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Managing your firm's 401(k) plan [[electronic resource] ] : a complete roadmap to managing today's retirement plans / / edited by Matt Smith
| Managing your firm's 401(k) plan [[electronic resource] ] : a complete roadmap to managing today's retirement plans / / edited by Matt Smith |
| Pubbl/distr/stampa | Hoboken, N.J., : John Wiley & Sons, 2010 |
| Descrizione fisica | 1 online resource (257 p.) |
| Disciplina |
658.3/253
658.3253 |
| Altri autori (Persone) | SmithMatthew X. <1961-> |
| Collana | Wiley finance series |
| Soggetto topico |
401(k) plans - Management
Compensation management - United States |
| Soggetto genere / forma | Electronic books. |
| ISBN |
0-470-87589-5
1-282-75620-6 9786612756207 1-118-26802-4 0-470-87587-9 |
| Formato | Materiale a stampa  |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto |
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 WORKS
ESTABLISHING 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 DUTY THE 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; CONCLUSION Chapter 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 MATTERS BUSINESS 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 |
| Record Nr. | UNINA-9910140828103321 |
| Hoboken, N.J., : John Wiley & Sons, 2010 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
Managing your firm's 401(k) plan [[electronic resource] ] : a complete roadmap to managing today's retirement plans / / edited by Matt Smith
| Managing your firm's 401(k) plan [[electronic resource] ] : a complete roadmap to managing today's retirement plans / / edited by Matt Smith |
| Pubbl/distr/stampa | Hoboken, N.J., : John Wiley & Sons, 2010 |
| Descrizione fisica | 1 online resource (257 p.) |
| Disciplina |
658.3/253
658.3253 |
| Altri autori (Persone) | SmithMatthew X. <1961-> |
| Collana | Wiley finance series |
| Soggetto topico |
401(k) plans - Management
Compensation management - United States |
| ISBN |
0-470-87589-5
1-282-75620-6 9786612756207 1-118-26802-4 0-470-87587-9 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto |
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 WORKS
ESTABLISHING 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 DUTY THE 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; CONCLUSION Chapter 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 MATTERS BUSINESS 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 |
| Record Nr. | UNINA-9910830922003321 |
| Hoboken, N.J., : John Wiley & Sons, 2010 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
Managing your firm's 401(k) plan : a complete roadmap to managing today's retirement plans / / edited by Matt Smith
| Managing your firm's 401(k) plan : a complete roadmap to managing today's retirement plans / / edited by Matt Smith |
| Edizione | [1st ed.] |
| Pubbl/distr/stampa | Hoboken, N.J., : John Wiley & Sons, 2010 |
| Descrizione fisica | 1 online resource (257 p.) |
| Disciplina | 658.3/253 |
| Altri autori (Persone) | SmithMatthew X. <1961-> |
| Collana | Wiley finance series |
| Soggetto topico |
401(k) plans - Management
Compensation management - United States |
| ISBN |
0-470-87589-5
1-282-75620-6 9786612756207 1-118-26802-4 0-470-87587-9 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto |
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 WORKS
ESTABLISHING 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 DUTY THE 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; CONCLUSION Chapter 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 MATTERS BUSINESS 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 |
| Record Nr. | UNINA-9910877764103321 |
| Hoboken, N.J., : John Wiley & Sons, 2010 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
The retirement plan solution [[electronic resource] ] : the reinvention of defined contribution / / Don Ezra, Bob Collie, Matthew X. Smith
| The retirement plan solution [[electronic resource] ] : the reinvention of defined contribution / / Don Ezra, Bob Collie, Matthew X. Smith |
