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401(k) Fiduciary Solutions: Expert Guidance for 401(k) Plan Sponsors on how to Effectively and Safely Manage Plan Compliance and Investments by Sh

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401(k) Fiduciary Solutions: Expert Guidance for 401(k) Plan Sponsors on how to Effectively and Safely Manage Plan Compliance and Investments by Sh 401(k) Fiduciary Solutions: Expert Guidance for 401(k) Plan Sponsors on how to Effectively and Safely Manage Plan Compliance and Investments by Sh

作者:Carosa 
出版社:Pandamensional Solutions, Inc.
出版日期:2012-04-20
語言:英文   規格:平裝 / 322頁 / 22.86 x 15.24 x 1.7 cm / 普通級/ 初版
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圖書名稱:401(k) Fiduciary Solutions: Expert Guidance for 401(k) Plan Sponsors on how to Effectively and Safely Manage Plan Compliance and Investments by Sh

內容簡介

Looking for the best and safest way to confidently run a 401(k) plan? Roger Wohlner calls this book "a vital reference tool for years to come." All eyes are reading 401(k) Fiduciary Solutions - The Best Opportunity for 401(k) Plan Sponsors to Monitor Plan Compliance, Plan Investments and Share the Fiduciary Burden with Experienced Professionals.

Christopher Carosa had decades of hands-on experience in the field before becoming an award-winning journalist and Chief Contributing Editor of FiduciaryNews.com. Since then, he’s used his insider’s knowledge to write thousands of articles, along the way interviewing hundreds of retirement plan service providers, leading regulators, and industry thought leaders. He’s compiled the best of these to provide a fundamental "how-to" guide for anyone working within the retirement plan industry.

In an economy that demands focused attention, 401(k) plan sponsors must concentrate on their business, not its employee benefits. Each day headlines tell of new lawsuits involving 401(k). How can 401k plan sponsors reduce their fiduciary liability?

401(k) Fiduciary Solutions contains an exhaustive appendix filled with great resources and useful checklists that will help you quickly discover:

  • The 5 areas of fiduciary liability and the benchmarking template that best measures your plan.
  • Academic research that suggests how to help employees making good decisions along with an easy-to-implement approach to develop effective plan education.
  • The timeless issues experts and industry thought leaders say matter most and what industry pros have done to create better 401(k) plans.

401(k) Fiduciary Solutions covers all 401(k) compliance issues in a single well-organized source. It is written for plan managers, sponsors, and others with 401(k) plan fiduciary responsibilities. Looking for an informative reference guide that offers practical advice on how to actively monitor plan performance and regulatory compliance, especially in today’s ever-changing environment?

Buy 401(k) Fiduciary Solutions - The Best Opportunity for 401(k) Plan Sponsors to Monitor Plan Compliance, Plan Investments and Share the Fiduciary Burden with Experienced Professionals and add it to you reference collection now.

 

作者簡介

Christopher Carosa, CTFA, chief contributing editor of FiduciaryNews.com, has written more than 300 articles on fiduciary and investing topics. A popular and entertaining speaker at industry conferences from coast to coast, Carosa has been interviewed and quoted in The New York Times, Barron’s, CNN and Fox Business News. He earned his Physics and Astronomy degree from Yale University in 1982 and was awarded an MBA in Finance and Marketing from the University of Rochester’s Simon School of Business in 1991. He has been a successful trust officer and portfolio manager, including establishing his own proprietary mutual fund. He always enjoys sharing the knowledge and experience garnered over his three decades in the financial industry with others facing the same compliance issues as he does. In 401(k) Fiduciary Solutions, Carosa covers all 401k compliance issues in a single reference source and introduces, to many for the first time, how recent research in behavioral economics can help guide plan sponsors to building better 401(k) plans.

 

詳細資料

  • ISBN:9781938465000
  • 規格:平裝 / 322頁 / 22.86 x 15.24 x 1.7 cm / 普通級 / 初版
  • 出版地:美國
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