MARC details
| 000 -LEADER |
|---|
| fixed length control field |
04455nam a2200541 i 4500 |
| 001 - CONTROL NUMBER |
|---|
| control field |
11214713 |
| 003 - CONTROL NUMBER IDENTIFIER |
|---|
| control field |
CaPaEBR |
| 005 - DATE AND TIME OF LATEST TRANSACTION |
|---|
| control field |
20241023114845.0 |
| 006 - FIXED-LENGTH DATA ELEMENTS--ADDITIONAL MATERIAL CHARACTERISTICS |
|---|
| fixed length control field |
m eo d |
| 007 - PHYSICAL DESCRIPTION FIXED FIELD--GENERAL INFORMATION |
|---|
| fixed length control field |
cr cn |||m|||a |
| 008 - FIXED-LENGTH DATA ELEMENTS--GENERAL INFORMATION |
|---|
| fixed length control field |
160612s2016 nyu foab 001 0 eng d |
| 020 ## - INTERNATIONAL STANDARD BOOK NUMBER |
|---|
| International Standard Book Number |
9781631575167 |
| Qualifying information |
|
| 035 ## - SYSTEM CONTROL NUMBER |
|---|
| System control number |
(BEP)4533272 |
| 035 ## - SYSTEM CONTROL NUMBER |
|---|
| System control number |
(OCoLC)951625268 |
| 035 ## - SYSTEM CONTROL NUMBER |
|---|
| System control number |
(CaBNVSL)swl00406597 |
| 040 ## - CATALOGING SOURCE |
|---|
| Original cataloging agency |
CaBNVSL |
| Language of cataloging |
eng |
| Description conventions |
rda |
| Transcribing agency |
CaBNVSL |
| Modifying agency |
CaBNVSL |
| 050 #4 - LIBRARY OF CONGRESS CALL NUMBER |
|---|
| Classification number |
HQ1062 |
| 100 1# - MAIN ENTRY--PERSONAL NAME |
|---|
| Personal name |
Robbins, Eric J., |
| Relator term |
|
| 245 10 - TITLE STATEMENT |
|---|
| 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 |
Third 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)2016.] |
| 300 ## - PHYSICAL DESCRIPTION |
|---|
| Extent |
1 online resource (x, 398 pages) |
| 336 ## - CONTENT TYPE |
|---|
| Content type term |
text |
| Content type code |
txt |
| Source |
rdacontent |
| 337 ## - MEDIA TYPE |
|---|
| 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 |
| 504 ## - BIBLIOGRAPHY, ETC. NOTE |
|---|
| Bibliography, etc. note |
|
| 505 0# - FORMATTED CONTENTS NOTE |
|---|
| Formatted contents note |
Part I. Retirement plan overview -- |
| Title |
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. |
| 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. 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. |
| 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 |
Mode of access: World Wide Web. |
| 538 ## - SYSTEM DETAILS NOTE |
|---|
| System details note |
System requirements: Adobe Acrobat reader. |
| 588 ## - SOURCE OF DESCRIPTION NOTE |
|---|
| Source of description note |
Title from PDF title page (viewed on June 12, 2016). |
| 650 #0 - SUBJECT ADDED ENTRY--TOPICAL TERM |
|---|
| Topical term or geographic name entry element |
Retirement |
| General subdivision |
Planning. |
| 653 ## - INDEX TERM--UNCONTROLLED |
|---|
| Uncontrolled term |
employer-sponsored plans |
| 653 ## - INDEX TERM--UNCONTROLLED |
|---|
| Uncontrolled term |
Medicare |
| 653 ## - INDEX TERM--UNCONTROLLED |
|---|
| Uncontrolled term |
retirement plan compliance testing |
| 653 ## - INDEX TERM--UNCONTROLLED |
|---|
| Uncontrolled term |
retirement planning |
| 653 ## - INDEX TERM--UNCONTROLLED |
|---|
| Uncontrolled term |
social security |
| 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 |
9781631575150 |
| 830 #0 - SERIES ADDED ENTRY--UNIFORM TITLE |
|---|
| Uniform title |
Finance and financial management collection. |
| International Standard Serial Number |
2331-0057 |
| 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/BEPB0000491.html">https://go.openathens.net/redirector/ciu.edu?url=https://portal.igpublish.com/iglibrary/search/BEPB0000491.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 |
BEP11214713 |
| 902 ## - LOCAL DATA ELEMENT B, LDB (RLIN) |
|---|
| c |
1 |
| d |
Cynthia Snell |