401(K) Owner'S Manual

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401(K) Owner'S Manual

Preparing Participants, Protecting Fiduciaries

Personnel and human resources management Personal finance Retirement

Authors: Scott Everhart, Brian Hanna

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Language: English

Published by: iUniverse

Published on: 19th June 2017

Format: LCP-protected ePub

Size: 806 Kb

ISBN: 9781532017667


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) Owners Manual.

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