Coverart for item
The Resource Essentials of retirement planning : a holistic review of personal retirement planning issues and employer-sponsored plans, Eric J. Robbins, (electronic resource)

Essentials of retirement planning : a holistic review of personal retirement planning issues and employer-sponsored plans, Eric J. Robbins, (electronic resource)

Label
Essentials of retirement planning : a holistic review of personal retirement planning issues and employer-sponsored plans
Title
Essentials of retirement planning
Title remainder
a holistic review of personal retirement planning issues and employer-sponsored plans
Statement of responsibility
Eric J. Robbins
Creator
Subject
Language
eng
Summary
  • 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
  • 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
  • Annotation
  • 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
  • Annotation:
Member of
Cataloging source
CaBNVSL
http://library.link/vocab/creatorName
Robbins, Eric J
Dewey number
646.79
LC call number
HQ1062
LC item number
.R634 2014
Series statement
Finance and financial management collection,
http://library.link/vocab/subjectName
Retirement
Summary expansion
  • 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; and when this happens, 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 explore how different retirement savings vehicles function and how they can be effectively deployed. 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
  • 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; and when this happens, 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 explore how different retirement savings vehicles function and how they can be effectively deployed. 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
Label
Essentials of retirement planning : a holistic review of personal retirement planning issues and employer-sponsored plans, Eric J. Robbins, (electronic resource)
Instantiates
Publication
Note
Part of: 2014 digital library
Bibliography note
Includes bibliographical references (pages 297-302) and index
Contents
  • Part I. Retirement plan overview -- 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
  • Part I. Retirement plan overview -- 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
  • Part I. Retirement plan overview -- 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
Control code
OCM1bookssj0001536619
Dimensions
unknown
Edition
First edition.
Isbn
9781631570315
Specific material designation
remote
System control number
(WaSeSS)bookssj0001536619
System details
  • System requirements: Adobe Acrobat reader
  • Mode of access: World Wide Web
Label
Essentials of retirement planning : a holistic review of personal retirement planning issues and employer-sponsored plans, Eric J. Robbins, (electronic resource)
Publication
Note
Part of: 2014 digital library
Bibliography note
Includes bibliographical references (pages 297-302) and index
Contents
  • Part I. Retirement plan overview -- 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
  • Part I. Retirement plan overview -- 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
  • Part I. Retirement plan overview -- 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
Control code
OCM1bookssj0001536619
Dimensions
unknown
Edition
First edition.
Isbn
9781631570315
Specific material designation
remote
System control number
(WaSeSS)bookssj0001536619
System details
  • System requirements: Adobe Acrobat reader
  • Mode of access: World Wide Web

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