A Manager's Guide to Strategic Retirement Plan Management by Daniel Cassidy PDF

By Daniel Cassidy

ISBN-10: 0471771732

ISBN-13: 9780471771739


"The booklet bargains strategic and pragmatic "tell it love it is" recommendation on various key issues..." (PEF, July 2007)


"Daniel Cassidy has written a close, complete advisor for managers to appreciate and be successful on the ongoing technique of dealing with a firm retirement plan. If motivating your staff is necessary to you as a supervisor, this ebook is a necessary key for your success." --Josh Gordon, writer of shows that fluctuate Minds and promoting 2.0 Written by means of popular retirement advantages making plans professional Daniel Cassidy, A Manager's advisor to Strategic Retirement Plan administration specializes in present most sensible practices relating to company-sponsored retirement plans in the usa. choked with in-depth insights and specialist recommendation, this worthwhile consultant will relief managers in making use of strategic pondering to their retirement plan administration activities--whether it's a 401(k) plan, making an investment in corporation inventory, or a conventional outlined gain plan. it is going to additionally assist you to view retirement plans in a holistic manner--ever extra important given the unpredictable financial system and up to date issues with businesses comparable to Enron and WorldCom. masking every thing from administrative matters to monetary and criminal duties, A Manager's consultant to Strategic Retirement Plan administration will let you make the easiest judgements attainable whereas dealing with this ongoing method and assist you locate ideas that top suit your organization's particular wishes.

Show description

Read or Download A Manager's Guide to Strategic Retirement Plan Management PDF

Best personal finance books

Get The Credit Repair Answer Book PDF

A person with credits difficulties can resolve them and service any harm in the event that they have definitely the right instruments and take the ideal activities. The credits fix solution booklet explains that facing credits difficulties is a mix of knowing what credits is and isn't; knowing what one’s credits rights are; figuring out to what volume a creditor can visit acquire a debt; and, realizing what to do if an invalid or unlawful motion is taken by way of collectors within the assortment method.

Pension Design and Structure: New Lessons from Behavioral by Olivia S. Mitchell, Stephen P. Utkus PDF

Staff are being given progressively more judgements to make near to their pension and healthcare plans. but expanding examine within the social sciences exhibits that the choices 'real' humans make should not these of the considerate and well-informed financial agent usually portrayed in monetary examine, yet are usually in line with wrong info and made and not using a complete figuring out in their monetary implications.

Download e-book for iPad: China's Pension System: A Vision by Mark C. Dorfman

Entire reform of China's pension and social protection process is a necessary part of reaching its ambitions of a harmonious society and sustainable improvement. during the last few years, the govt has thought of quite a few techniques and initiated a number of major measures. In 2009 the professionals verified a countrywide framework for rural pensions, the agricultural Pension Pilot application (RPPP) and in 2011 a Pilot Social Pension coverage for city citizens introduced.

New PDF release: AARP the Seven S.E.C.R.E.T.S. of the Money Masters

AARP electronic variations give you useful tips, confirmed options, and specialist tips.

Extra info for A Manager's Guide to Strategic Retirement Plan Management

Example text

If your answer is, “Not sure and not really,” then do not ask the question. What we are saying is that we find managers make better decisions when they focus on the few critical items that are really important to them, rather than getting bogged down by too much meaningless information. Face-to-face interviews are critical to making your final decision. As we tell our clients, there are three very competitive providers who you would be happy with. What is important now is for you to meet, converse with, and understand the actual people who will be running your plan.

1 ARGUS Fiduciary Assessment Tool Argus Consulting has developed methodology to help plan sponsors gauge their fiduciary effectiveness. Our mnemonic for the tool is ARGUS. Each letter represents a critical factor that can be scored. The total score indicates the state of the plan’s performance. Initial Factor Description Your Score Scale A Assets How does overall asset performance compare with that of peers, a benchmark index, or expense ratios? , up to date? Is a system in place to manage ongoing compliance?

Here is a sample of some of their best (and not so good) practices: ■ Preschedule meetings with regular agenda items. This is probably the number one best practice that we recommend clients adopt to manage their fiduciary duty. An example of this would be: • Two meetings per year scheduled five to six weeks after the end of a quarter. ” • One person is responsible for collection of agenda items that will be discussed, and these are sent around previous to the meeting. ■ Clients often ask us how many meetings should they have during a year to comply with ERISA requirements?

Download PDF sample

A Manager's Guide to Strategic Retirement Plan Management by Daniel Cassidy

by Kenneth

Rated 4.83 of 5 – based on 42 votes