Pension Plan Sponsors Investment Policies and Objectives Guidebook PDF Download
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Author:
Publisher:
ISBN:
Category : Pension trusts
Languages : en
Pages : 114
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Book Description
Author:
Publisher:
ISBN:
Category : Pension trusts
Languages : en
Pages : 114
Get Book Here
Book Description
Author:
Publisher:
ISBN: 9781885123169
Category : Business consultants
Languages : en
Pages : 104
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Book Description
Author: Stacy L. Schaus
Publisher: John Wiley & Sons
ISBN: 1119298563
Category : Business & Economics
Languages : en
Pages : 390
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Book Description
Start-to-finish guidance toward building and implementing a robust DC plan Successful Defined Contribution Investment Design offers a comprehensive guidebook for fiduciaries tasked with structuring and implementing a 401(k) or other defined contribution (DC) pension plan. More than a collection of the usual piecemeal information, this book seeks to offer a complete, contemporary framework for plan design, together with tested methodologies and analytic techniques to help streamline plan monitoring, management and improve participant outcomes. Examples from plan sponsors provide on-the-ground insight while suggestions from DC consultants add expert perspective. Views from ERISA expert counsel provide additional understanding—along with input from academic thought leaders. Finally, investment evaluation and analysis is joined with participant savings and asset allocation data to look prospectively at potential outcomes, and case studies illustrate real-world implementation of objective-aligned asset allocation such as custom target-date strategies. Though the focus is primarily on U.S. plan design, author perspectives from countries including Australia, the United Kingdom and Canada provide relevant and helpful viewpoints for both new and experienced plan fiduciaries. For the vast majority of workers, DC plans have replaced traditional defined benefit pension plans as the primary source of employer-provided retirement income. This book provides comprehensive guidance to help you construct a plan to help workers to retire with confidence. Adopt a framework for DC evaluation and structure Learn new methodologies for investment choice evaluation Use the innovative PIMCO Retirement Income Cost Estimate—or PRICE—to help quantify the amount of money a worker needs to create and stay on track to building a real income stream in retirement Examine methodologies used at major companies in the U.S. and globally DC plans are the most rapidly growing retirement market in the world, yet sources of consolidated structural and analytical guidance are lacking. Successful Defined Contribution Investment Design fills the gap with a comprehensive handbook that covers the bases to help you develop an objective-aligned defined contribution plan.
Author: Mark W. Riepe
Publisher:
ISBN:
Category : Business & Economics
Languages : en
Pages : 846
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Book Description
The Pension Investment Handbook provides the practical information and guidance you need when you're involved in pension fund investing. it covers the advantages and disadvantages of various plan designs and investment strategies, with a special focus on how to evaluate investment choices and make responsible, legally defensible decisions about plan assets. Comprehensive, practical coverage is given for every important pension investment issue, including: Setting investment objectives Asset allocation International and alternative investments Mutual funds Annuities and GICs Asset liability management Fiduciary responsibility Prohibited transactions.
Author: August J. Baker
Publisher: Oxford University Press
ISBN: 019516590X
Category : Business & Economics
Languages : en
Pages : 366
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Book Description
The purpose of 'Pension & Retirement Plan Management: A Guide for Managers and Other Fiduciaries' is to provide reliable guidance for regulatory compliance, advice on managerial strategies, and some clarity on the underlying economics and finance of pension and retirement plans.
Author: James Watkins
Publisher:
ISBN:
Category :
Languages : en
Pages : 126
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Book Description
This is a manual designed by an ERISA and securities attorney to help 401(k) and 403(b) plan participants and plan sponsors effectively manage the investment options within their retirement plans. Studies and legal actions against such plans have consistently shown that the overwhelmingly majority of today's 401(k) and 403(b) plans are not cost-efficient and, thus, are not in the employees' best interests, The consistent underperformance and excessive costs of the investment options in most plans relative to comparable, less expensive index mutual funds.makes it imperative that plan sponsors and plan participants understand how to evaluate their plans and take the necessary steps to correct such problems and better protect their "retirement readiness" and overall financial security. The simple, yet effective, information and strategies outlined in this manual will allow them to do just that
Author: Daniel Kehrer
Publisher:
ISBN: 9780077074883
Category : Pension trusts
Languages : en
Pages : 282
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Book Description
A guide which lays out everything fund managers and sponsors need to know about pension fund investing, from asset allocation to zero-coupon bonds. The author guides the reader through goals and strategies, manager selection, performance evaluation, pension rules and regulations, fixed income investments, high-yield bonds, common stocks, foreign equities, picking GICs, real estate, venture capital, mutual funds, asset allocation and much more.
