Understanding ERISA 在線電子書 pdf 下載 txt下載 epub 下載 mobi 下載 2024

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Ziesenheim, Ken 作者

譯者

2002-3 出版日期

132 頁數

$ 22.54 價格

叢書系列

9781931611428 圖書編碼

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發表於2024-11-29

Understanding ERISA 在線電子書 epub 下載 mobi 下載 pdf 下載 txt 下載 2024

Understanding ERISA 在線電子書 epub 下載 pdf 下載 mobi 下載 txt 下載 2024

Understanding ERISA 在線電子書 pdf 下載 txt下載 epub 下載 mobi 下載 2024

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Understanding ERISA 在線電子書 pdf 下載 txt下載 epub 下載 mobi 在線電子書下載

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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 "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.

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