Book description
An objective resource for managing your firm's 401(k) plan
With the recent uncertainty in the economy and financial markets,
401(k) plans are now under more scrutiny than ever. Written for
finance and benefit professionals who are responsible for the
management, operations, or oversight of their company's 401(k) plan,
Managing Your Firm's 401(k) Plan offers a guide to designing
and managing a 401(k) with a focus on financial, fiduciary, and
regulatory standards.
While there are plenty of books on 401(k) plans written for the
individual investor, there are very few resources for professionals
involved in 401(k) management. This book effectively fills that void
- It was specifically written for professionals involved in 401(k) management
- It includes regulatory and fiduciary information needed for
compliance purposes
- It was created by experienced experts in the defined
contribution plan arena
Topics covered throughout this insightful guide include measuring
retirement readiness, establishing plan governance, managing the
plan's investment menu, monitoring record keeper performance,
communicating effectively with employees, helping participants manage
their retirement income, and much more.
MATT SMITH is Senior Vice President, National Defined Contribution
Practice Leader, for Aon Consulting in the United States. Prior to his
role at Aon, he was managing director of retirement services for
Russell Investments. Smith has been involved with the design,
implementation, administration, and asset management of defined
contribution plans for over twenty-five years. He has written and
spoken widely on topics involving defined contribution plans. Smith
has been quoted by numerous trade and professional publications,
including PlanSponsor, Employee Benefit News, and Pension & Investments.
