LEADER 05014nam 2200601Ia 450 001 9910143413103321 005 20170809162023.0 010 $a1-119-20332-5 010 $a1-280-44997-7 010 $a9786610449972 010 $a0-470-03922-1 035 $a(CKB)1000000000354753 035 $a(EBL)258832 035 $a(OCoLC)71292349 035 $a(SSID)ssj0000196684 035 $a(PQKBManifestationID)12065880 035 $a(PQKBTitleCode)TC0000196684 035 $a(PQKBWorkID)10142837 035 $a(PQKB)11450318 035 $a(MiAaPQ)EBC258832 035 $a(EXLCZ)991000000000354753 100 $a20051212d2006 uy 0 101 0 $aeng 135 $aur|n|---||||| 181 $ctxt 182 $cc 183 $acr 200 12$aA manager's guide to strategic retirement plan management$b[electronic resource] /$fDaniel Cassidy 210 $aHoboken, N.J. $cWiley$dc2006 215 $a1 online resource (289 p.) 300 $aDescription based upon print version of record. 311 $a0-471-77173-2 320 $aIncludes bibliographical references (p. 141-145) and index. 327 $aA 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 Study 327 $aChapter 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 Trends 327 $aAsset-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 Services 327 $aAppendix 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 Evaluation 327 $aAppendix 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 330 $a""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.< 606 $aRetirement income$zUnited States 606 $aRetirement$zUnited States$xPlanning 608 $aElectronic books. 615 0$aRetirement income 615 0$aRetirement$xPlanning. 676 $a658.3132 700 $aCassidy$b Daniel$f1966-$0990664 801 0$bMiAaPQ 801 1$bMiAaPQ 801 2$bMiAaPQ 906 $aBOOK 912 $a9910143413103321 996 $aA manager's guide to strategic retirement plan management$92266780 997 $aUNINA