| 作者简介： DANIEL CASSIDY, FSA, is President of Argus Consulting Ltd (www.arguscl.com) and has more than fifteen years of experience in the consulting field. He partners with plan sponsors to maximize the overall effectiveness of their retirement plans through plan design, asset deployment, outsourcing, financial forecasting, and M&A due diligence. He is also on the faculty at Boston College's Center for Retirement Research and has published articles in Employment Relations Today, Handbook of Business Strategy, Employee Benefit Plan Review, and Employee Benefit News, among others. A renowned specialist in retirement benefits planning, he has spoken widely at both industry conferences and professional society meetings. |
| Acknowledgments. 1: Introduction. 2: The Basics of Retirement Plans. 3: Administration. 4: Fiduciary Duty. 5: Financial. 6: Human Resources. 7: How to Hire the Right Consultants. 8: General Trends. 9: Where to Go for Help? Appendix A: Company ABC—Request for Proposal: 401(k) Savings Plan. Appendix B: Sample Traditional Request for Proposal. Appendix C: Sample Defined Contribution Plan Investment Policy Statement. Appendix D: 401(k) Plan Investment Performance Review. Appendix E: Replacement Ratio Study: A Measurement Tool for Retirement Planning. Appendix F: Selecting a Default Fund for a Defined Contribution Plan. Appendix G: Argus Consulting Ltd NGO Retirement Plan Survey—2005 Results. Appendix H: Lessons from Behavioral Finance and the Autopilot 401(k) Plan. Index. |
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