1.

Record Nr.

UNINA9910821094803321

Autore

Schaus Stacy L. <1975->

Titolo

Designing successful target-date strategies for defined contribution plans : putting participants on the optimal glide path / / Stacy L. Schaus

Pubbl/distr/stampa

Hoboken, N.J., : John Wiley & Sons, c2010

ISBN

0-470-63288-7

1-119-20001-6

1-282-54845-X

9786612548451

0-470-63286-0

Edizione

[1st ed.]

Descrizione fisica

1 online resource (334 p.)

Collana

Wiley Finance ; ; v.594

Disciplina

658.3/253

Soggetti

Defined contribution pension plans - United States

Retirement income - United States - Planning

Lingua di pubblicazione

Inglese

Formato

Materiale a stampa

Livello bibliografico

Monografia

Note generali

Description based upon print version of record.

Nota di bibliografia

Includes bibliographical references and index.

Nota di contenuto

Designing Successful Target-Date Strategies for Defined Contribution Plans: Putting Participants on the Optimal Glide Path; Contents; Foreword; Introduction; Acknowledgments; Part One: DC Plan Evolution and Design Trends; Chapter 1: DC Plans in the American Retirement System; Chapter 2: Evolving DC Plan Design; Chapter 3: Target-Date Strategies: Packaged versus Custom; Part Two: Development of Custom Target-Date Retirement Strategies; Chapter 4: Legal and Fiduciary Considerations; Chapter 5: Record Keeping and Trust; Chapter 6: Communication Challenges and How to Meet Them

Chapter 7: Evaluating Costs in Custom StrategiesPart Three: Designing and Benchmarking Custom Target-Date Strategies; Chapter 8: Glide-Path Design; Chapter 9: Asset Classes and Alternatives; Chapter 10: Helping Protect DC Assets from Risk; Chapter 11: Approaches to Benchmarking; Part Four: Looking to the Future; Chapter 12: Financial Education, Advice, and Retirement Planning; Chapter 13: Retirement Income and Guarantees; Conclusion; Notes; Index

Sommario/riassunto

The ultimate guidebook for navigating the new world of pensions and retirement plans In the wake of the explosive growth of defined



contribution (DC) plans invested with target date strategies, and the understanding of how important these strategies can be in effectively meeting retirement income goals, plan sponsors are seeking more optimal target date approaches. This timely book provides you with in-depth answers from the nation's most qualified and experienced experts to pressing questions about DC plan design.Presents the views of individuals from all across the market<li