Rewarding Retirement is an indispensable guidebook for the millions of fiduciaries who operate retirement plans at companies and nonprofits across America. It is their legal and ethical duty to watch out for the employees who invest in those plans and to stand up against anyone or anything trying to take advantage of them. By doing a good job of overseeing high-quality plans, the fiduciaries can strengthen families, communities, and society-but whether they are doing a good job has long been anyone's guess. Brian D. Allen has a better way. In his new book, he introduces objective and…mehr
Rewarding Retirement is an indispensable guidebook for the millions of fiduciaries who operate retirement plans at companies and nonprofits across America. It is their legal and ethical duty to watch out for the employees who invest in those plans and to stand up against anyone or anything trying to take advantage of them. By doing a good job of overseeing high-quality plans, the fiduciaries can strengthen families, communities, and society-but whether they are doing a good job has long been anyone's guess. Brian D. Allen has a better way. In his new book, he introduces objective and measurable standards for assessing the quality of retirement plans. He dispels the confusion of reports that create the illusion of expertise. In short, Rewarding Retirement gives plan fiduciaries the tools to serve well as the watchdogs and advocates entrusted with protecting their colleagues' retirement dreams.
BRIAN D. ALLEN, CFP®, has been an advocate for professionalism and a quiet pioneer in the qualified retirement plan industry for more than twenty-five years. He is founder and chairman of Pension Consultants Inc. (PCI), based in Springfield, Missouri. PCI is a fee-only plan adviser on a mission to improve the financial security of American workers. Consistently ranked among top industry leaders, PCI embraces plan management based on transparent results for participants, with the goal of putting a Rewarding Retirement within reach for all. Allen also was an early mover to a business model that eliminates incentives and inducements that can influence recommendations to clients. His entire career has been dedicated to helping plan committees deliver meaningful results for their participants.
Inhaltsangabe
AN HONOR AND A CHALLENGE GOOD FOR ONE AND ALL THE ROOTS OF ERISA THE RULES OF THE GAME KEEPING OUT OF TROUBLE CONDUCTING THE ORCHESTRA WHAT¿S ON THE MENU? WHY FEES MATTER CONTRIBUTIONS MATTER MOST DOING WELL BY DOING GOOD ACKNOWLEDGMENTS
AN HONOR AND A CHALLENGE GOOD FOR ONE AND ALL THE ROOTS OF ERISA THE RULES OF THE GAME KEEPING OUT OF TROUBLE CONDUCTING THE ORCHESTRA WHAT¿S ON THE MENU? WHY FEES MATTER CONTRIBUTIONS MATTER MOST DOING WELL BY DOING GOOD ACKNOWLEDGMENTS
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