Schaus Designing Successful Target-Date Strategies for Defined Contribution Plans

Putting Participants on the Optimal Glide Path
1. Auflage 2010
ISBN: 978-0-470-63286-4
Verlag: John Wiley & Sons
Format: PDF
Kopierschutz: Adobe DRM (»Systemvoraussetzungen)

E-Book, Englisch, 336 Seiten, E-Book

Reihe: Wiley Finance Editions

The ultimate guidebook for navigating the new world of pensionsand retirement plans
In the wake of the explosive growth of defined contribution (DC)plans invested with target date strategies, and the understandingof how important these strategies can be in effectively meetingretirement income goals, plan sponsors are seeking more optimaltarget date approaches. This timely book provides you with in-depthanswers from the nation's most qualified and experienced experts topressing questions about DC plan design.
* Presents the views of individuals from all across themarket
* Includes a broad range of plan sponsors both in the corporateworld and in the public/government sectors
* Offers views from consultants and advisors from the mostrespected firms, academics who teach at leading universities, andother innovative leaders
With a broad range of knowledge and insight, DesigningSuccessful Target Date Strategies in Defined Contribution Planshelps you understand the evolution of DC plans, pulls together allangles of what it takes to develop custom target date strategies,and provides you with a look ahead to the future.

Autoren/Hrsg.

Schaus, Stacy L.

Weitere Mitwirkende

Gross, Bill

Über Autor(innen)

STACY L. SCHAUS, CFP, is a senior vice president and the defined contribution practice leader at PIMCO, which manages over $130 billion in DC assets. Prior to joining PIMCO in 2006, she was a founder and president of Hewitt Financial Services LLC, where she created the Hewitt 401(k) Index. Ms. Schaus has nearly thirty years of investment experience. She has written extensively on defined contribution issues, including PIMCO DC Dialogue, and has been named by 401kWire as one of the fifty most influential leaders in defined contribution for 2010. Stacy is the Founding Chairperson of the Defined Contribution Institutional Investment Association, as well as a board and research committee member for the Employee Benefit Research Institute. She also is a former board member of the Financial Planning Association.