Rightsourcing Retirement: Best Practices For Employers And Employees

Rightsourcing Retirement: Best Practices For Employers And Employees PDF

Author: Retirement Coaches Association

Publisher:

Published: 2020-01-06

Total Pages: 168

ISBN-13: 9781951915018

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It's Time To Boldly Reset The Workforce Horizons Around RetirementFinally, a book ahead of its time that recognizes the comprehensive needs of both the employer and employees in transition. This book affirms what both side want but struggling to find the right balance with. Get ready for a dynamic approach that ensures workplace stability and employee experience by: Modernizing the retirement conversation with new insights, research, and directionShowcasing the new roles and opportunities organizations have to make a positive impact on an aging workforceExpanding traditional retirement planning to include more personal aspects of life after work and mindset that employees need in the transitionAddressing key issues like career legacy, workplace identity, and moreThis is what happens when you bring together a group of industry experts, thought leaders, and retirement pioneers who are committed to shifting paradigms and altering the course of traditional retirement. It's game-changing book that is both timely and essential to the future of workplace transitions.

The Tools and Techniques of Employee Benefit and Retirement Planning, 17th Edition

The Tools and Techniques of Employee Benefit and Retirement Planning, 17th Edition PDF

Author: Stephan Leimberg

Publisher:

Published: 2021-03-29

Total Pages: 510

ISBN-13: 9781954096059

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Explore all aspects of employee compensation and benefits with The 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, and Describes 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 17th Edition: A new chapter on COVID-19 related tax changes for employee benefit plans Updates resulting from the SECURE Act Employee retention credit under the CARES Act New details on use and rollover of medical and dependent care FSA plans Updated ERISA compliance and reporting requirements, including Form 5500 information Updated tax information, including the new 2021 COVID-19 stimulus and CAA bills Topics Covered: Cash and equity compensation Deferred compensation, including qualified retirement plans Health insurance planning Short and long term disability Life insurance for employees, owners, and officers Employee benefit ethics and compliance issues Defined contribution and defined benefit plans And more! See the "Table of Contents" section for a full list of topics As 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.

Essential Retirement Planning for Solo Agers

Essential Retirement Planning for Solo Agers PDF

Author: Sara Zeff Geber

Publisher: Mango Media Inc.

Published: 2018-04-15

Total Pages: 212

ISBN-13: 1633537692

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A practical yet humorous guide to aging solo gracefully and achieving a happy retirement. In Essential Retirement Planning for Solo Agers, certified retirement coach Sara Zeff Geber coins the term “Solo Ager” to refer to the segment of society that either does not have adult children or is single and believes they will be on their own as they grow older. This book explores the path ahead for this group. That includes choices in housing, relationships, legal arrangements, finances, and more. Geber reviews the role of adult children in an aging parent’s world and suggests ways in which Solo Agers can mitigate the absence of adult children by relationship building and rigorous planning for their future. Geber shares her expertise on what constitutes a fulfilling older life and how Solo Agers can maximize their opportunities for financial security, physical health, meaning and purpose in the second half of life, and, finally, planning for the end game. Through real-life stories and anecdotes, the author explores housing choices, relationships, and building a support system. You will learn about: · different levels of care and independence in various types of living arrangements · how to initiate discussions among friends and relatives about end-of-life treatment · “what if” scenarios · who to talk to about legal and financial decisions And it’s not just the Solo Ager that can learn from this book. Financial advisors, elder law and estate attorneys, senior care managers, and others whose clientele is on the far side of sixty will benefit as well.

The Couple's Retirement Puzzle

The Couple's Retirement Puzzle PDF

Author: Roberta Taylor RNCS, M.Ed

Publisher: Sourcebooks, Inc.

Published: 2014-08-05

Total Pages: 343

ISBN-13: 140229591X

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The essential retirement planning book, including the ten key conversations couples should have to create a happy, healthy, and successful retirement! Retirement can be the best time of your life, but for couples, there's far more to it than cashing in on your 401(k). The most important asset you have during retirement is each other, yet many couples aren't sure where to begin or how to plan for retirement. The Couple's Retirement Puzzle reveals the ten key conversations couples should tackle before retirement to ensure a rewarding second half of life together, including: Do we have enough money to support the lifestyle we want? Should we retire simultaneously or separately? Do we stay put or explore new frontiers? How will we balance time together and time apart? And more! Filled with smart practical advice, engaging anecdotes, and helpful exercises, The Couple's Retirement Puzzle is a marriage book for couples that will guide you and your partner to a fulfilling, happy retirement you can enjoy and celebrate together.

