000			04727nam a2200589 i 4500
001			EBC1752690
003			MiAaPQ
007			cr cnu||||||||
008			140821s2014 nyu foab 001 0 eng d
020			_z9781631570315 _qpaperback
020			_a9781631570322 _qe-book
035			_a(OCoLC)888415273
035			_a(CaBNVSL)swl00403767
035			_a(MiAaPQ)EBC1752690
035			_a(Au-PeEL)EBL1752690
035			_a(CaPaEBR)ebr10910525
035			_a(CaONFJC)MIL630071
035			_a(OCoLC)885020373
040			_aMiAaPQ _beng _erda _epn _cMiAaPQ _dMiAaPQ
050		4	_aHQ1062 _b.R634 2014
082	0		_a646.79 _223
100	1		_aRobbins, Eric J., _eauthor.
245	1	0	_aEssentials of retirement planning : _ba holistic review of personal retirement planning issues and employer-sponsored plans / _cEric J. Robbins.
250			_aFirst edition.
264		1	_aNew York, New York (222 East 46th Street, New York, NY 10017) : _bBusiness Expert Press, _c2014.
300			_a1 online resource (x, 310 pages)
336			_atext _2rdacontent
337			_acomputer _2rdamedia
338			_aonline resource _2rdacarrier
490	1		_aFinance and financial management collection, _x2331-0057
500			_aPart of: 2014 digital library.
504			_aIncludes bibliographical references (pages 297-302) and index.
505	0		_aPart 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.
506			_aAccess restricted to authorized users and institutions.
520	3		_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 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.
588			_aTitle from PDF title page (viewed on August 21, 2014).
590			_aElectronic reproduction. Ann Arbor, MI : ProQuest, 2015. Available via World Wide Web. Access may be limited to ProQuest affiliated libraries.
650		0	_aRetirement _xPlanning.
653			_aretirement planning
653			_aretirement plan compliance testing
653			_asocial security
653			_amedicare
653			_aemployer-sponsored plans
655		4	_aElectronic books.
776	0	8	_iPrint version: _z9781631570315
797	2		_aProQuest (Firm)
830		0	_aFinance and financial management collection. _x2331-0057
830		0	_a2014 digital library.
856	4	0	_uhttps://ebookcentral.proquest.com/lib/kliuc-ebooks/detail.action?docID=1752690 _zClick to View
942			_2lcc _cEBK
999			_c271760 _d271760