Retirement Plans: 401(k)s, IRAs, and Other Deferred Compensation Approaches
12th Edition
1259720675
·
9781259720673
© 2018 | Published: July 6, 2017
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, investmen…
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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 12th 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.
A review of recently conducted research and up-to-date information on the status of retirement preparedness among various ages and income levels within American society.
more comprehensive treatment of plan participant empowerment, individual responsibility, and the importance of a wealth management perspective in directing and managing both accumulations within defined contribution plans and their distribution during retirement.
Insights on retirement planning techniques and plan types whose uses are instrumental in accumulating and magnifying personal wealth.
comprehensive review of the evolution of the private retirement system and the marketplace forces, policy actions, and dynamic innovations that have shaped our current diverse system.
A look at current uncertainties concerning the direction of retirement policy given leadership changes at the federal level and a rethinking of such issues as appropriate level of regulation and the debate on addressing conflicts of interest among retirement investment advisers.
Continued examination of marketplace trends such as a greater emphasis on passive rather than active investment management of retirement plan assets and the use of target date funds in retirement saving.
A discussion of the breakthroughs in the rapidly emerging field of behavioral economics and their implications for crafting retirement plan structures and policies that result in better outcomes serving the best interests of plan participants and their beneficiaries.
End of chapter material includes a chapter summary, questions for review, questions for discussion, key terms, and readings for further study.
Chapter pedagogy includes an outline of subject matter, learning objectives, and insights into important topic areas and chapter summaries.
The text continues to be the book of choice for the International Foundation of Employee Benefit Plans, and as such, covers all of the important aspects of their curriculum.