The 401(K) Owner’S Manual (ePub)
Preparing Participants, Protecting Fiduciaries
(Sprache: Englisch)
Employees have entrusted their retirement assets to your care. Are you making the right decisions?
Whether you are a business owner or corporate manager responsible for establishing and maintaining a 401(k) program or an engaged participant interested in...
Whether you are a business owner or corporate manager responsible for establishing and maintaining a 401(k) program or an engaged participant interested in...
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Employees have entrusted their retirement assets to your care. Are you making the right decisions?
Whether you are a business owner or corporate manager responsible for establishing and maintaining a 401(k) program or an engaged participant interested in plan design, this manual provides practical recommendations on creating and maintaining a best-in-class plan.
Three retirement plan professionals help you:
Understand how 401(k) plans work and the features that drive successful employee retirement outcomes.
Make prudent decisions concerning costs, vendor selection, investments, plan design and operations.
Govern your plan to limit liability and protect fiduciaries, while enhancing investment opportunities and helping employees achieve financial security.
Moreover, if your organization is a 501(c)(3) not-for-profit agency, foundation, or private school, this manual is applicable in almost all respects to ERISA 403(b) plans.
While maintaining a best-in-class 401(k) plan may seem daunting, you can lower costs and provide personalized retirement planning and investment advice to employees all with minimal fiduciary risk. Find out how with The 401(k) Owners Manual.
Whether you are a business owner or corporate manager responsible for establishing and maintaining a 401(k) program or an engaged participant interested in plan design, this manual provides practical recommendations on creating and maintaining a best-in-class plan.
Three retirement plan professionals help you:
Understand how 401(k) plans work and the features that drive successful employee retirement outcomes.
Make prudent decisions concerning costs, vendor selection, investments, plan design and operations.
Govern your plan to limit liability and protect fiduciaries, while enhancing investment opportunities and helping employees achieve financial security.
Moreover, if your organization is a 501(c)(3) not-for-profit agency, foundation, or private school, this manual is applicable in almost all respects to ERISA 403(b) plans.
While maintaining a best-in-class 401(k) plan may seem daunting, you can lower costs and provide personalized retirement planning and investment advice to employees all with minimal fiduciary risk. Find out how with The 401(k) Owners Manual.
Autoren-Porträt von Brian Hanna, Scott Everhart
Scott Everhart, President and founding ?rm member of Everhart Advisors, located in Dublin, Ohio, is a nationally recognized plan advisor and speaks with authority on the topics of fee transparency, revenue sharing, and cost control. Scott has been named as one of the nation’s “300 Most In?uential Advisors in De?ned Contribution” by 401kWire.com, and “20 Rising Stars of Retirement Plan Advisors” by Institutional Investor News. Scott earned his Certified Financial Planner designation in 1998 and is an Accredited I nvestment Fiduciary, illustrating knowledge and competency in ?duciary studies. Brian Hanna is a Senior Plan Consultant at Everhart Advisors and joined the firm in 1997. Brian has received formal training in fiduciary responsibility and due diligence, along with extensive experience in plan design, investment selection, and cost control. He has been a guest lecturer at workshops presented with the U.S. Department of Labor, Ohio Society of CPAs, Columbus Bar Association, and the Center for Due Diligence. He has contributed to numerous articles for local newspapers and other publications and was honored by Columbus Business First as a member of the “Forty Under 40” class in 2012. He earned the Accredited Investment Fiduciary (AIF) professional designation, awarded by the Center for Fiduciary Studies, in 2008.
Robert Shwab, Research Director for The 401(k) Owner’s Manual, has 30 years of retirement plan industry expertise working with leading recordkeepers and investment companies. As a former Senior Manager at Ernst & Young, Rob managed complex process improvement, risk management and vendor selection engagements. He earned the Certi?ed Employee Benefit Specialist (CEBS) Fellow designation from the Wharton School and International Foundation of Employee Bene?t Plans, and the Accredited Retirement Plan Consultant (ARPC) designation from the Society of Professional Administrators and Recordkeepers. Rob serves as an industry representative on the FINRA
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Board of Arbitrators.
