By Daniel Cassidy
"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.
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Extra info for A Manager's Guide to Strategic Retirement Plan Management
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?
A Manager's Guide to Strategic Retirement Plan Management by Daniel Cassidy