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Understanding Erisa A Compact Guide to the Landmark Act






Publisher:  Marketplace Books, Incorporated
Summary: 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 com...plexity 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 "Pruden 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.

Ziesenheim, Kenneth is the author of Understanding Erisa A Compact Guide to the Landmark Act, published under ISBN 9781931611428 and 1931611424. Seventy one Understanding Erisa A Compact Guide to the Landmark Act textbooks are available for sale on ValoreBooks.com, nine used from the cheapest price of $0.01, or buy new starting at $8.32.
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Understanding Erisa A Compact Guide to the Landmark Act

ISBN-13: 9781931611428

ISBN: 1931611424

Publisher: Marketplace Books, Incorporated
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