Brand New, Unread Copy in Perfect Condition. A+ Customer Service! Summary: The landscape over the last thirty years in corporate (401k, profit sharing, etc. ), government (457 plans) and non-profit retirement plans (403b) has shifted toward participant directed funding and investment selection. This shift culminated in the Supreme Courts recent ruling allowing plan participants to sue fiduciaries. Buchnummer des Verkäufers
Inhaltsangabe: Praise for The Four Pillars of Retirement Plans
"This up-to-the-minute book shows how the Supreme Court's recent LaRue decision has reshaped the world of retirement plans. Rules governing fiduciaries of defined benefit plans may no longer protect fiduciaries of defined contribution plans and may actually harm them. The Four Pillars of Retirement Plans is indispensable for plan sponsors and other fiduciaries, and for all those advising them, including investment advisors and attorneys."
—W. Scott Simon, JD, CFP, AIFA, author of The Prudent Investor Act: A Guide to Understanding and Morningstar "Fiduciary Focus" columnist
"This book is a must-read for all plan sponsors, financial advisors, and ERISA attorneys if they have any hope of defending themselves from the mountain of litigation looming on the horizon for all participant-directed retirement plans and provides a road map to easily modify antiquated procedures born in the defined benefit era that contradict today's participant-directed retirement plans. Plaintiff's counsel is sure to have read this book; if you don't, you will be defenseless in these suits."
—Edward Siedle, Esq., "The Pension Detective" and President of Benchmark Financial Services, Inc.
"If you are a trustee, plan sponsor, or financial advisor serious about the retirement plan marketplace, you MUST read this book, or you will be ill-equipped to deal with the fiduciary meltdown non-readers will be facing."
—John Lohr, ERISA attorney and author
From the Inside Flap: In the February 2008 landmark Supreme Court ruling LaRue v. DeWolff, Boberg & Associates, Inc., the Court ruled on the ability of an individual participant to sue retirement plan fiduciaries. This ruling significantly changed the landscape of fiduciary liability and risks for trustees. With the Court's decision that any individual can sue for breaches based solely on the impairment of their personal plan balances, a potential floodgate of new lawsuits may have been opened. This has profound implications for exercising new forms of procedural prudence designed specifically for participant-directed funding and investment selection.
The Four Pillars of Retirement Plans provides a road map that all fiduciaries can use to adjust their actions to shelter themselves from the massive liabilities they may face-as well as serving as a guide for attorneys representing retirement plan participants.
Drawing on his nearly twenty-five years of ERISA experience as a fiduciary, author, and Registered Investment Advisor, David Loeper details his four pillars of retirement plans-the specific four pillars of ERISA concepts that need procedural adjustment by trustees and advisors. In Part I of the book, he examines each of the four pillars from a perspective of the changing landscape toward participant-directed retirement plans, the generally accepted procedures of the past that have become outdated, the actions all fiduciaries need to take to adjust to this landscape, and perhaps, more importantly, the rationale behind such changes. In Part II, he explains to plan sponsors, investment managers, plan consultants, and fiduciaries why the Supreme Court's ruling will change the environment for measuring their responsibilities and liabilities in years to come. In Part III, he offers some practical solutions to these new problems, identifying how some of the "safest" fiduciary actions are no longer so safe, what you can do about getting ahead of the curve to avoid needless liability, and where to locate free resources that fiduciaries can use to help mitigate their risks and help to document procedural prudence in the future landscape for participant-directed plans.
For financial advisors, attorneys, and other fiduciaries, The Four Pillars of Retirement Plans will be an invaluable resource for dealing with the monumental changes ahead.
Buchbeschreibung Wiley, 2009. Buchzustand: Good. 1st Edition. Former Library book. Shows some signs of wear, and may have some markings on the inside. Buchnummer des Verkäufers GRP17425111
Buchbeschreibung Wiley, 2009. Buchzustand: Good. 1st Edition. Ships from Reno, NV. Former Library book. Shows some signs of wear, and may have some markings on the inside. Buchnummer des Verkäufers GRP91391475
Buchbeschreibung Wiley & Sons, Incorporated, John. Hardcover. Buchzustand: As New. This copy appears to be in nearly new condition. Buchnummer des Verkäufers G0470449993I2N00
Buchbeschreibung Wiley & Sons, Incorporated, John. Hardcover. Buchzustand: Very Good. Very good condition - book only shows a small amount of wear. Buchnummer des Verkäufers G0470449993I4N00
Buchbeschreibung Wiley & Sons, Incorporated, John. Hardcover. Buchzustand: Very Good. This copy shows very minor wear. Buchnummer des Verkäufers G0470449993I4N00
Buchbeschreibung Wiley & Sons, Incorporated, John. Hardcover. Buchzustand: As New. Almost in new condition. Book shows only very slight signs of use. Cover and binding are undamaged and pages show minimal use. Buchnummer des Verkäufers G0470449993I2N00
Buchbeschreibung Wiley. Hardcover. Buchzustand: Very Good. 0470449993 Ships promptly. Buchnummer des Verkäufers ETC2796SFGG070317H0103A
Buchbeschreibung Wiley, 2009. Hardcover. Buchzustand: Used: Good. Buchnummer des Verkäufers SONG0470449993
Buchbeschreibung Wiley, 2009. Hardcover. Buchzustand: Very Good. Great condition with minimal wear, aging, or shelf wear. Buchnummer des Verkäufers P020470449993
Buchbeschreibung Wiley, 2009. Hardcover. Buchzustand: New. book. Buchnummer des Verkäufers M0470449993