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 |
Soggetto genere / forma | Electronic books. |
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-9910143413103321 |
Cassidy Daniel <1966-> | ||
Hoboken, N.J., : Wiley, c2006 | ||
Materiale a stampa | ||
Lo trovi qui: Univ. Federico II | ||
|
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-9910830523903321 |
Cassidy Daniel <1966-> | ||
Hoboken, N.J., : Wiley, c2006 | ||
Materiale a stampa | ||
Lo trovi qui: Univ. Federico II | ||
|
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-> | ||
Hoboken, N.J., : Wiley, c2006 | ||
Materiale a stampa | ||
Lo trovi qui: Univ. Federico II | ||
|