Product Details

Author: R. George Martorana Copyright: 2013 Publisher: International Foundation of Employee Benefit Plans Edition: Seventh Pages: 24 Item #: 7273

A workbook for employees that provides step-by-step guidelines for deciding between a regular pension and a joint and survivor pension. Income and expense worksheets will help the user evaluate how much money is needed for retirement. Tables on life expectancy and the lump-sum values of a regular pension are handy tools that will also help with the decision-making process.

Click to see the Table of Contents.

Quantity discounts available.

Keywords: retirement|pensions|ERISA|life expectancy|joint and survivor pension|pop-up option|lump-sum values|worksheets|unmarried|Retirement Equity Act|planning|wills|health status|health histories|financial advisor|estate planning|assets|life insurance|marketable investments|annual disbursements


  • Member-US: US$12.00
  • Non-Member-US: US$16.00

Contact Us

E-Learning / Webcasts

For questions, please contact us by​:
Phone: (800)449-2327, option 3