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Retirement portfolios workbook [[electronic resource] ] : theory, construction, and management / / Michael J. Zwecher
| Retirement portfolios workbook [[electronic resource] ] : theory, construction, and management / / Michael J. Zwecher |
| Autore | Zwecher Michael J. <1957-> |
| Pubbl/distr/stampa | Hoboken, NJ, : John Wiley & Sons, Ltd., c2010 |
| Descrizione fisica | 1 online resource (210 p.) |
| Disciplina |
332.024/014
332.024014 |
| Collana | Wiley finance series |
| Soggetto topico |
Retirement income - Planning
Portfolio management |
| ISBN |
1-282-68972-X
9786612689727 1-118-26818-0 0-470-58620-6 |
| Formato | Materiale a stampa  |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto |
Retirement Portfolios Workbook: Theory, Construction, and Management; Contents; Preface; BEFORE YOU GET STARTED: TOOLS YOU'LL NEED TO COMPLETE THE EXERCISES; Part One: Questions; Chapter 1: Portfolio Focus and Stage of Life; Chapter 2: The Top-Down View: A Short Primer on Economic Models of Retirement Income; Chapter 3: The Importance of Lifestyle Flooring; Chapter 4: Monetizing Mortality: Annuities and Longevity Insurance; Chapter 5: Flooring with Capital Markets Products; Chapter 6: Building Retirement Income Portfolios
Chapter 7: Creating Allocations for Constructing Practical Portfolios by Age and Lifestyle Needs Chapter 8: Rebalancing Retirement Income Portfolios; Chapter 9: Active Risk Management for Retirement Income Portfolios; Chapter 10: The Transition Phase; Chapter 11: Putting Together the Proposal; Chapter 12: Market Segmentation; Chapter 13: Products and Example Portfolios; Chapter 14: Preparing Your Client for a Retirement Income Portfolio; Chapter 15: Salvage Operations, Mistakes, and Fallacies; Part Two: Solutions; Chapter 1: Portfolio Focus and Stage of Life Chapter 2: The Top-Down View: A Short Primer on Economic Models of Retirement Income Chapter 3: The Importance of Lifestyle Flooring; Chapter 4: Monetizing Mortality: Annuities and Longevity Insurance; Chapter 5: Flooring with Capital Markets Products; Chapter 6: Building Retirement Income Portfolios; Chapter 7: Creating Allocations for Constructing Practical Portfolios by Age and Lifestyle Needs; Chapter 8: Rebalancing Retirement Income Portfolios; Chapter 9: Active Risk Management for Retirement Income Portfolios; Chapter 10: The Transition Phase; Chapter 11: Putting Together the Proposal Chapter 12: Market Segmentation Chapter 13: Products and Example Portfolios; Chapter 14: Preparing Your Client for a Retirement Income Portfolio; Chapter 15: Salvage Operations, Mistakes, and Fallacies |
| Record Nr. | UNINA-9910825928903321 |
Zwecher Michael J. <1957->
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| Hoboken, NJ, : John Wiley & Sons, Ltd., c2010 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
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Retirement savings policy : past, present and future tense / / Michael P. Barry
| Retirement savings policy : past, present and future tense / / Michael P. Barry |
| Autore | Barry Michael P. |
| Pubbl/distr/stampa | Boston ; ; Berlin : , : DEG Press, , [2018] |
| Descrizione fisica | 1 online resource (275 pages) |
| Disciplina | 332.024014 |
| Soggetto topico | Retirement income - Planning |
| Soggetto genere / forma | Electronic books. |
| ISBN |
1-5474-0035-8
1-5474-0029-3 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto | Frontmatter -- About De/G PRESS -- Acknowledgments -- About the Author -- About the Series Editor -- Contents -- Introduction -- Part I: The Defined Benefit Plan Legacy -- Chapter 1: An Overview of Existing Plans -- Chapter 2: DB Plan Basics -- Chapter 3: The DB Valuation Challenge -- Chapter 4: The Regulatory Framework-Benefit Insurance, Minimum Funding Rules and Accounting Standards Affecting DB Plan Finance -- Chapter 5: The Regulatory Framework-Minimum Standards for Retirement Plan Design and Tax Code Nondiscrimination Rules -- Chapter 6: Problems with the DB Design -- Chapter 7: The Cash Balance Plan Conversion Crisis -- Chapter 8: The Secular Decline in Interest Rates and the Viability of DB Plans -- Chapter 9: Getting Out, Slowly -- Chapter 10: Managing the DB Legacy-Reducing PBGC Premiums -- Chapter 11: The Cash Balance Alternative -- Chapter 12: Intermezzo-Basic Policy Considerations Part I -- Part II: Defined Contribution Plans and the 401(k) Revolution -- Chapter 13: The Rise of the 401(k) -- Chapter 14: DC/401(k) Plan Basics -- Chapter 15: The DC Adequacy Challenge -- Chapter 16: Adequate Savings and the Regulatory Framework-Retirement Savings Tax Incentives -- Chapter 17: 401(k) Tax Code Nondiscrimination Rules -- Chapter 18: Adequate Investment-The Asset Allocation Challenge -- Chapter 19: ERISA Fiduciary Rules -- Chapter 20: The Structure and Administration of 401(k) Plans, Revisited -- Chapter 21: Why Fees? -- Chapter 22: 401(k) Plan Fees and Fiduciary Regulation -- Chapter 23: Fiduciary litigation -- Chapter 24: Fiduciary Best Practices and Managing Fiduciary Risk -- Chapter 25: An Adequate Payout -- Chapter 26: Intermezzo-Plan B -- Part III: The Future -- Chapter 27: The Demographic Background -- Chapter 28: The Great Transition -- Chapter 29: Covering the Uncovered -- Chapter 30: The Implications of the Software Revolution for Retirement Savings -- Chapter 31: The Role of the Employer -- Chapter 32: The Bureaucratization of Capital -- Chapter 33: Coda -- Index |
| Record Nr. | UNINA-9910466599803321 |
|
Barry Michael P.
|
||
| Boston ; ; Berlin : , : DEG Press, , [2018] | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
Retirement savings policy : past, present and future tense / / Michael P. Barry
| Retirement savings policy : past, present and future tense / / Michael P. Barry |
| Autore | Barry Michael P. |
| Pubbl/distr/stampa | Boston ; ; Berlin : , : DEG Press, , [2018] |
| Descrizione fisica | 1 online resource (275 pages) |
| Disciplina | 332.024014 |
| Collana | The Alexandra Lajoux Corporate Governance Series |
| Soggetto topico | Retirement income - Planning |
| Soggetto non controllato |
401K
Annuity Fiduciary Pension Retirement plan Risk Roth |
| ISBN |
1-5474-0035-8
1-5474-0029-3 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto | Frontmatter -- About De/G PRESS -- Acknowledgments -- About the Author -- About the Series Editor -- Contents -- Introduction -- Part I: The Defined Benefit Plan Legacy -- Chapter 1: An Overview of Existing Plans -- Chapter 2: DB Plan Basics -- Chapter 3: The DB Valuation Challenge -- Chapter 4: The Regulatory Framework-Benefit Insurance, Minimum Funding Rules and Accounting Standards Affecting DB Plan Finance -- Chapter 5: The Regulatory Framework-Minimum Standards for Retirement Plan Design and Tax Code Nondiscrimination Rules -- Chapter 6: Problems with the DB Design -- Chapter 7: The Cash Balance Plan Conversion Crisis -- Chapter 8: The Secular Decline in Interest Rates and the Viability of DB Plans -- Chapter 9: Getting Out, Slowly -- Chapter 10: Managing the DB Legacy-Reducing PBGC Premiums -- Chapter 11: The Cash Balance Alternative -- Chapter 12: Intermezzo-Basic Policy Considerations Part I -- Part II: Defined Contribution Plans and the 401(k) Revolution -- Chapter 13: The Rise of the 401(k) -- Chapter 14: DC/401(k) Plan Basics -- Chapter 15: The DC Adequacy Challenge -- Chapter 16: Adequate Savings and the Regulatory Framework-Retirement Savings Tax Incentives -- Chapter 17: 401(k) Tax Code Nondiscrimination Rules -- Chapter 18: Adequate Investment-The Asset Allocation Challenge -- Chapter 19: ERISA Fiduciary Rules -- Chapter 20: The Structure and Administration of 401(k) Plans, Revisited -- Chapter 21: Why Fees? -- Chapter 22: 401(k) Plan Fees and Fiduciary Regulation -- Chapter 23: Fiduciary litigation -- Chapter 24: Fiduciary Best Practices and Managing Fiduciary Risk -- Chapter 25: An Adequate Payout -- Chapter 26: Intermezzo-Plan B -- Part III: The Future -- Chapter 27: The Demographic Background -- Chapter 28: The Great Transition -- Chapter 29: Covering the Uncovered -- Chapter 30: The Implications of the Software Revolution for Retirement Savings -- Chapter 31: The Role of the Employer -- Chapter 32: The Bureaucratization of Capital -- Chapter 33: Coda -- Index |
| Record Nr. | UNINA-9910793167103321 |
|
Barry Michael P.
