Product Description
In today s complex, increasingly-litigious world, you must ensure that your 401(k) investment program is sound and efficient. A well managed investment committee is the key to survival and success. Packed with numerous resources and examples, this clear guide will help you avoid legal and financial pitfalls and find answers to critical questions: What constitutes a prudent committee selections and operating process? How should a committee be governed? How much reliance should a committee place on outside consultants? How should committee members be selected? How are best practices articulated and implemented? You will learn to: Serve successfully on an investment committee Enable effective management Implement a robust investment policy An adept 401(k) investment committee helps you identify crucial issues and get the job done right.
Average customer rating:
- Muy interesante y de facil lectura
- El libro que cambio mi vida financiera
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Invierte En Tu Futuro
Julie Stav , and
Lisa Rojany-Buccieri
Manufacturer: Berkley Hardcover
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Obtenga Su Porcion: Una guia a riquezas extraordinarias para el nuevo inversionista
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El Dinero que Hay en Ti!: Descubre Tu Personalidad Financiera y Vive Como un Millionario
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Obtenga su porción
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Papa Rico, Papa Pobre: Lo Que Ensenan los Ricos a Sus Hijos Sobre el Dinero-que los Pobres y la Clase Media No Hacen
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La Unica Guia de Inversion Que Usted Necesitar (The Only Investment Guide You'll Ever Need, Spanish Edition)
ASIN: 042518501X
Release Date: 2002-08-06 |
Book Description
In this smart and sensible guide, financial planner and broker Julie Stav explains how to use mutual funds and other longterm investment plans to fund one's future. Tailored to meet individual needs, her advice shows the Spanish-speaking community how to set financial goals-whether they are to retire with financial security, send the kids to college, or purchase a new home-and achieve them, step by step.
Customer Reviews:
Muy interesante y de facil lectura.......2005-09-22
El que no entiende mucho de inversiones deberia leerlo como fue mi caso. Con ejemplos muy sencillos la autora expone las definiciones de muchas palabras confusas para las personas ajenas a Wall Street. El unico comentario negativo es que es dirigido a mujeres aunque su mensaje no tiene sexo.
El libro que cambio mi vida financiera.......2005-09-01
Este libro recorre el Complejo mundo de las inversiones (en todas y cada una de sus extensas categorias) de una forma extraordinariamente sencilla.
Con este libro comenzo mi mundo de las inversiones concientes, disciplinadas y diversificadas en funcion de metas.
En mi opinion, el mejor libro de consultas sobre Mutual Funds en Espanol.
Mario
Book Description
Financial planner and broker Julie Stav took the world by storm with her PBS financial series and New York Times bestseller Get Your Share-showing women how to strike it rich in the stock market. Now she speaks to everyone-men and women, young and old, new and seasoned investor alike.
In this updated edition of Fund Your Future, Stav shows step by step how to set financial goals and examine your current investment plans to determine if you are investing as profitably as possible. Her signature blend of supportiveness and expert practical advice takes the fear out of investing and puts the roadmap to riches within easy reach.
Customer Reviews:
Outstanding book!.......2004-06-12
This is an amazing book - it clearly explains how you can plan for your retirement and help you to actually calculate the numbers yourself without depending on a planner. The book made me feel very empowered with my own finances. Thanks for writing this book - its awesome.
No Index.......2002-02-10
I found the book clearly written but was surprised to find no index.
get your share: the everyday woman's guide to stocks.......2002-02-05
I too am a hispanic woman. I was quite intimidated by stocks and expecially that scary stock page in the newspaper. I could not believe it. I am a college graduate and a bank employee and here I am completely baffled by investments. I work in a bank. But I caught the last 15 minutes of her PBS special and was captivated as to how simply she explained it without being condisending. I needed someone to explain how to take control of my own finances and all of those dummy books were not as helpful as I had hoped. I truly felt like a dummy!! I especially liked the road lane analogy. Because now I know in what lane and what speed to go. Even though I am 27 and the recommended/investing age starts at 25. I am confident that my retirement will be smoother than most of today's retirees. I thank you very much Julie, you improved my life by allowing me to understand it more clearly. Thanks again. If you are ever in Chicago, look me up. I owe you a cup of Starbucks mochaccino or something!!
