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Książka Understanding ERISA Ken Ziesenheim

Understanding ERISA

A Compact Guide to the Landmark Act

Autor: Ken Ziesenheim
Język: Angielski
Oprawa: Miękka
Wydawca: John Wiley & Sons Inc
Dostępność: Dostępna u dostawcy
Wysyłamy za 9-15 dni
71.09 zł
Every advisor in your firm should have a copy" of this compact new guide, claims Harold Evensky, res...

Informacje o książce

Autor
Ken Ziesenheim
Język
Angielski
Oprawa
Książka - Miękka
Data wydania
2002
strony
144
EAN
9781931611428
ISBN
1931611424
Enbook ID
05031708
Wydawca
John Wiley & Sons Inc
Waga
196
Wymiary
140 x 217 x 10

Pełny opis

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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