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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 [[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-9910841118403321 |
| Hoboken, N.J., : John Wiley & Sons, 2010 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
Private pensions [[electronic resource] ] : fulfilling fiduciary obligations can present challenges for 401(k) plan sponsors : report to the Chairman, Committee on Education and Labor, House of Representatives
| Private pensions [[electronic resource] ] : fulfilling fiduciary obligations can present challenges for 401(k) plan sponsors : report to the Chairman, Committee on Education and Labor, House of Representatives |
| Pubbl/distr/stampa | [Washington, D.C.] : , : U.S. Govt. Accountability Office, , [2008] |
| Descrizione fisica | ii, 40 pages : digital, PDF file |
| Soggetto topico |
Trusts and trustees - United States
401(k) plans - Management Individual retirement accounts - United States - Management |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Altri titoli varianti | Private pensions |
| Record Nr. | UNINA-9910698710303321 |
| [Washington, D.C.] : , : U.S. Govt. Accountability Office, , [2008] | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
Private pensions [[electronic resource] ] : GAO survey of 401(k) plan sponsor practices (GAO-08-870SP, July 2008), an e-supplement to GAO-08-774 / / U.S. Government Accountability Office
| Private pensions [[electronic resource] ] : GAO survey of 401(k) plan sponsor practices (GAO-08-870SP, July 2008), an e-supplement to GAO-08-774 / / U.S. Government Accountability Office |
| Pubbl/distr/stampa | [Washington, D.C.] : , : U.S. Govt. Accountability Office, , [2008] |
| Descrizione fisica | 1 electronic text : HTML file |
| Soggetto topico |
Trusts and trustees - United States
401(k) plans - Management Individual retirement accounts - United States - Management |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Altri titoli varianti | Private pensions |
| Record Nr. | UNINA-9910698710803321 |
| [Washington, D.C.] : , : U.S. Govt. Accountability Office, , [2008] | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
Redefining "fiduciary" [[electronic resource] ] : assessing the impact of the Labor Department's proposal on workers 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 Twelfth Congress, first session, hearing held in Washington, DC, July 26, 2011
| Redefining "fiduciary" [[electronic resource] ] : assessing the impact of the Labor Department's proposal on workers 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 Twelfth Congress, first session, hearing held in Washington, DC, July 26, 2011 |
| Pubbl/distr/stampa | Washington : , : U.S. G.P.O., , 2011 |
| Descrizione fisica | 1 online resource (iv, 146 pages) |
| Soggetto topico |
Trusts and trustees - United States
Pension trusts - United States - Management 401(k) plans - Management Employee fringe benefits - United States |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Altri titoli varianti | Redefining fiduciary |
| Record Nr. | UNINA-9910703389803321 |
| Washington : , : U.S. G.P.O., , 2011 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
