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Designing successful target-date strategies for defined contribution plans [[electronic resource] ] : putting participants on the optimal glide path / / Stacy L. Schaus
| Designing successful target-date strategies for defined contribution plans [[electronic resource] ] : putting participants on the optimal glide path / / Stacy L. Schaus |
| Autore | Schaus Stacy L. <1975-> |
| Pubbl/distr/stampa | Hoboken, N.J., : John Wiley & Sons, c2010 |
| Descrizione fisica | 1 online resource (334 p.) |
| Disciplina | 658.3/253 |
| Collana | Wiley Finance |
| Soggetto topico |
Defined contribution pension plans - United States
Retirement income - United States - Planning |
| ISBN |
0-470-63288-7
1-119-20001-6 1-282-54845-X 9786612548451 0-470-63286-0 |
| Formato | Materiale a stampa  |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto |
Designing Successful Target-Date Strategies for Defined Contribution Plans: Putting Participants on the Optimal Glide Path; Contents; Foreword; Introduction; Acknowledgments; Part One: DC Plan Evolution and Design Trends; Chapter 1: DC Plans in the American Retirement System; Chapter 2: Evolving DC Plan Design; Chapter 3: Target-Date Strategies: Packaged versus Custom; Part Two: Development of Custom Target-Date Retirement Strategies; Chapter 4: Legal and Fiduciary Considerations; Chapter 5: Record Keeping and Trust; Chapter 6: Communication Challenges and How to Meet Them
Chapter 7: Evaluating Costs in Custom StrategiesPart Three: Designing and Benchmarking Custom Target-Date Strategies; Chapter 8: Glide-Path Design; Chapter 9: Asset Classes and Alternatives; Chapter 10: Helping Protect DC Assets from Risk; Chapter 11: Approaches to Benchmarking; Part Four: Looking to the Future; Chapter 12: Financial Education, Advice, and Retirement Planning; Chapter 13: Retirement Income and Guarantees; Conclusion; Notes; Index |
| Record Nr. | UNINA-9910140600203321 |
Schaus Stacy L. <1975->
|
||
| Hoboken, N.J., : John Wiley & Sons, c2010 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
Designing successful target-date strategies for defined contribution plans : putting participants on the optimal glide path / / Stacy L. Schaus
| Designing successful target-date strategies for defined contribution plans : putting participants on the optimal glide path / / Stacy L. Schaus |
| Autore | Schaus Stacy L. <1975-> |
| Edizione | [1st ed.] |
| Pubbl/distr/stampa | Hoboken, N.J., : John Wiley & Sons, c2010 |
| Descrizione fisica | 1 online resource (334 p.) |
| Disciplina | 658.3/253 |
| Collana | Wiley Finance |
| Soggetto topico |
Defined contribution pension plans - United States
Retirement income - United States - Planning |
| ISBN |
0-470-63288-7
1-119-20001-6 1-282-54845-X 9786612548451 0-470-63286-0 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto |
Designing Successful Target-Date Strategies for Defined Contribution Plans: Putting Participants on the Optimal Glide Path; Contents; Foreword; Introduction; Acknowledgments; Part One: DC Plan Evolution and Design Trends; Chapter 1: DC Plans in the American Retirement System; Chapter 2: Evolving DC Plan Design; Chapter 3: Target-Date Strategies: Packaged versus Custom; Part Two: Development of Custom Target-Date Retirement Strategies; Chapter 4: Legal and Fiduciary Considerations; Chapter 5: Record Keeping and Trust; Chapter 6: Communication Challenges and How to Meet Them
Chapter 7: Evaluating Costs in Custom StrategiesPart Three: Designing and Benchmarking Custom Target-Date Strategies; Chapter 8: Glide-Path Design; Chapter 9: Asset Classes and Alternatives; Chapter 10: Helping Protect DC Assets from Risk; Chapter 11: Approaches to Benchmarking; Part Four: Looking to the Future; Chapter 12: Financial Education, Advice, and Retirement Planning; Chapter 13: Retirement Income and Guarantees; Conclusion; Notes; Index |
| Record Nr. | UNINA-9910821094803321 |
|
Schaus Stacy L. <1975->
|
||
| Hoboken, N.J., : John Wiley & Sons, c2010 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
Managing pension and retirement plans [[electronic resource] ] : a guide for employers, administrators, and other fiduciaries / / August J. Baker, Dennis E. Logue, and Jack S. Rader
| Managing pension and retirement plans [[electronic resource] ] : a guide for employers, administrators, and other fiduciaries / / August J. Baker, Dennis E. Logue, and Jack S. Rader |
| Autore | Baker August J |
| Pubbl/distr/stampa | New York, : Oxford University Press, c2005 |
| Descrizione fisica | 1 online resource (366 p.) |
| Disciplina | 658.3/253 |
| Altri autori (Persone) |
LogueDennis E
RaderJack S. <1949-> |
| Soggetto topico |
Pension trusts - Management
Pension trusts - Investments |
| Soggetto genere / forma | Electronic books. |
| ISBN |
0-19-803712-0
