Retirement Plans or Business Analysis Using Regression

Retirement Plans: 401(k)s, IRAs and Other Deferred Compensation Approaches

Author: Allen

Retirement Plans (formerly titled Pension Planning through the ninth edition) is a classic, the book relied upon by generations of faculty and thousands of professionals throughout the world. It reliably provides the reader with the features, costs, investment opportunities, and regulatory issues governing all the various types of retirement and other deferred compensation plans. The 10th edition keeps the book once again at the forefront of the discipline, with extensive coverage of the new Pension Protection Act, defined contribution plans, ethical plan administration, and much more.

Table of Contents:

Part I. Environmental Influences on Private Pension Plans

1.
The Dynamic Ongoing Evolution of Private Retirement Plans

2.
Strategic Plan Design

3.
Defined Contribution versus Defined Benefit Plans

4.
Risk Management through Retirement Planning

Part II. Defined Contribution Plan Types

5.
Overview of Defined Contribution Plan Types and Their Use in Comprehensive Retirement Plan Design

6.
Profit Sharing Plans and Money Purchase Pension Plans

7.
Employee Stock Ownership Plans (ESOPs)

8.
Cash or Deferred Plans Under Section 401(k)

9.
Section 403(b) Plans

10.
Section 457 Plans

11. Behavioral Finance and Defined Contribution Plan Design

Part III. Special Purpose Retirement Planning Structures

12.
Individual Retirement Arrangements

13.
Keogh Plans, SEPs and SIMPLE Plans

14.
Executive Retirement Arrangements

15.
Employee Stock Compensation Plans

16. Managing Retirement Assets in Multiple Plan Structures

Part IV. Defined Benefit Plans and Hybrid Retirement Plans

17.
Defined Benefit Plan Features

18.
Cost and Funding Considerations

19.
Budgeting Pension Costs

20.
Insured Funding Instruments and Trust Fund Plans

21. Cash Balance and Other Hybrid Retirement Plans

22. Plan Termination Insurance for Single-Employer Pension Plans

23.
Employers’ Accounting for Pensions

24. Defined Benefit Plan Management

Part V. Tax and Legal Requirements

25.
Tax Qualification Requirements

26.
Tax QualificationRequirements (Continued)

27. Other Legal Requirements

28. Fiduciary Oversight and Plan Governance

Part VI. Wealth Management and Distribution Planning

29.
Investing Retirement Assets

30.
Retirement Asset Wealth Management

31.
Retirement Asset Distribution Planning

Appendix 1. Social Security and Medicare

Look this: Effective Coaching or NonProfit Organizations

Business Analysis Using Regression

Author: D P Foster

Providing an introduction to modern data analysis techniques, these casebooks can be used as the primary or secondary text for elementary business statistics courses. Statistics has the reputation of being a boring, complicated, and confusing mix of mathematical formulas accompanied by computers used to do something. This casebook and its companion volume Business Analysis Usuing Regression change that impression by showing how statistics gives insights and ansswers interesting business questions.The material is organized into classes of related case studies that develop a single key idea of statistics. The authors begin by discussing an application that motivates the key idea. Students are then shown how to analyze a data set. The emphasis of the analysis is to answer important business questions with statistics rather than talk about statistics. Basic Business Statistics introduces ideas often not emphasized in elementary texts such as issues of robustness, the use of transformations to simplify problems, sampling bias, confounding, kernel density, quality control, and scatterplot matrices. Business Analysis with Regression includes a discussion of scatterplot smoothing, prediction intervals for new observations, collinearity, logistic regression, nonlinear models, and multiple comparisons in regression. The text includes directions for data analyses with JMP and an appendix with Minitab commands. Professors Dean P. Foster, Robert A. Stine, and Richard P. Waterman are members of the Department of Statistics at the Wharton School, University of Pennsylvania.