05335nam 2200661Ia 450 991014082810332120170925212736.00-470-87589-51-282-75620-697866127562071-118-26802-40-470-87587-9(CKB)2670000000036120(EBL)565109(OCoLC)664565672(SSID)ssj0000422634(PQKBManifestationID)11306864(PQKBTitleCode)TC0000422634(PQKBWorkID)10431907(PQKB)11566338(MiAaPQ)EBC565109(EXLCZ)99267000000003612020100322d2010 uy 0engur|n|---|||||txtccrManaging your firm's 401(k) plan[electronic resource] a complete roadmap to managing today's retirement plans /edited by Matt SmithHoboken, N.J. John Wiley & Sons20101 online resource (257 p.)Wiley finance series ;564Aon Consulting.0-470-55300-6 Includes bibliographical references and index.MANAGING YOUR FIRM'S 401(k) PLAN; Contents; Preface; Acknowledgments; Chapter 1: The Importance of the 401(k) Plan; BABY BOOMERS HAVE REACHED RETIREMENT AGE; PEOPLE ARE SPENDING MORE YEARS IN RETIREMENT; EXPENSES IN RETIREMENT ARE INCREASING; THE SHIFT FROM DB TO DC; SHARING RESPONSIBILITY; CONCLUSION; Chapter 2: The Role of the Employer; WHY DO EMPLOYERS SPONSOR 401(K) PLANS?; WHAT ROLES DO EMPLOYERS PLAY?; CONCLUSION; Chapter 3: Measuring Retirement Readiness; REPLACEMENT RATIOS; IMPROVING RETIREMENT READINESS; CONCLUSION; Chapter 4: Establishing a 401(k) Plan; HOW A 401(K) PLAN WORKSESTABLISHING PLAN OBJECTIVESBENCHMARKING PLAN DESIGN FEATURES; PLAN SETUP; CONCLUSION; Chapter 5: Plan Governance and Fiduciary Issues; WHO IS A PLAN FIDUCIARY?; BASIC FIDUCIARY DUTIES; ALLOCATING OR DELEGATING FIDUCIARY RESPONSIBILITY; THE PROHIBITED TRANSACTIONS RULE; EXEMPTIONS FROM PROHIBITED TRANSACTION RULES; ESTABLISHING ROLES AND RESPONSIBILITIES; USING PLAN ASSETS TO PAY EXPENSES; COMMUNICATION TO PARTICIPANTS; CONCLUSION; Chapter 6: Protecting Plan Fiduciaries; THE IMPACT OF ENRON LITIGATION; CONSEQUENCES OF A BREACH OF FIDUCIARY DUTYTHE VOLUNTARY FIDUCIARY CORRECTION PROGRAM (VFCP)FIDELITY BONDS VERSUS FIDUCIARY LIABILITY INSURANCE; CONCLUSION; Chapter 7: Establishing and Managing Plan Investments; THE INVESTMENT POLICY STATEMENT; THE INVESTMENT MENU; PREDIVERSIFIED PORTFOLIOS; PORTFOLIO CONSTRUCTION; SELECTION OF INVESTMENTS AND MANAGERS; MONITORING INVESTMENTS; COMPLYING WITH SECTION 404(C); EMPLOYER STOCK IN 401(K) PLANS; DEFAULT INVESTMENT OPTION AND MAPPING; ADVICE AND EDUCATION FOR PLAN PARTICIPANTS; BROKERAGE ACCOUNTS AND MUTUAL FUND WINDOWS; SOCIALLY RESPONSIBLE INVESTING; CONCLUSIONChapter 8: Managing Your Plan's OperationsMONITORING YOUR SERVICE PROVIDER; VENDOR SERVICES; COLLECTING AND USING VENDOR METRICS; SERVICE AGREEMENTS AND STANDARDS; OPERATIONAL COMPLIANCE; REGULATORY COMPLIANCE; CHANGING RECORDKEEPERS; CONCLUSION; Chapter 9: Design and Management of Distribution Options; VESTING RULES; DISTRIBUTABLE EVENTS; NONDISCRIMINATION TESTING FAILURES AND REGULATORY LIMITATIONS; FORMS OF DISTRIBUTIONS; OPTIONAL DESIGN FEATURES; TAXATION CONSIDERATIONS; MISCELLANEOUS; CONCLUSION; Chapter 10: How Business Transactions Affect 401(k) Plans; WHY IT MATTERSBUSINESS MERGERS AND ACQUISITIONSPLAN TERMINATIONS; DIVESTITURES AND DOWNSIZING; OPTIONS FOR DISTRESSED ORGANIZATIONS; CONCLUSION; Chapter 11: Financial Communication and Education for Participants; WHY DO YOU OFFER A 401(k) PLAN?; COMMUNICATION STRATEGY; THE IMPLEMENTATION PLAN; BRANDING YOUR PROGRAM; MANAGING VENDOR COMMUNICATIONS; THREE TIMES...THREE WAYS; CONCLUSION; Chapter 12: Helping Participants Manage Their Retirement Income; IN PLAN OR OUT?; RISKS OF MANAGING RETIREMENT INCOME; RETIREMENT INCOME PRODUCT TYPES; ADDITIONAL PRODUCT FEATURES; CONCLUSION; Notes; Index An objective resource for managing your firm's 401(k) plan With the recent uncertainty in the economy and financial markets, 401(k) plans are now under more scrutiny than ever. Written for finance and benefit professionals who are responsible for the management, operations, or oversight of their company's 401(k) plan, Managing Your Firm's 401(k) Plan offers a guide to designing and managing a 401(k) with a focus on financial, fiduciary, and regulatory standards. While there are plenty of books on 401(k) plans written for the individual investor, there are very few resources fWiley finance series ;564.401(k) plansManagementCompensation managementUnited StatesElectronic books.401(k) plansManagement.Compensation management658.3/253658.3253Smith Matthew X.1961-857168Aon Consulting.MiAaPQMiAaPQMiAaPQBOOK9910140828103321Managing your firm's 401(k) plan2032783UNINA01922nam2 2200397 i 450 CFI004199420231121125430.0IT88-984 19991125d1986 ||||0itac50 balatitaitz01i xxxe z01n3˜Il œprotocollo notarile di Lorenzo Staglia (1372)a cura di Isa Lori SanfilippoRomaSocietà romana di storia patria1986XLIII, 201 p.25 cm.001CFI00419962001 Codice diplomatico di Roma e della regione romana3Staglia, LorenzoFIRRMLC130562IAtti notariliRoma1372FIRRMLC130566IArchivi di statoRomaCollegio dei notai capitoliniFIRRMLC164640IProtocolli notariliRomaSec. 14.FIRRMLC164658I347.016Diritto processuale civile e tribunali civili. Altri funzionari.21Staglia, LorenzoCFIV026500070740659Lori Sanfilippo, IsaCFIV026502ITIT-0119991125IT-RM028 IT-RM0459 IT-RM0211 IT-RM0151 IT-FR0017 Biblioteca Universitaria AlessandrinaRM028 ARCHIVIO DI STATO DI ROMARM0459 Fondazione Marco BessoRM0211 Biblioteca Istituto Storico Italiano Medio Evo - IRM0151 Biblioteca umanistica Giorgio ApreaFR0017 NCFI0041994Biblioteca umanistica Giorgio Aprea 52DFA H 46 52FLS0000316115 VMB RS C 2016021220160212 52COBAL A.94(3) 52VM 0000324685 VM barcode:28854-10VMA 2001042320121204 01 12 14 41 5233604594UNICAS