Essentials of Retirement Planning : a Holistic Review of Personal Retirement Planning Issues and Employer-Sponsored Plans, Third Edition.
This 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 th...
Saved in:
| Online Access: |
Full text (MCPHS users only) |
|---|---|
| Main Author: | |
| Format: | Electronic eBook |
| Language: | English |
| Published: |
Business Expert Press,
2016
|
| Series: | Finance and financial management collection.
|
| Subjects: | |
| Local Note: | ProQuest Ebook Central |
MARC
| LEADER | 00000cam a2200000ua 4500 | ||
|---|---|---|---|
| 001 | in00000090557 | ||
| 006 | m o d | ||
| 007 | cr |n||||||||| | ||
| 008 | 160603s2016 xx ob 001 0 eng d | ||
| 005 | 20240626183031.7 | ||
| 019 | |a 950931563 | ||
| 020 | |a 1631575163 |q (ebk) | ||
| 020 | |a 9781631575167 |q (ebk) | ||
| 020 | |z 1631575155 | ||
| 020 | |z 9781631575150 | ||
| 035 | |a (OCoLC)951075812 |z (OCoLC)950931563 | ||
| 035 | |a (OCoLC)ocn951075812 | ||
| 037 | |a 926767 |b MIL | ||
| 040 | |a IDEBK |b eng |e pn |c IDEBK |d YDXCP |d EBLCP |d OCLCQ |d NJR |d OCLCO |d OCLCF |d OCLCQ |d MERUC |d IDB |d OCLCO |d OCLCQ |d OCLCO |d OCLCQ |d OCLCO | ||
| 050 | 4 | |a HQ1062 |b .R634 2016 | |
| 082 | 0 | 4 | |a 646.79 |2 23 |
| 100 | 1 | |a Eric Robbins. | |
| 245 | 1 | 0 | |a Essentials of Retirement Planning : |b a Holistic Review of Personal Retirement Planning Issues and Employer-Sponsored Plans, Third Edition. |
| 260 | |b Business Expert Press, |c 2016. | ||
| 300 | |a 1 online resource (394) | ||
| 336 | |a text |b txt |2 rdacontent | ||
| 337 | |a computer |b c |2 rdamedia | ||
| 338 | |a online resource |b cr |2 rdacarrier | ||
| 490 | 1 | |a Finance and financial management collection, |x 2331-0057 | |
| 504 | |a Includes bibliographical references (pages 381-391) and index. | ||
| 505 | 0 | |a Cover; Contents; Preface; Acknowledgments; Part I: Retirement Plan Overview; Chapter 1: Crisis of Financial Unawareness and a 30,000-Feet 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 Nonprofit Organizations; Part II: Retirement Plan Design; Chapter 7: Coverage, Eligibility, and Participation Rules; Chapter 8: Designing Benefit Offerings. | |
| 505 | 8 | |a Chapter 9: Plan Loans, Vesting, and Retirement-Age SelectionChapter 10: Death and Disability Planning and the Top-Heavy Rules; 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 IV: Comprehensive Retirement Planning. | |
| 505 | 8 | |a Chapter 19: A Holistic View of Retirement PlanningChapter 20: Social Security; Chapter 21: Retirement Needs Analysis; Chapter 22: Housing Issues, Medicare, and Long-Term Care Concerns; Chapter 23: Retirement Distribution Planning; Chapter 24: Managing Distribution Options; Questions and Answers; Appendix; Notes; References; Index; Adpage; Backcover. | |
| 520 | 3 | |a This 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. | |
| 588 | 0 | |a Print version record. | |
| 590 | |a ProQuest Ebook Central |b Ebook Central College Complete | ||
| 650 | 0 | |a Retirement |x Planning. | |
| 776 | 0 | 8 | |i Print version: |z 9781631575150 |
| 830 | 0 | |a Finance and financial management collection. |x 2331-0057 | |
| 852 | |b E-Collections |h ProQuest | ||
| 856 | 4 | 0 | |u https://ebookcentral.proquest.com/lib/mcphs/detail.action?docID=4533272 |z Full text (MCPHS users only) |t 0 |
| 938 | |a ProQuest Ebook Central |b EBLB |n EBL4533272 | ||
| 938 | |a ProQuest MyiLibrary Digital eBook Collection |b IDEB |n cis34645035 | ||
| 938 | |a YBP Library Services |b YANK |n 13010046 | ||
| 947 | |a FLO |x pq-ebc-base | ||
| 999 | f | f | |s 061576cb-694e-4dd5-aedf-a64b848f2cad |i 957a2427-1f93-4270-a7d9-3a89e32a2a3e |t 0 |
| 952 | f | f | |a Massachusetts College of Pharmacy and Health Sciences |b Online |c Online |d E-Collections |t 0 |e ProQuest |h Other scheme |
| 856 | 4 | 0 | |t 0 |u https://ebookcentral.proquest.com/lib/mcphs/detail.action?docID=4533272 |y Full text (MCPHS users only) |
