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Employee Benefit and Retirement Planning (Tools and Techniques) | John J. McFadden, Stephan R. Leimberg | Text Book For Retirement Planning
 
 


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 Employee Benefit a...  

Employee Benefit and Retirement Planning (Tools and Techniques)
John J. McFadden, Stephan R. Leimberg

National Underwriter Company, 2007 - 561 pages

average customer review:based on 5 reviews
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Useful textbook

I am enrolled in the Certified Financial Planner designation program. Tools and Techniques of Employee Benefit and Retirement Planning is the textbook for the Retirement Planning module. I found this to be the most useful and practical textbook in the course. It is a book that will remain on my shelf for future reference long after I finish the designation program. The information in the textbook in written in a practical manner. It is easy to understand, well-organized and to the point.


Text Book For Retirement Planning

I needed this book for a Retirement Planning class in preparation for a CFP certificate. The book was a better value than from other sources, and I received it in time for my first class. This is my third class in Financial Planning and the text seems to be aimed at the practitioner in the field; so, it is somewhat difficult. However, it is very complete.


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Okay as reference manual; dry as a teaching tool

This book was assigned reading for a CFP cirriculum. Presentation is somewhat uninspired, but the text does seem to contain a lot of detailed reference information.

I was somewhat offended by the presentation of "reasons for retirement plans" -- the text seemed to advocate structuring plans to benefit the business owners and key employees, while leaving the rest of the employees with as little benefit as possible. As a teaching text, I agree that it is important to understand the factors that impact these distributions, but the authors' attitude seemed to endorse this practice.


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