Strategic Retirement Plan Management - Hardcover

Über die Autorin bzw. den Autor

DANIEL CASSIDY, FSA, is President of Argus Consulting Ltd (www.arguscl.com) and has more than fifteen years of experience in the consulting field. He partners with plan sponsors to maximize the overall effectiveness of their retirement plans through plan design, asset deployment, outsourcing, financial forecasting, and M&A due diligence. He is also on the faculty at Boston College's Center for Retirement Research and has published articles in Employment Relations Today, Handbook of Business Strategy, Employee Benefit Plan Review, and Employee Benefit News, among others. A renowned specialist in retirement benefits planning, he has spoken widely at both industry conferences and professional society meetings.

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Although retirement plans may not be at the top of every manager's list when considering the bottom line, the fact is that a well-managed retirement plan is important to a company's ultimate success. Not only is a retirement plan an excellent tool to attract and retain high-quality employees, it's also a smart way to reduce a company's tax burden.

Regardless of the type of plan you currently manage?from a traditional defined benefit program to profit sharing?you have to be familiar with the rules of a plan as well as other issues, including investment risk and legal requirements, to make the most informed decisions possible.

Author Daniel Cassidy is a renowned specialist in retirement benefits planning, and as President of Argus Consulting, he has helped numerous clients maximize the value of their retirement plans. Now, with A Manager's Guide to Strategic Retirement Plan Management, he looks to share the knowledge he has gained over his career to help you find the solutions that best fit your organization's specific needs.

Whether you're self-managing within your company, outsourcing the total retirement plan management process to outside vendors, or utilizing a combination of both methods to get the job done, A Manager's Guide to Strategic Retirement Plan Management will show you how to confidently navigate this continuously changing discipline.

Filled with in-depth insight and expert advice, this valuable guide examines the specific elements of a retirement plan that managers can control. It also provides an explanation of the levers that can be used to impact the real outcome of your plan. Short case studies included throughout the book will enhance your understanding of these and other topics, such as:

• The fundamentals of retirement plans
• Sorting out the administrative aspects of a plan
• Fiduciary responsibilities
• The funding of a plan, who should bear the investment risks, and accounting/actuarial issues
• Designing an effective retirement plan
• Underlying currents and megatrends in the retirement arena

Retirement plan management is not about making investment decisions, it's about managing a prudent process?and with A Manager's Guide to Strategic Retirement Plan Management, you'll discover how to do this and much more as you weigh the pros and cons of various retirement plan strategies.

Aus dem Klappentext

Although retirement plans may not be at the top of every manager's list when considering the bottom line, the fact is that a well-managed retirement plan is important to a company's ultimate success. Not only is a retirement plan an excellent tool to attract and retain high-quality employees, it's also a smart way to reduce a company's tax burden.

Regardless of the type of plan you currently manage--from a traditional defined benefit program to profit sharing--you have to be familiar with the rules of a plan as well as other issues, including investment risk and legal requirements, to make the most informed decisions possible.

Author Daniel Cassidy is a renowned specialist in retirement benefits planning, and as President of Argus Consulting, he has helped numerous clients maximize the value of their retirement plans. Now, with A Manager's Guide to Strategic Retirement Plan Management, he looks to share the knowledge he has gained over his career to help you find the solutions that best fit your organization's specific needs.

Whether you're self-managing within your company, outsourcing the total retirement plan management process to outside vendors, or utilizing a combination of both methods to get the job done, A Manager's Guide to Strategic Retirement Plan Management will show you how to confidently navigate this continuously changing discipline.

Filled with in-depth insight and expert advice, this valuable guide examines the specific elements of a retirement plan that managers can control. It also provides an explanation of the levers that can be used to impact the real outcome of your plan. Short case studies included throughout the book will enhance your understanding of these and other topics, such as:

• The fundamentals of retirement plans
• Sorting out the administrative aspects of a plan
• Fiduciary responsibilities
• The funding of a plan, who should bear the investment risks, and accounting/actuarial issues
• Designing an effective retirement plan
• Underlying currents and megatrends in the retirement arena

Retirement plan management is not about making investment decisions, it's about managing a prudent process--and with A Manager's Guide to Strategic Retirement Plan Management, you'll discover how to do this and much more as you weigh the pros and cons of various retirement plan strategies.