A manager's guide to strategic retirement plan management [[electronic resource] /] / Daniel Cassidy |
Autore | Cassidy Daniel <1966-> |
Pubbl/distr/stampa | Hoboken, N.J., : Wiley, c2006 |
Descrizione fisica | 1 online resource (289 p.) |
Disciplina | 658.3132 |
Soggetto topico |
Retirement income - United States
Retirement - United States - Planning |
ISBN |
1-119-20332-5
1-280-44997-7 9786610449972 0-470-03922-1 |
Formato | Materiale a stampa ![]() |
Livello bibliografico | Monografia |
Lingua di pubblicazione | eng |
Nota di contenuto |
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 Study
Chapter 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 Asset-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 Appendix 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 Appendix 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 |
Record Nr. | UNINA-9910841025003321 |
Cassidy Daniel <1966->
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Hoboken, N.J., : Wiley, c2006 | ||
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Lo trovi qui: Univ. Federico II | ||
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Managing retirement assets : ensuring seniors don't outlive their savings : hearing before the Special Committee on Aging, United States Senate, One Hundred Ninth Congress, second session, Washington, DC, June 21, 2006 |
Descrizione fisica | 1 online resource (iii, 129 p.) : ill |
Soggetto topico |
Annuities - United States
Baby boom generation - Retirement - United States Old age pensions - United States Retirement - United States - Planning |
Soggetto non controllato |
Annuities
Baby boom generation Old age pensions Retirement Business & economics Social science |
Formato | Materiale a stampa ![]() |
Livello bibliografico | Monografia |
Lingua di pubblicazione | eng |
Altri titoli varianti | Managing retirement assets |
Record Nr. | UNINA-9910694146703321 |
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Lo trovi qui: Univ. Federico II | ||
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On Wall Street |
Pubbl/distr/stampa | New York, NY, : Securities Data Pub |
Descrizione fisica | 1 online resource |
Disciplina | 332.6/0973/05 |
Soggetto topico |
Investments - United States
Securities - United States Estate planning - United States Retirement - United States - Planning Estate planning Investments Retirement - Planning Securities |
Formato | Materiale a stampa ![]() |
Livello bibliografico | Periodico |
Lingua di pubblicazione | eng |
Record Nr. | UNINA-9910340057603321 |
New York, NY, : Securities Data Pub | ||
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Lo trovi qui: Univ. Federico II | ||
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On Wall Street |
Pubbl/distr/stampa | New York, NY, : Securities Data Pub |
Descrizione fisica | 1 online resource |
Disciplina | 332.6/0973/05 |
Soggetto topico |
Investments - United States
Securities - United States Estate planning - United States Retirement - United States - Planning Estate planning Investments Retirement - Planning Securities |
Formato | Materiale a stampa ![]() |
Livello bibliografico | Periodico |
Lingua di pubblicazione | eng |
Record Nr. | UNISA-996202365603316 |
New York, NY, : Securities Data Pub | ||
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Lo trovi qui: Univ. di Salerno | ||
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Opportunities for savings [[electronic resource] ] : removing obstacles for small business : hearing before the Special Committee on Aging, United States Senate, One Hundred Twelfth Congress, second session, Washington, DC, March 7, 2012 |
Pubbl/distr/stampa | Washington : , : U.S. G.P.O., , 2012 |
Descrizione fisica | 1 online resource (iii, 179 pages) : illustrations |
Collana | S. hrg. |
Soggetto topico |
Small business - Employees - Pensions - United States
Individual retirement accounts - United States Retirement - United States - Planning Pensions - United States - Planning Small business - United States - Cost of operation Interagency coordination - United States |
Formato | Materiale a stampa ![]() |
Livello bibliografico | Monografia |
Lingua di pubblicazione | eng |
Altri titoli varianti | Opportunities for savings |
Record Nr. | UNINA-9910701919203321 |
Washington : , : U.S. G.P.O., , 2012 | ||
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Lo trovi qui: Univ. Federico II | ||
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The Pension Security Act : new pension protections to safeguard the retirement savings of American workers : hearing before the Subcommittee on Employer-Employee Relations of the Committee on Education and the Workforce, House of Representatives, One Hundred Eighth Congress, first session, hearing held in Washington, DC, February 13, 2003 |
Descrizione fisica | 1 online resource (iv, 146 p.) : ill |
Soggetto topico |
Pension trusts - Investments - Law and legislation - United States
Pensions - Law and legislation - United States Retirement - United States - Planning |
Soggetto non controllato | Law |
Formato | Materiale a stampa ![]() |
Livello bibliografico | Monografia |
Lingua di pubblicazione | eng |
Altri titoli varianti | Pension Security Act |
Record Nr. | UNINA-9910694368203321 |
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Lo trovi qui: Univ. Federico II | ||
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Program perspectives / / U.S. Bureau of Labor Statistics |
Pubbl/distr/stampa | [Washington, D.C.] : , : U.S. Bureau of Labor Statistics, , 2008-2012 |
Descrizione fisica | 1 online resource (18 volumes) |
Soggetto topico |
Employee fringe benefits - United States
Retirement - United States - Planning Medical care - United States |
Soggetto genere / forma |
Statistics.
