Es­sen­tials Of Re­tire­ment Plan­ning: A Holis­tic Re­view Of Per­sonal Re­tire­ment Plan­ning Is­sues And Em­ployer-Spon­sored Plans

Insurance - - RECOMMENDED RESOURCES -

Eric Rob­bins Source: IG Li­brary (MII Dig­i­tal Li­brary) This book pro­vides the quin­tes­sen­tial in­for­ma­tion needed to un­der­stand the fi­nan­cial side of the re­tire­ment plan­ning coin. The reader will be­gin by learn­ing about the var­i­ous plan types em­ploy­ers may of­fer their em­ploy­ees. Top­ics re­lated to com­pli­ance test­ing will be thor­oughly dis­cussed as well as strate­gies used to legally shift ben­e­fits in favour of highly com­pen­sated em­ploy­ees. How­ever, some em­ploy­ers do not spon­sor a plan.

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