| Autore | Ezra D. Don |
| Edizione | [1st edition] |
| Pubbl/distr/stampa | Hoboken, NJ, : Wiley, c2009 |
| Descrizione fisica | 1 online resource (257 p.) |
| Disciplina |
306.36
331.2520973 |
| Altri autori (Persone) |
CollieBob <1966->
SmithMatthew X. <1961-> |
| Collana | Wiley finance series |
| Soggetto topico |
Defined contribution pension plans
Retirement - Planning |
| Soggetto genere / forma | Electronic books. |
| ISBN |
1-282-18839-9
9786612188398 1-118-26687-0 0-470-49478-6 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto | The Retirement Plan Solution: The Reinvention of Defined Contribution; Contents; Preface; Acknowledgments; INTRODUCTION: The Great American Retirement System?; CHAPTER 1: DC Version 2.0; PART ONE: The Dynamics of the Retirement Plan; PART TWO: Opportunities in the Accumulation Phase; PART THREE: We Need the Right Sort of Education; PART FOUR: Other Ways of Running Defined Contribution Plans; PART FIVE: The Perspective of the Individual in Decumulation; PART SIX: The Plan Sponsor's Role; Notes; About the Authors; Index |
| Record Nr. | UNINA-9910143059903321 |
Ezra D. Don
|
||
| Hoboken, NJ, : Wiley, c2009 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
The retirement plan solution [[electronic resource] ] : the reinvention of defined contribution / / Don Ezra, Bob Collie, Matthew X. Smith
| The retirement plan solution [[electronic resource] ] : the reinvention of defined contribution / / Don Ezra, Bob Collie, Matthew X. Smith |
| Autore | Ezra D. Don |
| Edizione | [1st edition] |
| Pubbl/distr/stampa | Hoboken, NJ, : Wiley, c2009 |
| Descrizione fisica | 1 online resource (257 p.) |
| Disciplina |
306.36
331.2520973 |
| Altri autori (Persone) |
CollieBob <1966->
SmithMatthew X. <1961-> |
| Collana | Wiley finance series |
| Soggetto topico |
Defined contribution pension plans
Retirement - Planning |
| ISBN |
1-282-18839-9
9786612188398 1-118-26687-0 0-470-49478-6 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto | The Retirement Plan Solution: The Reinvention of Defined Contribution; Contents; Preface; Acknowledgments; INTRODUCTION: The Great American Retirement System?; CHAPTER 1: DC Version 2.0; PART ONE: The Dynamics of the Retirement Plan; PART TWO: Opportunities in the Accumulation Phase; PART THREE: We Need the Right Sort of Education; PART FOUR: Other Ways of Running Defined Contribution Plans; PART FIVE: The Perspective of the Individual in Decumulation; PART SIX: The Plan Sponsor's Role; Notes; About the Authors; Index |
| Record Nr. | UNINA-9910830810303321 |
|
Ezra D. Don
|
||
| Hoboken, NJ, : Wiley, c2009 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
The retirement plan solution : the reinvention of defined contribution / / Don Ezra, Bob Collie, Matthew X. Smith
| The retirement plan solution : the reinvention of defined contribution / / Don Ezra, Bob Collie, Matthew X. Smith |
| Autore | Ezra D. Don |
| Edizione | [1st edition] |
| Pubbl/distr/stampa | Hoboken, NJ, : Wiley, c2009 |
| Descrizione fisica | 1 online resource (257 p.) |
| Disciplina |
306.36
331.2520973 |
| Altri autori (Persone) |
CollieBob <1966->
SmithMatthew X. <1961-> |
| Collana | Wiley finance series |
| Soggetto topico |
Defined contribution pension plans
Retirement - Planning |
| ISBN |
1-282-18839-9
9786612188398 1-118-26687-0 0-470-49478-6 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto | The Retirement Plan Solution: The Reinvention of Defined Contribution; Contents; Preface; Acknowledgments; INTRODUCTION: The Great American Retirement System?; CHAPTER 1: DC Version 2.0; PART ONE: The Dynamics of the Retirement Plan; PART TWO: Opportunities in the Accumulation Phase; PART THREE: We Need the Right Sort of Education; PART FOUR: Other Ways of Running Defined Contribution Plans; PART FIVE: The Perspective of the Individual in Decumulation; PART SIX: The Plan Sponsor's Role; Notes; About the Authors; Index |