BEST FINANCIAL PLANNING BOOK OUT THERE!.......2001-12-06
Wow! Julie Stav is really a financial writer for our times. She speaks in clear language and provides a special (and easy!) system for you to figure out how to plan for retirement, save for a college fund, or even just get the most out of your 401(k). My favorite part was the exercise she had us go through to find "hidden assets" that I didn't even know I had! I would recommend this to anyone who is numbers shy but who knows that it is time to take their financial future into their own hands!
Customer Reviews:
savings helpful info.......2002-09-02
these series of books are always goodin my opinion. this one took the often tedious confusing facts and presented everything in an easy format to read
401K made easy.......2001-06-23
with all the IDIOTS guides easy to read format, this book provides an in depth look at 401K issues that may have otherwise been much drier if not done in this fun format. when i finished thebook, i lent it to my staff, who are first time 401K investors. i would say that this is a must buy for anyone who feels they are intimidated with 'what to do?' or 'what does this mean?' type of questions.
Average customer rating:
- Who the hell is Lucia Solorzano? I wrote the book alone!
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Keys to Investing in Your 401K (Barron's Business Keys)
Warren Boroson
Manufacturer: Barron's Educational Series
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Binding: Paperback
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A Commonsense Guide to Your 401(k) (Bloomberg Personal Bookshelf (Hardcover))
ASIN: 0764112988 |
Book Description
Explains why a soundly managed 401(K) is one of today's best ways to invest for retirement, then tells how to evaluate and improve specific 401(K) investments. Barron's easy-to-understand Business Keys take the mystery out of finance and investment for ordinary consumers. These easy-to-read books offer up-to-date advice on saving, investing, protecting one's assets, coping with taxes, and prudent management of personal finances.
Customer Reviews:
Who the hell is Lucia Solorzano? I wrote the book alone!.......1999-05-18
In any case, I'm revising the book right now. And I would welcome any comments. Warren Boroson
Book Description
As the baby boom begins to withdraw from the labor force, ensuring a secure retirement income becomes an increasingly important issue, the number of people over age 65 is expected to double by 2030. That trend will continue, accompanied by worries about stock market volatility, corporate malfeasance, a rapidly changing economy, and the viability of Social Security. In Coming Up Short, two experts on retirement policy analyze 401(k) plans, the fastest-growing type of employer-sponsored pensions and a vital source of retirement income for the American middle class.
Alicia Munnell and Annika Sunden chronicle the development of 401(k) plans, now the dominant form of private pensions. In accessible language, they explain how such plans work and discuss their popularity. For employees, these plans are appealing becuase they have more control over their own retirement funds, and the plans are portable. For employers, the plans are generally less costly than defined benefit plans.
Despite those advantages, there are some significant downsides to 401(k) plans. These plans shift all the risk and responsibility to employees, who must decide whether to join, how much to contribute, how to invest, whether to "cash out" when changing jobs, and how to manage their nest egg in retirement. These are difficult decisions, and while in theory 401(k)s could be an effective savings vehicle for retirement, in practice many people make mistakes at every step along the way.
Coming Up Short discusses why these mistakes are made and proposes various reforms to ensure that the aging population will have adequate retirement income. Comprehensive and up-to-date, Coming Up Short is an essential resource on 401(k) plans for financial service professionals, policymakers, academics, and individuals planning for their own retirement.
Customer Reviews:
Exploring the emergence and impact of 401(k) plans.......2005-05-13
In Coming Up Short: The Challenge Of 401(k) Plans, co-authors Alica H. Munnell and Annika Sunden collaborate in exploring the emergence and impact of 401(k) plans, the fastest-growing type of employer-sponsored pensions, with respect to the American public and national economics. Written with an especial eye toward the risks and challenges of a post-Enron scandal nation, Coming Up Short covers the special case of company stock, leakages from 401(k) plans, withdrawing from 401(k) funds at retirement, how to make pension plans do their job, and much more. Researched in-depth and filled with charts and graphs revealing its findings, Coming Up Short is a highly practical resource for not only financial service professionals, students and policymakers, but also lay individuals planning their own retirement. Highly recommended.
