A Compact Guide to the Landmark Act
By (author) Ken Ziesenheim
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Understanding ERISA by Ken Ziesenheim
Book DescriptionEvery 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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Book DetailsISBN: 9781931611428
(216mm x 137mm x 9mm)
Imprint: Marketplace Books
Publisher: John Wiley & Sons Inc
Publish Date: 8-Mar-2002
Country of Publication: United States
Books By Author Ken Ziesenheim
J.K. Lasser Pro Separate Account Management, Hardback (May 2003)
A FINANCIAL ADVISOR'S GUIDE TO A PERSONAL AND FLEXIBLE MONEY MANAGEMENT APPROACH FOR HIGH NET WORTH CLIENTS Twenty years ago separate account management programs (SAMs) were reserved for the sophisticated advisor who only served the very wealthy. Today, SAM programs have become available to most advisors and several layers of the affluent.
Protect Your 401(k), Paperback (October 2002)» View all books by Ken Ziesenheim
Providing information for workers looking to protect their company 401(k) assets, this book explains what a 401(k) is, and how to take advantage of matching programs. It covers: steps every worker should take first; how 401(k) plans work; advanced strategies for putting a plan to work; warning signs of a 401(k) provider in trouble; and more.
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