‘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 World Com.
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.
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 World Com.
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.
€34.99
Table of Content
Acknowledgments viiChapter 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
About the author
DANIEL CASSIDY, FSA, is President of Argus Consulting Ltd (www.arguscl.com) and has more than fifteen years of experience in the consulting field. He partners with plan sponsors to maximize the overall effectiveness of their retirement plans through plan design, asset deployment, outsourcing, financial forecasting, and M&A due diligence. He is also on the faculty at Boston College’s Center for Retirement Research and has published articles in Employment Relations Today, Handbook of Business Strategy, Employee Benefit Plan Review, and Employee Benefit News, among others. A renowned specialist in retirement benefits planning, he has spoken widely at both industry conferences and professional society meetings.
Language English ● Format PDF ● Pages 288 ● ISBN 9780470039229 ● File size 12.6 MB ● Publisher John Wiley & Sons ● Published 2006 ● Edition 1 ● Downloadable 24 months ● Currency EUR ● ID 2312766 ● Copy protection Adobe DRM
Requires a DRM capable ebook reader
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