1-4337-0111-1 1-280-55899-7 9786610558995 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto | An introduction to pension plans -- What pension plans do -- Designing the best pension plan -- The prudent pension fiduciary : a pragmatic view -- An overview of compliance for pension plans -- Establishing pension investment policy -- The asset allocation decision -- The integrated approach to managing defined benefit plans -- Asset allocation for defined benefit plans -- Accounting for defined benefit plans -- Investment policy, and asset allocation for defined contribution plans -- Employee stock ownership plans and company stock -- Hybrid plans -- Evaluating investment performance -- Improving pension fund investment performance -- Managing pension fund risk -- Risk management strategies using derivative securities -- Selecting and managing asset managers -- Managing costs -- People and the psychology of pension fund decisions -- The pension plan as shareholder -- The path to better pension plan management. |
| Record Nr. | UNINA-9910465741703321 |
|
Baker August J
|
||
| New York, : Oxford University Press, c2005 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
Managing pension and retirement plans [[electronic resource] ] : a guide for employers, administrators, and other fiduciaries / / August J. Baker, Dennis E. Logue, and Jack S. Rader
| Managing pension and retirement plans [[electronic resource] ] : a guide for employers, administrators, and other fiduciaries / / August J. Baker, Dennis E. Logue, and Jack S. Rader |
| Autore | Baker August J |
| Pubbl/distr/stampa | New York, : Oxford University Press, c2005 |
| Descrizione fisica | 1 online resource (366 p.) |
| Disciplina | 658.3/253 |
| Altri autori (Persone) |
LogueDennis E
RaderJack S. <1949-> |
| Soggetto topico |
Pension trusts - Management
Pension trusts - Investments |
| ISBN |
0-19-803712-0
1-4337-0111-1 1-280-55899-7 9786610558995 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto | An introduction to pension plans -- What pension plans do -- Designing the best pension plan -- The prudent pension fiduciary : a pragmatic view -- An overview of compliance for pension plans -- Establishing pension investment policy -- The asset allocation decision -- The integrated approach to managing defined benefit plans -- Asset allocation for defined benefit plans -- Accounting for defined benefit plans -- Investment policy, and asset allocation for defined contribution plans -- Employee stock ownership plans and company stock -- Hybrid plans -- Evaluating investment performance -- Improving pension fund investment performance -- Managing pension fund risk -- Risk management strategies using derivative securities -- Selecting and managing asset managers -- Managing costs -- People and the psychology of pension fund decisions -- The pension plan as shareholder -- The path to better pension plan management. |
| Record Nr. | UNINA-9910792267103321 |
|
Baker August J
|
||
| New York, : Oxford University Press, c2005 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
Managing pension and retirement plans : a guide for employers, administrators, and other fiduciaries / / August J. Baker, Dennis E. Logue, and Jack S. Rader
| Managing pension and retirement plans : a guide for employers, administrators, and other fiduciaries / / August J. Baker, Dennis E. Logue, and Jack S. Rader |
| Autore | Baker August J |
| Edizione | [1st ed.] |
| Pubbl/distr/stampa | New York, : Oxford University Press, c2005 |
| Descrizione fisica | 1 online resource (366 p.) |
| Disciplina | 658.3/253 |
| Altri autori (Persone) |
LogueDennis E
RaderJack S. <1949-> |
| Soggetto topico |
Pension trusts - Management
Pension trusts - Investments |
| ISBN |
0-19-029021-8
0-19-803712-0 1-4337-0111-1 1-280-55899-7 9786610558995 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto | An introduction to pension plans -- What pension plans do -- Designing the best pension plan -- The prudent pension fiduciary : a pragmatic view -- An overview of compliance for pension plans -- Establishing pension investment policy -- The asset allocation decision -- The integrated approach to managing defined benefit plans -- Asset allocation for defined benefit plans -- Accounting for defined benefit plans -- Investment policy, and asset allocation for defined contribution plans -- Employee stock ownership plans and company stock -- Hybrid plans -- Evaluating investment performance -- Improving pension fund investment performance -- Managing pension fund risk -- Risk management strategies using derivative securities -- Selecting and managing asset managers -- Managing costs -- People and the psychology of pension fund decisions -- The pension plan as shareholder -- The path to better pension plan management. |
| Record Nr. | UNINA-9910808326003321 |
|
Baker August J
|
||
| New York, : Oxford University Press, c2005 | ||
| 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 |
| 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 | ||
| ||