By Daniel Cassidy


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


"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.

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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?

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