Where will tomorrow's money come from?.......2004-09-29
In this concise volume, the authors first lay out a bleak assessment of the future of private retirement funding in the United States, and then provide a clear roadmap to reform with straightforward remedies that will lead to better funding and more secure futures for retirees. This is not a diatribe against 401(k) plans, but rather a clear explanation of the shortcomings both in current law and in the strategies (or lack thereof) employed by individuals in such retirement savings vehicles. A good choice for an anyone with a 401 K plan, a great choice for anyone interested in the public policy of retirement.
Comes up just a little short.......2004-06-29
The authors, currently academic economists, trace and bemoan the demise of traditional defined benefit pension plans and make the case that 401(k) plans, which have significantly supplanted the "DB plan" on the employee benefit plan menu, will not, without a number of changes, adequately take the DB plan's place in providing retirement income for an important number of today's American workers. Citing a broad range of studies and the developing literature on 401(k) plans, the book explains in a workmanlike way the legal underpinnings of 401(k) plans (accurately enough for the authors' purposes), how 401(k) plans might operate, in theory and, most importantly, how they seem to operate in practice. (I say "seem" because, as the authors point out more than once, good data is hard to come by.) There is a large gap.
That is, there is a gap between what 401(k) plans could, theoretically, provide in the way of retirement income and what it looks like they will in fact provide. Employees (and, it is fair to say, employers) don't contribute enough to 401(k) plans in the first place. Employees, who are almost invariably asked to decide how to invest their 401(k) plan accounts, don't invest wisely. (In the case of investments in "Company Stock," the employer's own stock, employees often aren't even given the chance to invest wisely.) Finally, at the end of the road, premature withdrawals and the failure to annuitize account balances means that the opportunity to maximize what there is of the 401(k) plan's retirement benefit potential is often squandered. The discussion of annuitization, that is, the conversion of a single sum account balance into a fixed stream of income for life, may be the most useful material in the book.
Although the Munnell and Sunden offer several suggestions for "reform" of the pension system ("change" would have been a more appropriate word to use here), they conclude that their real goal is "to stimulate a debate that we hope will generate other ideas and options." To the extent that the book accomplishes this purpose it will be useful. However, long on data and data analysis and short on thought provoking discussion, I'm not sure that's going to happen.
Another difficulty I have is that I uncertain who is going to read "Coming Up Short." What's the market? It is certainly not written for the typical employee who wants practical information that he or she can use in understanding and making the most of his (or her) employer's 401(k) plan. (Not that we need another book on that subject right now.) Moreover, the politicians, bureaucrats and other inside players in the employee benefit plan game -- actuaries, accountants, lawyers, consultants, record keepers and the financial industry, primarily mutual funds and insurance companies -- are already well aware of the shortcomings of 401(k) plans as retirement plans. After all, neither by law are 401(k) plans required, nor by employer choice and design (except in rare instances) are they intended, to be retirement plans. The challenge for those of us who are interested in pension or retirement income politics is to first take one step backward and to acknowledge that 401(k) plans are not retirement plans.
Balanced and Informative Report.......2004-05-20
Dire predictions over the future of social security divert attention from a more immediate reality. The fact is that social security benefits only replace about forty percent of pre-retirement earnings for the average worker retiring at sixty-five. Future retirees, our current generation of baby boomers, will need to develop other sources of reliable income to maintain their standard of living. The obvious supplemental program for workers atempting to build wealth is the voluntary 401(k) salary reduction plan. Technically this is a "defined contribution" plan, different from a defined "benefit" plan, with greater potential to accumulate wealth. Unfortunately a quarter of eligible workers fail to sign-up for it. Many do not begin to seriously save until they are fifty. Fewer than ten percent contribute to their maximum permitted level. And those who do contribute make basic investment errors at every step of the way according to the authors.
Among the authors' other findings:
Many employees expose themselves to excessive risk by aggressively stuffing their plans with their company stock. A misplaced sense of worker loyalty or a desire to emulate the success of their corporate leaders may partially explain why participants ignore the first rule of risk reduction, diversification. On the other hand a recent study concluded that twenty-eight percent of all participants had no stock exposure despite the undisputed historical outperformance of stocks over bonds.
