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While it has always been true that a well-staffed and managed investment committee is key to the success of a corporate retirement plan, in today's increasingly complex and litigious world it is also a matter of survival. But what constitutes a prudent investment committee selection and operating process? How should a committee be selected and governed? How much reliance should a committee place on outside consultants? Written by an author with extensive, in-the-trenches experience, this book provides complete answers to these and all vital questions concerning the creation, staffing and management of a highly-adept investment committee, along with expert advice and guidance on serving on an investment committee and ensuring that your 401(K) investment program is sound, efficient and in complete compliance.
* Offers expert advice and guidance on how to serve successfully on an investment committee, facilitate effective management, design and implement a robust investment policy and much more
* Packed with sample documents, forms, templates, checklists, diagrams and other valuable, ready-to-use resources
* Features numerous real-world examples drawn from the author's years of experience as an accredited investment
While it has always been true that a well-staffed and managed investment committee is key to the success of a corporate retirement plan, in today's increasingly complex and litigious world it is also a matter of survival. But what constitutes a prudent investment committee selection and operating process? How should a committee be selected and governed? How much reliance should a committee place on outside consultants? Written by an author with extensive, in-the-trenches experience, this book provides complete answers to these and all vital questions concerning the creation, staffing and management of a highly-adept investment committee, along with expert advice and guidance on serving on an investment committee and ensuring that your 401(K) investment program is sound, efficient and in complete compliance.
* Offers expert advice and guidance on how to serve successfully on an investment committee, facilitate effective management, design and implement a robust investment policy and much more
* Packed with sample documents, forms, templates, checklists, diagrams and other valuable, ready-to-use resources
* Features numerous real-world examples drawn from the author's years of experience as an accredited investment
Founded in 1982 and headquartered in Santa Fe, New Mexico, Thornburg Investment Management advises a range of active investment strategies, each offered through multiple vehicles to serve a broad spectrum of client needs worldwide. Our goals are to provide attractive returns through active portfolio management and to help clients reach their long-term financial goals. From short-term fixed income to flexible global equity, we focus on the fundamentals, invest for the long term, and go wherever we see value.
INTRODUCTION ix
ABOUT THE AUTHOR xi
CHAPTER 1: Why You Need a 401(k) Investment Committee 1
CHAPTER 2: Forming an Investment Committee 9
CHAPTER 3: Investment Committee Meetings 17
CHAPTER 4: Importance of Investment Policy 25
CHAPTER 5: Complying with Erisa Section 404(c) 31
CHAPTER 6: Selecting, Monitoring and Replacing Investment Managers 37
CHAPTER 7: Employer Stock in the 401(k) Plan 47
CHAPTER 8: Hiring a Pension Consultant 51
CHAPTER 9: Fiduciary Liability Insurance 61
CHAPTER 10: Understanding Investment Expenses & Fees 67
APPENDIX 1: Investment Option Evaluation Form 79
APPENDIX 2: Investment Committee Meeting Minutes 81
APPENDIX 3: Fiduciary Acknowledgment Letter 83
APPENDIX 4: By-laws and Operating Procedures for the Investment Committee 85
APPENDIX 5: Fiduciary Audit Checklist 91
APPENDIX 6: Glossary 95
APPENDIX 7: Resources 107
| Erscheinungsjahr: | 2007 |
|---|---|
| Fachbereich: | Betriebswirtschaft |
| Genre: | Wirtschaft |
| Rubrik: | Recht & Wirtschaft |
| Medium: | Taschenbuch |
| Seiten: | 128 |
| Inhalt: | 128 S. |
| ISBN-13: | 9781592803095 |
| ISBN-10: | 1592803091 |
| Sprache: | Englisch |
| Einband: | Kartoniert / Broschiert |
| Autor: | Dibruno, Rocco |
| Hersteller: |
John Wiley & Sons
Turner Publishing Company |
| Maße: | 211 x 137 x 13 mm |
| Von/Mit: | Rocco Dibruno |
| Erscheinungsdatum: | 10.07.2007 |
| Gewicht: | 0,136 kg |
Founded in 1982 and headquartered in Santa Fe, New Mexico, Thornburg Investment Management advises a range of active investment strategies, each offered through multiple vehicles to serve a broad spectrum of client needs worldwide. Our goals are to provide attractive returns through active portfolio management and to help clients reach their long-term financial goals. From short-term fixed income to flexible global equity, we focus on the fundamentals, invest for the long term, and go wherever we see value.
INTRODUCTION ix
ABOUT THE AUTHOR xi
CHAPTER 1: Why You Need a 401(k) Investment Committee 1
CHAPTER 2: Forming an Investment Committee 9
CHAPTER 3: Investment Committee Meetings 17
CHAPTER 4: Importance of Investment Policy 25
CHAPTER 5: Complying with Erisa Section 404(c) 31
CHAPTER 6: Selecting, Monitoring and Replacing Investment Managers 37
CHAPTER 7: Employer Stock in the 401(k) Plan 47
CHAPTER 8: Hiring a Pension Consultant 51
CHAPTER 9: Fiduciary Liability Insurance 61
CHAPTER 10: Understanding Investment Expenses & Fees 67
APPENDIX 1: Investment Option Evaluation Form 79
APPENDIX 2: Investment Committee Meeting Minutes 81
APPENDIX 3: Fiduciary Acknowledgment Letter 83
APPENDIX 4: By-laws and Operating Procedures for the Investment Committee 85
APPENDIX 5: Fiduciary Audit Checklist 91
APPENDIX 6: Glossary 95
APPENDIX 7: Resources 107
| Erscheinungsjahr: | 2007 |
|---|---|
| Fachbereich: | Betriebswirtschaft |
| Genre: | Wirtschaft |
| Rubrik: | Recht & Wirtschaft |
| Medium: | Taschenbuch |
| Seiten: | 128 |
| Inhalt: | 128 S. |
| ISBN-13: | 9781592803095 |
| ISBN-10: | 1592803091 |
| Sprache: | Englisch |
| Einband: | Kartoniert / Broschiert |
| Autor: | Dibruno, Rocco |
| Hersteller: |
John Wiley & Sons
Turner Publishing Company |
| Maße: | 211 x 137 x 13 mm |
| Von/Mit: | Rocco Dibruno |
| Erscheinungsdatum: | 10.07.2007 |
| Gewicht: | 0,136 kg |
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