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The Defined Contribution Handbook - An Inside Guide to Service Providers & Advisors (Paperback)
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The Defined Contribution Handbook - An Inside Guide to Service Providers & Advisors (Paperback)
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The first book of its kind to explain the Defined Contribution from
every angle, and a must-read for every clearing firm,
broker-dealer, CPA, mutual fund manager - any advisor involved in
the retirement benefit industry. Provides an insightful, inside
look at the investment component of the retirement industry,
day-to-day processes and how technology has changed the business.
See why companies like 401k, ASP, and others are making it required
reading for all new hires.Experts are praising . . .The Defined
Contribution HandbookAn Inside Guide to Service Providers and
Advisors'It's about time someone articulated the inner workings of
how mutual funds and investments are really traded. Every bank,
clearing firm, and broker-dealer should read this book if they want
to understand the detailed nature of this business." - Bert M.
Deardorff, First Trust Corp'Everyone in the investment industry
should read this book, from mutual fund managers to investment
advisors. This book provides an insightful inside look at the
investment component of the retirement industry."- Karl Tourville,
Managing Partner, Galliard Capital Management'Keith has a 360
degree view of the industry, which makes his work as a strategy
consultant extremely valuable. He's been an early advocate of
Business Process Outsourcing for defined contribution, and this
book will help TPA's understand the importance of adapting their
strategies to this new business model." -Jeffrey Miller, CEO,
GoldK'This is the first book that tells the history of our business
including the day-to-day process and how technology has changed our
business. It is a must read for all service providers and plan
sponsors."-John Moody, President, MatrixSettlement & Clearance
Services, LLC'Every CPA that is involved with Employee Benefit
audits or servicing retirement plans should read this book."-Tony
Batman, Founder/CEO, 1st Global, Inc.
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