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.

About the Author

KEN ZIESENHEIM, CFP, JD, LL.M with more than 20 years of experience in the financial services industry, Ziesenheim regularly writes for professional journals and is a popular speaker.

"About this title" may belong to another edition of this title.

Store Description

Visit Seller's Storefront

Seller's business information

Unique Books For You
IL, U.S.A.

Sale & Shipping Terms

Terms of Sale

We guarantee the condition of every book as it's described on the Abebooks web sites. If you're dissatisfied with your purchase (Incorrect Book/Not as Described/Damaged) or if the order hasn't arrived, you're eligible for a refund within 30 days of the estimated delivery date. If you've changed your mind about a book that you've ordered, please use the Ask bookseller a question link to contact us and we'll respond within 2 business days.

Shipping Terms

Shipping costs are based on books weighing 2.2 LB, or 1 KG. If your book order is heavy or oversized, we may contact you to let you know extra shipping is required.