Understanding ERISA

A Compact Guide to the Landmark Act

Autor: Ken Ziesenheim

Jazyk:

Väzba: Brožovaná

Vydavateľ: John Wiley & Sons Inc

Dostupnosť: Skladom u dodávateľa

Odosielame za 9-15 dní

15.65 €

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

Informácie o knihe

Autor

Ken Ziesenheim

Jazyk

Angličtina

Väzba

Kniha - Brožovaná

Vydalo

2002

Stránok

144

EAN

9781931611428

ISBN

1931611424

Enbook ID

05031708

Vydavateľ

John Wiley & Sons Inc

Hmotnosť

196

Rozmery

140 x 217 x 10

Kompletný popis

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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