Designing successful target-date strategies for defined contribution plans : putting participants on the optimal glide path / Stacy L. Schaus.

Format:

Book

Author/Creator:

Schaus, Stacy L., 1975-

Series:

Wiley Finance

Wiley Finance ; v.594

Language:

English

Subjects (All):

Defined contribution pension plans--United States.

Defined contribution pension plans.

Retirement income--United States--Planning.

Retirement income.

Physical Description:

1 online resource (334 p.)

Edition:

1st ed.

Place of Publication:

Hoboken, N.J. : John Wiley & Sons, c2010.

Language Note:

English

Summary:

The ultimate guidebook for navigating the new world of pensions and retirement plans In the wake of the explosive growth of defined contribution (DC) plans invested with target date strategies, and the understanding of how important these strategies can be in effectively meeting retirement income goals, plan sponsors are seeking more optimal target date approaches. This timely book provides you with in-depth answers from the nation's most qualified and experienced experts to pressing questions about DC plan design.Presents the views of individuals from all across the market<li

Contents:

Designing Successful Target-Date Strategies for Defined Contribution Plans: Putting Participants on the Optimal Glide Path; Contents; Foreword; Introduction; Acknowledgments; Part One: DC Plan Evolution and Design Trends; Chapter 1: DC Plans in the American Retirement System; Chapter 2: Evolving DC Plan Design; Chapter 3: Target-Date Strategies: Packaged versus Custom; Part Two: Development of Custom Target-Date Retirement Strategies; Chapter 4: Legal and Fiduciary Considerations; Chapter 5: Record Keeping and Trust; Chapter 6: Communication Challenges and How to Meet Them

Chapter 7: Evaluating Costs in Custom StrategiesPart Three: Designing and Benchmarking Custom Target-Date Strategies; Chapter 8: Glide-Path Design; Chapter 9: Asset Classes and Alternatives; Chapter 10: Helping Protect DC Assets from Risk; Chapter 11: Approaches to Benchmarking; Part Four: Looking to the Future; Chapter 12: Financial Education, Advice, and Retirement Planning; Chapter 13: Retirement Income and Guarantees; Conclusion; Notes; Index

Notes:

Description based upon print version of record.

Includes bibliographical references and index.

Description based on metadata supplied by the publisher and other sources.

ISBN:

9786612548451

9780470632888

0470632887

9781119200017

1119200016

9781282548459

128254845X

9780470632864

0470632860

OCLC:

609861519