Essentials of retirement planning : : a holistic review of personal retirement planning issues and employer-sponsored plans / / Eric J. Robbins.
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...
Saved in:
Superior document: | Finance and financial management collection, |
---|---|
VerfasserIn: | |
Place / Publishing House: | New York, New York (222 East 46th Street, New York, NY 10017) : : Business Expert Press,, 2014. |
Year of Publication: | 2014 |
Edition: | First edition. |
Language: | English |
Series: | Finance and financial management collection.
2014 digital library. |
Online Access: | |
Physical Description: | 1 online resource (x, 310 pages) |
Notes: | Part of: 2014 digital library. |
Tags: |
Add Tag
No Tags, Be the first to tag this record!
|
id |
5001752690 |
---|---|
ctrlnum |
(MiAaPQ)5001752690 (Au-PeEL)EBL1752690 (CaPaEBR)ebr10910525 (CaONFJC)MIL630071 (OCoLC)885020373 |
collection |
bib_alma |
record_format |
marc |
spelling |
Robbins, Eric J., author. Essentials of retirement planning : a holistic review of personal retirement planning issues and employer-sponsored plans / Eric J. Robbins. First edition. New York, New York (222 East 46th Street, New York, NY 10017) : Business Expert Press, 2014. 1 online resource (x, 310 pages) text rdacontent computer rdamedia online resource rdacarrier Finance and financial management collection, 2331-0057 Part of: 2014 digital library. Includes bibliographical references (pages 297-302) and index. 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. Access restricted to authorized users and institutions. 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 strategies used to legally shift benefits in favor of highly compensated employees (HCEs). 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 (IRAs). 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 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. Title from PDF title page (viewed on August 21, 2014). Electronic reproduction. Ann Arbor, MI : ProQuest, 2015. Available via World Wide Web. Access may be limited to ProQuest affiliated libraries. Retirement Planning. retirement planning retirement plan compliance testing social security medicare employer-sponsored plans Electronic books. Print version: 9781631570315 ProQuest (Firm) Finance and financial management collection. 2331-0057 2014 digital library. https://ebookcentral.proquest.com/lib/oeawat/detail.action?docID=1752690 Click to View |
language |
English |
format |
eBook |
author |
Robbins, Eric J., |
spellingShingle |
Robbins, Eric J., Essentials of retirement planning : a holistic review of personal retirement planning issues and employer-sponsored plans / Finance and financial management collection, 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. |
author_facet |
Robbins, Eric J., |
author_variant |
e j r ej ejr |
author_role |
VerfasserIn |
author_sort |
Robbins, Eric J., |
title |
Essentials of retirement planning : a holistic review of personal retirement planning issues and employer-sponsored plans / |
title_sub |
a holistic review of personal retirement planning issues and employer-sponsored plans / |
title_full |
Essentials of retirement planning : a holistic review of personal retirement planning issues and employer-sponsored plans / Eric J. Robbins. |
title_fullStr |
Essentials of retirement planning : a holistic review of personal retirement planning issues and employer-sponsored plans / Eric J. Robbins. |
title_full_unstemmed |
Essentials of retirement planning : a holistic review of personal retirement planning issues and employer-sponsored plans / Eric J. Robbins. |
title_auth |
Essentials of retirement planning : a holistic review of personal retirement planning issues and employer-sponsored plans / |
title_new |
Essentials of retirement planning : |
title_sort |
essentials of retirement planning : a holistic review of personal retirement planning issues and employer-sponsored plans / |
series |
Finance and financial management collection, |
series2 |
Finance and financial management collection, |
publisher |
Business Expert Press, |
publishDate |
2014 |
physical |
1 online resource (x, 310 pages) |
edition |
First edition. |
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. |
isbn |
9781631570322 9781631570315 |
issn |
2331-0057 |
callnumber-first |
H - Social Science |
callnumber-subject |
HQ - Family, Marriage, Women |
callnumber-label |
HQ1062 |
callnumber-sort |
HQ 41062 R634 42014 |
genre |
Electronic books. |
genre_facet |
Electronic books. |
url |
https://ebookcentral.proquest.com/lib/oeawat/detail.action?docID=1752690 |
illustrated |
Not Illustrated |
dewey-hundreds |
600 - Technology |
dewey-tens |
640 - Home & family management |
dewey-ones |
646 - Sewing, clothing & personal living |
dewey-full |
646.79 |
dewey-sort |
3646.79 |
dewey-raw |
646.79 |
dewey-search |
646.79 |
oclc_num |
885020373 |
work_keys_str_mv |
AT robbinsericj essentialsofretirementplanningaholisticreviewofpersonalretirementplanningissuesandemployersponsoredplans |
status_str |
n |
ids_txt_mv |
(MiAaPQ)5001752690 (Au-PeEL)EBL1752690 (CaPaEBR)ebr10910525 (CaONFJC)MIL630071 (OCoLC)885020373 |
hierarchy_parent_title |
Finance and financial management collection, |
is_hierarchy_title |
Essentials of retirement planning : a holistic review of personal retirement planning issues and employer-sponsored plans / |
container_title |
Finance and financial management collection, |
_version_ |
1792330792407400448 |
fullrecord |
