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This book covers practical and technical information on more than 40 employee benefits for current and retired employees, including plan design features, plan tax implications, what each type of plan involves, and where plans should be used.
Covering the five key areas of financial planning, this guide emphasizes its technical, tax, and regulatory aspects. The areas of discussion include investments, employee benefits and retirement plan assets, insurance, income tax and estate planning, and regulatory issues.
A CFP® Study Guide that delivers what you need to succeed! This quick study guide for candidates preparing to take the CFP® Certification Examination covers the bare-bones essentials needed to pass this challenging exam in a logical and easy-to-absorb manner. Covering some of the most important disciplines of financial planning–– insurance, employee benefit, investment, income tax, retirement, estate, and general planning–– this text provides a no-nonsense approach to studying that includes: A highly logical and efficient format An in-depth outline of core essentials Explanations of all relevant exposures complete with solutions and practical examples Key points, exam tips, multiple choice, and mini—case study questions Mnemonic devices and study techniques to reinforce key points A format that directly parallels the CFP Board’s topic requirements and more! Order your copy today!
The Tools & Techniques of Employee Benefit and Retirement Planning, 15th Edition, applies the trusted "Tools & Techniques" approach to this complex area, making it simple for you to confidently guide your clients through even the most complex employee benefit and retirement planning processes. Written and edited by these renowned experts in the retirement planning field, The Tools & Techniques of Employee Benefit and Retirement Planning is the authoritative but easy-to-follow resource you can rely on: Author: Stephan R. Leimberg Executive Editors: John J. McFadden, and C. Frederick Reish The new 15th Edition provides comprehensive coverage of the subject, enabling professionals to grasp even the most complex employee benefit and retirement planning processes. It also features: - In-depth plan comparisons, including discussion of plan features, tax implications, and goals from both the employer and employee perspective - Updated information on the new DOL fiduciary rule and how it applies to employers, employees, plan administrators, and individual retirement plan owners - Information on newly proposed regulations covering Form 5500 filings, including new requirements from the IRS, DOL, and PBGC - New material on Professions Employer Organizations (PEOs) - Updated content on the use of ESOPS, including estate planning strategies and the use of look-back provisions. - The latest ACA requirements for individual and group health plans - Detailed discussion of how small business can use the new QSEHRA to reimburse employees for the purchase of individual health coverage
Written by experts Stephan Leimberg and John McFadden, The Tools & Techniques of Employee Benefit and Retirement Planning, 13th edition, applies the trusted Tools and Techniques approach to this complex area, making it simple for you to confidently guide your clients through even the most complex employee benefit and retirement planning processes.