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19%OFFKen Ziesenheim - Understanding ERISA: A Compact Guide to the Landmark Act - 9781931611428 - V9781931611428
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Understanding ERISA: A Compact Guide to the Landmark Act

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Description for Understanding ERISA: A Compact Guide to the Landmark Act Paperback. Series: Wiley Trading. Num Pages: 132 pages, black & white illustrations. BIC Classification: KFF. Category: (G) General (US: Trade). Dimension: 216 x 137 x 9. Weight in Grams: 208.

Every advisor in your firm should have a copy" of this compact new guide, claims Harold Evensky, respected financial professional and author of Wealth Management. Evensky knows all too well that firms and individual advisors need to protect themselves now more than ever.

In the climate of corporate scandals and market downturns - being in compliance is critical to avoiding liability challenges. But - the scope and complexity of the landmark ERISA act has left trustees and fiduciaries struggling to ensure that they remain in compliance.

Now, industry pro Ken Ziesenheim's concise booklet covers the four key provisions of ERISA ... Read more

And, he covers four all-important steps for:

  • selecting and hiring a manager
  • monitoring activities of outside managers
  • documenting meetings to prevent complications
  • And interpreting the "Prudent Investor Rule"Help make sure you — and every professional in your firm - stays in compliance, by following the basic guidelines presented in this new work.
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Product Details

Format
Paperback
Publication date
2002
Publisher
John Wiley & Sons Inc
Condition
New
Series
Wiley Trading
Number of Pages
144
Place of Publication
New York, United States
ISBN
9781931611428
SKU
V9781931611428
Shipping Time
Usually ships in 7 to 11 working days
Ref
99-50

About Ken Ziesenheim
KEN ZIESENHEIM, CFP, JD, LL.M with more than 20 years of experience in the financial services industry, Ziesenheim regularly writes for professional journals and is a popular speaker.

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