| Document Type
|
:
|
BL
|
| Record Number
|
:
|
989636
|
| Doc. No
|
:
|
b744006
|
| Main Entry
|
:
|
Loeper, David B.
|
| Title & Author
|
:
|
The four pillars of retirement plans : : the fiduciary guide to participant-directed retirement plans /\ David B. Loeper.
|
| Publication Statement
|
:
|
Hoboken, N.J. :: John Wiley & Sons,, ©2009.
|
| Page. NO
|
:
|
x, 244 pages :: illustrations ;; 24 cm
|
| ISBN
|
:
|
0470449993
|
|
|
:
|
: 9780470449998
|
| Bibliographies/Indexes
|
:
|
Includes bibliographical references (pages 231-234) and index.
|
| Contents
|
:
|
The four pillars of fiduciary conduct -- Pillar #1: assets are invested for the sole benefit of participants -- Pillar #2: minimize risk of large losses -- Pillar #3: costs are reasonable for the services being provided -- Pillar #4: diversification rule applied to participant direction -- Exposing the wealth management contradiction -- Comparing approaches-- managing wealth versus managing return -- Market misbehavior: over- or underfunding investor goals -- The data: seeing the effect of real markets on client goals -- Superior results with true wealth management -- Safe harbors that are unsafe (particularly section 404 (C)) -- Tools and resources for fiduciaries -- The skill versus luck debate.
|
| Subject
|
:
|
Pension trusts-- Investments-- United States.
|
| Subject
|
:
|
Pension trusts-- United States-- Management.
|
| Subject
|
:
|
Pension trusts-- Investments.
|
| Subject
|
:
|
Pension trusts-- Management.
|
| Subject
|
:
|
United States.
|
| Dewey Classification
|
:
|
658.3/253
|
| LC Classification
|
:
|
HD7105.45.U6L599 2009
|
| NLM classification
|
:
|
F837.124.9clc
|