Manager's Guide to Strategic Retirement Plan Management
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Manager's Guide to Strategic Retirement Plan Management
Cassidy, Daniel
John Wiley & Sons Inc
06/2006
288
Dura
Inglês
9780471771739
15 a 20 dias
554
Descrição não disponível.
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
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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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
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
Este título pertence ao(s) assunto(s) indicados(s). Para ver outros títulos clique no assunto desejado.
