{"product_id":"a-managers-guide-to-strategic-retirement-plan-management-isbn-9780471771739","title":"A Manager's Guide to Strategic Retirement Plan Management","description":"\"Daniel Cassidy has written a detailed, comprehensive guide for managers to understand and succeed at the ongoing process of managing a company retirement plan. If motivating your employees is important to you as a manager, this book is an essential key to your success.\"\u003cbr\u003e --Josh Gordon, author of Presentations That Change Minds and Selling 2.0\u003cbr\u003e \u003cbr\u003e Written by renowned retirement benefits planning specialist Daniel Cassidy, A Manager's Guide to Strategic Retirement Plan Management focuses on current best practices regarding company-sponsored retirement plans within the United States.\u003cbr\u003e \u003cbr\u003e Filled with in-depth insights and expert advice, this valuable guide will aid managers in applying strategic thinking to their retirement plan management activities--whether it be a 401(k) plan, investing in company stock, or a traditional defined benefit plan. It will also help you to view retirement plans in a holistic manner--ever more necessary given the unpredictable economy and recent troubles with companies such as Enron and WorldCom.\u003cbr\u003e \u003cbr\u003e Covering everything from administrative issues to financial and legal responsibilities, A Manager's Guide to Strategic Retirement Plan Management will allow you to make the best decisions possible while managing this ongoing process and help you find solutions that best fit your organization's specific needs. \u003cp\u003eAcknowledgments vii\u003c\/p\u003e \u003cp\u003eChapter 1 Introduction 1\u003c\/p\u003e \u003cp\u003eChapter 2 The Basics of Retirement Plans 5\u003c\/p\u003e \u003cp\u003eChapter 3 Administration 23\u003c\/p\u003e \u003cp\u003eChapter 4 Fiduciary Duty 33\u003c\/p\u003e \u003cp\u003eChapter 5 Financial 49\u003c\/p\u003e \u003cp\u003eChapter 6 Human Resources 79\u003c\/p\u003e \u003cp\u003eChapter 7 How to Hire the Right Consultants 107\u003c\/p\u003e \u003cp\u003eChapter 8 General Trends 119\u003c\/p\u003e \u003cp\u003eChapter 9 Where to Go for Help? 141\u003c\/p\u003e \u003cp\u003eAppendix A Company ABC—Request for Proposal: 401(k) Savings Plan 147\u003c\/p\u003e \u003cp\u003eAppendix B Sample Traditional Request for Proposal 151\u003c\/p\u003e \u003cp\u003eAppendix C Sample Defined Contribution Plan Investment Policy Statement 167\u003c\/p\u003e \u003cp\u003eAppendix D 401(k) Plan Investment Performance Review 181\u003c\/p\u003e \u003cp\u003eAppendix E Replacement Ratio Study: A Measurement Tool for Retirement Planning 203\u003c\/p\u003e \u003cp\u003eAppendix F Selecting a Default Fund for a Defined Contribution Plan 233\u003c\/p\u003e \u003cp\u003eAppendix G Argus Consulting Ltd NGO Retirement\u003c\/p\u003e \u003cp\u003ePlan Survey—2005 Results 255\u003c\/p\u003e \u003cp\u003eAppendix H Lessons from Behavioral Finance and the\u003c\/p\u003e \u003cp\u003eAutopilot 401(k) Plan 257\u003c\/p\u003e \u003cp\u003eIndex 275\u003c\/p\u003e \"The book offers strategic and pragmatic \"tell it like it is\" advice on a variety of key issues…\" (\u003ci\u003ePEF\u003c\/i\u003e, July 2007) \u003cb\u003eDANIEL CASSIDY\u003c\/b\u003e, FSA, is President of Argus Consulting Ltd (www.arguscl.com) and has more than fifteen years of experience in the consulting field. He partners with plan sponsors to maximize the overall effectiveness of their retirement plans through plan design, asset deployment, outsourcing, financial forecasting, and M\u0026amp;A due diligence. He is also on the faculty at Boston College's Center for Retirement Research and has published articles in Employment Relations Today, Handbook of Business Strategy, Employee Benefit Plan Review, and Employee Benefit News, among others. A renowned specialist in retirement benefits planning, he has spoken widely at both industry conferences and professional society meetings.  Although retirement plans may not be at the top of every manager's list when considering the bottom line, the fact is that a well-managed retirement plan is important to a company's ultimate success. Not only is a retirement plan an excellent tool to attract and retain high-quality employees, it's also a smart way to reduce a company's tax burden. \u003cbr\u003e \u003cbr\u003e   \u003cp\u003eRegardless of the type of plan you currently manage—from a traditional defined benefit program to profit sharing—you have to be familiar with the rules of a plan as well as other issues, including investment risk and legal requirements, to make the most informed decisions possible.