<?xml version="1.0" encoding="UTF-8"?><collection xmlns="http://www.loc.gov/MARC21/slim"><record><leader>04634nam a2200553 i 4500</leader><controlfield tag="001">5001752690</controlfield><controlfield tag="003">MiAaPQ</controlfield><controlfield tag="005">20200520144314.0</controlfield><controlfield tag="006">m o d | </controlfield><controlfield tag="007">cr cnu||||||||</controlfield><controlfield tag="008">140821s2014 nyu foab 001 0 eng d</controlfield><datafield tag="020" ind1=" " ind2=" "><subfield code="z">9781631570315</subfield><subfield code="q">paperback</subfield></datafield><datafield tag="020" ind1=" " ind2=" "><subfield code="a">9781631570322</subfield><subfield code="q">(electronic bk.)</subfield></datafield><datafield tag="035" ind1=" " ind2=" "><subfield code="a">(MiAaPQ)5001752690</subfield></datafield><datafield tag="035" ind1=" " ind2=" "><subfield code="a">(Au-PeEL)EBL1752690</subfield></datafield><datafield tag="035" ind1=" " ind2=" "><subfield code="a">(CaPaEBR)ebr10910525</subfield></datafield><datafield tag="035" ind1=" " ind2=" "><subfield code="a">(CaONFJC)MIL630071</subfield></datafield><datafield tag="035" ind1=" " ind2=" "><subfield code="a">(OCoLC)885020373</subfield></datafield><datafield tag="040" ind1=" " ind2=" "><subfield code="a">MiAaPQ</subfield><subfield code="b">eng</subfield><subfield code="e">rda</subfield><subfield code="e">pn</subfield><subfield code="c">MiAaPQ</subfield><subfield code="d">MiAaPQ</subfield></datafield><datafield tag="050" ind1=" " ind2="4"><subfield code="a">HQ1062</subfield><subfield code="b">.R634 2014</subfield></datafield><datafield tag="082" ind1="0" ind2=" "><subfield code="a">646.79</subfield><subfield code="2">23</subfield></datafield><datafield tag="100" ind1="1" ind2=" "><subfield code="a">Robbins, Eric J.,</subfield><subfield code="e">author.</subfield></datafield><datafield tag="245" ind1="1" ind2="0"><subfield code="a">Essentials of retirement planning :</subfield><subfield code="b">a holistic review of personal retirement planning issues and employer-sponsored plans /</subfield><subfield code="c">Eric J. Robbins.</subfield></datafield><datafield tag="250" ind1=" " ind2=" "><subfield code="a">First edition.</subfield></datafield><datafield tag="264" ind1=" " ind2="1"><subfield code="a">New York, New York (222 East 46th Street, New York, NY 10017) :</subfield><subfield code="b">Business Expert Press,</subfield><subfield code="c">2014.</subfield></datafield><datafield tag="300" ind1=" " ind2=" "><subfield code="a">1 online resource (x, 310 pages)</subfield></datafield><datafield tag="336" ind1=" " ind2=" "><subfield code="a">text</subfield><subfield code="2">rdacontent</subfield></datafield><datafield tag="337" ind1=" " ind2=" "><subfield code="a">computer</subfield><subfield code="2">rdamedia</subfield></datafield><datafield tag="338" ind1=" " ind2=" "><subfield code="a">online resource</subfield><subfield code="2">rdacarrier</subfield></datafield><datafield tag="490" ind1="1" ind2=" "><subfield code="a">Finance and financial management collection,</subfield><subfield code="x">2331-0057</subfield></datafield><datafield tag="500" ind1=" " ind2=" "><subfield code="a">Part of: 2014 digital library.</subfield></datafield><datafield tag="504" ind1=" " ind2=" "><subfield code="a">Includes bibliographical references (pages 297-302) and index.</subfield></datafield><datafield tag="505" ind1="0" ind2=" "><subfield code="a">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.</subfield></datafield><datafield tag="506" ind1=" " ind2=" "><subfield code="a">Access restricted to authorized users and institutions.</subfield></datafield><datafield tag="520" ind1="3" ind2=" "><subfield code="a">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 strategies used to legally shift benefits in favor of highly compensated employees (HCEs). 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 (IRAs). 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 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.</subfield></datafield><datafield tag="588" ind1=" " ind2=" "><subfield code="a">Title from PDF title page (viewed on August 21, 2014).</subfield></datafield><datafield tag="590" ind1=" " ind2=" "><subfield code="a">Electronic reproduction. Ann Arbor, MI : ProQuest, 2015. Available via World Wide Web. Access may be limited to ProQuest affiliated libraries.</subfield></datafield><datafield tag="650" ind1=" " ind2="0"><subfield code="a">Retirement</subfield><subfield code="x">Planning.</subfield></datafield><datafield tag="653" ind1=" " ind2=" "><subfield code="a">retirement planning</subfield></datafield><datafield tag="653" ind1=" " ind2=" "><subfield code="a">retirement plan compliance testing</subfield></datafield><datafield tag="653" ind1=" " ind2=" "><subfield code="a">social security</subfield></datafield><datafield tag="653" ind1=" " ind2=" "><subfield code="a">medicare</subfield></datafield><datafield tag="653" ind1=" " ind2=" "><subfield code="a">employer-sponsored plans</subfield></datafield><datafield tag="655" ind1=" " ind2="4"><subfield code="a">Electronic books.</subfield></datafield><datafield tag="776" ind1="0" ind2="8"><subfield code="i">Print version:</subfield><subfield code="z">9781631570315</subfield></datafield><datafield tag="797" ind1="2" ind2=" "><subfield code="a">ProQuest (Firm)</subfield></datafield><datafield tag="830" ind1=" " ind2="0"><subfield code="a">Finance and financial management collection.</subfield><subfield code="x">2331-0057</subfield></datafield><datafield tag="830" ind1=" " ind2="0"><subfield code="a">2014 digital library.</subfield></datafield><datafield tag="856" ind1="4" ind2="0"><subfield code="u">https://ebookcentral.proquest.com/lib/oeawat/detail.action?docID=1752690</subfield><subfield code="z">Click to View</subfield></datafield></record></collection> |