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001378574 020__ $$a9781631572418$$qe-book
001378574 020__ $$z9781631572401$$qpaperback
001378574 035__ $$a(MiAaPQ)EBC2054959
001378574 035__ $$a(Au-PeEL)EBL2054959
001378574 035__ $$a(CaPaEBR)ebr11056254
001378574 035__ $$a(CaONFJC)MIL787482
001378574 035__ $$a(OCoLC)909857445
001378574 040__ $$aMiAaPQ$$beng$$erda$$epn$$cMiAaPQ$$dMiAaPQ
001378574 050_4 $$aHQ1062$$b.R634 2015
001378574 0820_ $$a646.79$$223
001378574 1001_ $$aRobbins, Eric J.,$$eauthor.
001378574 24510 $$aEssentials of retirement planning :$$ba holistic review of personal retirement planning issues and employer-sponsored plans /$$cEric J. Robbins.
001378574 250__ $$aSecond edition.
001378574 264_1 $$aNew York, New York (222 East 46th Street, New York, NY 10017) :$$bBusiness Expert Press,$$c2015.
001378574 300__ $$a1 online resource (x, 389 pages)
001378574 336__ $$atext$$2rdacontent
001378574 337__ $$acomputer$$2rdamedia
001378574 338__ $$aonline resource$$2rdacarrier
001378574 4901_ $$aFinance and financial management collection,$$x2331-0057
001378574 504__ $$aIncludes bibliographical references (pages 375-380) and index.
001378574 5050_ $$aPart I. Retirement plan overview -- 1. Crisis of financial unawareness and a 30,000-foot view -- 2. The retirement landscape -- 3. Initial concerns in retirement planning -- 4. Defined benefit plan types and money purchase pension plans -- 5. The world of defined contribution plans -- 6. Plans for small businesses and nonprofits -- Part II. Retirement plan design -- 7. Coverage, eligibility, and participation rules -- 8. Designing benefit offerings -- 9. Plan loans, vesting, and retirement age selection -- 10. Death and disability planning -- 11. Plan funding and investing -- 12. Fiduciary responsibility -- Part III. Retirement plan administration -- 13. Plan installation and administration -- 14. Plan terminations -- Part IV. Special plan types -- 15. Nonqualified deferred compensation plans -- 16. Equity-based compensation -- 17. Introduction to IRAs -- 18. IRAs in depth -- Part V. Comprehensive retirement planning -- 19. A holistic view of retirement planning -- 20. Social security -- 21. Retirement needs analysis -- 22. Housing, Medicare, and long-term care concerns -- 23. Retirement distribution planning -- 24. Managing distribution options -- Questions and answers -- Appendix -- Notes -- References -- Index.
001378574 506__ $$aAccess limited to authorized users.
001378574 5203_ $$aThis book provides the quintessential information needed to understand the financial side of the retirement planning coin. You'll begin by learning about the various plan types employers may offer their employees. Topics related to compliance testing as well as the strategies used to legally shift benefits in favor of highly compensated employees will be thoroughly discussed. However, some employers do not sponsor a plan. In this instance, retirement savers will need to understand the options available within the world of individual retirement accounts. This book is not intended to provide investment advice, but rather to show how different retirement savings vehicles function and how they can be effectively deployed. Many financial professionals find that their clients ask questions about all aspects of their financial life. For this reason, this book also discusses noninvestment-related topics such as housing options, Social Security planning, Medicare planning, and a few other basic insurance-based issues faced by all retirees.
001378574 588__ $$aTitle from PDF title page (viewed on May 22, 2015).
001378574 650_0 $$aRetirement$$xPlanning.
001378574 653__ $$aemployer-sponsored plans
001378574 653__ $$amedicare
001378574 653__ $$asocial security
001378574 653__ $$aretirement plan compliance testing
001378574 653__ $$aretirement planning
001378574 655_0 $$aElectronic books
001378574 77608 $$iPrint version:$$z9781631572401
001378574 830_0 $$aFinance and financial management collection.$$x2331-0057
001378574 852__ $$bebk
001378574 85640 $$3ProQuest Ebook Central Academic Complete $$uhttps://univsouthin.idm.oclc.org/login?url=https://ebookcentral.proquest.com/lib/usiricelib-ebooks/detail.action?docID=2054959$$zOnline Access
001378574 909CO $$ooai:library.usi.edu:1378574$$pGLOBAL_SET
001378574 980__ $$aBIB
001378574 980__ $$aEBOOK
001378574 982__ $$aEbook
001378574 983__ $$aOnline