Download A Manager's Guide to Strategic Retirement Plan Management by Daniel Cassidy PDF

By Daniel Cassidy


"The e-book bargains strategic and pragmatic "tell it love it is" suggestion on quite a few key issues..." (PEF, July 2007)


"Daniel Cassidy has written a close, finished advisor for managers to appreciate and be successful on the ongoing strategy of coping with a firm retirement plan. If motivating your staff is critical to you as a supervisor, this ebook is an important key on your success." --Josh Gordon, writer of displays that fluctuate Minds and promoting 2.0 Written through well known retirement advantages making plans expert Daniel Cassidy, A Manager's consultant to Strategic Retirement Plan administration makes a speciality of present top practices concerning company-sponsored retirement plans in the usa. jam-packed with in-depth insights and professional recommendation, this important consultant will reduction managers in employing strategic considering to their retirement plan administration activities--whether it's a 401(k) plan, making an investment in corporation inventory, or a standard outlined profit plan. it is going to additionally assist you to view retirement plans in a holistic manner--ever extra priceless given the unpredictable economic system and up to date problems with businesses equivalent to Enron and WorldCom. protecting every thing from administrative concerns to monetary and felony obligations, A Manager's consultant to Strategic Retirement Plan administration will let you make the simplest judgements attainable whereas dealing with this ongoing approach and assist you locate recommendations that most sensible suit your organization's particular wishes.

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If you identified employee communication meetings as critical, focus on the success of your vendor to run, manage, and educate employees. During the search process, we also highlight the entire fee and cost structure of your vendor relationship. Many vendors are compensated indirectly through asset-based fees. By having the total fee explicitly stated in the search process, this provides the groundwork for open, honest business discussions about ongoing service levels. At this meeting, we recommend that you spend time to identify goals for the coming year.

Negotiation ability. Outside firms work on multiple searches throughout the year. Vendors know that they must maintain good working relationships with search firms in order to be included in the next search performed by this firm. If you decide to go it alone, vendors have a significant advantage since you will only be doing a search once. ■ Process management. Keeping a search committee on track through a complex purchasing decision is often difficult. With an outside firm helping to spearhead your search, you maximize your staff’s time by having them focus on key tasks such as final decision making.

The first, and primary, consideration should be the funded status of the plan. Briefly, the funded status of the plan compares the current assets versus the current liabilities. Your actuary uses several Financial 51 different asset and liability measures for multiple purposes—some for budgeting cash contributions, some for expense for accounting statements, some for the trust reporting. ■ What liability to use? The liability measure we recommend you consider is the current market value of accrued benefits.

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