{"product_id":"understanding-erisa-a-compact-guide-to-the-landmark-act-paperback-softback-9781931611428","title":"Understanding ERISA; A Compact Guide to the Landmark Act (Paperback \/ softback) 9781931611428","description":"\u003cfont face=\"Georgia\"\u003e\r\n\u003cp\u003e\u003cfont size=\"6\"\u003eUnderstanding ERISA\u003c\/font\u003e\u003cbr\u003e\r\n\u003cfont size=\"5\"\u003eA Compact Guide to the Landmark Act\u003c\/font\u003e\u003c\/p\u003e\r\n\r\n\r\n\r\n\r\n\u003cp\u003e\u003cfont size=\"4\"\u003eKen Ziesenheim (Author)\u003c\/font\u003e\u003c\/p\u003e\r\n\r\n\u003cp\u003e\u003cfont size=\"3\"\u003e9781931611428, Wiley\u003c\/font\u003e\u003c\/p\u003e\r\n\r\n\u003cp\u003e\u003cfont size=\"3\"\u003ePaperback \/ softback, published 8 March 2002\u003c\/font\u003e\u003c\/p\u003e\r\n\r\n\u003cp\u003e\u003cfont size=\"3\"\u003e144 pages\u003cbr\u003e21.6 x 13.7 x 1 cm, 0.209 kg\u003c\/font\u003e\u003c\/p\u003e\r\n\r\n\r\n\r\n\r\n\r\n\u003cp align=\"justify\"\u003e\u003cstrong\u003e\u003cfont size=\"3\"\u003e\u003cp\u003eEvery 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.\u003c\/p\u003e \u003cp\u003eIn 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.\u003c\/p\u003e \u003cp\u003eNow, 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.\u003c\/p\u003e \u003cp\u003eAnd, he covers four all-important steps for:\u003c\/p\u003e \u003cul\u003e \u003cli\u003eselecting and hiring a manager\u003c\/li\u003e \u003cli\u003emonitoring activities of outside managers\u003c\/li\u003e \u003cli\u003edocumenting meetings to prevent complications\u003c\/li\u003e \u003cli\u003eAnd 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.\u003c\/li\u003e \u003c\/ul\u003e\u003c\/font\u003e\u003c\/strong\u003e\u003c\/p\u003e\r\n\r\n\u003cp\u003e\u003cfont size=\"3\"\u003e\u003cp\u003eForeword i\u003c\/p\u003e \u003cp\u003eIntroduction 1\u003c\/p\u003e \u003cp\u003eChapter 1. Fiduciary Conduct 5\u003c\/p\u003e \u003cp\u003eChapter 2. Liabilities and Penalties 7\u003c\/p\u003e \u003cp\u003eChapter 3. Government Agencies 11\u003c\/p\u003e \u003cp\u003eChapter 4. Prudent Investor Rule 13\u003c\/p\u003e \u003cp\u003eChapter 5. Uniform Prudent Investor Act 17\u003c\/p\u003e \u003cp\u003eChapter 6. Prudent Investment Procedures 25\u003c\/p\u003e \u003cp\u003eChapter 7. Written Investment Policy 29\u003c\/p\u003e \u003cp\u003eChapter 8. Sample: Investment Policy Statement 35\u003c\/p\u003e \u003cp\u003eChapter 9. Investment Management Procedures 45\u003c\/p\u003e \u003cp\u003eChapter 10. Diversification of Plan Assets 47\u003c\/p\u003e \u003cp\u003eChapter 11. Asset Allocation 53\u003c\/p\u003e \u003cp\u003eChapter 12. Risk Management 57\u003c\/p\u003e \u003cp\u003eChapter 13. Prohibited Investment Transactions 59\u003c\/p\u003e \u003cp\u003eChapter 14. Monitoring and Evaluation 61\u003c\/p\u003e \u003cp\u003eChapter 15. The Investment Professional 63\u003c\/p\u003e \u003cp\u003eChapter 16. Investment Management Consultant 71\u003c\/p\u003e \u003cp\u003eChapter 17. 404(C) Plan 79\u003c\/p\u003e \u003cp\u003eChapter 18. 401(K) Plans 95\u003c\/p\u003e \u003cp\u003eChapter 19. Summary 99\u003c\/p\u003e \u003cp\u003eChapter 20. Appendix A – Supplement to A Management Agreement 101\u003c\/p\u003e \u003cp\u003eGlossary of Investment Terminology 105\u003c\/p\u003e \u003cp\u003eBibliography 124\u003c\/p\u003e\u003c\/font\u003e\u003c\/p\u003e\r\n\r\n\u003cp\u003e\u003cfont size=\"3\"\u003eSubject Areas: Finance \u0026amp; accounting [\u003ca title=\"See our other books on Finance \u0026amp; accounting\" href=\"https:\/\/freshlyprintedbooks.co.uk\/search?q=%22Finance%20\u0026amp;%20accounting%20%5BKF%5D%22\"\u003eKF\u003c\/a\u003e]\u003c\/font\u003e\u003c\/p\u003e\r\n\r\n\r\n\u003c\/font\u003e","brand":"Wiley","offers":[{"title":"Brand New","offer_id":52449440170264,"sku":"9781931611428","price":15.19,"currency_code":"GBP","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0730\/2037\/5320\/files\/9781931611428.jpg?v=1785199388","url":"https:\/\/freshlyprintedbooks.co.uk\/products\/understanding-erisa-a-compact-guide-to-the-landmark-act-paperback-softback-9781931611428","provider":"Freshly Printed Books","version":"1.0","type":"link"}