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The Tools & Techniques of Employee Benefit and Retirement Planning, 17th edition

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Explore all aspects of planning for employee benefits with real examples of compensation options, healthcare, and life insurance strategies, as well as legal and regulatory requirements.

Explore all aspects of employee compensation and benefits with The Tools & Techniques of Employee Benefit and Retirement Planning. This must-have resource provides real-world examples of compensation options, healthcare, 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, and
  • Describes important regulatory and tax considerations for employee benefits such as healthcare, employer-provided life insurance, and retirement plans.

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 17th Edition:

  • A new chapter on COVID-19 related tax changes for employee benefit plans
  • Updates resulting from the SECURE Act
  • Employee retention credit under the CARES Act
  • New details on use and rollover of medical and dependent care FSA plans
  • Updated ERISA compliance and reporting requirements, including Form 5500 information
  • Updated tax information, including the new 2021 COVID-19 stimulus and CAA bills

Topics Covered:

  • Cash and equity compensation 
  • Deferred compensation, including qualified retirement plans
  • Health insurance planning
  • Short and long term disability
  • Life insurance for employees, owners, and officers
  • Employee benefit ethics and compliance issues 
  • Defined contribution and defined benefit plans
  • 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 your clients successfully navigate the complex course of employee benefit and retirement planning and confidently meet their needs.

Additional Information
SKU 2710017
Publication Date March 29, 2021
ISBN 978-1-954096-05-9
Page Count 510
Author Stephan R. Leimberg, Joseph F. Stenken, and John J. McFadden
Edition 17
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Stephan R. Leimberg

Stephan R. Leimberg is CEO of Leimberg and LeClair, Inc., an estate and financial planning software company, CEO of LISI, Leimberg Information Services, Inc., an email newsletter service, and President of Leimberg Associates, Inc., a publishing and software company. He is an Adjunct Professor in the Masters of Taxation Program of Villanova University School of Law and former adjunct at Temple University School of Law. He holds a B.A. from Temple University, and a J.D. from Temple University School of Law. Leimberg is the Editor of the American Society of Financial Service Professionals audio publication, Keeping Current.

Leimberg is the author or co-author of numerous books on estate, financial, and employee benefit and retirement planning and a nationally known speaker. Leimberg is the creator and principal author of the entire nine book Tools & Techniques series including The Tools & Techniques of Estate Planning, The Tools & Techniques of Financial Planning, The Tools & Techniques of Employee Benefit and Retirement Planning, The Tools & Techniques of Life Insurance Planning, The Tools & Techniques of Charitable Planning, The Tools & Techniques of Investment Planning, The Tools & Techniques of Risk Management, The Tools & Techniques of Practice Management, and The Tools & Techniques of Retirement Income Planning. Leimberg is co-author of Tax Planning with Life Insurance with noted attorney Howard Zaritsky, The Book of Trusts with attorneys Charles K. Plotnick and Daniel Evans, and How to Settle an Estate with Charles K. Plotnick. He was also a contributing author of the American Bar Association’s The Lawyer’s Guide to Retirement.

Leimberg is co-creator of many software packages for the financial services professional including Estate and Financial Planning NumberCruncher (estate planning), DeCoupleCruncher (estate planning), Financial Analyzer II (financial calculations), Estate Planning Quickview (Estate Planning Flow Charts), Life Settlement NumberCruncher (life settlement buy-hold analysis), Planning Ahead for a Secure Retirement (PowerPoint Client Seminar) and Toward a Zero Estate Tax (PowerPoint Client Estate Planning Seminar).

A nationally known speaker, Professor Leimberg has addressed the Miami Tax Institute, the NYU Tax Institute, the Federal Tax Bar, the Notre Dame Law School and Duke University Law School’s Estate Planning Conference, the National Association of Estate Planners and Councils, the AICPA’s National Estate Planning Forum, the ABA Section on Taxation, and The Annual Meeting of the American Society of Financial Service Professionals. Leimberg has also spoken to the Federal Bureau of Investigation, and the National Aeronautics and Space Administration.

Leimberg was awarded the Excellence in Writing Award of the American Bar Association’s Probate and Property Section. He has been honored as Estate Planner of the Year by the Montgomery County Estate Planning Council and as Distinguished Estate Planner by the Philadelphia Estate Planning Council. He is also a recipient of the President’s Cup of the Philadelphia Life Underwriters, a two time Boris Todorovitch Lecturer, and the First Ben Feldman Lecturer.

Leimberg was named Edward N. Polisher Lecturer of the Dickinson School of Law and 2004 recipient of the National Association of Estate Planners and Councils Distinguished Accredited Estate Planner award.

Leimberg’s LISI email newsletter/data base at www.leimbergservices.com is used daily by thousands of estate, financial, employee benefit, charitable, and retirement planning practitioners.

John J. McFadden

John J. McFadden is a tax and pension lawyer and consultant practicing in Philadelphia, PA. His undergraduate degree is from Lehigh University, with a master’s degree from the University of Rochester, and a J.D. from Harvard Law School.  He has been admitted to the Pennsylvania Bar and the United States Tax Court.

Mr. McFadden is the author of articles in tax and professional journals on such subjects as professional corporations, insured pension plans, retirement plan distributions, and nonqualified deferred compensation.  He is the co-author of Employee Benefits, 9th Edition, published by Dearborn Financial Publishing, Inc. in 2012.

Mr. McFadden also speaks and consults on tax and compensation planning matters and conducts seminars for financial planners.

Joseph F. Stenken

Joseph F. Stenken, J.D., CLU, ChFC, is Qualified Plan Counsel at McHenry Advisers, which provides retirement actuarial, insurance, and plan administration services. At McHenry he assists in design and implementation of qualified retirement plans.

He was previously a member of the Advanced Markets team at Ameritas Life Insurance Corporation.  At Ameritas, he assisted agents in case design in areas such as Estate Planning and Business Continuation planning. He has given numerous educational webinars to agents and financial advisors. He has also given CE lectures to various NAIFA chapters.

Prior to Ameritas he was an Assistant Editor at the National Underwriter Company. While at National Underwriter he worked on numerous publications, including Tax Facts on Insurance & Employee Benefits, Field Guide to Estate, Employee, & Business Planning, The Social Security Source Book, and books in the Tools and Techniques series.

Joseph graduated from the University of Cincinnati College of Law. He was President of the Cincinnati Chapter of NAIFA in 2020 and is a past President of the Cincinnati Chapter of the Society of FSP for the 2009-2010 year. He earned his Bachelor of Science from Miami University and was a submarine officer in the U.S. Navy.