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.
This book title, Understanding ERISA (A Compact Guide to the Landmark Act), ISBN: 9781931611428, by Ken Ziesenheim, published by Wiley (March 25, 2002) is available in paperback. Our minimum order quantity is 25 copies. All standard bulk book orders ship FREE in the continental USA and delivered in 4-10 business days.
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