|
||
| Boston ; ; Berlin : , : DEG Press, , [2018] | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
Retirement savings policy : past, present and future tense / / Michael P. Barry
| Retirement savings policy : past, present and future tense / / Michael P. Barry |
| Autore | Barry Michael P. |
| Pubbl/distr/stampa | Boston ; ; Berlin : , : DEG Press, , [2018] |
| Descrizione fisica | 1 online resource (275 pages) |
| Disciplina | 332.024014 |
| Collana | The Alexandra Lajoux Corporate Governance Series |
| Soggetto topico | Retirement income - Planning |
| Soggetto non controllato |
401K
Annuity Fiduciary Pension Retirement plan Risk Roth |
| ISBN |
1-5474-0035-8
1-5474-0029-3 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto | Frontmatter -- About De/G PRESS -- Acknowledgments -- About the Author -- About the Series Editor -- Contents -- Introduction -- Part I: The Defined Benefit Plan Legacy -- Chapter 1: An Overview of Existing Plans -- Chapter 2: DB Plan Basics -- Chapter 3: The DB Valuation Challenge -- Chapter 4: The Regulatory Framework-Benefit Insurance, Minimum Funding Rules and Accounting Standards Affecting DB Plan Finance -- Chapter 5: The Regulatory Framework-Minimum Standards for Retirement Plan Design and Tax Code Nondiscrimination Rules -- Chapter 6: Problems with the DB Design -- Chapter 7: The Cash Balance Plan Conversion Crisis -- Chapter 8: The Secular Decline in Interest Rates and the Viability of DB Plans -- Chapter 9: Getting Out, Slowly -- Chapter 10: Managing the DB Legacy-Reducing PBGC Premiums -- Chapter 11: The Cash Balance Alternative -- Chapter 12: Intermezzo-Basic Policy Considerations Part I -- Part II: Defined Contribution Plans and the 401(k) Revolution -- Chapter 13: The Rise of the 401(k) -- Chapter 14: DC/401(k) Plan Basics -- Chapter 15: The DC Adequacy Challenge -- Chapter 16: Adequate Savings and the Regulatory Framework-Retirement Savings Tax Incentives -- Chapter 17: 401(k) Tax Code Nondiscrimination Rules -- Chapter 18: Adequate Investment-The Asset Allocation Challenge -- Chapter 19: ERISA Fiduciary Rules -- Chapter 20: The Structure and Administration of 401(k) Plans, Revisited -- Chapter 21: Why Fees? -- Chapter 22: 401(k) Plan Fees and Fiduciary Regulation -- Chapter 23: Fiduciary litigation -- Chapter 24: Fiduciary Best Practices and Managing Fiduciary Risk -- Chapter 25: An Adequate Payout -- Chapter 26: Intermezzo-Plan B -- Part III: The Future -- Chapter 27: The Demographic Background -- Chapter 28: The Great Transition -- Chapter 29: Covering the Uncovered -- Chapter 30: The Implications of the Software Revolution for Retirement Savings -- Chapter 31: The Role of the Employer -- Chapter 32: The Bureaucratization of Capital -- Chapter 33: Coda -- Index |
| Record Nr. | UNINA-9910808528903321 |
|
Barry Michael P.
