plans -- 6. Plans for small businesses and nonprofit organizations -- Part II. Retirement plan design -- 7. Coverage, eligibility, and participation rules -- 8. Designing benefit offerings -- 9. Plan loans, vesting, and retirement-age selection -- 10. Death and disability planning and the top-heavy rules -- 11. Plan funding and investing -- 12. Fiduciary responsibility -- Part III. Retirement plan administration -- 13. Plan installation and administration -- 14. Plan terminations -- Part IV. Special plan types -- 15. Nonqualified deferred compensation plans -- 16. Equity-based compensation -- 17. Introduction to IRAs -- 18. IRAs in depth -- Part V. Comprehensive retirement planning -- 19. A holistic view of retirement planning -- 20. Social security -- 21. Retirement needs analysis -- 22. Housing issues, Medicare, and long-term care concerns -- 23. Retirement distribution planning -- 24. Managing distribution options -- Questions and answers -- Appendix -- Notes -- References -- Index.
Access restricted to authorized users and institutions.
This book provides the quintessential information needed to understand the financial side of the retirement planning coin. A reader of this book will begin by learning about the various plan types available to the employers to offer to their employees. The topics related to compliance testing are thoroughly discussed as well as strategies used to legally shift benefits in favor of the highly compensated employees. However, some employers do not sponsor a plan. In this instance, retirement savers will need to understand the options available in the world of individual retirement accounts. This book is not intended to provide investment advice, but rather to guide how different retirement savings vehicles function and how they can be effectively deployed. Many financial professionals find that their clients will ask questions about all aspects of their financial life. For this reason, this book also discusses non-investment-related topics, such as housing options, social security planning, Medicare planning, and a few other basic insurance-based issues faced by all retirees.
Mode of access: World Wide Web.
System requirements: Adobe Acrobat reader.
9781631575167
Retirement--Planning.
employer-sponsored plans Medicare retirement plan compliance testing retirement planning social security
[genre]
HQ1062