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Essentials of retirement planning a holistic review of personal retirement planning issues and employer sponsored plans 3rd Edition by Eric Robbins ISBN 1631575155 978-1631575150

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Essentials of retirement planning a holistic review of personal retirement planning issues and employer sponsored plans 1st ed Edition Robbins Digital Instant Download

Author(s): Robbins, Eric J
ISBN(s): 9781631570322, 1631570323
Edition: 1st ed
File Details: PDF, 7.15 MB
Year: 2014
Language: english
SKU: EB-5262960 Category: Tags: ,

Essentials of retirement planning a holistic review of personal retirement planning issues and employer sponsored plans 3rd Edition by Eric Robbins – Ebook PDF Instant Download/Delivery:1631575155 ,978-1631575150
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Product details: 

ISBN 10:1631575155

ISBN 13:978-1631575150

Author:Eric Robbins

This book provides the quintessential information needed to understand the financial side of the retirement planning coin. Readers 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.

Table of contents: 

  1. Part I: Retirement Plan Overview
  2. Chapter 1: Crisis of Financial Unawareness and a 30,000-Feet View
  3. Chapter 2: The Retirement Landscape
  4. Chapter 3: Initial Concerns in Retirement Planning
  5. Chapter 4: Defined-Benefit Plan Types and Money-Purchase Pension Plans
  6. Chapter 5: The World of Defined-Contribution Plans
  7. Chapter 6: Plans for Small Businesses and Nonprofit Organizations
  8. Part II: Retirement Plan Design
  9. Chapter 7: Coverage, Eligibility, and Participation Rules
  10. Chapter 8: Designing Benefit Offerings
  11. Chapter 9: Plan Loans, Vesting, and Retirement-Age Selection
  12. Chapter 10: Death and Disability Planning and the Top-Heavy Rules
  13. Chapter 11: Plan Funding and Investing
  14. Chapter 12: Fiduciary Responsibility
  15. Part III: Retirement Plan Administration
  16. Chapter 13: Plan Installation and Administration
  17. Chapter 14: Plan Terminations
  18. Part IV: Special Plan Types
  19. Chapter 15: Nonqualified Deferred Compensation Plans
  20. Chapter 16: Equity-Based Compensation
  21. Chapter 17: Introduction to IRAs

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Tags: Eric Robbins, Essentials, retirement