Understanding ERISA

A Compact Guide to the Landmark Act

Szerző: Ken Ziesenheim

Nyelv:

Kötés: Puha kötésű

Kiadó: John Wiley & Sons Inc

Elérhetőség: Beszállítói készleten

Küldés 9-15 napon belül

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

Információk a könyvről

Szerző

Ken Ziesenheim

Nyelv

Angol

Kötés

Könyv - Puha kötésű

Kiadva

2002

oldal

144

EAN

9781931611428

ISBN

1931611424

Enbook ID

05031708

Kiadó

John Wiley & Sons Inc

Súly

196

Méretek

140 x 217 x 10

Teljes leírás

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

Információk a könyvről

Teljes leírás

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Azok a vásárlók, akik ezt a könyvet megvásárolták, a következőket is megvásárolták