IS MY RETIREMENT PLAN ANY GOOD?
Millions of Americans are counting on 401(k) and related defined-contribution plans to fulfill their retirement dreams—that is, if their plan is a good one. Though some plans perform superbly, many others suffer from questionable investments and poor management that leave them vulnerable to litigation and federal sanctions. How can you tell the difference?
In Rewarding Retirement, Brian D. Allen gets rid of the guesswork for the fiduciaries who operate those plans. Fascinating and informative with a wealth of insights, it is an insider’s guide that finally equips fiduciaries with the tools that they need to feel confident and proud of a job well done.
Rewarding Retirement
by Brian D. AllenFormat: Nonspecific Binding
Pub. Date: 2020-09-01
Publisher(s): Simon & Schuster
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Summary
Author Biography
BRIAN D. ALLEN, CFP®, has been an advocate for professionalism and a quiet pioneer in the qualified retirement plan industry for more than twenty-five years. He is founder and chairman of Pension Consultants Inc. (PCI), based in Springfield, Missouri. PCI is a fee-only plan adviser on a mission to improve the financial security of American workers. Consistently ranked among top industry leaders, PCI embraces plan management based on transparent results for participants, with the goal of putting a Rewarding Retirement within reach for all. Allen also was an early mover to a business model that eliminates incentives and inducements that can influence recommendations to clients. His entire career has been dedicated to helping plan committees deliver meaningful results for their participants.
Table of Contents
AN HONOR AND A CHALLENGE GOOD FOR ONE AND ALL THE ROOTS OF ERISA THE RULES OF THE GAME KEEPING OUT OF TROUBLE CONDUCTING THE ORCHESTRA WHAT’S ON THE MENU? WHY FEES MATTER CONTRIBUTIONS MATTER MOST DOING WELL BY DOING GOOD ACKNOWLEDGMENTS
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