Tools & Techniques of Employee Benefit and Retirement Planning, 17th edition (eBook)

Stephan Leimberg, John J. McFadden, Joseph F. Stenken (Autoren)

eBook Download: EPUB

2021
510 Seiten
The National Underwriter Company (Verlag)
9781954096066 (ISBN)

Infos

Explore all aspects of employee compensation and benefits withThe Tools & Techniques of Employee Benefit and Retirement Planning. This must-have resource provides real-world examples of compensation options, healthcare, life insurance strategies, and fringe benefits to help you understand the important and sometimes unexpected consequences of different planning approaches. Each approach is explained in clear, easy-to-understand language that takes you through the legal and regulatory requirements for instituting and maintaining benefits while also explaining the tax consequences of different approaches. This comprehensive resource:Describes all aspects of employee benefits planning,Contains detailed discussions surrounding the relevant planning considerations, regulatory requirements, and tax consequences for each topic,Includes benefits that can be used for all types of employees, including full- and part-time employees, entry- and mid-level employees, temporary employees, and executives,Explains both qualified and unqualified benefits,Outlines both immediate and deferred compensation strategies, andDescribes important regulatory and tax considerations for employee benefits such as healthcare, employer-provided life insurance, and retirement plans.For those looking to learn more on employee benefits and retirement planning, this book additionally provides detailed source material references to serve as jumping-off points for conducting deeper research.New in the 17thEdition:A new chapter on COVID-19 related tax changes for employee benefit plansUpdates resulting from the SECURE ActEmployee retention credit under the CARES ActNew details on use and rollover of medical and dependent care FSA plansUpdated ERISA compliance and reporting requirements, including Form 5500 informationUpdated tax information, including the new 2021 COVID-19 stimulus and CAA billsTopics Covered:Cash and equity compensationDeferred compensation, including qualified retirement plansHealth insurance planningShort and long term disabilityLife insurance for employees, owners, and officersEmployee benefit ethics and compliance issuesDefined contribution and defined benefit plansAnd more! See the ';Table of Contents' section for a full list of topicsAs with all the resources in the highly acclaimed Leimberg Library, every area covered in this book is accompanied by the tools, techniques, practice tips, and examples you can use to help your clients successfully navigate the complex course of employee benefit and retirement planning and confidently meet their needs.

Produkt-Details

• Erscheint lt. Verlag: 29.3.2021
• Sprache: englisch
• Themenwelt: Sachbuch/Ratgeber ► Beruf / Finanzen / Recht / Wirtschaft ► Geld / Bank / Börse
• ISBN-13: 9781954096066 / 9781954096066