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9781931611428

Understanding Erisa A Compact Guide to the Landmark Act

Understanding Erisa A Compact Guide to the Landmark Act
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  • Comments: Spine creases, wear to binding and pages from reading. May contain limited notes, underlining or highlighting that does affect the text. Possible ex library copy, thatll have the markings and stickers associated from the library. Accessories such as CD, codes, toys, may not be included.

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  • ISBN-13: 9781931611428
  • ISBN: 1931611424
  • Publisher: Marketplace Books, Incorporated

AUTHOR

Ziesenheim, Kenneth

SUMMARY

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 "Pruden 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.Ziesenheim, Kenneth is the author of 'Understanding Erisa A Compact Guide to the Landmark Act' with ISBN 9781931611428 and ISBN 1931611424.

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