9780073377421

Retirement Plans(formerly titled Pension Planning through the ninth edition) is a classic, the book 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 10th edition keeps the book once again at the forefront of the discipline, with extensive coverage of the new Pension Protection Act, defined contribution plans, ethical plan administration, and much more.

Environmental Influences on Private Pension Plans
The Dynamic Ongoing Evolution of Private Retirement Plans
Strategic Plan Design
Defined Contribution versus Defined Benefit Plans
Risk Management through Retirement Planning
Defined Contribution Plan Types
Overview of Defined Contribution Plan Types and Their Use in Comprehensive Retirement Plan Design
Profit Sharing Plans and Money Purchase Pension Plans
Employee Stock Ownership Plans (ESOPs)
Cash or Deferred Plans Under Section 401(k)
Section 403(b) Plans
Section 457 Plans
Behavioral Finance and Defined Contribution Plan Design
Special Purpose Retirement Planning Structures
Individual Retirement Arrangements
Keogh Plans, SEPs and SIMPLE Plans
Executive Retirement Arrangements
Employee Stock Compensation Plans
Managing Retirement Assets in Multiple Plan Structures
Defined Benefit Plans and Hybrid Retirement Plans
Defined Benefit Plan Features
Cost and Funding Considerations
Budgeting Pension Costs
Insured Funding Instruments and Trust Fund Plans
Cash Balance and Other Hybrid Retirement Plans
Plan Termination Insurance for Single-Employer Pension Plans
Employers’ Accounting for Pensions
Defined Benefit Plan Management
Tax and Legal Requirements
Tax Qualification Requirements
Tax Qualification Requirements (Continued)
Other Legal Requirements
Fiduciary Oversight and Plan Governance
Wealth Management and Distribution Planning
Investing Retirement Assets
Retirement Asset Wealth Management
Retirement Asset Distribution Planning
Social Security and Medicare
Table of Contents provided by Publisher. All Rights Reserved.

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

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

0073377422

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Table of Contents

Supplemental Materials