Avoid expensive lawsuits and still fulfill your legal obligations by consulting the Participant Directed Investment Answer Book. Leading experts in benefits and investment advice explain how you can protect yourself and still provide employees with the information they need to make decisions on individual contribution plans. Clear guidelines are laid out for designing a plan, administering it, and evaluating and managing costs. Complex responsibilities and regulations are simplified and thoroughly explained to ensure that ...
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Avoid expensive lawsuits and still fulfill your legal obligations by consulting the Participant Directed Investment Answer Book. Leading experts in benefits and investment advice explain how you can protect yourself and still provide employees with the information they need to make decisions on individual contribution plans. Clear guidelines are laid out for designing a plan, administering it, and evaluating and managing costs. Complex responsibilities and regulations are simplified and thoroughly explained to ensure that you understand and comply with the latest procedures. Some of the topics covered in the Answer Book include: Fiduciary liabilities and the protections provided by ERISA -- Customizing the best plan to incorporate appropriate options and features -- Basic principles of investing and differing types of investment vehicles -- Department of Labor guidelines for participant investment education programs -- Tax advantages or disadvantages of qualified plans -- And more. This comprehensive book also includes a straightforward Retirement Planning Worksheet with calculation tables to show participants how to estimate retirement income needs. Nowhere else can you find such authoritative answers to all of your questions.
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