Periodicals. |
Formato | Materiale a stampa ![]() |
Livello bibliografico | Periodico |
Lingua di pubblicazione | eng |
Altri titoli varianti | Program perspectives |
Record Nr. | UNINA-9910713999003321 |
[Washington, D.C.] : , : U.S. Bureau of Labor Statistics, , 2008-2012 | ||
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Lo trovi qui: Univ. Federico II | ||
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Redefining retirement [[electronic resource] ] : options for older americans : testimony before the Special Committee on Aging, U.S. Senate / / statement of Barbara D. Bovbjerg |
Autore | Bovbjerg Barbara D |
Pubbl/distr/stampa | [Washington, D.C.] : , : U.S. Government Accountability Office, , [2005] |
Collana | Testimony |
Soggetto topico |
Retirement - United States - Planning
Retirement age - United States Older people - United States |
Formato | Materiale a stampa ![]() |
Livello bibliografico | Monografia |
Lingua di pubblicazione | eng |
Altri titoli varianti | Redefining retirement |
Record Nr. | UNINA-9910693225103321 |
Bovbjerg Barbara D
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[Washington, D.C.] : , : U.S. Government Accountability Office, , [2005] | ||
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Lo trovi qui: Univ. Federico II | ||
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Regulatory barriers facing workers and families saving for retirement : hearing before the Subcommittee on Health, Employment, Labor and Pensions, Committee on Education and the Workforce, U.S. House of Representatives, One Hundred Fifteenth Congress, first session, hearing held in Washington, DC, May 18, 2017 |
Pubbl/distr/stampa | Washington : , : U.S. Government Publishing Office, , 2018 |
Descrizione fisica | 1 online resource (iii, 98 pages) : illustrations |
Soggetto topico |
Retirement - United States - Planning
Pensions - Government policy - United States Postemployment benefits - United States Defined contribution pension plans - United States 401(a) plans - United States 401(a) plans Defined contribution pension plans Pensions - Government policy Postemployment benefits Retirement - Planning |
Soggetto genere / forma |
Online resources.
Legislative hearings. |
Formato | Materiale a stampa ![]() |
Livello bibliografico | Monografia |
Lingua di pubblicazione | eng |
Altri titoli varianti | Regulatory barriers facing workers and families saving for retirement |
Record Nr. | UNINA-9910711615403321 |
Washington : , : U.S. Government Publishing Office, , 2018 | ||
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Lo trovi qui: Univ. Federico II | ||
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Restricting access to financial advice : evaluating the costs and consequences for working families and retirees : hearing before the Subcommittee on Health, Employment, Labor and Pensions, Committee on Education and the Workforce, U.S. House of Representatives, One Hundred Fourteenth Congress, first session, hearing held in Washington, DC, June 17, 2015 |
Pubbl/distr/stampa | Washington : , : U.S. Government Publishing Office, , 2016 |
Descrizione fisica | 1 online resource (iv, 269 pages) : illustrations |
Soggetto topico |
Retirement income - United States - Planning
Retirement - United States - Planning Saving and investment - United States - Management Investment advisors - Government policy - United States Investments - Decision making Small business - Employees - Pensions - United States Finance, Personal - United States - Management |
Soggetto genere / forma | Legislative hearings. |
Formato | Materiale a stampa ![]() |
Livello bibliografico | Monografia |
Lingua di pubblicazione | eng |
Altri titoli varianti | Restricting access to financial advice |
Record Nr. | UNINA-9910707754503321 |
Washington : , : U.S. Government Publishing Office, , 2016 | ||
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Lo trovi qui: Univ. Federico II | ||
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