Articles liés à Understanding ERISA: A Compact Guide to the Landmark...
Synopsis
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 Rule"Help make sure you -- and every professional in your firm - stays in compliance, by following the basic guidelines presented in this new work.
Les informations fournies dans la section « Synopsis » peuvent faire référence à une autre édition de ce titre.
À propos de l'auteur
KEN ZIESENHEIM, CFP, JD, LL.M with more than 20 years of experience in the financial services industry, Ziesenheim regularly writes for professional journals and is a popular speaker.
Les informations fournies dans la section « A propos du livre » peuvent faire référence à une autre édition de ce titre.
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Understanding ERISA: A Compact Guide to the Landmark Act
Vendeur : World of Books (was SecondSale), Montgomery, IL, Etats-Unis
Évaluation du vendeur 5 sur 5 étoiles
Paperback. Etat : Good. 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 managermonitoring activities of outside managersdocumenting meetings to prevent complicationsAnd interpreting the "Prudent Investor Rule"Help make sure you ? and every professional in your firm - stays in compliance, by following the basic guidelines presented in this new work. N° de réf. du vendeur 00096071694
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Understanding ERISA: A Compact Guide to the Landmark Act
Vendeur : World of Books (was SecondSale), Montgomery, IL, Etats-Unis
Évaluation du vendeur 5 sur 5 étoiles
Paperback. Etat : Very Good. 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 managermonitoring activities of outside managersdocumenting meetings to prevent complicationsAnd interpreting the "Prudent Investor Rule"Help make sure you ? and every professional in your firm - stays in compliance, by following the basic guidelines presented in this new work. N° de réf. du vendeur 00100530127
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Understanding ERISA: A Compact Guide to the Landmark Act
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paperback. Etat : Good. N° de réf. du vendeur 1931611424-3-30682222
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Understanding ERISA: A Compact Guide to the Landmark Act
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paperback. Etat : Fair. N° de réf. du vendeur 1931611424-4-31985930
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Understanding ERISA: A Compact Guide to the Landmark Act (Wiley Trading)
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Wiley (edition 1), 2002
ISBN 10 : 1931611424
ISBN 13 : 9781931611428
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Understanding ERISA: A Compact Guide to the Landmark Act (Wiley Trading)
Edité par
Wiley, 2002
ISBN 10 : 1931611424
ISBN 13 : 9781931611428
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Etat : very_good. Fast Free Shipping â" Very Good condition book with a firm cover and clean pages. Shows normal use and some light wear or limited notes markings. A solid, nice copy to enjoy. N° de réf. du vendeur GWV.1931611424.VG
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Understanding ERISA : A Compact Guide to the Landmark Act
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Wiley & Sons, Incorporated, John, 2002
ISBN 10 : 1931611424
ISBN 13 : 9781931611428
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Vendeur : Better World Books, Mishawaka, IN, Etats-Unis
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Etat : Good. Pages intact with minimal writing/highlighting. The binding may be loose and creased. Dust jackets/supplements are not included. Stock photo provided. Product includes identifying sticker. Better World Books: Buy Books. Do Good. N° de réf. du vendeur 3831256-6
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Understanding ERISA: A Compact Guide to the Landmark Act (Wiley Trading)
Edité par
Wiley, 2002
ISBN 10 : 1931611424
ISBN 13 : 9781931611428
Ancien ou d'occasion
Couverture souple
Vendeur : -OnTimeBooks-, Phoenix, AZ, Etats-Unis
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Etat : good. A copy that has been read, remains in good condition. All pages are intact, and the cover is intact. The spine and cover show signs of wear. Pages can include notes and highlighting and show signs of wear, and the copy can include "From the library of" labels or previous owner inscriptions. 100% GUARANTEE! Shipped with delivery confirmation, if you're not satisfied with purchase please return item! Ships via media mail. N° de réf. du vendeur OTV.1931611424.G
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Understanding ERISA: A Compact Guide to the Landmark Act
Vendeur : World of Books Inc, Montgomery, IL, Etats-Unis
Évaluation du vendeur 4 sur 5 étoiles
Paperback. Etat : Good. 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 managermonitoring activities of outside managersdocumenting meetings to prevent complicationsAnd interpreting the "Prudent Investor Rule"Help make sure you ? and every professional in your firm - stays in compliance, by following the basic guidelines presented in this new work. N° de réf. du vendeur CIN1931611424G
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Understanding ERISA: A Compact Guide to the Landmark Act
Vendeur : World of Books Inc, Montgomery, IL, Etats-Unis
Évaluation du vendeur 4 sur 5 étoiles
Paperback. Etat : Very Good. 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 managermonitoring activities of outside managersdocumenting meetings to prevent complicationsAnd interpreting the "Prudent Investor Rule"Help make sure you ? and every professional in your firm - stays in compliance, by following the basic guidelines presented in this new work. N° de réf. du vendeur CIN1931611424VG
Acheter D'occasion
EUR 6,32
Livraison gratuite
Expédition nationale : Etats-Unis
Expédition nationale : Etats-Unis
Quantité disponible : 3 disponible(s)