عنوان
پدید آورنده
موضوع
رده
HD7105.45.U6 L599 2009
HD7105
.
45
.
U6
L599
2009
کتابخانه
محل استقرار
0470449993
9780470449998
b744006
The four pillars of retirement plans :
[Book]
the fiduciary guide to participant-directed retirement plans /
David B. Loeper.
Hoboken, N.J. :
John Wiley & Sons,
©2009.
x, 244 pages :
illustrations ;
24 cm
Includes bibliographical references (pages 231-234) and index.
The four pillars of fiduciary conduct -- Pillar #1: assets are invested for the sole benefit of participants -- Pillar #2: minimize risk of large losses -- Pillar #3: costs are reasonable for the services being provided -- Pillar #4: diversification rule applied to participant direction -- Exposing the wealth management contradiction -- Comparing approaches-- managing wealth versus managing return -- Market misbehavior: over- or underfunding investor goals -- The data: seeing the effect of real markets on client goals -- Superior results with true wealth management -- Safe harbors that are unsafe (particularly section 404 (C)) -- Tools and resources for fiduciaries -- The skill versus luck debate.
0
John Wiley & Sons Inc, Order Processing Dept 432 Elizabeth Ave, Somerset, NJ, USA, 08875, (732)4694400
Pension trusts-- Investments-- United States.
Pension trusts-- United States-- Management.
Pension trusts-- Investments.
Pension trusts-- Management.
United States.
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Loeper, David B.
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مطالعه متن کتاب [Book]
Y
