The 401(k) Owner's Manual: Preparing Participants, Protecting Fiduciaries

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) Owner's Manual.

Binding Type: Paperback
Publisher: iUniverse
Published: 06/16/2017
ISBN: 9781532017650
Pages: 158
Weight: 0.48lbs
Size: 9.02h x 5.98w x 0.34d

Review Citations: BlueInk Review 10/16/2017
Kirkus Reviews 11/15/2017 pg. 208
Booklist 01/01/2018 pg. 52