Retirement Plans: 401(k)s, IRAs and Other Deferred Compensation Approaches
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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.
Part I. Environmental Influences on Private Pension Plans1. The Dynamic Ongoing Evolution of Private Retirement Plans2. Strategic Plan Design3. Defined Contribution versus Defined Benefit Plans4. Risk Management through Retirement PlanningPart II. Defined Contribution Plan Types5. Overview of Defined Contribution Plan Types and Their Use in Comprehensive Retirement Plan Design6. Profit Sharing Plans and Money Purchase Pension Plans7. Employee Stock Ownership Plans (ESOPs)8. Cash or Deferred Plans Under Section 401(k)9. Section 403(b) Plans10. Section 457 Plans11. Behavioral Finance and Defined Contribution Plan DesignPart III. Special Purpose Retirement Planning Structures12. Individual Retirement Arrangements13. Keogh Plans, SEPs and SIMPLE Plans14. Executive Retirement Arrangements15. Employee Stock Compensation Plans16. Managing Retirement Assets in Multiple Plan StructuresPart IV. Defined Benefit Plans and Hybrid Retirement Plans17. Defined Benefit Plan Features18. Cost and Funding Considerations19. Budgeting Pension Costs20. Insured Funding Instruments and Trust Fund Plans21. Cash Balance and Other Hybrid Retirement Plans22. Plan Termination Insurance for Single-Employer Pension Plans23. Employers’ Accounting for Pensions24. Defined Benefit Plan ManagementPart V. Tax and Legal Requirements25. Tax Qualification Requirements26. Tax Qualification Requirements (Continued)27. Other Legal Requirements28. Fiduciary Oversight and Plan GovernancePart VI. Wealth Management and Distribution Planning29. Investing Retirement Assets30. Retirement Asset Wealth Management31. Retirement Asset Distribution PlanningAppendix 1. Social Security and Medicare
