Download A Manager's Guide to Strategic Retirement Plan Management by Daniel Cassidy PDF

By Daniel Cassidy

ISBN-10: 0471771732

ISBN-13: 9780471771739


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


"Daniel Cassidy has written a close, complete advisor for managers to appreciate and be triumphant on the ongoing strategy of handling a firm retirement plan. If motivating your staff is necessary to you as a supervisor, this e-book is a necessary key in your success." --Josh Gordon, writer of shows that fluctuate Minds and promoting 2.0 Written through well known retirement merits making plans professional Daniel Cassidy, A Manager's advisor to Strategic Retirement Plan administration makes a speciality of present top practices concerning company-sponsored retirement plans in the usa. jam-packed with in-depth insights and specialist suggestion, this important consultant will reduction managers in utilizing strategic considering to their retirement plan administration activities--whether or not it's a 401(k) plan, making an investment in corporation inventory, or a conventional outlined profit plan. it is going to additionally assist you to view retirement plans in a holistic manner--ever extra useful given the unpredictable financial system and up to date issues with businesses reminiscent of Enron and WorldCom. masking every little thing from administrative concerns to monetary and criminal tasks, A Manager's consultant to Strategic Retirement Plan administration will let you make the simplest judgements attainable whereas handling this ongoing procedure and assist you locate options that top suit your organization's particular wishes.

Show description

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

Similar personal finance books

Your Business Your Pension: How to Use Your Business to Provide for a Better Retirement

When you are self-employed or are beginning your personal company you must take into consideration the way you are going to fund your pension. This publication may also help you to accommodate the arrival pensions problem so that you grants a practical source of revenue in your retirement. It outlines the root of the country pension provision, then is going directly to aspect a few of the methods you should use your online business to supply on your retirement, equivalent to: utilize the beneficiant tax benefits supplied through the Inland profit; comprehend the regulatory framework of supplying a pension for your self and your staff; know about SIPPs, SSASs, UURBS, FURBS, Stakeholder Pensions, Phased Retirement, Drawdowns, Open marketplace suggestions, and all of the different units you will discover in pensions literature; and achieve info on the best way to promote the company or move it directly to your loved ones.

The Smart Canadian's Guide to Saving Money: Pat Foran is On Your Side, Helping You to Stop Wasting Money, Start Saving It, and Build Your Wealth 2 E

Canada’s most sensible purchaser suggest returns with extra monetary recommendation. Canadian shoppers are interested by spending and handling what funds they do have properly, yet have extra questions than solutions on most monetary themes. tv character and patron recommend Pat Foran stocks assistance and techniques in regards to the questions and matters he sees almost always, and explains how a few little issues can quickly upload as much as handsome profit.

Developing, Validating and Using Internal Ratings

This ebook presents a radical research of inner score platforms. case experiences are dedicated to construction and validating statistical-based versions for debtors’ scores, utilizing SPSS-PASW and SAS statistical programs. Mainstream ways to development and validating types for assigning counterpart scores to small and medium businesses are mentioned, including their implications on lending technique.

Plan Your Own Estate: Passing on Your Assets and Your Values Legally and Efficiently

Plan your individual Estate: Passing in your resources and Your Values Legally and Efficiently takes an easy and engaging “you”-oriented method of facing one in all life’s certainties--death. While you "can’t take it with you," this e-book empowers you decide how your resources can top aid your loved ones if you are long gone.

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

Sample text

Those are the easy ones to fix. Sometimes we hear, “Karen at XYZ just left. She’s the fourth service rep to leave in two years. ” This one goes to the core of the vendor’s business management—retaining their own employees. In our practice, if you are experiencing this type of vendor service, you may be best served by moving your business. ■ Poor communication between vendor and client. ” Or, consider Administration 31 another case that just happened to a client of ours. The chief financial officer received a form letter from their bundled service vendor— signed by someone they did not know, saying, “Due to quarterly contribution requirements, you must make a $2 million contribution by next week or else.

Are there any pressing problems (poor investment performance) that need to be addressed? • Do fiduciaries change very often? • Have any significant plan changes/mergers taken place recently? Fiduciary Duty 39 ■ Our firm is usually hired initially because of a particular concern or issue. This usually leads us to hold more frequent meetings for a period of time to manage this situation as well as to conduct basic fiduciary training. However, after this initial period of activity, we usually see fiduciaries reduce their meeting frequency to either quarterly or semiannually.

Ongoing Vendor Management Since the decision to select a retirement plan vendor should be considered a medium-term decision, it is imperative that you manage this relationship assuming at least a five-year tenure. The key step is establishing clear communication channels between your organization and the vendor. That is why we consider it imperative that you meet with the vendor’s service team (in addition to any salesperson) personally during the evaluation phase. You need to get a feeling for this group who will be responsible for taking care of you and your plan once the sales process is complete.

Download PDF sample

Rated 4.98 of 5 – based on 31 votes