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A Manager's Guide to Strategic Retirement Plan Management
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A Manager's Guide to Strategic Retirement Plan Management Hardback - 2006 - 1st Edition

by Daniel Cassidy

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From the publisher

"Daniel Cassidy has written a detailed, comprehensive guide for managers to understand and succeed at the ongoing process of managing a company retirement plan. If motivating your employees is important to you as a manager, this book is an essential key to your success."
--Josh Gordon, author of Presentations That Change Minds and Selling 2.0

Written by renowned retirement benefits planning specialist Daniel Cassidy, A Manager's Guide to Strategic Retirement Plan Management focuses on current best practices regarding company-sponsored retirement plans within the United States.

Filled with in-depth insights and expert advice, this valuable guide will aid managers in applying strategic thinking to their retirement plan management activities--whether it be a 401(k) plan, investing in company stock, or a traditional defined benefit plan. It will also help you to view retirement plans in a holistic manner--ever more necessary given the unpredictable economy and recent troubles with companies such as Enron and WorldCom.

Covering everything from administrative issues to financial and legal responsibilities, A Manager's Guide to Strategic Retirement Plan Management will allow you to make the best decisions possible while managing this ongoing process and help you find solutions that best fit your organization's specific needs.

From the jacket flap

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.

Details

  • Title A Manager's Guide to Strategic Retirement Plan Management
  • Author Daniel Cassidy
  • Binding Hardback
  • Edition number 1st
  • Edition 1
  • Pages 288
  • Volumes 1
  • Language ENG
  • Publisher Wiley, Hoboken, NJ
  • Publication date 2006-04-01
  • Illustrated Yes
  • Features Dust Cover, Illustrated, Index, Table of Contents
  • ISBN 9780471771739 / 0471771732
  • Weight 1.05 lbs (0.48 kg)
  • Dimensions 9.08 x 6.34 x 0.98 in (23.06 x 16.10 x 2.49 cm)
  • Category Business / Economics / Finance
  • Library of Congress subjects Retirement income - United States, Retirement - United States - Planning
  • Library of Congress Catalogue Number 2005036107
  • Dewey Decimal Code 658.3

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Citations

  • Reference and Research Bk News, 02/01/2007, Page 141

About the author

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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A Manager's Guide to Strategic Retirement Plan Management

A Manager's Guide to Strategic Retirement Plan Management

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A Manager's Guide to Strategic Retirement Plan Management

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