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

By Daniel Cassidy


"The publication bargains strategic and pragmatic "tell it love it is" recommendation on various key issues..." (PEF, July 2007)


"Daniel Cassidy has written a close, entire advisor for managers to appreciate and be successful on the ongoing technique of coping with an organization retirement plan. If motivating your staff is necessary to you as a supervisor, this booklet is a vital key in your success." --Josh Gordon, writer of displays that fluctuate Minds and promoting 2.0 Written by way of well known retirement advantages making plans professional Daniel Cassidy, A Manager's consultant to Strategic Retirement Plan administration makes a speciality of present top practices relating to company-sponsored retirement plans in the usa. full of in-depth insights and specialist suggestion, this helpful consultant will relief managers in utilising strategic pondering to their retirement plan administration activities--whether it's a 401(k) plan, making an investment in corporation inventory, or a standard outlined profit plan. it is going to additionally assist you to view retirement plans in a holistic manner--ever extra worthwhile given the unpredictable financial system and up to date issues with businesses resembling Enron and WorldCom. protecting every little thing from administrative concerns to monetary and felony obligations, A Manager's consultant to Strategic Retirement Plan administration will let you make the simplest judgements attainable whereas dealing with this ongoing procedure and assist you locate strategies that most sensible suit your organization's particular wishes.

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At a bare minimum, we would suggest fiduciaries meet at least once per year. However, we are more comfortable recommending that they meet two to four times annually. ■ Communicating to participants about the activities of the fiduciaries. Piggybacking on top of other required communication, such as the Summary Annual Report, some of our clients include a short communication piece about the fiduciaries and their activities. This could be a simple statement saying who is on the committee and an overview of their responsibilities and activities during the year.

A wide variety of funds. Fiduciaries also thought that if they had 20 funds in their investment line-up, then if one fund “tanked,” it would not be so bad. However, recent notices from the Department of Labor have changed people’s opinion. The Department of Labor’s view is that more funds equals more oversight. As a result, many fiduciaries are looking at cutting back the number of fund choices. Combine the Department of Labor’s view with the complexity of communicating 20-plus funds and you can see this as a reasonable course of action.

That pertain to the maintenance of records . . that receipts and expenditures . . are made only in accordance with authorizations . . that provide reasonable assurance regarding prevention of or timely detection of unauthorized acquisition, use or disposition of . . assets that could have a material effect on the financial statements. A control focuses on: • Reduction of the possibility of financial restatement. • Security of assets. (continues) 46 A MANAGER’S GUIDE TO STRATEGIC RETIREMENT PLAN MANAGEMENT (continued) • Approval of transactions.

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