|
||
| Boston ; ; Berlin : , : DEG Press, , [2018] | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
Savings fitness : a guide to your money and your financial future / / created by U.S. Department of Labor, Employee Benefits Security Administration
| Savings fitness : a guide to your money and your financial future / / created by U.S. Department of Labor, Employee Benefits Security Administration |
| Pubbl/distr/stampa | [Washington, D.C.] : , : U.S. Department of Labor, Employee Benefits Security Administration |
| Descrizione fisica | 1 online resource (volumes) : illustrations |
| Soggetto topico |
Finance, Personal
Retirement income - Planning Pensions - United States Pensions |
| Soggetto genere / forma |
Handbooks and manuals.
Online resources. |
| Formato | Materiale a stampa |
| Livello bibliografico | Periodico |
| Lingua di pubblicazione | eng |
| Altri titoli varianti | Savings fitness |
| Record Nr. | UNINA-9910706747303321 |
| [Washington, D.C.] : , : U.S. Department of Labor, Employee Benefits Security Administration | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
Successful defined contribution investment design : how to align target-date, core, and income strategies to the PRICE of retirement / / Stacy L. Schaus with Ying Gao
| Successful defined contribution investment design : how to align target-date, core, and income strategies to the PRICE of retirement / / Stacy L. Schaus with Ying Gao |
| Autore | Schaus Stacy L. |
| Edizione | [1st edition] |
| Pubbl/distr/stampa | Hoboken, New Jersey : , : Wiley, , 2017 |
| Descrizione fisica | 1 online resource (383 pages) |
| Disciplina | 331.252 |
| Collana |
Wiley Finance Series
THEi Wiley ebooks |
| Soggetto topico |
Defined contribution pension plans
Retirement income - Planning |
| ISBN |
1-119-30256-0
1-119-30257-9 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Record Nr. | UNINA-9910165027203321 |
|
Schaus Stacy L.
|
||
| Hoboken, New Jersey : , : Wiley, , 2017 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
Successful defined contribution investment design : how to align target-date, core, and income strategies to the PRICE of retirement / / Stacy L. Schaus with Ying Gao
| Successful defined contribution investment design : how to align target-date, core, and income strategies to the PRICE of retirement / / Stacy L. Schaus with Ying Gao |
| Autore | Schaus Stacy L. |
| Edizione | [1st edition] |
| Pubbl/distr/stampa | Hoboken, New Jersey : , : Wiley, , 2017 |
| Descrizione fisica | 1 online resource (383 pages) |
| Disciplina | 331.252 |
| Collana |
Wiley Finance Series
THEi Wiley ebooks |
| Soggetto topico |
Defined contribution pension plans
Retirement income - Planning |
| ISBN |
1-119-30256-0
1-119-30257-9 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Record Nr. | UNINA-9910822183503321 |
|
Schaus Stacy L.
|
||
| Hoboken, New Jersey : , : Wiley, , 2017 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
What workers need to know about Social Security as they plan for their retirement : hearing before the Subcommittee on Social Security of the Committee on Ways and Means, U.S. House of Representatives, One Hundred Thirteenth Congress, second session, July 29, 2014
| What workers need to know about Social Security as they plan for their retirement : hearing before the Subcommittee on Social Security of the Committee on Ways and Means, U.S. House of Representatives, One Hundred Thirteenth Congress, second session, July 29, 2014 |
| Pubbl/distr/stampa | Washington : , : U.S. Government Publishing Office, , 2016 |
| Descrizione fisica | 1 online resource (iii, 140 pages) : illustrations |
| Soggetto topico |
Social security - United States - Forecasting
Social security - United States - Finance Retirement - Planning Retirement income - Planning Retirees - United States - Finance, Personal Retirees - Finance, Personal Social security - Finance Social security - Forecasting |
| Soggetto genere / forma | Legislative hearings. |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Altri titoli varianti | What workers need to know about Social Security as they plan for their retirement |
| Record Nr. | UNINA-9910707331103321 |
| Washington : , : U.S. Government Publishing Office, , 2016 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
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