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

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 g...

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Detalles Bibliográficos
Clasificación:Libro Electrónico
Autor principal: Schaus, Stacy L., 1975-
Formato: Electrónico eBook
Idioma:Inglés
Publicado: Hoboken, N.J. : John Wiley & Sons, ©2010.
Colección:Wiley finance series.
Temas:
Acceso en línea:Texto completo
Tabla de Contenidos:
  • 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; N.