By Daniel Cassidy

Pressestimmen

"The publication deals strategic and pragmatic "tell it love it is" recommendation on numerous key issues..." (PEF, July 2007)

Kurzbeschreibung

"Daniel Cassidy has written a close, entire advisor for managers to appreciate and prevail on the ongoing technique of coping with an organization retirement plan. If motivating your staff is critical to you as a supervisor, this ebook is a necessary key in your success." --Josh Gordon, writer of displays that vary Minds and promoting 2.0 Written by way of well known retirement merits making plans expert Daniel Cassidy, A Manager's advisor to Strategic Retirement Plan administration specializes in present top practices concerning company-sponsored retirement plans in the usa. packed with in-depth insights and specialist recommendation, this priceless consultant will relief managers in utilising strategic considering to their retirement plan administration activities--whether it's a 401(k) plan, making an investment in corporation inventory, or a standard outlined gain plan. it's going to additionally assist you to view retirement plans in a holistic manner--ever extra worthwhile given the unpredictable financial system and up to date problems with businesses reminiscent of Enron and WorldCom. overlaying every little thing from administrative matters to monetary and felony obligations, A Manager's advisor to Strategic Retirement Plan administration will let you make the simplest judgements attainable whereas dealing with this ongoing procedure and assist you locate suggestions that top suit your organization's particular wishes.

Show description

Read Online or Download A Manager's Guide to Strategic Retirement Plan Management PDF

Similar personal finance books

Buckets of Money: How to Retire in Comfort and Safety

A confirmed method to financially organize for retirementAre you brooding about when you could make your retirement mark downs final? concerned with inflation decreasing your procuring energy? fearful concerning the inventory market's violent swings? In Buckets of cash: how one can Retire in convenience and security, nationally well-known qualified monetary PlannerTM and radio character Ray Lucia provides you with a sensible and conservative method to shield and develop your nest egg-so you could take pleasure in a snug retirement with out being concerned approximately your cash working out.

Income Inequality: Why It Matters and Why Most Economists Didn’t Notice

Winning monetary conception attributes the 2008 crash and the good Recession that to low rates of interest, comfy borrowing criteria, and the housing cost bubble. After cautious analyses of statistical proof, besides the fact that, Matthew Drennan stumbled on that source of revenue inequality was once the decisive issue in the back of the obstacle.

Your New Money Mindset: Create a Healthy Relationship with Money

Your New funds approach is a brand new mind set concerning the position cash performs in our lives. many folks reside with ongoing, and sometimes unexamined, stress concerning funds. Few people have particularly escaped the credit-card capture or freed ourselves from concerns approximately having sufficient for the longer term. Co-authors Brad Hewitt, CEO of Thrivent monetary, and James Moline, approved psychologist, think we haven’t spent adequate time reading our primary attitudes towards funds and aligning these attitudes to our middle values.

Mindshift: Break Through Obstacles to Learning and Discover Your Hidden Potential

Mindshift finds how we will conquer stereotypes and preconceived rules approximately what's attainable for us to profit and turn into.   At a time after we are consistently being requested to retrain and reinvent ourselves to evolve to new applied sciences and altering industries, this ebook exhibits us how we will be able to discover and increase abilities we didn’t discover we had—no topic what our age or history.

Extra resources for A Manager's Guide to Strategic Retirement Plan Management

Sample text

Vendors dig in, fix the problem, work to communicate the solution, and move on. That’s the way it should be. Overall, we see ongoing vendor management as an extension of the search process. First, we recommend that you have an annual service review in which you review successes and failures during the previous year. At this meeting, we recommend that you focus on the goals and objectives 32 A MANAGER’S GUIDE TO STRATEGIC RETIREMENT PLAN MANAGEMENT identified during the search process—basically what is important to you the client, what makes your organization different from all the rest.

That provide reasonable assurance regarding prevention of or timely detection of unauthorized acquisition, use or disposition of . . assets that could have a material effect on the financial statements. A control focuses on: • Reduction of the possibility of financial restatement. • Security of assets. (continues) 46 A MANAGER’S GUIDE TO STRATEGIC RETIREMENT PLAN MANAGEMENT (continued) • Approval of transactions. • Maintenance of records. ) does not mean that your controls are strong. Designing a control necessary to comply with SOX is beyond the scope of this book.

Example • Company ABC with role fulfilled by the board of directors or delegated to a senior executive group FIDUCIARIES ■ Key role • Safeguarding assets of the plan for plan beneficiaries ■ Responsibilities • How best to invest plan assets • Make key decisions regarding plan administration such as interpretation of plan document language ■ Example • Pension committee of Company ABC PLAN ADMINISTRATOR ■ Key Role • Maintaining plan records and accounts to determine benefits ■ Responsibilities ■ • Methods and procedures to ensure plan is operated in accordance with plan documents and all legal parameters Example • Human resources department of Company ABC TRUSTEE ■ Key role • Holds assets of the plan ■ Responsibilities • Are the appropriate controls and procedures in place to ensure that all moneys following through the plan are proper?

Download PDF sample

Download A Manager's Guide to Strategic Retirement Plan Management by Daniel Cassidy PDF
Rated 4.16 of 5 – based on 14 votes