Neue Ideen für mehr Erfolg! Alles, was ein Manager über Rentenfonds wissen muß - die Zusammenstellung effektiver Fonds, ihr Management, die optimale Wertsteigerung - wird hier anhand in- und ausländischer Fallbeispiele eingängig erklärt. Nutzerfreundlich werden die wichtigsten Schritte in Übersichten zusammengestellt. Verschiedene moderne Ansätze zum Rentenfondsmanagement werden kritisch bewertet.

In Rescuing Retirement, Teresa Ghilarducci and Tony James offer a comprehensive yet simple plan to help workers save for retirement, increase retirement savings by earning higher returns, and guarantee lifelong income for everyone. It offers a practical guide to the future of secure retirement.

This book provides valuable information and analysis to managers, policymakers, and investment counselors in the rapidly expanding field of pension funding. American workers, too, need answers and insights on how to invest their money and plan for their retirement. fifteen of America's leading financial analysts address such pressing questions as -What is the current financial status of the elderly, and how vulnerable are they to inflation? -What is the impact of inflation on the private pension system, and what are the effects of alternative indexing schemes? -What roles can the social security system play in the provision of retirement income? -What is the effect of the tax code and the Employee Retirement Income Security Act of 1974 (ERISA) on corporate pension policy? -How well funded are corporate pension plans, and is a firm's unfunded pension liability fully reflected in the market value of its common stock? Many of the conclusions these experts reach contradict and challenge popular views, thus providing fertile ground for innovation in pension planning.

“A guide for planning that rich season of life, based not just on money, but also on how to create meaningful relationships, memories, and legacy.” —Dan Miller, author of 48 Days to the Work You Love Rock Retirement offers inspirational advice on how to enjoy the journey to retirement to its fullest. Traditional retirement advice usually boils down to saving more, sacrificing more, and settling for less. This approach makes people dependent on systems outside their control, such as the market, economy, and investment returns. The result: people lose power over determining their life. What sets Rock Retirement apart is its holistic approach to helping people take back control and act intentionally towards the life they want. It addresses the fears, hopes, and dreams that people have about retirement, goes way beyond the numbers, and shows them how to balance living well today and tomorrow. “Too many books think retirement is just about finances. Instead, retirement is about looking at life in full and working out what it is you want to do and then turning to finances to make it happen. That’s exactly the focus of the practical and helpful guide.” —Andrew Scott, coauthor of The 100-Year Life “Roger Whitney lays out a plan for today’s modern retiree. If you are exhausted with being fed that retirement is the end game of life, then Roger’s book is a must-read!” —Darryl W. Lyons, author of 18 to 80 “If you’re dreaming of a retirement free of worry, chao and confusion, Rock Retirement will give you the clarity, a solid plan and fresh inspiration to help you get where you want to go.” —Jevonnah “Lady J” Ellison, author of Love Letters for Leading Ladies

Examines the formidable challenges facing the middle class, calling for fundamental changes while surveying the extent of the problem and identifying the people and agencies most responsible.

Every pension plan has its fine print. Using case studies from the Pension Rights Center, Ferguson and Blackwell show what everyone in a private plan needs to know: how and when their pension will vest; how much their benefit will be; and whether it is adjusted for inflation. Is the plan overfunded or underfunded? Will it survive should the company change hands or go bankrupt? And what happens in the event of death or divorce? Each chapter tackling these subjects is followed by a "What to Do" section in which the authors demonstrate, point by point, how we can take charge of our retirement future. No retirement plan? You're not alone. Half of all Americans have no plan other than social security, and this venerable system - never intended to cover all retirement needs - typically pays people 40 percent of what they were earning when they worked. Or maybe you're in a do-it-yourself savings plan. Increasingly, employers are substituting these plans for traditional pensions. Again, Ferguson and Blackwell provide practical suggestions and reliable advice about the pros and cons of IRAs, 401(k)s, and the other tax-sheltered savings arrangements.

John Plender , an internationally-known and award winning journalist, argues for a new resonant and flexible political language that stresses values of inclusion and community, but that is also based on hard economic reality: stakeholding.

Mike brings to this work his comprehensive experience and consummate technical talent in a beautifully readable book. A treasure. --Frank Cummings, Former Adjunct Lecturer in Law at UVA Law School, Columbia Law School, NYU Law School, and ALI-ABA Retirement Savings Policy reviews the basic policies that govern retirement savings plans, and their real world application, focusing on the key issues of finance, taxation, fiduciary conduct, and employee choice. The discussion is framed around the three fundamental challenges confronting employers and employees today – the pension legacy, the 401(k) revolution, and the pressure, from policymakers, regulators, opinion leaders, and individuals, for changes that will put retirement security within reach of all Americans. With more than 40 years’ experience in the field, Michael P. Barry provides both a wealth of practical detail – best practices and concrete solutions – and a broad framework for understanding the issues surrounding retirement plans and strategies. The result is a comprehensive introduction to the forces that drive sponsor, participant, and policymaker decision-making. This is the perfect book for benefits and financial professionals who want a better understanding of the basic rules that govern retirement plan administration but also serves those interested in truly understanding the nuances and issues surrounding retirement plans and policies. The approach is practical, focusing on how US retirement plans actually work, how they are taxed (and not taxed), how they are regulated. But it is also conceptual, devoting considerable attention to an understanding of why these plans work the way they do. Why regulators and policymakers are so focused on a handful of issues – expanding coverage, reducing fees, fairness. And, at the highest level, what are the problems that we are trying to solve. As such, much of what we discuss will be of interest to a more general reader, who wants a realistic understanding of what is really at stake in current retirement policy debates.

The purpose of 'Pension & Retirement Plan Management: A Guide for Managers and Other Fiduciaries' is to provide reliable guidance for regulatory compliance, advice on managerial strategies, and some clarity on the underlying economics and finance of pension and retirement plans.