Understanding ERISA (Paperback)

Ken Ziesenheim

ISBN 10: 1931611424 / ISBN 13: 9781931611428

Published by John Wiley & Sons Inc, New York, 2002

About this Item

Paperback. 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 managermonitoring activities of outside managersdocumenting meetings to prevent complicationsAnd 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. 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. Shipping may be from our UK warehouse or from our Australian or US warehouses, depending on stock availability.

Seller Inventory # 9781931611428

Bibliographic Details

• Title: Understanding ERISA (Paperback)
• Publisher: John Wiley & Sons Inc, New York
• Publication Date: 2002
• Language: English
• ISBN 10: 1931611424
• ISBN 13: 9781931611428
• Binding: Paperback
• Edition: 1st Edition
• Condition: new

About this title

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.