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...
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Full text (MCPHS users only) |
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| Main Author: | |
| Format: | Electronic eBook |
| Language: | English |
| Published: |
Business Expert Press,
2016
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| Series: | Finance and financial management collection.
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| Subjects: | |
| Local Note: | ProQuest Ebook Central |
Table of Contents:
- 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.
- 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.
- 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.
