Essentials of retirement planning : a holistic review of personal retirement planning issues and employer-sponsored plans /
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 stra...
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| Main Author: | |
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| Format: | Electronic eBook |
| Language: | English |
| Published: |
New York, New York (222 East 46th Street, New York, NY 10017) :
Business Expert Press,
2014.
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| Edition: | First edition. |
| Series: | Finance and financial management collection.
2014 digital library. |
| Subjects: | |
| Online Access: | An electronic book accessible through the World Wide Web; click to view |
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Table of 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.