| Record Nr. | UNINA-9910877838903321 |
|
Ezra D. Don
|
||
| Hoboken, NJ, : Wiley, c2009 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
Someday rich : planning for sustainable tomorrows today / / Timothy Noonan, Matt Smith
| Someday rich : planning for sustainable tomorrows today / / Timothy Noonan, Matt Smith |
| Autore | Noonan Timothy <1963-> |
| Pubbl/distr/stampa | Hoboken, New Jersey : , : John Wiley & Sons, Inc., , 2012 |
| Descrizione fisica | 1 online resource (316 p.) |
| Disciplina |
332.02400973
332.6 |
| Collana | Wiley Finance |
| Soggetto topico |
Finance, Personal - United States
Financial security - United States Financial planners - United States Portfolio management - United States Financial services industry - United States |
| ISBN |
1-118-16751-1
1-119-20082-2 1-283-31605-6 9786613316059 1-118-16752-X |
| Classificazione | BUS027000 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto |
Someday Rich; Contents; Foreword; Preface; Acknowledgments; Introduction; CHAPTER 1 Time for a Real Conversation; CHAPTER 2 How We Got Here; CHAPTER 3 The Right Clients; CHAPTER 4 Connecting the Dots; CHAPTER 5 The Personal Asset Liability Model-Funded Status; CHAPTER 6 The Personal Asset Liability Model-Investment Plan; CHAPTER 7 Making a Good Business of Giving Good Advice; CHAPTER 8 Investor Archetypes; CHAPTER 9 Tripping Over the Finish Line; CHAPTER 10 On Shaping One's Future; CHAPTER 11 Building a Simple and Powerful Solution for Retirement Saving-Russell's Approach to Target Date Funds
CHAPTER 12 Investment Aspects of Longevity RiskCHAPTER 13 Mismeasurement of Risk in Financial Planning-A Lesson in Risk Decomposition; CHAPTER 14 Modern Portfolio Decumulation-A New Strategy for Managing Retirement Income; APPENDIX A Lessons Learned from Retirement Income Research; APPENDIX B The New Language of Retirement; About the Authors; Index |
| Record Nr. | UNINA-9910139718903321 |
|
Noonan Timothy <1963->
|
||
| Hoboken, New Jersey : , : John Wiley & Sons, Inc., , 2012 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
Someday rich : planning for sustainable tomorrows today / / Timothy Noonan, Matt Smith
| Someday rich : planning for sustainable tomorrows today / / Timothy Noonan, Matt Smith |
| Autore | Noonan Timothy <1963-> |
| Pubbl/distr/stampa | Hoboken, New Jersey : , : John Wiley & Sons, Inc., , 2012 |
| Descrizione fisica | 1 online resource (316 p.) |
| Disciplina |
332.02400973
332.6 |
| Collana | Wiley Finance |
| Soggetto topico |
Finance, Personal - United States
Financial security - United States Financial planners - United States Portfolio management - United States Financial services industry - United States |
| ISBN |
1-118-16751-1
1-119-20082-2 1-283-31605-6 9786613316059 1-118-16752-X |
| Classificazione | BUS027000 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto |
Someday Rich; Contents; Foreword; Preface; Acknowledgments; Introduction; CHAPTER 1 Time for a Real Conversation; CHAPTER 2 How We Got Here; CHAPTER 3 The Right Clients; CHAPTER 4 Connecting the Dots; CHAPTER 5 The Personal Asset Liability Model-Funded Status; CHAPTER 6 The Personal Asset Liability Model-Investment Plan; CHAPTER 7 Making a Good Business of Giving Good Advice; CHAPTER 8 Investor Archetypes; CHAPTER 9 Tripping Over the Finish Line; CHAPTER 10 On Shaping One's Future; CHAPTER 11 Building a Simple and Powerful Solution for Retirement Saving-Russell's Approach to Target Date Funds
CHAPTER 12 Investment Aspects of Longevity RiskCHAPTER 13 Mismeasurement of Risk in Financial Planning-A Lesson in Risk Decomposition; CHAPTER 14 Modern Portfolio Decumulation-A New Strategy for Managing Retirement Income; APPENDIX A Lessons Learned from Retirement Income Research; APPENDIX B The New Language of Retirement; About the Authors; Index |
| Record Nr. | UNINA-9910820164603321 |
|
Noonan Timothy <1963->
|
||
| Hoboken, New Jersey : , : John Wiley & Sons, Inc., , 2012 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||