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  • Retirement Plans: 401(k)s, IRAs, and Other Deferred Compensation Approaches: 401(K)s, IRAs and Other Deferred Compensation Approaches

    Retirement Plans: 401(k)s, IRAs, and Other Deferred Compensation Approaches by Allen, Jr., Everett; Melone, Joseph; Rosenbloom, Jerry;

    401(K)s, IRAs and Other Deferred Compensation Approaches

    Series: IRWN INSURANCE;

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    Product details:

    • Edition number 11
    • Publisher McGraw-Hill Education
    • Date of Publication 16 July 2013

    • ISBN 9780073377438
    • Binding Hardback
    • No. of pages688 pages
    • Size 238x210x33 mm
    • Weight 1023 g
    • Language English
    • 0

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    Long description:

    Retirement Plans (formerly titled Pension Planning through the ninth edition) is a classic, relied upon by generations of faculty and thousands of professionals throughout the world. It reliably provides the reader with the features, costs, investment opportunities, and regulatory issues governing all the various types of retirement and other deferred compensation plans. The 11th edition keeps the book at the forefront of the discipline, with extensive coverage of Moving Ahead for Progress in the 21st Century Act and the American Taxpayer Relief Act, a discussion of the effects of behavioral economics on retirement planning, a detailed look at the enormous growth in target date funds, and much more.

    Retirement Plans (formerly titled Pension Planning through the ninth edition) is a classic, relied upon by generations of faculty and thousands of professionals throughout the world. It reliably provides the reader with the features, costs, investment opportunities, and regulatory issues governing all the various types of retirement and other deferred compensation plans. The 11th edition keeps the book at the forefront of the discipline, with extensive coverage of Moving Ahead for Progress in the 21st Century Act and the American Taxpayer Relief Act, a discussion of the effects of behavioral economics on retirement planning, a detailed look at the enormous growth in target date funds, and much more.

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    Table of Contents:

    Part I. Environmental Influences on Private Pension Plans

    1.The Dynamic Ongoing Evolution of Private Retirement Plans

    2.Strategic Plan Design

    3.Defined Contribution versus Defined Benefit Plans

    4.Risk Management through Retirement Planning

    Part II. Defined Contribution Plan Types

    5.Overview of Defined Contribution Plan Types and Their Use in Comprehensive Retirement Plan Design

    6.Profit Sharing Plans and Money Purchase Pension Plans

    7.Employee Stock Ownership Plans (ESOPs)

    8.Cash or Deferred Plans under Section 401(k)

    9.Section 403(b) Plans

    10.Section 457 Plans

    11.Behavioral Finance and Defined Contribution Plan Design

    Part III. Special Purpose Retirement Planning Structures

    12.Individual Retirement Arrangements

    13.Keogh Plans, SEPs, and SIMPLE Plans

    14.Executive Retirement Arrangements

    15.Employee Stock Compensation Plans

    16.Managing Retirement Assets in Multiple Plan Structures

    Part IV. Defined Benefit Plans and Hybrid Retirement Plans

    17.Defined Benefit Plan Features

    18.Cost and Funding Considerations

    19.Budgeting Pension Costs

    20.Insured Funding Instruments and Trust Fund Plans

    21.Cash Balance and Other Hybrid Retirement Plans

    22.Plan Termination Insurance for Single-Employer Pension Plans

    23.Employers’ Accounting for Pensions

    24.Defined Benefit Plan Management

    Part V. Tax and Legal Requirements

    25.Tax Qualification Requirements

    26.Tax Qualification Requirements (Continued)

    27.Other Legal Requirements

    28.Fiduciary Oversight and Plan Governance

    Part VI. Wealth Management and Distribution Planning

    29.Investing Retirement Assets

    30.Retirement Asset Wealth Management

    31.Retirement Asset Distribution Planning

    Appendix 1. Social Security and Medicare

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