000			04455nam a2200541 i 4500
001			11214713
003			CaPaEBR
005			20241023114845.0
006			m eo d
007			cr cn |||m|||a
008			160612s2016 nyu foab 001 0 eng d
020			_a9781631575167 _qe-book
035			_a(BEP)4533272
035			_a(OCoLC)951625268
035			_a(CaBNVSL)swl00406597
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			_aThird edition.
264		1	_aNew York, New York (222 East 46th Street, New York, NY 10017) : _bBusiness Expert Press, _c[(c)2016.]
300			_a1 online resource (x, 398 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
504			_aIncludes bibliographical references (pages 381-391) and index.
505	0		_aPart I. Retirement plan overview -- _t1. Crisis of financial unawareness and a 30,000-feet view -- _t2. The retirement landscape -- _t3. Initial concerns in retirement planning -- _t4. Defined-benefit plan types and money-purchase pension plans -- _t5. The world of defined-contribution plans -- _t6. Plans for small businesses and nonprofit organizations -- _tPart II. Retirement plan design -- _t7. Coverage, eligibility, and participation rules -- _t8. Designing benefit offerings -- _t9. Plan loans, vesting, and retirement-age selection -- _t10. Death and disability planning and the top-heavy rules -- _t11. Plan funding and investing -- _t12. Fiduciary responsibility -- _tPart III. Retirement plan administration -- _t13. Plan installation and administration -- _t14. Plan terminations -- _tPart IV. Special plan types -- _t15. Nonqualified deferred compensation plans -- _t16. Equity-based compensation -- _t17. Introduction to IRAs -- _t18. IRAs in depth -- _tPart V. Comprehensive retirement planning -- _t19. A holistic view of retirement planning -- _t20. Social security -- _t21. Retirement needs analysis -- _t22. Housing issues, Medicare, and long-term care concerns -- _t23. Retirement distribution planning -- _t24. Managing distribution options -- _tQuestions and answers -- _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. 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			_a2 _ub
530			_aAlso available in printing.
538			_aMode of access: World Wide Web.
538			_aSystem requirements: Adobe Acrobat reader.
588			_aTitle from PDF title page (viewed on June 12, 2016).
650		0	_aRetirement _xPlanning.
653			_aemployer-sponsored plans
653			_aMedicare
653			_aretirement plan compliance testing
653			_aretirement planning
653			_asocial security
655		0	_a[genre]
776	0	8	_iPrint version: _z9781631575150
830		0	_aFinance and financial management collection. _x2331-0057
856	4	0	_uhttps://go.openathens.net/redirector/ciu.edu?url=https://portal.igpublish.com/iglibrary/search/BEPB0000491.html
942			_2lcc _bCIU _cOB _eBEP _QOL _zBEP11214713
999			_c73706 _d73706
902			_c1 _dCynthia Snell