Starting at: $96.00
As the population continues to age, and focuses on not outliving income, there has never been a better time for insurance and financial advisors to provide their clients with guidance on qualified plans.
The Advisor’s Guide to Qualified Plans enables you to handle all aspects of qualified plans and provide the perfect solution for each client – on a case-by-case basis, without a one-size fits all cookie cutter approach.Learn More
In April of 2016, the U.S. Department of Labor (DOL) released its final rule that greatly expands the DOL’s definition of “fiduciary” to apply to a broad range of advisors and broker-dealers who work with retirement related accounts. With many advisors currently operating under a suitability standard, broad imposition of the much stricter fiduciary standard of conduct will be a major change that will be felt by nearly the entire financial services industry. Even advisors who currently meet the fiduciary standard will face new documentation and operational requirements.
The Advisor’s Guide to the DOL Fiduciary Rule is the premier resource guiding advisors, planners, agents, producers, attorneys and other professionals through the new requirements established by the DOL’s significant new rule. Written by one of the most highly respected legal experts in the field, this Guide delivers a powerful combination of expert explanations and legal analysis along with vital Q&As that provide reliable, direct answers to vital questions before they arise.
And for a limited time you can take advantage of special pre-publication pricing. Obtain The Advisor’s Guide to the DOL Fiduciary Rule for $139.00, instead of $169.00Learn More
It is readily acknowledged that the Employee Retirement Income Security Act (ERISA) is one of the most complicated of federal laws. Providing answers to more than 800 ERISA-related questions, 2016 ERISA Facts unravels those mysteries and is a must-have easy-access resource for a wide range of employee benefits professionals, including ERISA attorneys, TPAs, CPAs, and employee benefits specialists.Learn More
2016 Field Guide is the resource no agent, producer, manager, or financial planner should go without. It supplies the concepts, techniques, analysis, illustrations and authoritative guidance used in estate planning, retirement planning, business planning and employee benefits planning.Learn More
Tax Facts on Individuals & Small Business focuses exclusively on what individuals and small businesses need to know to maximize opportunities under today’s often complex tax rules. It is the essential tax reference for financial advisors, & planners; insurance professionals; CPAs; attorneys; and other practitioners advising small businesses and individuals.Learn More
Authoritative and easy-to-use, 2016 Tax Facts on Insurance & Employee Benefits shows you how the tax law and regulations are relevant to your insurance, employee benefits, and financial planning practices. Often complex tax law and regulations are explained in clear, understandable language. Pertinent planning points are provided throughout.Learn More
If there is one constant in healthcare reform, it is change. Changes in the law can originate from numerous government entities. Consequently, confusion is the norm, and tracking developments can be difficult
The fully updated 2016 Healthcare Reform Facts eliminates confusion and makes sense of ongoing changes by sorting through new events to identify and define vital developments, and most importantly, provide clear, concise guidance.Learn More
The Advisor’s Guide to 401(k) Plans, 2014 Edition/The Advisor’s Guide to Nonqualified Deferred Compensation, 2014 Edition$106.00
During the month of October, obtain BOTH The Advisor’s Guide to 401(k) Plans, 2014 Edition and The Advisor’s Guide to Nonqualified Deferred Compensation, 2014 Edition for just $106 – a 50% discount. With The Advisor’s Guide to 401(k) Plans, you’ll be able to confidently advise clients on all aspects of 401(k) Plans. And The Advisor’s Guide to Nonqualified Deferred Compensation, makes it easier than ever to create Nonqualified Deferred Compensation Plans and maintain compliance in this highly regulated and increasingly complex area.Learn More
Starting at: $142.00
As retirement plans continue to increase in variety and complexity, professionals need comprehensive — yet clear coverage of the real-world issues that arise daily in connection with both qualified and nonqualified retirement plans.
With more than 600 retirement plans questions asked and answered, 2016 Retirement Plans Facts provides proven and practical guidance in this changing arena. Coverage includes:
- 401(k) Plans
- Defined Benefit Plans
- Defined Contribution Plans
- Distribution Rules
- Fiduciary Responsibilities
- Mergers & Acquisitions
- Nondiscrimination Testing
- Plan-Owned Life Insurance
- Plans for NonprofitsLearn More
Starting at: $156.00
A High Deductible Health Insurance Plan (HDHP) combined with a Health Savings Account (HSA) saves employers significant amounts of money on health insurance premiums. This advantage, along with many tax benefits for employees, has led to an explosion in the number of Health Savings Accounts. Turn to the new 2016 Health Savings Accounts Facts to obtain vital HSA questions and answers right at your fingertips.Learn More