"An indispensable guide to avoiding the legal and financial
pitfalls and of retirement plan 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 resourcesFeatures numerous real-world
examples drawn from the author's years of experience as an
accredited investment
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