Matthew X. Smith's Managing Your Firm's 401(k) Plan: A Complete Roadmap to PDF

By Matthew X. Smith

An aim source for coping with your firm's 401(k) plan

With the new uncertainty within the financial system and monetary markets, 401(k) plans are actually below extra scrutiny than ever. Written for finance and profit pros who're liable for the administration, operations, or oversight in their company's 401(k) plan, Managing Your Firm's 401(k) Plan deals a consultant to designing and dealing with a 401(k) with a spotlight on monetary, fiduciary, and regulatory standards.

While there are many books on 401(k) plans written for the person investor, there are only a few assets for pros fascinated about 401(k) administration. This booklet successfully fills that void

  • It was once particularly written for execs fascinated by 401(k) management
  • It comprises regulatory and fiduciary info wanted for compliance purposes
  • It used to be created through skilled specialists within the outlined contribution plan arena

Topics coated all through this insightful consultant comprise measuring retirement readiness, setting up plan governance, handling the plan's funding menu, tracking list keeper functionality, speaking successfully with staff, aiding individuals deal with their retirement source of revenue, and lots more and plenty more.

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Managing Your Firm's 401(k) Plan: A Complete Roadmap to Managing Today's Retirement Plans (Wiley Finance) by Matthew X. Smith

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