000			04604nam a2200553 i 4500
001			10910525
003			CaPaEBR
005			20241023114836.0
006			m eo d
007			cr cn |||m|||a
008			140821s2014 nyu foab 001 0 eng d
020			_a9781631570322 _qe-book
035			_a(OCoLC)888415273
035			_a(CaBNVSL)swl00403767
040			_aCaBNVSL _beng _erda _cCaBNVSL _dCaBNVSL
050		4	_aHQ1062
100	1		_aRobbins, Eric J., _eauthor.
245	1	0	_aEssentials of retirement planning : _ba holistic review of personal retirement planning issues and employer-sponsored plans / _cEric J. Robbins.
250			_aFirst edition.
264		1	_aNew York, New York (222 East 46th Street, New York, NY 10017) : _bBusiness Expert Press, _c[(c)2014.]
300			_a1 online resource (x, 310 pages)
336			_atext _btxt _2rdacontent
337			_acomputer _bc _2rdamedia
338			_aonline resource _bcr _2rdacarrier
347			_adata file _2rda
490	1		_aFinance and financial management collection, _x2331-0057
500			_aPart of: 2014 digital library.
504			_aIncludes bibliographical references (pages 297-302) and index.
505	0		_aPart I. Retirement plan overview -- _tChapter 1. Crisis of financial unawareness and a 30,000-foot view -- _tChapter 2. The retirement landscape -- _tChapter 3. Initial concerns in retirement planning -- _tChapter 4. Defined benefit plan types and money purchase pension plans -- _tChapter 5. The world of defined contribution plans -- _tChapter 6. Plans for small businesses and nonprofits -- _tPart II. Retirement plan design -- _tChapter 7. Coverage, eligibility, and participation rules -- _tChapter 8. Designing benefit offerings -- _tChapter 9. Plan loans, vesting, and retirement age selection -- _tChapter 10. Death and disability planning -- _tChapter 11. Plan funding and investing -- _tChapter 12. Fiduciary responsibility -- _tPart III. Retirement plan administration -- _tChapter 13. Plan installation and administration -- _tChapter 14. Plan terminations -- _tPart IV. Special plan types -- _tChapter 15. Nonqualified deferred compensation plans -- _tChapter 16. Equity-based compensation -- _tChapter 17. Introduction to IRAs -- _tChapter 18. IRAs in depth -- _tPart V. Comprehensive retirement planning -- _tChapter 19. A holistic view of retirement planning -- _tChapter 20. Social security -- _tChapter 21. Retirement needs analysis -- _tChapter 22. Housing, medicare, and long-term care concerns -- _tChapter 23. Retirement distribution planning -- _tChapter 24. Managing distribution options -- _tAppendix -- _tNotes -- _tReferences -- _tIndex.
506			_aAccess restricted to authorized users and institutions.
520	3		_aThis 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			_a2 _ub
530			_aAlso available in printing.
538			_aSystem requirements: Adobe Acrobat reader.
538			_aMode of access: World Wide Web.
588			_aTitle from PDF title page (viewed on August 21, 2014).
650		0	_aRetirement _xPlanning.
653			_aretirement planning
653			_aretirement plan compliance testing
653			_asocial security
653			_amedicare
653			_aemployer-sponsored plans
655		0	_a[genre]
776	0	8	_iPrint version: _z9781631570315
830		0	_aFinance and financial management collection. _x2331-0057
830		0	_a2014 digital library.
856	4	0	_uhttps://go.openathens.net/redirector/ciu.edu?url=https://portal.igpublish.com/iglibrary/search/BEPB0000302.html
942			_2lcc _bCIU _cOB _eBEP _QOL _zBEP10910525
999			_c73704 _d73704
902			_c1 _dCynthia Snell