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Essentials of retirement planning : a holistic review of personal retirement planning issues and employer-sponsored plans / Eric J. Robbins.

By: Robbins, Eric J [author.].
Material type: TextTextSeries: Finance and financial management collection: Publisher: New York, New York (222 East 46th Street, New York, NY 10017) : Business Expert Press, 2015Edition: Second edition.General Notes: Available through the Business Expert Press e-library, which can be found on the Davenport University Library database page.Bibliography: Includes bibliographical references (pages 375-380) and index.Description: 1 online resource (1 PDF (x, 389 pages)).Content type: text Media type: computer Carrier type: online resourceISBN: 9781631572418.Subject(s): Retirement -- PlanningGenre/Form: Electronic books. DDC classification: 646.79 Online resources: Access full-text materials at no charge:
Contents:
Part I. Retirement plan overview -- 1. Crisis of financial unawareness and a 30,000-foot 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 nonprofits -- 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 -- 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, Medicare, and long-term care concerns -- 23. Retirement distribution planning -- 24. Managing distribution options -- Questions and answers -- Appendix -- Notes -- References -- Index.
Abstract: This book provides the quintessential information needed to understand the financial side of the retirement planning coin. The reader will 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.
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Available through the Business Expert Press e-library, which can be found on the Davenport University Library database page.

Includes bibliographical references (pages 375-380) and index.

Part I. Retirement plan overview -- 1. Crisis of financial unawareness and a 30,000-foot 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 nonprofits -- 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 -- 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, Medicare, and long-term care concerns -- 23. Retirement distribution planning -- 24. Managing distribution options -- Questions and answers -- Appendix -- Notes -- References -- Index.

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

Title from PDF title page (viewed on May 22, 2015).

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