By Daniel Cassidy
"The ebook deals strategic and pragmatic "tell it love it is" recommendation on various key issues..." (PEF, July 2007)
"Daniel Cassidy has written a close, finished advisor for managers to appreciate and prevail on the ongoing technique of dealing with an organization retirement plan. If motivating your staff is critical to you as a supervisor, this publication is a vital key on your success." --Josh Gordon, writer of shows that adjust Minds and promoting 2.0 Written by means of well known retirement merits making plans professional Daniel Cassidy, A Manager's advisor to Strategic Retirement Plan administration specializes in present most sensible practices concerning company-sponsored retirement plans in the usa. jam-packed with in-depth insights and professional recommendation, this useful advisor will relief managers in using strategic considering to their retirement plan administration activities--whether it's a 401(k) plan, making an investment in corporation inventory, or a standard outlined profit plan. it's going to additionally assist you to view retirement plans in a holistic manner--ever extra worthy given the unpredictable economic climate and up to date issues with businesses reminiscent of Enron and WorldCom. protecting every little thing from administrative matters to monetary and criminal tasks, A Manager's consultant to Strategic Retirement Plan administration will let you make the simplest judgements attainable whereas coping with this ongoing technique and assist you locate ideas that most sensible suit your organization's particular wishes.
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Additional info for A Manager's Guide to Strategic Retirement Plan Management
The client service person says that it will take two days. The client does not get it for two weeks, or worse, never gets it and has to call the vendor again. Clients and vendors are all businesspeople and understand schedules, timing, and staff management, and that some things take time. What clients do not like is to be told to expect things by a certain date and not get it. ■ Mistakes. We list mistakes last, because in fact, this is the least common issue that clients call us about. Some typical mistakes we see include payroll for the preceding month not being entered into the system for nine days due to a programming error, a benefit calculation done incorrectly, a participant communication letter with typos, and so forth.
Time spent at this initial stage will go a long way to helping you make a better decision later on in the process. The next step is drafting a request for proposal (RFP). A sample RFP based on this process is provided in Appendix A. As you can see, our RFP is very streamlined and focuses on the critical needs of our clients. We view an RFP as the start of a conversation between the vendor and our clients. It is us trying to communicate how our client is unique and different from others, and what their key drivers are.
There’s no need for you to be an expert trust attorney, but some familiarity with basics of trust is a great starting point to discuss these issues. Trusts are established by one entity (a company) for the purpose of another (perhaps its employees). All actions of the trust must be written down in a trust document. What actually constitutes a trust document can vary. However, most trust documents will include: • • • • Defining all parties involved and who appoints them. Defining what actions can and/or must be taken.
A Manager's Guide to Strategic Retirement Plan Management by Daniel Cassidy
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