The Tools & Techniques of Employee Benefit and Retirement Planning, 12th Edition

  • 14h 5m
  • John J. McFadden, Stephan R. Leimberg
  • The National Underwriter Company
  • 2011

Written by experts Stephan Leimberg and John McFadden, The Tools & Techniques of Employee Benefit and Retirement Planning, 12th edition, applies the trusted “Tools and Techniques” approach to this complex area, making it simple for you to confidently guide your clients through even the most complex employee benefit and retirement planning processes.

This new edition remains the practical, time-saving resource filled with up-to-date guidance you need for successful employee benefit and retirement planning, including:

  • Guidance that takes into account the current and upcoming implications of the Patient Protection and Affordable Care Act
  • Current insights into retirement plans, including government benefits, IRA, ERISA and Tax Rules for Qualified Plans, Defined Benefit Plans, Defined Contribution Plans, and other Employer Retirement Plans
  • Practical analysis of the entire range of employee benefit planning, including Cash Compensation, Equity Options, Cafeteria Plans, Life Insurance Plans, Health Coverage, Disability, and Fringe Benefits
  • Valuable appendices providing primary source material along with exclusive, time-saving tools

In addition to providing clear and practical guidance on key questions, The Tools & Techniques of Employee Benefit and Retirement Planning has been fully updated to include current information:

  • All salary limitations are updated to 2011 numbers
  • Deduction limits for defined benefit plans have been fully clarified
  • Estate tax coverage is current for 2011
  • Roth IRA limitations are updated to reflect all recent changes
  • Money purchase pension plan analysis has been updated to reflect retirement in a down economy, as well as the trend for less rapid increases in long service rank-and-file salaries

About the Authors

Stephan R. Leimberg is CEO of LISI, Leimberg Information Services, Inc., a provider of e-mail/internet news, analysis, and commentary for professionals on recent cases, rulings, and legislation; and CEO of Leimberg and LeClair, Inc., an estate and financial planning software company in Bryn Mawr, Pennsylvania.

Leimberg is the author of numerous books on estate, financial, and employee benefit and retirement planning and a nationally known speaker. Leimberg is the creator and principal author or editor of the entire ten book Tools and Techniques series including The Tools and Techniques of Estate Planning, The Tools and Techniques of Financial Planning, The Tools and Techniques of Employee Benefit & Retirement Planning, The Tools and Techniques of Life Insurance Planning, The Tools and Techniques of Charitable Planning, The Tools and Techniques of Income Tax Planning, The Tools and Techniques of Investment Planning, The Tools and Techniques of Risk Management, the Tools and Techniques of Practice Management, and The Tools and Techniques of Life Settlement Planning. Leimberg is co-author, with noted attorney Howard Zaritsky, of Tax Planning with Life Insurance, The Book of Trusts with attorneys Charles K. Plotnick and Daniel Evans, and How to Settle an Estate with Charles K. Plotnick.

Leimberg is creator or co-creator of many software packages for the financial services professional including NumberCruncher (estate planning), Financial Analyzer II, Estate Planning Quickview (Estate Planning Flow Charts), DeCoupleCruncher, Toward a Zero Estate Tax (PowerPoint Estate Planning Client Seminar), Gifts That Give, Gifts That Give Back (Powerpoint Client Charitable Planning Seminar), and Long-Term Care (Powerpoint Client Seminar).

A nationally known speaker, Professor Leimberg has addressed the Miami (Heckerling) Estate Planning Institute, the NYU Tax Institute, the Notre Dame Law School and Duke University Law School's Estate Planning Conference, The American Bar Association's Planning Techniques for Large Estate and Sophisticated Planning Techniques courses of study, the National Association of Estate Planners and Councils, and the AICPA's National Estate Planning Forum. Leimberg has also spoken to the Federal Bureau of Investigation, and the National Aeronautics and Space Administration. He was lead witness at the U.S. Senate Special Committee on Aging hearings on Life Settlements.

Leimberg was a 2004 recipient of the National Association of Estate Planners and Councils Distinguished Accredited Estate Planner award, was named 1998 Edward N. Polisher Lecturer of the Dickinson School of Law, and was awarded the Excellence in Writing Award of the American Bar Association's Probate and Property Section. He has been honored as Estate Planner of the Year by the Montgomery County Estate Planning Council and as Distinguished Estate Planner by the Philadelphia Estate Planning Council. He is also recipient of the President's Cup of the Philadelphia Life Underwriters, a three time Boris Todorovitch Lecturer, and the first Ben Feldman Lecturer.

John J. McFadden is a tax and pension lawyer and consultant practicing in Philadelphia, PA. His undergraduate degree is from Lehigh University, with a master's degree from the University of Rochester, and a J.D. from Harvard Law School. He has been admitted to the Pennsylvania Bar and the United States Tax Court.

Mr. McFadden is the author of articles in tax and professional journals on such subjects as professional corporations, insured pension plans, retirement plan distributions, and nonqualified deferred compensation. He is co-author of Employee Benefits, 8th Edition, published by Dearborn Financial Publishing, Inc. in 2007.

Mr. McFadden also speaks and consults on tax and compensation planning matters and conducts seminars for financial planners.

In this Book

  • Designing the Right Retirement Plan
  • Planning for Retirement Needs
  • Social Security
  • Medicare
  • Traditional IRA
  • Roth IRA
  • Qualified Plans: General Rules for Qualification
  • Qualified Plans: Distributions and Loans
  • Estate and Retirement Planning with Qualified Plans and IRAs
  • Installing a Qualified Retirement Plan
  • Qualified Plan Investments
  • ERISA Reporting and Disclosure
  • Life Insurance in a Qualified Plan
  • Defined Benefit Pension Plan
  • Cash Balance Pension Plan
  • Money Purchase Pension Plan
  • Profit Sharing Plan
  • ESOP/Stock Bonus Plan
  • Savings/Match Plan
  • Section 401(k) Plan
  • Cross-Tested/Age-Weighted Plan
  • HR 10 (Keogh) Plan
  • SIMPLE IRA
  • Simplified Employee Pension (SEP)
  • Tax Deferred Annuity
  • Nonqualified Deferred Compensation
  • Section 457 Plan
  • The Process of Employee Benefit Planning
  • Designing the Right Life Insurance Plan
  • Designing the Right Health Benefit Plan
  • Cash Compensation Planning
  • Bonus Plan
  • Severance Pay Plan
  • Golden Parachute Plan
  • Stock Option
  • Incentive Stock Option (ISO)
  • Employee Stock Purchase Plan (Section 423 Plan)
  • Restricted Stock Plan
  • Cafeteria Plan
  • Flexible Spending Account
  • Group-Term Life Insurance
  • Split Dollar Life Insurance
  • Key Employee Life Insurance
  • Death Benefit Only (DBO) Plan
  • Health Insurance
  • Health Maintenance Organization (HMO)
  • Health Savings Account (Section 223 Plan)
  • Health Reimbursement Arrangement (HRA)
  • Long-Term Care Plan
  • Sick Pay (Short Term Disability)
  • Long-Term Disability Insurance
  • "Fringe" Benefits (Section 132)
  • Company Car or Reimbursement Plan
  • Dependent Care Assistance Plan
  • Educational Assistance Plan
  • Legal Services Plan
  • Loans to Executives
  • Moving Expense Reimbursement
  • VEBA Welfare Benefit Trust
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