Managing Your Firm S 401 K Plan
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Managing Your Firm s 401 k Plan
Author | : Matthew X. Smith |
Publsiher | : Wiley |
Total Pages | : 240 |
Release | : 2010-09-07 |
Genre | : Business & Economics |
ISBN | : 0470553006 |
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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.
Managing Your Firm s 401 k Plan
Author | : Matthew X. Smith |
Publsiher | : John Wiley & Sons |
Total Pages | : 515 |
Release | : 2010-07-16 |
Genre | : Business & Economics |
ISBN | : 9780470875896 |
Download Managing Your Firm s 401 k Plan Book in PDF, Epub and Kindle
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.
Retire Ready
Author | : Terri McGray CFP® AIF® |
Publsiher | : Archway Publishing |
Total Pages | : 466 |
Release | : 2019-03-08 |
Genre | : Business & Economics |
ISBN | : 9781480873711 |
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When you offer your employees a 401(k) plan, you can’t just say “good luck” and expect success. Only a generation ago, employers provided pension plans that guaranteed employees a retirement income for life. Workers had to do little more than show up for work every day to earn benefits. Today, the responsibility has shifted. Workers are more responsible for their future than ever, yet they are ill prepared for the complexity of the issues that face them. It’s no easy task to prepare for retirement while juggling today’s financial demands. American’s are worried about their retirement, and with good reason. Longevity, market risks, taxes, uncertainty with Social Security, inflation, and soaring health care costs are a real concern. The lack of retirement readiness in the United States is troublesome. Terri McGray, CFP®, AIF® founder of Longevity Capital Management LLC, draws on thirty years of retirement expertise to help employers learn how to: • Reduce financial stress in the workforce • Support retirement readiness • Inspire and motivate action • Minimize costs and expenses • Lessen the workload and mitigate liability With easy-to-follow steps, Retire Ready will help you get your employees on the path towards retirement readiness.
Budgeting and Financial Management for Nurse Managers
Author | : Russell C. Swansburg |
Publsiher | : Jones & Bartlett Learning |
Total Pages | : 334 |
Release | : 1997 |
Genre | : Budget |
ISBN | : 0763702323 |
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Guide to Managing Your 401 k
Author | : Virginia B. Morris,Kenneth M. Morris |
Publsiher | : Lightbulb Press, Inc. |
Total Pages | : 35 |
Release | : 2004 |
Genre | : Electronic Book |
ISBN | : 9780974038698 |
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Someday Rich
Author | : Timothy Noonan,Matt Smith |
Publsiher | : John Wiley & Sons |
Total Pages | : 320 |
Release | : 2011-12-06 |
Genre | : Business & Economics |
ISBN | : 9780470920008 |
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To truly be successful, today’s financial advisor must strike the right balance between effectively engaging with his or her clients and finding meaningful ways to maintain their financial security. By framing your mission in this way, you can help your clients clarify their vision, build a plan to achieve it, and manage that plan so they stay on track. Nobody understands this better than authors Timothy Noonan and Matt Smith—two seasoned financial professionals with over five decades of combined experience working in the asset management business. And now, in Someday Rich, they show financial advisors with clients who are rich, or have the opportunity to become rich, how to sustain a client’s desired lifestyle to, and through, retirement. Engaging and informative, Someday Rich provides the context, description, and implementation suggestions for the Personal Asset Liability Model—a process that will allow you to determine a client’s funded status relative to their future spending needs as well as develop and monitor their investment plan accordingly. While the methods in the Personal Asset Liability Model may not have been practically accessible to past advisors with a large number of clients, this model now brings together the technical methods to answer important client questions in a way that is feasible and includes the communication strategies that can make the delivery of the advice model more effective. Along the way, this reliable resource discusses the business of giving good advice and addresses how to incorporate these steps into a client engagement road map. Insights on various other issues associated with this discipline are also included, such as how to develop client trust and deliver personalized service when you have so many clients, and contingency risks—life, health, disability, and long-term care—that need to be considered in the financial planning process. And in later chapters, single-topic essays, contributed by experts in the financial planning field, cover issues ranging from target date funds and the investment aspects of longevity risk to modern portfolio decumulation. Building more valuable relationships with your clients is a difficult endeavor. But with Someday Rich, you’ll discover what it takes to achieve this goal as you put them on a path to a sustainable financial future.
Personal Wealth Management and Retirement
Author | : Charles Kandziolka |
Publsiher | : Lulu.com |
Total Pages | : 154 |
Release | : 2012-11-01 |
Genre | : Self-Help |
ISBN | : 9781300140221 |
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Retirement is about personal choices and requires a lot of determination and dedication for you to live in comfort in your chosen lifestyle. Personal Wealth Management and Retirement will let you live your retirement on your terms. Personal Wealth Management and Retirement is about retirement, investing, and estate planning. You will learn how to take control of your retirement and produce spectacular returns on your investments. Using four core-investing principles you will be able to: * Protect your assets against drops in the stock market * Grow your nest egg to outpace inflation * Eliminate commissions and fees and keep that money for yourself * Minimize or eliminate taxes on your nest egg * Use the power of compounding to accumulate wealth. Take control of your future, keep the money your investments earn and you will be well on your way to a comfortable and enjoyable retirement.
Management from A to Zweig
Author | : ZweigWhite |
Publsiher | : ZweigWhite |
Total Pages | : 862 |
Release | : 2010-09-30 |
Genre | : Architecture |
ISBN | : 9781609500177 |
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