Scott Everhart, President and founding ?rm member of Everhart Advisors, located in Dublin, Ohio, is a nationally recognized plan advisor and speaks with authority on the topics of fee transparency, revenue sharing, and cost control. Scott has been named as one of the nation’s “300 Most In?uential Advisors in De?ned Contribution” by 401kWire.com, and “20 Rising Stars of Retirement Plan Advisors” by Institutional Investor News. Scott earned his Certified Financial Planner designation in 1998 and is an Accredited I nvestment Fiduciary, illustrating knowledge and competency in ?duciary studies.
Brian Hanna is a Senior Plan Consultant at Everhart Advisors and joined the firm in 1997. Brian has received formal training in fiduciary responsibility and due diligence, along with extensive experience in plan design, investment selection, and cost control. He has been a guest lecturer at workshops presented with the U.S. Department of Labor, Ohio Society of CPAs, Columbus Bar Association, and the Center for Due Diligence. He has contributed to numerous articles for local newspapers and other publications and was honored by Columbus Business First as a member of the “Forty Under 40” class in 2012. He earned the Accredited Investment Fiduciary (AIF) professional designation, awarded by the Center for Fiduciary Studies, in 2008.
Robert Shwab, Research Director for The 401(k) Owner’s Manual, has 30 years of retirement plan industry expertise working with leading recordkeepers and investment companies. As a former Senior Manager at Ernst & Young, Rob managed complex process improvement, risk management and vendor selection engagements. He earned the Certi?ed Employee Benefit Specialist (CEBS) Fellow designation from the Wharton School and International Foundation of Employee Bene?t Plans, and the Accredited Retirement Plan Consultant (ARPC) designation from the Society of Professional Administrators and Recordkeepers. Rob serves as an industry representative on the FINRA Board of Arbitrators.
Scott Everhart, President and founding ?rm member of Everhart Advisors, located in Dublin, Ohio, is a nationally recognized plan advisor and speaks with authority on the topics of fee transparency, revenue sharing, and cost control. Scott has been named as one of the nation’s “300 Most In?uential Advisors in De?ned Contribution” by 401kWire.com, and “20 Rising Stars of Retirement Plan Advisors” by Institutional Investor News. Scott earned his Certified Financial Planner designation in 1998 and is an Accredited I nvestment Fiduciary, illustrating knowledge and competency in ?duciary studies.
Brian Hanna is a Senior Plan Consultant at Everhart Advisors and joined the firm in 1997. Brian has received formal training in fiduciary responsibility and due diligence, along with extensive experience in plan design, investment selection, and cost control. He has been a guest lecturer at workshops presented with the U.S. Department of Labor, Ohio Society of CPAs, Columbus Bar Association, and the Center for Due Diligence. He has contributed to numerous articles for local newspapers and other publications and was honored by Columbus Business First as a member of the “Forty Under 40” class in 2012. He earned the Accredited Investment Fiduciary (AIF) professional designation, awarded by the Center for Fiduciary Studies, in 2008.
Robert Shwab, Research Director for The 401(k) Owner’s Manual, has 30 years of retirement plan industry expertise working with leading recordkeepers and investment companies. As a former Senior Manager at Ernst & Young, Rob managed complex process improvement, risk management and vendor selection engagements. He earned the Certi?ed Employee Benefit Specialist (CEBS) Fellow designation from the Wharton School and International Foundation of Employee Bene?t Plans, and the Accredited Retirement Plan Consultant (ARPC) designation from the Society of Professional Administrators and Recordkeepers. Rob serves as an industry representative on the FINRA Board of Arbitrators.
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Bibliographische Angaben
- Autoren: Brian Hanna , Scott Everhart
- 2017, 158 Seiten, Englisch
- Verlag: iUniverse
- ISBN-10: 1532017669
- ISBN-13: 9781532017667
- Erscheinungsdatum: 19.06.2017
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- Größe: 0.79 MB
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Sprache:
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