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The 401(k) owner's manual : a blueprint for building and maintaining an elite 401(k) plan for your employees / Scott Everhart, CFP, AIF, Brian Hanna, AIF ; with Robert Shwab, CEBS.
Whether you are a business owner or corporate manager responsible for establishing and maintaining a 401(k) program or an engaged participant interested in plan design, this manual provides practical recommendations on creating and maintaining a best-in-class plan.Three retirement plan professionals help you: Understand how 401(k) plans work and the features that drive successful employee retirement outcomes. Make prudent decisions concerning costs, vendor selection, investments, plan design and operations. Govern your plan to limit liability and protect fiduciaries, while enhancing investment opportunities and helping employees achieve financial security.
Record details
- ISBN: 1532017650
- ISBN: 9781532017650
- Physical Description: xviii, 139 pages : illustrations ; 22 cm
- Publisher: Bloomington, Indiana : iUniverse, 2017.
- Copyright: ©2017
Content descriptions
Bibliography, etc. Note: | Includes bibliographical references (pages 137-139). |
Formatted Contents Note: | Components of every 401(k) plan -- What should I expect from my retirement plan advisor? -- Who is the fiduciary, and what does ERISA require? -- Optimal plan design strategies -- "My plan is free" and secrets of plan pricing -- Vendor management and benchmarking -- How to choose the ideal plan investments -- Managing for outcomes and participant retirement readiness -- Four success stories. |
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Genre: | Handbooks and manuals. Handbooks and manuals. |