Consultants & Plan Sponsor's Guide to Stable Value PDF Download
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Author: Chris Tobe Publisher: Createspace Independent Publishing Platform ISBN: 9781515055341 Category : Languages : en Pages : 166
Book Description
Stable Value is one of the largest investments in 401(k) plans with over $700 billion in assets. The Consultants and Plan Sponsors Guide to Stable Value is the first book published on the topic since The Handbook of Stable Value Investments by Fabozzi et al in 1998. Over the last 17 years and especially after the 2008 financial crisis the entire investment market, including Stable Value, has changed drastically. This book is designed for investment professionals, attorneys and CPA's working in the 401(k) market as well corporate and public plan sponsors. Unlike the Fabozzi book which was published from an industry provider point of view, this book comes from the client and/or consultant view. The 14 chapters in this book are designed to stand alone on very detailed subtopics.
Author: Chris Tobe Publisher: Createspace Independent Publishing Platform ISBN: 9781515055341 Category : Languages : en Pages : 166
Book Description
Stable Value is one of the largest investments in 401(k) plans with over $700 billion in assets. The Consultants and Plan Sponsors Guide to Stable Value is the first book published on the topic since The Handbook of Stable Value Investments by Fabozzi et al in 1998. Over the last 17 years and especially after the 2008 financial crisis the entire investment market, including Stable Value, has changed drastically. This book is designed for investment professionals, attorneys and CPA's working in the 401(k) market as well corporate and public plan sponsors. Unlike the Fabozzi book which was published from an industry provider point of view, this book comes from the client and/or consultant view. The 14 chapters in this book are designed to stand alone on very detailed subtopics.
Author: Stacy L. Schaus Publisher: John Wiley & Sons ISBN: 1119302544 Category : Business & Economics Languages : en Pages : 384
Book Description
Start-to-finish guidance toward building and implementing a robust DC plan Successful Defined Contribution Investment Design offers a comprehensive guidebook for fiduciaries tasked with structuring and implementing a 401(k) or other defined contribution (DC) pension plan. More than a collection of the usual piecemeal information, this book seeks to offer a complete, contemporary framework for plan design, together with tested methodologies and analytic techniques to help streamline plan monitoring, management and improve participant outcomes. Examples from plan sponsors provide on-the-ground insight while suggestions from DC consultants add expert perspective. Views from ERISA expert counsel provide additional understanding—along with input from academic thought leaders. Finally, investment evaluation and analysis is joined with participant savings and asset allocation data to look prospectively at potential outcomes, and case studies illustrate real-world implementation of objective-aligned asset allocation such as custom target-date strategies. Though the focus is primarily on U.S. plan design, author perspectives from countries including Australia, the United Kingdom and Canada provide relevant and helpful viewpoints for both new and experienced plan fiduciaries. For the vast majority of workers, DC plans have replaced traditional defined benefit pension plans as the primary source of employer-provided retirement income. This book provides comprehensive guidance to help you construct a plan to help workers to retire with confidence. Adopt a framework for DC evaluation and structure Learn new methodologies for investment choice evaluation Use the innovative PIMCO Retirement Income Cost Estimate—or PRICE—to help quantify the amount of money a worker needs to create and stay on track to building a real income stream in retirement Examine methodologies used at major companies in the U.S. and globally DC plans are the most rapidly growing retirement market in the world, yet sources of consolidated structural and analytical guidance are lacking. Successful Defined Contribution Investment Design fills the gap with a comprehensive handbook that covers the bases to help you develop an objective-aligned defined contribution plan.
Author: Joshua P. Itzoe Publisher: Hillcrest Publishing Group ISBN: 1934937177 Category : Business & Economics Languages : en Pages : 174
Book Description
Are you a retirement plan fiduciary but unsure of what's required of you? Does it scare you to be held personally liable for bad decisions? Do you have a sneaking suspicion that your plan is paying too much in fees but you're not sure how to find out? Are you worried that your employees won't be able to retire? If the answer to any of these questions is "Yes," this book is for you. "Josh Itzoe has a remarkable capacity for seeing through the maze of regulations surrounding qualified plans to the handful of core ideals by which successful plans must operate. This is a great, understandable guide for plan sponsors." -Pete Swisher, CFP, CPC, Vice President and Senior Institutional Consultant, Unified Trust Company, N.A. and author of "401 (k) Fiduciary Governance: An Advisor's Guide" "Fixing the 401(k) is a bold and excellent work. Josh Itzoe reminds us that excellence is desperately needed within our private retirement system. By following the solid principles shared in this book, Itzoe reveals how any employer, large or small, can build and operate an excellent 401(k). The 401(k) is the mechanism that over fifty million people will rely upon to help their retirement dreams become a reality. This book is the starting point for employers who want to understand how to make their 401(k) truly excellent and help secure the common good of society." -Matthew D. Hutcheson, Congressional Expert and Independent Pension Fiduciary
Author: Christian D Rahaim Publisher: iUniverse ISBN: 0595336302 Category : Languages : en Pages : 218
Book Description
The Employer's Handbook to 401(k) Savings Plans is a must-have resource for any company that is considering implementing, or is already sponsoring, an employee benefits plan. Author Christian D. Rahaim expertly guides employers through the challenging, ever-changing, and heavily scrutinized processes involved with employee benefits and compensation. Employee participation in 401(k) plans now exceeds eighty percent, making this approachable guide more invaluable than ever before. Rahaim covers the three major components of offering a 401(k) savings plan: preparation, implementation, and maintenance. Rahaim walks employers through the plan-selection process, which involves careful research, analysis, and, most importantly, the assistance of outside experts. He continues with advice on putting the plan into practice, investing 401(k) monies, understanding fiduciary responsibilities, and improving communications. The Employers' Handbook to 401(k) Savings Plans also includes a thorough discussion of recent laws, such as the Sarbanes-Oxley Act of 2002 Economic Growth and the Tax Relief Reconciliation Act (EGTTRA). Comprehensive but easily understood, The Employers' Handbook to 401(k) Savings Plans is the only source employers, fiduciaries, advisors, and administrators need to remain informed and updated on the increasingly controversial, legislated, and litigated topic.
Author: Daniel Cassidy Publisher: John Wiley & Sons ISBN: 0470039221 Category : Business & Economics Languages : en Pages : 288
Book Description
"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.
Author: Chris Tobe
Author: Chris Tobe
Author: Jeffrey M. Miller
Author: Gregory W. Kasten
Author: 
Author: Stacy L. Schaus
Author: Joshua P. Itzoe
Author: Gregory W. Kasten
Author: Christian D Rahaim
Author: Daniel Cassidy
Author: Rick Dahl