We a good story
Quick delivery in the UK

Understanding ERISA

- A Compact Guide to the Landmark Act

part of the Wiley Trading series

About Understanding ERISA

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.

Show more
  • Language:
  • English
  • ISBN:
  • 9781931611428
  • Binding:
  • Paperback
  • Pages:
  • 144
  • Published:
  • March 7, 2002
  • Dimensions:
  • 137x216x10 mm.
  • Weight:
  • 209 g.
Delivery: 2-4 weeks
Expected delivery: December 6, 2024

Description of Understanding ERISA

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.

User ratings of Understanding ERISA



Find similar books
The book Understanding ERISA can be found in the following categories:

Join thousands of book lovers

Sign up to our newsletter and receive discounts and inspiration for your next reading experience.