Managing Your Firm's 401(k) Plan
eBook - ePub

Managing Your Firm's 401(k) Plan

A Complete Roadmap to Managing Today's Retirement Plans

  1. English
  2. ePUB (mobile friendly)
  3. Available on iOS & Android
eBook - ePub

Managing Your Firm's 401(k) Plan

A Complete Roadmap to Managing Today's Retirement Plans

About this book

An objective resource for managing your firm's 401(k) plan

With the recent uncertainty in the economy and financial markets, 401(k) plans are now under more scrutiny than ever. Written for finance and benefit professionals who are responsible for the management, operations, or oversight of their company's 401(k) plan, Managing Your Firm's 401(k) Plan offers a guide to designing and managing a 401(k) with a focus on financial, fiduciary, and regulatory standards.

While there are plenty of books on 401(k) plans written for the individual investor, there are very few resources for professionals involved in 401(k) management. This book effectively fills that void

  • It was specifically written for professionals involved in 401(k) management
  • It includes regulatory and fiduciary information needed for compliance purposes
  • It was created by experienced experts in the defined contribution plan arena

Topics covered throughout this insightful guide include measuring retirement readiness, establishing plan governance, managing the plan's investment menu, monitoring record keeper performance, communicating effectively with employees, helping participants manage their retirement income, and much more.

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Information

Publisher
Wiley
Year
2010
Print ISBN
9780470553008
Edition
1
eBook ISBN
9780470875896
Subtopic
Finance

Table of contents

  1. Title Page
  2. Copyright Page
  3. Preface
  4. Acknowledgments
  5. CHAPTER 1 - The Importance of the 401(k) Plan
  6. CHAPTER 2 - The Role of the Employer
  7. CHAPTER 3 - Measuring Retirement Readiness
  8. CHAPTER 4 - Establishing a 401(k) Plan
  9. CHAPTER 5 - Plan Governance and Fiduciary Issues
  10. CHAPTER 6 - Protecting Plan Fiduciaries
  11. CHAPTER 7 - Establishing and Managing Plan Investments
  12. CHAPTER 8 - Managing Your Plan’s Operations
  13. CHAPTER 9 - Design and Management of Distribution Options
  14. CHAPTER 10 - How Business Transactions Affect 401(k) Plans
  15. CHAPTER 11 - Financial Communication and Education for Participants
  16. CHAPTER 12 - Helping Participants Manage Their Retirement Income
  17. Notes
  18. Index

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Yes, you can access Managing Your Firm's 401(k) Plan by Matthew X. Smith in PDF and/or ePUB format, as well as other popular books in Business & Finance. We have over 1.5 million books available in our catalogue for you to explore.