This title will aid managers in applying strategic thinking to their retirement plan management, whether managing a 401(k) plan investing in company stock or a traditional defined benefit plan. It will help readers view their plans in a holistic manner ever more necessary given the recent troubles with the economy, Enron, airline industry, etc. In total, it provides a roadmapfor managers to follow to make sure their companies realize all the pluses of these expensive benefits while minimizing the minuses.
This title will aid managers in applying strategic thinking to their retirement plan management, whether managing a 401(k) plan investing in company stock or a traditional defined benefit plan. It will help readers view their plans in a holistic manner ever more necessary given the recent troubles with the economy, Enron, airline industry, etc. In total, it provides a roadmapfor managers to follow to make sure their companies realize all the pluses of these expensive benefits while minimizing the minuses. Hinweis: Dieser Artikel kann nur an eine deutsche Lieferadresse ausgeliefert werden.
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.
Inhaltsangabe
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
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
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