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 as well as the strategies used to legally sh...
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| Format: | eBook |
| Language: | English |
| Published: |
New York, New York (222 East 46th Street, New York, NY 10017) :
Business Expert Press,
2015.
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| Edition: | Second edition. |
| Series: | Finance and financial management collection.
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| Subjects: | |
| Online Access: | Click to View |
Table of 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.