Allen: Retirement Plans, 12th edition

Retirement Plans (formerly titled Pension Planning through the ninth edition) is a classic, relied upon by generations of faculty and thousands of professionals throughout the world. It reliably provides the reader with the features, costs, investment opportunities, and regulatory issues governing all the various types of retirement and other deferred compensation plans. The 12th edition keeps the book at the forefront of the discipline, with extensive coverage of Moving Ahead for Progress in the 21st Century Act and the American Taxpayer Relief Act, a discussion of the effects of behavioral economics on retirement planning, a detailed look at the enormous growth in target date funds, and much more.

ISBNS: 1259720675 / 9781259720673
Publication Date: 7/06/17

New Features in the twelfth edition

A review of recently conducted research and up-to-date information on the status of retirement preparedness among various ages and income levels within American society

More comprehensive treatment of plan participant empowerment, individual responsibility, and the importance of a wealth management perspective in directing and managing both accumulations within defined contribution plans and their distribution during retirement

Insights on retirement planning techniques and plan types whose uses are instrumental in accumulating and magnifying personal wealth

Comprehensive review of the evolution of the private retirement system and the marketplace forces, policy actions, and dynamic innovations that have shaped our current diverse system

Table of Contents

PART ONE ENVIRONMENTAL INFLUENCES ON PRIVATE RETIREMENT PLANS
Chapter 1 The Dynamic, Ongoing Evolution of Private Retirement Plans
Chapter 2 Strategic Plan Design
Chapter 3 Defined Contribution versus Defined Benefit Plans
Chapter 4 Risk Management through Retirement Planning

PART TWO DEFINED CONTRIBUTION PLAN TYPES
Chapter 5 Overview of Defined Contribution Plan Types and Their Use in Retirement Plan Design
Chapter 6 Profit Sharing Plans and Money Purchase Pension Plans
Chapter 7 Employee Stock Ownership Plans (ESOPs)
Chapter 8 Cash or Deferred Arrangements (CODAs) under Section 401(k)
Chapter 9 Section 403(b) Plans
Chapter 10 Section 457 Deferred Compensation Plans
Chapter 11 Behavioral Finance Impacts on Defined Contribution Plan Designs

PART THREE SPECIAL PURPOSE RETIREMENT PLANNING STRUCTURES
Chapter 12 Individual Retirement Arrangements
Chapter 13 Keogh Plans, SEPs, SIMPLE Plans, and Solo 401(k) Plans
Chapter 14 Executive Retirement Arrangements
Chapter 15 Employee Stock Compensation Plans
Chapter 16 Managing Retirement Assets in Multiple Plan Structures

PART FOUR DEFINED BENEFIT PLANS AND HYBRID RETIREMENT PLANS
Chapter 17 Defined Benefit Plan Features
Chapter 18 Cost and Funding Considerations
Chapter 19 Budgeting Pension Costs
Chapter 20 Insured Funding Instruments and Trust Fund Plans
Chapter 21 Cash Balance and Other Hybrid Retirement Plans
Chapter 22 Plan Termination Insurance for Single-Employer Pension Plans
Chapter 23 Employers’ Accounting for Pensions
Chapter 24 Defined Benefit Plan Investment Management

Instructor resources

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