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Best Practices for Investment Committees
Contributor(s): Dibruno, Rocco (Author), Trone, Donald B. (Foreword by)
ISBN: 1592803091     ISBN-13: 9781592803095
Publisher: Wiley
OUR PRICE:   $17.96  
Product Type: Paperback - Other Formats
Published: July 2007
Qty:
Additional Information
BISAC Categories:
- Business & Economics | Investments & Securities - General
Series: Trade Secrets (Marketplace Books)
Physical Information: 0.5" H x 5.4" W x 8.3" (0.30 lbs) 128 pages
 
Descriptions, Reviews, Etc.
Publisher Description:

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 resources
  • Features numerous real-world examples drawn from the author's years of experience as an accredited investment