Author: Jack Gardner
Publisher: John Wiley & Sons
ISBN: 1118538048
Category : Business & Economics
Languages : en
Pages : 61
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Book Description
An indispensable resource for every financial service professionals developing an IPS The Investment Policy Statement (IPS) is one of the most critical documents fiduciaries must draft. For years, ERISA and other industry regulations have governed the guidelines all fiduciaries must comply with when drafting one. But the current climate of corporate scandal and the 2008 global banking crisis have led to increased scrutiny by regulators, prompting firms to take a closer look at the quality and integrity of their IPSs and to take steps to have a rigorous formal process in place for drafting them. Endorsed by the Foundation of Fiduciary Studies, this concise guide provides a rigorous framework and the expert insight, information and guidance you need to guarantee that your IPS is in complete compliance with all ERISA-directed requirements. Provides a step-by-step plan for creating a uniform IPS that every advisor in the office can follow Defines the duties and responsibilities of all parties involved, while clarifying diversification guidelines and providing methods for keeping costs under control Packed with ready-to-use templates, sample forms, letters and other documents, diagrams and other valuable tools, including sample Policy Statement downloadable at the companion website Designed to get you quickly up to speed on what you need to know to confidently serve your clients with the highest standards of care and protection
Author: Russell L. Olson
Publisher: McGraw-Hill Companies
ISBN: 9780071413367
Category : Business & Economics
Languages : en
Pages : 409
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Book Description
Investing in Pension Funds and Endowments focuses on institutional tax-free investing by pension funds, endowments, and foundations. This type of investing is highly susceptible to returns, and the fiduciaries involved with the fund face dramatic effects with even a 1 percent change in long-term rates of return. It is crucial that fiduciaries operate prudently in order to achieve higher rates of return. The book covers a gamut of investing insights and tools for managers who focus on pension funds, endowments, and foundations. From setting investment objectives to the pros and cons of such funds, Rusty Olson shares his expert experience to help readers get the most out of their funds. Based on the author's previous book The Independent Fiduciary (Wiley, 1999), this new guide includes insight into asset allocation, risk, and calculating rates of return. The book then moves on to cover higher-level topics, including venture capital funds, hedging foreign exchange, and fund governance.
Author: Rocco DiBruno
Publisher: John Wiley & Sons
ISBN: 1118679539
Category : Business & Economics
Languages : en
Pages : 80
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Book Description
An indispensable resource for every financial service professionals developing an IPS The Investment Policy Statement (IPS) is one of the most critical documents fiduciaries must draft. For years, ERISA and other industry regulations have governed the guidelines all fiduciaries must comply with when drafting one. But the current climate of corporate scandal and the 2008 global banking crisis have led to increased scrutiny by regulators, prompting firms to take a closer look at the quality and integrity of their IPSs and to take steps to have a rigorous formal process in place for drafting them. Endorsed by the Foundation of Fiduciary Studies, this concise guide provides a rigorous framework and the expert insight, information and guidance you need to guarantee that your IPS is in complete compliance with all ERISA-directed requirements. Provides a step-by-step plan for creating a uniform IPS that every advisor in the office can follow Defines the duties and responsibilities of all parties involved, while clarifying diversification guidelines and providing methods for keeping costs under control Packed with ready-to-use templates, sample forms, letters and other documents, diagrams and other valuable tools, including sample Policy Statement downloadable at the companion website Designed to get you quickly up to speed on what you need to know to confidently serve your clients with the highest standards of care and protection
