Best practices for investment committees. ([2006])

• Record Type: Book
• Further Information: Note: [Rocco DiBruno ; foreword by Donald B. Trone].
• Authors: DiBruno, Rocco
• Other Names: Trone, Donald B
• Contents: Title; Copyright; Foreword; Introduction; Chapter 1: Why You Need a 401(k) Investment Committee; Establishing a Benefits Committee; The Role of the Investment Committee; Defining a Prudent Investment Process for 401(k) Plans; Chapter 2: Forming an Investment Committee; Choosing the Right Investment Committee Members; Requirements for Being an Investment Committee Member; Indoctrinating New Investment Committee Members; Chapter 3: Investment Committee Meetings; Control of the Agenda; Information Provided; Disagreements; Documenting Deliberations Creating and Maintaining Plan Fiduciary RecordsChapter 4: Importance of Investment Policy; Benefits of the IPS; Implementing the IPS; Chapter 5: Complying with Erisa Section 404(c); Transferring Investment Responsibility; Ensuring ERISA Compliance; Actions the Committee Should Take; Chapter 6: Selecting, Monitoring and Replacing Investment Managers; Committee Responsibility; Selecting the Mutual Fund Manager(s); Screening; Fund Monitoring Procedures; Review Process; Creating a Watch List Process; Chapter 7: Employer Stock in the 401(k) Plan; Chapter 8: Hiring a Pension Consultant Additional Questions to Ask a Consultant or Investment AdvisorCo-Fiduciary Services; Chapter 9: Fiduciary Liability Insurance; Related Coverage; Managing Cost; Chapter 10: Understanding Investment Expenses & Fees; Getting Started; Indirect Expenses; Appendices; Appendix 1: Investment Option Evaluation Form; Appendix 2: Investment Committee Meeting Minutes; Appendix 3: Fiduciary Acknowledgment Letter; Appendix 4: By-laws and Operating Procedures for the Investment Committee; Appendix 5: Fiduciary Audit Checklist; Appendix 6: Glossary; Appendix 7: Resources
• Publisher Details: Glenelg, Maryland : Marketplace Books
• Publication Date: 2006
• Copyright Date: 2006
• Extent: 1 online resource
• Subjects: 344.7301252; 401(k) plans -- Management; 401(k) plans; Compensation management; Trusts and trustees; LAW / Administrative Law & Regulatory Practice; 401(k) plans; 401(k) plans -- Management; Compensation management; Trusts and trustees; Electronic books; Electronic books
• Languages: English
• ISBNs: 9781118538708; 1118538706
• Related ISBNs: 9781592803095
• Notes: Note: Includes bibliographical references.; Note: Vendor-supplied metadata.
• Access Rights: Legal Deposit; Only available on premises controlled by the deposit library and to one user at any one time; The Legal Deposit Libraries (Non-Print Works) Regulations (UK).
• Access Usage: Restricted: Printing from this resource is governed by The Legal Deposit Libraries (Non-Print Works) Regulations (UK) and UK copyright law currently in force.