Few employees buy an annuity with their plan assets. But an annuity contract addresses the biggest risk faced by retirees, namely that they will outlive their nest egg. It is telling that the main purchasers of annuities are large sponsors of defined benefit pension plans whose paramount purpose is to guarantee retirees a life-long stream of income. Surrendering control of a significant sum of money after years of accumulation is a wrenching decision. The choice of an annuity is particularly difficult for those who believe they are skilled at managing their money or who want to maximize their bequests once they pass on. Retirees may also fear extraordinary healthcare expenses that would not be covered by an annuity. My guess, however, is that participants who have never considered an annuity might be swayed here to consider a partial commitment to one.
The authors see the need for a set of default choices based on sound financial planning experience that addresses each of the shortcomings they discuss. Participants overwhelmed by their options need some structured simplicity in the process. These are choices that can be confirmed or declined. Workers can only benefit from more professional guidance and education, but employers should not risk liability if the desired investment results are not achieved. COMING UP SHORT has a grasp of the current research on its subject and clearly (albeit dryly) outlines the issues. Experienced financial planners will find this book sobering but will not likely be surprised by its findings. Policy makers will find this a balanced and objective study. Lastly, 401(k) participants who just skim it will be motivated to do more on their own behalf.
Book Description
Developing an understanding of your retirement plan options can be simple and painless. and it shouldn't take hours of reading. In IRA and 401(k) Investing, you will find legal, financial, and common sense information organized into clear, simple explanations that help you make sense of the crucial details. This book addresses all of the current rules and discusses the latest changes affecting them. smart tips help you avoid pitfalls and select the retirement plan that's right for you. Increased interest in do-it-yourself money management is a defining trend of our modern world, and the DK Essential Finance series provides the perfect personal finance library to help take advantage of this phenomenon. These outstanding guides provide a practical and impartial resource to guide you through important financial decisions. Useful questionnaires pinpoint one's financial status while easy-to-use charts and graphs help track cash flow, cut through the complexities of financial lingo, and gain the confidence needed to build real financial security. Readers can learn to invest online, live debt free, plan for retirement, or pay for a child's education.
Customer Reviews:
How do retirement plans work?.......2001-06-20
Saving money for retirement is not always easy, knowing where to put your money is perhaps complex with so many options. Depending on your situation, you can choose a plan with various tax consequences. Understanding the options is the first step towards a financially secure retirement.
This step-by-step guide will bring more understanding to the question of how to build a nest egg. The important principles of retirement plan investing are set out in a uncomplicated way. There are practical explanations to help you make sense of the legal and financial restrictions and opportunities. Charts show a visual representation of where you stand now and explain how you can reach your goals.
Will Social Security be enough to live on? According to the American Association of Retired Persons, Social Security benefits will replace 43% of the income you earn during the year before you retire. This income will also not protect you against inflation, so it is wise to plan for your own future.
Did you know there is a way to withdraw money from an IRA without penalty before you officially retire? See page 18. You might also want to consider an education IRA which is not a retirement account, but a vehicle to help pay for a grandchild's education. This handy book shows if you are eligible and what the contribution limits are.
While the information on taxes is comprehensive, you will still want to consult with a professional before making any final decisions. Some of the tax laws might have changed slightly from this edition but overall, the information will make you more aware of the choices you should consider to make the most of your money.
Book Description
More than twenty-five million Americans have one trillion dollars invested in their 401(k) plans, yet many don't take full advantage of benefits because of confusing information. This straightforward guide cuts through the technical jargon to give readers a clear picture of what they canâand shouldâexpect from their plans.
Customer Reviews:
Very useful in helping me plan my 401(k).......2000-06-19
Written for investing novices, this book explains and clarifies the details of investing in a 401(k) plan. It was very useful when I set up my 401(k) account for the first time, and has subsequently come in handy as a reference guide when questions arose.
My only small complaint is that at times the material was "dumbed down" a little too much, and the author used generalizations rather than delve into some of the specifics of investing for retirement.
Practical and easy to understand.......1999-08-12
I usually throw away the material from my human resource department about benefits because it's so difficult to understand. On the other hand, this book really helped me to decide how much money I should be contributing to my 401(k) plan and how to choose my allocations. This is a useful book for all employees with 401(k) plans.
