Overview
Every advisor in your firm should have a copy" of this compactnew guide, claims Harold Evensky, respected financial professionaland author of Wealth Management. Evensky knows all too well thatfirms and individual advisors need to protect themselves now morethan 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 lefttrustees and fiduciaries struggling to ensure that they remain incompliance.
Now, industry pro Ken Ziesenheim's concise booklet covers thefour key provisions of ERISA in simple, straightforward terms. Heincludes sample forms, policy statements, a glossary of terms andeverything needed to make understanding — and complying withERISA — 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.
While major retailers like Amazon may carry Understanding ERISA (A Compact Guide to the Landmark Act), we specialize in bulk book sales and offer personalized service from our friendly, book-smart team based in Portland, Oregon. We’re proud to offer a Price Match Guarantee and a streamlined ordering experience from people who truly care.
We’re trusted by over 75,000 customers, many of whom return time and again. Want proof? Just check out our 25,000+ customer reviews—real feedback from people who love how we do business.
Prefer to talk to a real person? Our Book Specialists are here Monday–Friday, 8 a.m. to 5 p.m. PST and ready to help with your bulk order of Understanding ERISA (A Compact Guide to the Landmark Act).