Time-tested solutions and today’s best strategies on major topics from 401(k), Annuities, and Nonqualified deferred compensation merge for results-driven pages aimed at meeting the planning needs of clients while capitalizing on future opportunities in your business.

Covers designing, funding, selling and administering nonqualified deferred compensation in light of the new rules enacted under the American Jobs Creation Act of 2004 and recent IRS guidance.

Everything you need to establish or increase your presence in the massive 401(k) market.

Objective, impartial study of what annuities can and cannot do, their costs, and what risk management features annuities offer—delivered in easy-to-read language. Not only have the authors cited their source, they have added significant value to the existing literature for a source that every advisor should read and keep on hand as a fast reference. Topics include: cost-benefit comparison of the features and taxation of annuities; annuities as an investment versus as a risk management tool.

Win and retain business in the executive compensation marketplace. Arm yourself with this extensive overview in light of the American Jobs Creation Act and IRS guidance—derived from the best-selling book Comprehensive Deferred Compensation. Discover the new ways to design, fund, sell and administer nonqualified deferred compensation plans for competitive advantage. Learn best recommendations to retain current business and acquire new clients.