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9780470039229

A Manager's Guide to Strategic Retirement Plan Management

by
  • ISBN13:

    9780470039229

  • ISBN10:

    0470039221

  • Format: eBook
  • Copyright: 2006-08-01
  • Publisher: Wiley
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Summary

"Daniel Cassidy has written a detailed, comprehensive guide for managers to understand and succeed at the ongoing process of managing a company retirement plan. If motivating your employees is important to you as a manager, this book is an essential key to your success." -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.

Table of Contents

Acknowledgments
Introduction
The Basics of Retirement Plans
Administration
Fiduciary Duty
Financial
Human Resources
How to Hire the Right Consultants
General Trends
Where to Go for Help?
Company ABC-Request for Proposal: 401(k) Savings Plan
Sample Traditional Request for Proposal
Sample Defined Contribution Plan Investment Policy Statement
401(k) Plan Investment Performance Review
Replacement Ratio Study: A Measurement Tool for Retirement Planning
Selecting a Default Fund for a Defined Contribution Plan
Argus Consulting Ltd NGO Retirement Plan Survey-2005 Results
Lessons from Behavioral Finance and the Autopilot 401(k) Plan
Index
Table of Contents provided by Publisher. All Rights Reserved.

Supplemental Materials

What is included with this book?

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