The Four Pillars of Retirement Plans: The Fiduciary Guide to Participant Directed Retirement Plans - Hardcover

Loeper, David B.

9780470449998: The Four Pillars of Retirement Plans: The Fiduciary Guide to Participant Directed Retirement Plans

Hardcover

ISBN 10: 0470449993 ISBN 13: 9780470449998

Publisher: John Wiley & Sons, 2009

Paperback. Pub the Date: 2009 Jun Pages: 244 in Publisher: John Wiley Praise for of The Four Pillars of Retirement Plans This up-to-the-minute book shows how the Supreme Court's recent LaRue decision has reshaped the world of retirement plans. Rules governing fiduciaries of defined benefit plans may no longer protect fiduciaries of defined contribution plans and may actually harm them. The Four Pillars of Retirement Plans is indispensable for plan sponsors and other fiduciaries. and for all those advising them. including investment advisors and attorneys. - W. Scott Simon. JD. CFP. AIFA. author of The Prudent Investor Act: A Guide to Understanding and Morningstar Fiduciary Focus columnist This book is a must-read for all plan sponsors. financial advisors. and ERISA attorneys if they have any hope of defending themselves from the mountain of litigation looming on the horizon ...

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From the Back Cover:

Praise for The Four Pillars of Retirement Plans "This up–to–the–minute book shows how the Supreme Court′s recent LaRue decision has reshaped the world of retirement plans. Rules governing fiduciaries of defined benefit plans may no longer protect fiduciaries of defined contribution plans and may actually harm them. The Four Pillars of Retirement Plans is indispensable for plan sponsors and other fiduciaries, and for all those advising them, including investment advisors and attorneys." — W. Scott Simon, JD, CFP, AIFA , author of The Prudent Investor Act: A Guide to Understanding and Morningstar "Fiduciary Focus" columnist "This book is a must–read for all plan sponsors, financial advisors, and ERISA attorneys if they have any hope of defending themselves from the mountain of litigation looming on the horizon for all participant–directed retirement plans and provides a road map to easily modify antiquated procedures born in the defined benefit era that contradict today′s participant–directed retirement plans. Plaintiff′s counsel is sure to have read this book; if you don′t, you will be defenseless in these suits." — Edward Siedle, Esq. , "The Pension Detective" and President of Benchmark Financial Services, Inc. "If you are a trustee, plan sponsor, or financial advisor serious about the retirement plan marketplace, you MUST read this book, or you will be ill–equipped to deal with the fiduciary meltdown non–readers will be facing." — John Lohr , ERISA attorney and author

About the Author:

David B. Loeper is the founder and CEO of Financeware, Inc. He has appeared on CNBC and Bloomberg TV, served on the Investment Advisory Committee of the $30 billion Virginia Retirement System, and was chairman of the Advisory Council for the Investment Management Consultants Association (IMCA). He earned the CIMA designation (Certified Investment Management Analyst) from Wharton Business School in 1990 in conjunction with IMCA. Loeper is also the author of Stop the Retirement Rip–off and Stop the Investing Rip–off , both published by Wiley.

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