MARC details
| 000 -LEADER |
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04604nam a2200553 i 4500 |
| 001 - CONTROL NUMBER |
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10910525 |
| 003 - CONTROL NUMBER IDENTIFIER |
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CaPaEBR |
| 005 - DATE AND TIME OF LATEST TRANSACTION |
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| control field |
20241023114836.0 |
| 006 - FIXED-LENGTH DATA ELEMENTS--ADDITIONAL MATERIAL CHARACTERISTICS |
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m eo d |
| 007 - PHYSICAL DESCRIPTION FIXED FIELD--GENERAL INFORMATION |
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| fixed length control field |
cr cn |||m|||a |
| 008 - FIXED-LENGTH DATA ELEMENTS--GENERAL INFORMATION |
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| fixed length control field |
140821s2014 nyu foab 001 0 eng d |
| 020 ## - INTERNATIONAL STANDARD BOOK NUMBER |
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| International Standard Book Number |
9781631570322 |
| Qualifying information |
|
| 035 ## - SYSTEM CONTROL NUMBER |
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| System control number |
(OCoLC)888415273 |
| 035 ## - SYSTEM CONTROL NUMBER |
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| System control number |
(CaBNVSL)swl00403767 |
| 040 ## - CATALOGING SOURCE |
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| Original cataloging agency |
CaBNVSL |
| Language of cataloging |
eng |
| Description conventions |
rda |
| Transcribing agency |
CaBNVSL |
| Modifying agency |
CaBNVSL |
| 050 #4 - LIBRARY OF CONGRESS CALL NUMBER |
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| Classification number |
HQ1062 |
| 100 1# - MAIN ENTRY--PERSONAL NAME |
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| Personal name |
Robbins, Eric J., |
| Relator term |
|
| 245 10 - TITLE STATEMENT |
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| Title |
Essentials of retirement planning : |
| Remainder of title |
a holistic review of personal retirement planning issues and employer-sponsored plans / |
| Statement of responsibility, etc. |
Eric J. Robbins. |
| 250 ## - EDITION STATEMENT |
|---|
| Edition statement |
First edition. |
| 264 #1 - PRODUCTION, PUBLICATION, DISTRIBUTION, MANUFACTURE, AND COPYRIGHT NOTICE |
|---|
| Place of production, publication, distribution, manufacture |
New York, New York (222 East 46th Street, New York, NY 10017) : |
| Name of producer, publisher, distributor, manufacturer |
Business Expert Press, |
| Date of production, publication, distribution, manufacture, or copyright notice |
[(c)2014.] |
| 300 ## - PHYSICAL DESCRIPTION |
|---|
| Extent |
1 online resource (x, 310 pages) |
| 336 ## - CONTENT TYPE |
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| Content type term |
text |
| Content type code |
txt |
| Source |
rdacontent |
| 337 ## - MEDIA TYPE |
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| Media type term |
computer |
| Media type code |
c |
| Source |
rdamedia |
| 338 ## - CARRIER TYPE |
|---|
| Carrier type term |
online resource |
| Carrier type code |
cr |
| Source |
rdacarrier |
| 347 ## - DIGITAL FILE CHARACTERISTICS |
|---|
| File type |
data file |
| Source |
rda |
| 490 1# - SERIES STATEMENT |
|---|
| Series statement |
Finance and financial management collection, |
| ISBN |
2331-0057 |
| 500 ## - GENERAL NOTE |
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| General note |
Part of: 2014 digital library. |
| 504 ## - BIBLIOGRAPHY, ETC. NOTE |
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| Bibliography, etc. note |
|
| 505 0# - FORMATTED CONTENTS NOTE |
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| Formatted contents note |
Part I. Retirement plan overview -- |
| Title |
Chapter 1. Crisis of financial unawareness and a 30,000-foot view -- |
| -- |
Chapter 2. The retirement landscape -- |
| -- |
Chapter 3. Initial concerns in retirement planning -- |
| -- |
Chapter 4. Defined benefit plan types and money purchase pension plans -- |
| -- |
Chapter 5. The world of defined contribution plans -- |
| -- |
Chapter 6. Plans for small businesses and nonprofits -- |
| -- |
Part II. Retirement plan design -- |
| -- |
Chapter 7. Coverage, eligibility, and participation rules -- |
| -- |
Chapter 8. Designing benefit offerings -- |
| -- |
Chapter 9. Plan loans, vesting, and retirement age selection -- |
| -- |
