The Tools & Techniques of Employee Benefit and Retirement Planning, 16th Edition

Explore all aspects of employee compensation with The Tools & Techniques of Employee Benefits and Retirement Planning. This must-have resource provides real-life examples of compensation options, health and 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
• Describes important regulatory and tax considerations for fringe benefits such as company cars, moving expenses, and loans to employees

 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 16th Edition:

• New coverage of Qualified Small Employer HRAs (QSEHRAs)
• Updated health insurance and health cost management strategies for the current regulatory environment
• The latest strategies and requirements form the Tax Cuts and Jobs Act (TCJA) of 2017 as it relates to all tax information
• Newly updated deferred compensation requirements cover both large and small employers, including important nondiscrimination testing and compliance procedures
• Expanded nonqualified plan coverage which provides solution outside of the traditional deferred comp offerings

 Topics Covered:

• Compensation-Cash
• Compensation-Equity Options
• Deferred Compensation-Overview
• Deferred Compensation-Rules for Qualified Plans
• Deferred Compensation-Defined Contribution Plans
• Deferred Compensation-Defined Benefit Plans
• Other Employer-Sponsored Deferred Compensation Plans
• Health and Disability Plans
• Life Insurance Plans
• Ethics and Compliance Issues
• 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 develop the right plan for any professional client, no matter the client's business needs.