Customer Reviews

Tools & Techniques of Employee Benefit And Retirement Planning: Tools & Techniques Of Employee (Tools and Techniques of Employee Benefit and ... of Employee Benefit and Retirement Planning)

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3 star:		(1)
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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.

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.

This is a required textbook for a "Retirement Planning" course I'm taking in a Financial Planning program. In my opinion, the instructor made a poor choice. The book is poorly-written and quite cumbersome to get through. This could be such a good book considering the topics covered. But it is so poorly-written that I just can't seem to concentrate on the information contained therein. The only good thing I see about this book is that the chapters are short, thus one can get an idea about various topics, such as Social Security or IRAs, for example. But the book is fairly general, and when it should contain more detailed information, it fails in its presentation. Personally, I would not recommend this book. I'm sure there are much better books on Retirement Planning out there. Don't let the cool chick in her Yoga pose fool you.

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.

This book is difficult to use for studying for the CFP exam, because it is essentially unindexed. The topics are not very thorough, and so I found it hard to answer questions in my homework even after carefully perusing the relevant chapters. I think what is missing is enough analysis to help you APPLY the rules.

I am not sure that it would be much more useful for an employee benefits manager.