Limit this search to....

Understanding Erisa: A Compact Guide to the Landmark ACT
Contributor(s): Ziesenheim, Ken (Author)
ISBN: 1931611424     ISBN-13: 9781931611428
Publisher: Wiley
OUR PRICE:   $19.76  
Product Type: Paperback
Published: March 2002
Qty:
Additional Information
BISAC Categories:
- Business & Economics | Finance - General
- Business & Economics | Investments & Securities - General
Dewey: 658.325
Series: Wiley Trading
Physical Information: 0.34" H x 5.5" W x 8.5" (0.42 lbs) 144 pages
 
Descriptions, Reviews, Etc.
Publisher Description:

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. Evensky knows all too well that firms and individual advisors need to protect themselves now more than ever.

In the climate of corporate scandals and market downturns - being in compliance is critical to avoiding liability challenges. But - the scope and complexity of the landmark ERISA act has left trustees and fiduciaries struggling to ensure that they remain in compliance.

Now, industry pro Ken Ziesenheim's concise booklet covers the four key provisions of ERISA in simple, straightforward terms. He includes sample forms, policy statements, a glossary of terms and everything needed to make understanding -- and complying with ERISA -- as easy as a, b, c.

And, he covers four all-important steps for:

  • selecting and hiring a manager
  • monitoring activities of outside managers
  • documenting meetings to prevent complications
  • And interpreting the Prudent Investor RuleHelp make sure you -- and every professional in your firm - stays in compliance, by following the basic guidelines presented in this new work.