A Manager's Guide to Strategic Retirement Plan Management
John Wiley & Sons Inc (Verlag)
978-0-471-77173-9 (ISBN)
--Josh Gordon, author of Presentations That Change Minds and Selling 2.0
Written by renowned retirement benefits planning specialist Daniel Cassidy, A Manager's Guide to Strategic Retirement Plan Management focuses on current best practices regarding company-sponsored retirement plans within the United States.
Filled with in-depth insights and expert advice, this valuable guide will aid managers in applying strategic thinking to their retirement plan management activities--whether it be a 401(k) plan, investing in company stock, or a traditional defined benefit plan. It will also help you to view retirement plans in a holistic manner--ever more necessary given the unpredictable economy and recent troubles with companies such as Enron and WorldCom.
Covering everything from administrative issues to financial and legal responsibilities, A Manager's Guide to Strategic Retirement Plan Management will allow you to make the best decisions possible while managing this ongoing process and help you find solutions that best fit your organization's specific needs.
DANIEL CASSIDY, FSA, is President of Argus Consulting Ltd (www.arguscl.com) and has more than fifteen years of experience in the consulting field. He partners with plan sponsors to maximize the overall effectiveness of their retirement plans through plan design, asset deployment, outsourcing, financial forecasting, and M&A due diligence. He is also on the faculty at Boston College's Center for Retirement Research and has published articles in Employment Relations Today, Handbook of Business Strategy, Employee Benefit Plan Review, and Employee Benefit News, among others. A renowned specialist in retirement benefits planning, he has spoken widely at both industry conferences and professional society meetings.
Acknowledgments vii
Chapter 1 Introduction 1
Chapter 2 The Basics of Retirement Plans 5
Chapter 3 Administration 23
Chapter 4 Fiduciary Duty 33
Chapter 5 Financial 49
Chapter 6 Human Resources 79
Chapter 7 How to Hire the Right Consultants 107
Chapter 8 General Trends 119
Chapter 9 Where to Go for Help? 141
Appendix A Company ABC—Request for Proposal: 401(k) Savings Plan 147
Appendix B Sample Traditional Request for Proposal 151
Appendix C Sample Defined Contribution Plan Investment Policy Statement 167
Appendix D 401(k) Plan Investment Performance Review 181
Appendix E Replacement Ratio Study: A Measurement Tool for Retirement Planning 203
Appendix F Selecting a Default Fund for a Defined Contribution Plan 233
Appendix G Argus Consulting Ltd NGO Retirement
Plan Survey—2005 Results 255
Appendix H Lessons from Behavioral Finance and the
Autopilot 401(k) Plan 257
Index 275
| Erscheint lt. Verlag | 16.6.2006 |
|---|---|
| Zusatzinfo | Charts: 26 B&W, 0 Color; Tables: 26 B&W, 0 Color |
| Verlagsort | New York |
| Sprache | englisch |
| Maße | 160 x 238 mm |
| Gewicht | 476 g |
| Themenwelt | Wirtschaft ► Betriebswirtschaft / Management ► Personalwesen |
| ISBN-10 | 0-471-77173-2 / 0471771732 |
| ISBN-13 | 978-0-471-77173-9 / 9780471771739 |
| Zustand | Neuware |
| Informationen gemäß Produktsicherheitsverordnung (GPSR) | |
| Haben Sie eine Frage zum Produkt? |
aus dem Bereich