\u003c\/p\u003e \u003cp\u003eAuthor Daniel Cassidy is a renowned specialist in retirement benefits planning, and as President of Argus Consulting, he has helped numerous clients maximize the value of their retirement plans. Now, with A Manager's Guide to Strategic Retirement Plan Management, he looks to share the knowledge he has gained over his career to help you find the solutions that best fit your organization's specific needs.\u003c\/p\u003e \u003cp\u003eWhether you're self-managing within your company, outsourcing the total retirement plan management process to outside vendors, or utilizing a combination of both methods to get the job done, A Manager's Guide to Strategic Retirement Plan Management will show you how to confidently navigate this continuously changing discipline.\u003c\/p\u003e \u003cp\u003eFilled with in-depth insight and expert advice, this valuable guide examines the specific elements of a retirement plan that managers can control. It also provides an explanation of the levers that can be used to impact the real outcome of your plan. Short case studies included throughout the book will enhance your understanding of these and other topics, such as:\u003c\/p\u003e \u003cul\u003e \u003cli\u003eThe fundamentals of retirement plans\u003c\/li\u003e \u003cli\u003eSorting out the administrative aspects of a plan\u003c\/li\u003e \u003cli\u003eFiduciary responsibilities\u003c\/li\u003e \u003cli\u003eThe funding of a plan, who should bear the investment risks, and accounting\/actuarial issues\u003c\/li\u003e \u003cli\u003eDesigning an effective retirement plan\u003c\/li\u003e \u003cli\u003eUnderlying currents and megatrends in the retirement arena\u003c\/li\u003e \u003c\/ul\u003e \u003cp\u003eRetirement plan management is not about making investment decisions, it's about managing a prudent process—and with A Manager's Guide to Strategic Retirement Plan Management, you'll discover how to do this and much more as you weigh the pros and cons of various retirement plan strategies.\u003c\/p\u003e  \"Daniel Cassidy has written a detailed, comprehensive guide for managers to understand and succeed at the ongoing process of managing a company retirement plan. If motivating your employees is important to you as a manager, this book is an essential key to your success.\"\u003cbr\u003e —Josh Gordon, author of \u003ci\u003ePresentations That Change Minds and Selling 2.0\u003c\/i\u003e  \u003cp\u003eWritten by renowned retirement benefits planning specialist Daniel Cassidy, \u003ci\u003eA Manager's Guide to Strategic Retirement Plan Management\u003c\/i\u003e focuses on current best practices regarding company-sponsored retirement plans within the United States.\u003c\/p\u003e \u003cp\u003eFilled with in-depth insights and expert advice, this valuable guide will aid managers in applying strategic thinking to their retirement plan management activities—whether it be a 401(k) plan, investing in company stock, or a traditional defined benefit plan. It will also help you to view retirement plans in a holistic manner—ever more necessary given the unpredictable economy and recent troubles with companies such as Enron and WorldCom.\u003c\/p\u003e \u003cp\u003eCovering everything from administrative issues to financial and legal responsibilities, \u003ci\u003eA Manager's Guide to Strategic Retirement Plan Management\u003c\/i\u003e will allow you to make the best decisions possible while managing this ongoing process and help you find solutions that best fit your organization's specific needs.\u003c\/p\u003e","brand":"Wiley","offers":[{"title":"Default Title","offer_id":47988638220517,"sku":"NP9780471771739","price":49.95,"currency_code":"USD","in_stock":false}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/1842\/7735\/files\/9780471771739.jpg?v=1761781070","url":"https:\/\/k12savings.com\/es\/products\/a-managers-guide-to-strategic-retirement-plan-management-isbn-9780471771739","provider":"K12savings","version":"1.0","type":"link"}