Understanding ERISA

A Compact Guide to the Landmark Act

Autor: Ken Ziesenheim

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Editura: John Wiley & Sons Inc

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Every advisor in your firm should have a copy" of this compact new guide, claims Harold Evensky, res...

Informații despre carte

Autor

Ken Ziesenheim

Limbă

engleză

Legare

Carte - Carte broșată

Publicat

2002

Pagini

144

EAN

9781931611428

ISBN

1931611424

Enbook ID

05031708

Editura

John Wiley & Sons Inc

Greutate

196

Dimensiuni

140 x 217 x 10

Descriere completă

Every advisor in your firm should have a copy" of this compact new guide, claims Harold Evensky, respected financial professional and author of Wealth Management. Evensky knows all too well that firms and individual advisors need to protect themselves now more than ever. In the climate of corporate scandals and market downturns - being in compliance is critical to avoiding liability challenges. But - the scope and complexity of the landmark ERISA act has left trustees and fiduciaries struggling to ensure that they remain in compliance. Now, industry pro Ken Ziesenheim's concise booklet covers the four key provisions of ERISA in simple, straightforward terms. He includes sample forms, policy statements, a glossary of terms and everything needed to make understanding -- and complying with ERISA -- as easy as a,b,c. And, he covers four all-important steps for: * selecting and hiring a manager * monitoring activities of outside managers * documenting meetings to prevent complications * And interpreting the "Prudent Investor Rule"Help make sure you -- and every professional in your firm - stays in compliance, by following the basic guidelines presented in this new work.

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Understanding ERISA

A Compact Guide to the Landmark Act

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Descriere completă

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