Actuarial Notes

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

By Everett T. Allen Jr., Joseph J. Melone, Jerry S. Rosenbloom and Dennis F. Mahoney · McGraw-Hill Education · 2018

Study guide: Exam RET-101

A textbook on the features, costs, investment opportunities and regulatory issues of retirement and other deferred compensation plans. The publisher's description, as Google Books reproduces it, says the 12th edition extends coverage to the Moving Ahead for Progress in the 21st Century Act and the American Taxpayer Relief Act, discusses the effects of behavioral economics on retirement planning and looks at the growth of target date funds. The book was titled Pension Planning through its ninth edition.

On the syllabus

  • Exam RET-101 — Ch. 2 Strategic Plan Design (1a, 1b, 1c; 4a-4n); Ch. 3 Defined Contribution versus Defined Benefit Plans, pp. 50-54 (1a; 4a-4n); Ch. 17 Defined Benefit Plan Features (1a, 1b; 2b, 2d); Ch. 8 Cash or Deferred Arrangements (CODAs) under Section 401(k), pp. 125-128 (1a, 1b); Ch. 11 Behavioral Finance Impacts on Defined Contribution Plan Designs, excluding pp. 198-200 (1a, 1b, 1c; 2a, 2d); Ch. 14 Executive Retirement Arrangements, pp. 250-263 (1a, 1b; 2d); Ch. 21 Cash Balance and Other Hybrid Retirement Plans (1a, 1b; 2d); Ch. 29 Facilitating Investment of Defined Contribution Plan Assets, pp. 555-561 (1a, 1c; 4a-4n). Details of the U.S. regulatory environment will not be tested.

Contents unavailable No table of contents for this edition could be found: the publisher's page is script-built, and the library, bookseller and catalogue records reached show none. This page records the book's citation and the chapters the syllabus assigns, under the titles the syllabus gives them.

Sources