04954nam 2200589Ia 450 991087747250332120200520144314.01-119-20332-51-280-44997-797866104499720-470-03922-1(CKB)1000000000354753(EBL)258832(OCoLC)71292349(SSID)ssj0000196684(PQKBManifestationID)12065880(PQKBTitleCode)TC0000196684(PQKBWorkID)10142837(PQKB)11450318(MiAaPQ)EBC258832(EXLCZ)99100000000035475320051212d2006 uy 0engur|n|---|||||txtccrA manager's guide to strategic retirement plan management /Daniel CassidyHoboken, N.J. Wileyc20061 online resource (289 p.)Description based upon print version of record.0-471-77173-2 Includes bibliographical references (p. 141-145) and index.A MANAGER'S GUIDE TO STRATEGIC RETIREMENT PLAN MANAGEMENT; CONTENTS; ACKNOWLEDGMENTS; Chapter 1: Introduction; Overview of Retirement Plans; Chapter 2: The Basics of Retirement Plans; Why Have Retirement Plans in the First Place?; Overview of Plan Design Types; Defined Benefit Plan; How Does a Plan Sponsor Choose Between a Career Average Pay Formula versus a Final Average Pay?; Defined Contribution Plan; Nonqualified Plans; Chapter 3: Administration; Roles and Responsibilities; Examples; Vendor Management; Chapter 4: Fiduciary Duty; Fiduciary Basics; Fiduciary Setup- Case StudyChapter 5: FinancialDefined Benefit Concerns; Defined Contribution Concerns; Chapter 6: Human Resources; Human Resources Issues; Adequacy; Focus: The Defined Benefit versus Defined Contribution Argument- Where Do You Want to Target Dollars?; Targeting Your Retirement Dollars; Plan Design Modeling; Competitiveness; Relationship to Total Compensation; Special Employee Groups- Executives and Unions; Employee Perspective; Investment Risk; Longevity; Health; Summary of Risk; Benchmark- Current Status; Chapter 7: How to Hire the Right Consultants; Chapter 8: General TrendsAsset-Based Solutions- Portable AlphaGlobalization; Death of Defined Benefit Plans Followed by DB-ification of 401(k) Plans; Bundled Service Providers; Enterprise Risk Management; Demographics; Chapter 9: Where to Go for Help; Resources; Studies and Surveys; Appendix A: Company ABC- Request for Proposal: 401(k) Savings Plan; Company Background; Retirement Program Goals; Other Assumptions; Request for Proposal; Appendix B: Sample Traditional Request for Proposal; Plan Administration and Daily Valuation Record Keeping, Employee Communication and Education, and Trustee/Custodial ServicesAppendix C: Sample Defined Contribution Plan Investment Policy StatementXYZ 401(k) Retirement Plan Investment Policy; Investment Objectives; Initial Mutual Fund Selection Criteria; Ongoing Performance Measurement; Participant Education; Background; Plan's Financial Situation; Purpose; Assignment of Responsibility; Performance Objectives; Measurement of Performance; Investment Management Policy; Liquidity; Marketability of Assets; Investment Guidelines; Selection of Investment Managers; Delegation of Authority; Investment Manager Performance Review and EvaluationAppendix D: 401(k) Plan Investment Performance ReviewAppendix E: Replacement Ratio Study, A Measurement Tool for Retirement Planning; Appendix F: Selecting a Default Fund for a Defined Benefit Contribution Plan; Appendix G: Argus Consulting Ltd NGO Retirement Plan Survey- 2005 Results; Demographics; Retirement Plans; Appendix H: Lessons From Behavioral Finance and the Autopilot 401(k) Plan; INDEX""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 2.0Written 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.<Retirement incomeUnited StatesRetirementUnited StatesPlanningRetirement incomeRetirementPlanning.658.3132Cassidy Daniel1966-1763514MiAaPQMiAaPQMiAaPQBOOK9910877472503321A manager's guide to strategic retirement plan management4204006UNINA