Overview
An indispensable guide to avoiding the legal and financialpitfalls and of retirement plan investment
While it has always been true that a well-staffed and managedinvestment committee is key to the success of a corporateretirement plan, in today’s increasingly complex andlitigious world it is also a matter of survival. But whatconstitutes a prudent investment committee selection and operatingprocess? How should a committee be selected and governed? How muchreliance should a committee place on outside consultants? Writtenby an author with extensive, in-the-trenches experience, this bookprovides complete answers to these and all vital questionsconcerning the creation, staffing and management of a highly-adeptinvestment committee, along with expert advice and guidance onserving on an investment committee and ensuring that your 401(K)investment program is sound, efficient and in completecompliance.
- Offers expert advice and guidance on how to servesuccessfully on an investment committee, facilitate effectivemanagement, design and implement a robust investment policy andmuch more
- Packed with sample documents, forms, templates, checklists,diagrams and other valuable, ready-to-use resources
- Features numerous real-world examples drawn from theauthor’s years of experience as an accreditedinvestment
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