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The Tools & Techniques of Employee Benefit and Retirement Planning, 15th Edition
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
Stephan R. Leimberg
Executive 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
- 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 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
Stephan R. Leimberg
Executive 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
- 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
1073 pages, Kindle Edition
First published February 1, 1989
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November 26, 2024
The Tools & Techniques of Employee Benefit and Retirement Planning is best suited to professionals already deeply immersed in the field who are looking for a reference-heavy resource. For anyone else, the book’s technical nature and lack of accessible language or practical guidance make it a less-than-ideal choice.
Displaying 1 of 1 review