Chapter 10. Death and disability planning -- |
| -- |
Chapter 11. Plan funding and investing -- |
| -- |
Chapter 12. Fiduciary responsibility -- |
| -- |
Part III. Retirement plan administration -- |
| -- |
Chapter 13. Plan installation and administration -- |
| -- |
Chapter 14. Plan terminations -- |
| -- |
Part IV. Special plan types -- |
| -- |
Chapter 15. Nonqualified deferred compensation plans -- |
| -- |
Chapter 16. Equity-based compensation -- |
| -- |
Chapter 17. Introduction to IRAs -- |
| -- |
Chapter 18. IRAs in depth -- |
| -- |
Part V. Comprehensive retirement planning -- |
| -- |
Chapter 19. A holistic view of retirement planning -- |
| -- |
Chapter 20. Social security -- |
| -- |
Chapter 21. Retirement needs analysis -- |
| -- |
Chapter 22. Housing, medicare, and long-term care concerns -- |
| -- |
Chapter 23. Retirement distribution planning -- |
| -- |
Chapter 24. Managing distribution options -- |
| -- |
Appendix -- |
| -- |
Notes -- |
| -- |
References -- |
| -- |
Index. |
| 506 ## - RESTRICTIONS ON ACCESS NOTE |
|---|
| Terms governing access |
Access restricted to authorized users and institutions. |
| 520 3# - SUMMARY, ETC. |
|---|
| Summary, etc. |
This book provides the quintessential information needed to understand the financial side of the retirement planning coin. You'll begin by learning about the various plan types employers may offer their employees. Topics related to compliance testing will be thoroughly discussed as well as strategies used to legally shift benefits in favor of highly compensated employees (HCEs). However, some employers do not sponsor a plan. In this instance, retirement savers will need to understand the options available within the world of individual retirement accounts (IRAs). 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 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. |
| 530 ## - COPYRIGHT INFORMATION: |
|---|
| COPYRIGHT INFORMATION |
COPYRIGHT NOT covered - Click this link to request copyright permission: |
| Uniform Resource Identifier |
<a href="b">b</a> |
| 530 ## - COPYRIGHT INFORMATION: |
|---|
| COPYRIGHT INFORMATION |
|
| 538 ## - SYSTEM DETAILS NOTE |
|---|
| System details note |
System requirements: Adobe Acrobat reader. |
| 538 ## - SYSTEM DETAILS NOTE |
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| System details note |
Mode of access: World Wide Web. |
| 588 ## - SOURCE OF DESCRIPTION NOTE |
|---|
| Source of description note |
Title from PDF title page (viewed on August 21, 2014). |
| 650 #0 - SUBJECT ADDED ENTRY--TOPICAL TERM |
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| Topical term or geographic name entry element |
Retirement |
| General subdivision |
Planning. |
| 653 ## - INDEX TERM--UNCONTROLLED |
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| Uncontrolled term |
retirement planning |
| 653 ## - INDEX TERM--UNCONTROLLED |
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| Uncontrolled term |
retirement plan compliance testing |
| 653 ## - INDEX TERM--UNCONTROLLED |
|---|
| Uncontrolled term |
social security |
| 653 ## - INDEX TERM--UNCONTROLLED |
|---|
| Uncontrolled term |
medicare |
| 653 ## - INDEX TERM--UNCONTROLLED |
|---|
| Uncontrolled term |
employer-sponsored plans |
| 655 #0 - INDEX TERM--GENRE/FORM |
|---|
| Genre/form data or focus term |
[genre] |
| 776 08 - ADDITIONAL PHYSICAL FORM ENTRY |
|---|
| Relationship information |
Print version: |
| International Standard Book Number |
9781631570315 |
| 830 #0 - SERIES ADDED ENTRY--UNIFORM TITLE |
|---|
| Uniform title |
Finance and financial management collection. |
| International Standard Serial Number |
2331-0057 |
| 830 #0 - SERIES ADDED ENTRY--UNIFORM TITLE |
|---|
| Uniform title |
2014 digital library. |
| 856 40 - ELECTRONIC LOCATION AND ACCESS |
|---|
| Uniform Resource Identifier |
<a href="https://go.openathens.net/redirector/ciu.edu?url=https://portal.igpublish.com/iglibrary/search/BEPB0000302.html">https://go.openathens.net/redirector/ciu.edu?url=https://portal.igpublish.com/iglibrary/search/BEPB0000302.html</a> |
| 942 ## - ADDED ENTRY ELEMENTS (KOHA) |
|---|
| Source of classification or shelving scheme |
Library of Congress Classification |
| Usage before 2021-2022 |
CIU |
| Koha item type |
Online Book (LOGIN USING YOUR MY CIU LOGIN AND PASSWORD) |
| VENDOR |
Business Expert Press |
| LOCATION |
ONLINE |
| Barecode |
BEP10910525 |
| 902 ## - LOCAL DATA ELEMENT B, LDB (RLIN) |
|---|
| c |
1 |
| d |
Cynthia Snell |