Understanding Erisa: A Compact Guide to the Landmark ACT
Ziesenheim, Ken
ISBN 10: 1931611424 ISBN 13: 9781931611428
Published by Wiley, 2002
Used
Paperback
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About this Item
Description:
Pages are clean and are not marred by notes or folds of any kind. ~ ThriftBooks: Read More, Spend Less 0.5. Seller Inventory # G1931611424I2N00
Synopsis:
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.
Bibliographic Details
Title: Understanding Erisa: A Compact Guide to the ...
Publisher: Wiley
Publication Date: 2002
Binding: Paperback
Condition: As New
Dust Jacket Condition: No Jacket
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Understanding ERISA : A Compact Guide to the Landmark Act
Published by
Wiley & Sons, Incorporated, John, 2002
ISBN 10: 1931611424
ISBN 13: 9781931611428
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Understanding ERISA : A Compact Guide to the Landmark Act
Published by
Wiley & Sons, Incorporated, John, 2002
ISBN 10: 1931611424
ISBN 13: 9781931611428
Used
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Understanding Erisa: A Compact Guide to the Landmark ACT
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