Available Online

Testimonials

“My perennial favorite, the Tools and Techniques of Employee Benefit and Retirement Planning provides clear, correct, current information in a digestible format that is conducive to the learning process. We can emphasize those Chapters that have most relevance, and de-emphasize areas that we feel are beyond the scope of our major objectives.”

James M. Knaus, CLU, ChFC, CFP®, MSM
Faculty Chair, Oakland University , Personal Financial Planning Certificate Program
Practitioner with Global Wealth Advisors LLC, Registered Investment Advisor

“I always look forward to the latest edition of any of the Tools & Techniques Series, but especially the Tools & Techniques of Employee Benefit & Retirement Planning. This area changes so much and so rapidly that I have found that only a resource like this can keep up- -and this one is the best at keeping up. I view it as the most authoritative source available and wouldn't be without it.”

Edward R. Wolfe, Ph.D.
Professor of Finance and Director, Financial Planning Program, Western Kentucky University

"If you work in the retirement planning or employee benefit areas, you need this book. It provides clear, easy to understand explanations of a fairly complex subject."

Robert Pennington, JD, LLM
Professor

"Regarding the test bank for Tools & Techniques of Employee Benefit and Retirement Planning, the questions in it are very usable. Most test banks include too many questions that are too easy to use. This test bank includes challenging questions. I look forward to more questions with more application and evaluation."

Vickie Hampton, Program Coordinator, Financial Planning Program
Texas Tech University

Tools & Techniques of Employee Benefit and Retirement Planning, 11th edition

Product Details:
ISBN: 978-0-87218-987-4
Format: Paperback
Pub. Date: 2009

List Price: $98.99
Student Price: $84.14 (Save 15%)
Desk/Review Copy: $0.00 (Request)
Click the "Apply Coupon" button upon checkout to receive your discount.

Also Online!

12-Month Subscription
List Price: $104.00
Student Price: $88.40 (Save 15%)

Student Aids to Curriculum

The 11^th Edition of Tools & Techniques of Employee Benefit & Retirement Planning covers complex tax rules that experienced practitioners need—in simple language that makes the book ideal for students and for new advisors too. Discover succinct solutions to one of the most challenging planning areas—pinpoint the best strategies for unique client needs all under this one book cover.

In clear and concise language, Employee Benefit and Retirement Planning outlines various techniques for evaluating existing plans, and then designing new plans for both the retirement planning and the employee benefit planning business. Gain coverage on more than 50 employee benefits plans that apply to all company sizes. Finally understand how to distinguish the advantages/disadvantages while staying abreast of what’s new in your industry—benefiting your practice and the clients you serve.

EGTRAA pension provisions made permanent
Direct retirement plan transfers into Roth IRAs
Eligible Investment Advice Arrangements allowed
New deduction limits for combination DB and DC plans

Auto-enrollment into 401(k) plans permitted
Tax Relief and Health Care Act of 2006
Contribution limits for HSAs expanded
Rollovers from HRAs and Health FSAs to HSAs
Funding annual contributions to HSAs with IRA transfers
Final Section 409A regulations

What’s new in the 11th edition?

Provides the latest on:

· Waiver of required minimum distribution amounts for 2009

· Special rules applicable to conversions to Roth IRAs in 2010

· IRA investment in owner’s business

· Costs of life insurance in qualified plan exceeding certain limits treated as “listed transactions”

· S corporation ownership of employer stock, converting nondeductible benefits into deductible items

· New final 403(b) regulations

· New cap on executive compensation for certain bailout companies

· IRA charitable rollovers

· Taxation of split dollar plans revisited

· ARRA changes to HIPAA and COBRA premium subsidies for involuntarily terminated employees

· Cash value life insurance in VEBAs scrutinized

· New guidance on HSAs

Also, indexed amounts and examples are updated throughout for 2009.

AIDS TO CURRICULUM

2009 Correlation Table for Employee Benefits Planning	Word	PDF
2009 Correlation Table for Retirement Planning	Word	PDF
Course Objectives	Word	HTML
Course Outline	Word	HTML
Course Synopsis	Word	HTML
Table of Contents	Word	HTML
Advanced PowerPoint Presentations

Privacy | Contact Us | Return Policy | Publish With Us

Note: Academic support materials are not approved for use in filing state Continuing Education courses. Tools & Techniques publications are filed for CFP® and state Continuing Education credits. To view the full course list, as well as hours please click on the CE Course and E Learning link under Resources in the menu bar.

All Trademarks belong to their respective owner. Certified Financial Planner Board of Standards Inc. owns the marks of CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo) ® in the U.S., which it awards to individuals who successfully complete initial and ongoing certification requirements.