ERISA for Money Managers

ISBN-10
0314902023
ISBN-13
9780314902023
Category
Investment advisors
Pages
702
Language
English
Published
2010
Authors
Thomas P. Lemke, Gerald T. Lins

Similar books

  • Erisa for Money Managers, 2013
    By Gerald T. Lins, Thomas P Lemke

    Erisa for Money Managers, 2013

  • The Money Manager's ERISA Sourcebook
    By Thomas P. Lemke, Gerald T. Lins

    This book, prepared by professionals with years of experience counseling money managers, is a unique reference organized by topic for quick research.

  • How to Write an Investment Policy Statement
    By Jack Gardner

    This compact guide will help financial advisors, plan sponsors, money managers and all professional fiduciaries protect themselves, stay in compliance—and stay one step ahead of the government mandate—by putting a simple IPS process in ...

  • How to Write an Investment Policy Statement
    By Rocco DiBruno

    This compact guide will help financial advisors, plan sponsors, money managers and all professional fiduciaries protect themselves, stay in compliance and stay one step ahead of the government mandate by putting a simple IPS process in ...

  • The Four Pillars of Retirement Plans: The Fiduciary Guide to Participant Directed Retirement Plans
    By David B. Loeper

    Praise for The Four Pillars of Retirement Plans "This up-to-the-minute book shows how the Supreme Court's recent LaRue decision has reshaped the world of retirement plans.

  • Understanding ERISA: A Compact Guide to the Landmark Act
    By Ken Ziesenheim

    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.

  • Erisa Fiduciary Answer Book
    By AL. HOLIFIELD, Robert Rachal

    This expert reference book clearly explains every aspect of ERISA fiduciary duty, providing information, guidance, and advice on prohibited transactions, investments, fiduciary liability, IRS, DOL, and PBGC requirements, and more.

  • Fixing the 401(k): What Fiduciaries Must Know (and Do) to Help Employees Retire Successfully
    By Joshua P. Itzoe

    "Josh Itzoe has a remarkable capacity for seeing through the maze of regulations surrounding qualified plans to the handful of core ideals by which successful plans must operate. This is a great, understandable guide for plan sponsors.

  • 2023 ERISA Facts
    By Frank J. Bitzer, Nicholas Ferrigno

    Anyone involved in the administration of ERISA-based retirement plans should have this book; it's the perfect resource for a wide range of employee benefits professionals, including ERISA attorneys, TPAs, CPAs, Employee benefits consultants ...

  • Erisa: A Comprehensive Guide
    By Cohen, Brian M. Pinheiro, Ferenczy

    He is a frequent speaker and author of articles on employee benefit matters. Summer Conley is a partner in Faegre Drinker's Employee Benefits & Executive Compensation Practice Group. Her practice covers a variety of employee benefit ...