Product Description
This up-to-date and comprehensive electronic book on CD-ROM presents an enormous library of federal government documents and publications covering all aspects of the Employee Benefits Security Administration (EBSA), which is charged with the federal enforcement of the ERISA law (Employee Retirement Income Security Act of 1974). Information and material from the EBSA includes: EBSA Laws, Regulations, Rules, Reports, Publications, Compliance By Small Employers, Health Plans, Retirement Plans, Reporting, Filing, Fiduciary Education, Interpretations, Technical Guidance, Advisory Opinions, Exemptions, Field Bulletins, Information Letters, Interpretive Bulletins, Compliance Assistance, Abandoned Plans, Correction Programs, Fiduciary Education, for Small Employers, Small Business Retirement Solution, USERRA, Investment Advice Guidance. EBSA Office of Exemption Determinations, Office of Enforcement, Office of Policy and Research, Office of Health Plan Standards and Compliance Assistance, Office of Participant Assistance, Office of Program Planning Evaluation and Management, Regional Offices (Boston, NY, Philadelphia, Atlanta, Cincinnati, Chicago, Kansas City, Dallas, Los Angeles, San Francisco). Publications, Reports, Pension Protection Act, Disaster Relief, Multiple Employer Welfare Arrangements under ERISA, Protecting Pension and Health Care Benefits, Qualified Domestic Relations Order (QDRO) Savings Fitness: A Guide to Your Money and Your Financial Future; Simple IRA Plans for Small Businesses; An Employer s Guide to Group Health Continuation Coverage under COBRA; Reporting and Disclosure Guide for Employee Benefit Plans; Choosing A Retirement Solution for Your Small Business; National Summit on Retirement Savings; Private Pension Plan Bulletin March 2007 ERISA (Employee Retirement Income Security Act of 1974) enforcement, exemptions; Defined Benefit Plans; Defined Contribution Plans; Cash Balance Plans; Simplified Employee Pension Plans (SEPs); Qualified Domestic Relations Orders The Employee Benefits Security Administration (EBSA) is committed to educating and assisting the 150 million Americans covered by the 730,000 private retirement plans and six million private health and welfare plans and the plan sponsors and members of the employee benefits community. EBSA promotes voluntary compliance and facilitates self regulation, working diligently to provide quality assistance to plan participants and beneficiaries.
Product Description
This up-to-date and comprehensive electronic book on CD-ROM presents an enormous library of federal government documents and publications covering all aspects of the Employee Benefits Security Administration (EBSA), which is charged with the federal enforcement of the ERISA law (Employee Retirement Income Security Act of 1974). Information and material from the EBSA includes: EBSA Laws, Regulations, Rules, Reports, Publications, Compliance By Small Employers, Health Plans, Retirement Plans, Reporting, Filing, Fiduciary Education, Interpretations, Technical Guidance, Advisory Opinions, Exemptions, Field Bulletins, Information Letters, Interpretive Bulletins, Compliance Assistance, Abandoned Plans, Correction Programs, Fiduciary Education, for Small Employers, Small Business Retirement Solution, USERRA, Investment Advice Guidance. EBSA Office of Exemption Determinations, Office of Enforcement, Office of Policy and Research, Office of Health Plan Standards and Compliance Assistance, Office of Participant Assistance, Office of Program Planning Evaluation and Management, Regional Offices (Boston, NY, Philadelphia, Atlanta, Cincinnati, Chicago, Kansas City, Dallas, Los Angeles, San Francisco). Publications, Reports, Pension Protection Act, Disaster Relief, Multiple Employer Welfare Arrangements under ERISA, Protecting Pension and Health Care Benefits, Qualified Domestic Relations Order (QDRO) Savings Fitness: A Guide to Your Money and Your Financial Future; Simple IRA Plans for Small Businesses; An Employer's Guide to Group Health Continuation Coverage under COBRA; Reporting and Disclosure Guide for Employee Benefit Plans; Choosing A Retirement Solution for Your Small Business; National Summit on Retirement Savings; Private Pension Plan Bulletin March 2007 ERISA (Employee Retirement Income Security Act of 1974) enforcement, exemptions; Defined Benefit Plans; Defined Contribution Plans; Cash Balance Plans; Simplified Employee Pension Plans (SEPs); Qualified Domestic Relations Orders The Employee Benefits Security Administration (EBSA) is committed to educating and assisting the 150 million Americans covered by the 730,000 private retirement plans and six million private health and welfare plans and the plan sponsors and members of the employee benefits community. EBSA promotes voluntary compliance and facilitates self regulation, working diligently to provide quality assistance to plan participants and beneficiaries.
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