Out Of The Box Retirement: Creative Ideas, Role Models, and New Possibilities

Out Of The Box Retirement: Creative Ideas, Role Models, and New Possibilities PDF

Author: Retirement Coaches Association

Publisher:

Published: 2020-01-06

Total Pages: 162

ISBN-13: 9781951915032

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Traditional Retirement Planning Has Been Put On Notice!Get ready to flourish in the new era of retirement as more than a dozen retirement experts share decades of experience to help you unleash your imagination and envision retirement like never before. Get inspired with real life stories and situations that can help you avoid falling into common traps and turn your dreams into reality. Step outside of old and outdated traditions, and create a more personal and satisfying plan for retirement with a book that: Awakens your creative spirit and soulful expressionBreaks the old and outdated rules that hold so many people backFosters confidence, control, and clarityHelps you customize retirement in a way that reflects your deepest needs and desiresYour legacy and life in retirement won't be defined by following others down the well-worn path, but rather by having the courage and support to gracefully move away from what everyone else is thinking and doing. Fashion more resilience and meaning with these creative ideas, role models, and new possibilities.

Financial Intelligence for Supply Chain Managers

Financial Intelligence for Supply Chain Managers PDF

Author: Steven J. Leon

Publisher: FT Press

Published: 2015-11-17

Total Pages: 359

ISBN-13: 0133838641

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Discover how your supply chain and operations work impacts financial performance, and how to align your efforts to help your company succeed — the fastest, best way to supercharge your own career! As a supply chain or operations professional, you may clearly understand your operational performance goals. But if you want to get promoted, you need to know how your day-to-day work powerfully impacts the financial metrics your top executives care about most.

65 Things to Do When You Retire

65 Things to Do When You Retire PDF

Author: Mark Evan Chimsky

Publisher: Sellers Publishing

Published: 2012

Total Pages: 400

ISBN-13: 9781416206545

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Present essays from noted authors and retirement experts on how to use retirement to achieve one's personal dreams.

How to Make it Big in the Seminar Business

How to Make it Big in the Seminar Business PDF

Author: Paul Karasik

Publisher: McGraw Hill Professional

Published: 2004-12-21

Total Pages: 385

ISBN-13: 0071460586

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How to Make It Big in the Seminar Business is considered must have reading among consultants, speakers, and seminar leaders. Fully updated and revised, this new edition is packed with insider tips on determining fees, marketing, scheduling, presentation technologies, and much more. It features new chapters on using the Web and other new technologies to deliver seminars; marketing on the Web; developing coaching services in conjunction with seminars; and E-mail newsletters. Readers get a fully updated and expanded directory--listing the names, addresses, and telephone numbers for hundreds of public seminar companies, corporate training companies, speakers bureaus, and seminar websites.

The Information Systems Academic Discipline in Australia

The Information Systems Academic Discipline in Australia PDF

Author: Guy G. Gable

Publisher: ANU E Press

Published: 2008-09-01

Total Pages: 374

ISBN-13: 1921313943

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This book represents the second phase of a multi-method, multi-study of the 'Information Systems Academic Discipline in Australia'. Drawing on Whitley's Theory of Scientific Change, the study analysed the degree of 'professionalisation' of the Information Systems Discipline, the overarching research question being 'To what extent is Information Systems a distinct and mature discipline in Australia?' The book chapters are structured around three main sections: a) the context of the study; b) the state case studies; and c) Australia-wide evidence and analysis. The book is crafted to be accessible to IS and non-IS types both within and outside of Australia. It represents a 'check point'; a snapshot at a point in time. As the first in a hoped for series of such snap-shots, it includes a brief history of IS in Australia, bringing us up to the time of this report. The editorial team comprises Guy Gable, architect and leader; Bob Smyth, project manager; Shirley Gregor, sponsor, host and co-theoretician; Roger Clarke, discipline memory; and Gail Ridley, theoretician. In phase two, the editors undertook to examine each component study, with a view to arriving at an Australia-wide perspective.

Human Resource Management

Human Resource Management PDF

Author: David G. Collings

Publisher: Routledge

Published: 2018-08-15

Total Pages: 450

ISBN-13: 1315299542

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Despite over three decades of debate around the nature of human resource management (HRM), its intellectual boundaries and its application in practice, the field continues to be dogged by a number of theoretical and practical limitations. Written by an international team of respected scholars, this updated textbook adopts a critical perspective to examine the core management function of HRM in all its complexity – including its darker sides. Human Resource Management: A Critical Approach opens with a critique of the very concept of HRM, tracing its development over time, and then systematically analyses the context of HRM, practice of HRM and international perspectives on HRM. New chapters commissioned for this second edition look at HRM and the issues of diversity, migration, global supply chains and economic crisis. This textbook is essential reading for advanced and inquisitive students of HRM, and for HRM professionals looking to deepen their understanding of the complexities of their field.