Understanding Erisa: A Compact Guide to the Landmark ACT
Ziesenheim, Ken
Sold by ThriftBooks-Dallas, Dallas, TX, U.S.A.
AbeBooks Seller since 2 July 2009
Used - Soft cover
Condition: Used - As new
Quantity: 1 available
Add to basketSold by ThriftBooks-Dallas, Dallas, TX, U.S.A.
AbeBooks Seller since 2 July 2009
Condition: Used - As new
Quantity: 1 available
Add to basketPages are clean and are not marred by notes or folds of any kind. ~ ThriftBooks: Read More, Spend Less 0.5.
Seller Inventory # G1931611424I2N00
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:
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