Life and Health
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
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
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
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
This single-volume reference takes you through all the income tax topics your clients may encounter, no matter where they originate, providing easy-to-understand, practical guidance for situations that are often confusing.Learn More
Starting at: $170.00
The Tools & Techniques of Investment Planning helps practitioners demystify the process of investing by providing practical insights into the strengths and weaknesses of different investment approaches and asset classes, and highlights strategies for managing portfolios in the contemporary investment climate.Learn More
Starting at: $170.00
The Tools & Techniques of Estate Planning for Modern Families provides insights, tools, and techniques for issues unique to modern and blended families. Estate planning for all family scenarios is included along with factors unique to modern families such as specific tax issues, premarital and relationship formalization considerations, and lifetime estate planning options.Learn More
Starting at: $14.95
Managing Your Agency will help you eliminate time-wasters and show you how to effectively manage your business for the greatest productivity possible.Learn More
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
Starting at: $96.00
As the SEC and state securities regulators ramp up their regulatory supervision, investment advisers need to know what to do stay in compliance.Simplify complex compliance activities, save yourself worry, and avoid severe sanctions with the all new Investment Advisor’s Compliance Guide.Learn More