The Investment Performance of Corporate Pension Plans
Why They Do Not Beat the Market Regularly
Hardcover ISBN: 0899302246
This study examines whether pension plans achieved satisfactory investment results when compared to conventional market indexes. It also covers the impact of factors such as risk, turnover and investment allocation policy on performance. . . . Pension plan managers and accountants who audit or advise them will be most interested in obtaining this book, as will academics doing research on pension plan performance. Journal of Accountancy The authors argue that the principle causes of the poor performance record of pension plan investments are frequent portfolio reallocations and high turnover. They show that these twin strategies act more to incur unnecessary costs than to enhance profits. They proceed to develop a new concept for pension fund diversification, one that will achieve the goals the present strategies have failed to achieve. Must reading for pension fund executives, corporate money managers, and bank trust officers, this book is also a significant addition to the finance and investing curriculum.
The Last Chance Millionaire
It's Not Too Late to Become Wealthy
Paperback ISBN: 0446699187
According to Doug Andrew, the bestselling author of Missed Fortune 101, too many Americans are being led down the wrong financial path. Even worse, many Baby Boomers find themselves panicking --fearful that they've already fallen too far behind to ever catch up. In this indispensable and eye-opening guide, Andrew provides fresh new pathways to reaching financial security -- pathways that all Americans need to consider now. Centering on his Three Miracles of Wealth Accumulation: the Miracle of Compound Interest, the Miracle of Tax-Favored Accumulation, and the Miracle of Positive, Safe Leverage, Andrew explodes many of the commonly-held myths about 401ks, pensions, paying down one's mortgage, and other forms of retirement planning. Along the way, Andrew offers unique strategies that will not only increase your wealth, but also help readers enjoy their best years while securing their future.
The Little Book of Retirement
Hardcover ISBN: 1849538514
You know you're retired when... ... People from work keep phoning up asking where on earth you put important documents. The joys of retirement are many and varied, so read on to discover what makes these golden years so golden!
Live it Up without Outliving Your Money!
Getting the Most from Your Investments in Retirement
2nd Edition Hardcover ISBN: 0470226501
Completely expanded and updated, Live it Up Without Outliving Your Money! Second Edition is the financial roadmap that people are looking for. Based on the author's experience in the financial services sector since the mid-1960s, including more than 30 years as an investment advisor and money manager, this plain-talking book gives readers simple strategies to add between $1,000 and $10,000 to their monthly income in retirement, and without taking any of the dumb risks of the past. This reliable resource motivates readers to take the first steps to change their financial situation; presents multiple strategies for withdrawing money during retirement; and exposes the marketing tricks perpetrated by financial institutions. This book also includes added focus on newer issues such as ETFs, REITs, estate planning, IRA withdrawals, and updated allocation strategies. Live it Up Without Outliving Your Money! : • Allows readers to tailor a financial plan for retirement that takes into account the amount of risk they’re willing to tolerate • Provides multiple strategies for withdrawing money once in retirement while also building an estate for children and other survivors • Exposes the marketing tricks and emotional ploys perpetrated by financial institutions and the personal finance media that keep investors from making the best decisions – and provide real-world examples of these deceptions • Motivates readers to take the first steps to change their financial situation, which is the most difficult part of the strategy • Includes a dozen worksheets to help readers grapple with retirement planning
Live Long & Prosper!
Invest in Your Happiness, Health, and Wealth for Retirement and Beyond
Paperback ISBN: 0471683442
Offering readers a superior program for planning a secure retirement, this guide to planning for the final stages of life asks and answers the question "how much is enough?" with advice on how to manage time, income, and expenses. Original.
Managing Retirement Plans to Meet Today's Challenges
Your Guide to Building a Great 401 K or 403 B That Lowers Legal Risk and Raises Employee Engagement
Paperback ISBN: 1599326531
Gain FIDUCIARY WISDOM,Empower Employees, and Reduce Legal RisksEvery employee has a compelling need to save money for a productiveand fulfilling retirement. And your responsibility as a retirement plansponsor or administer is to fill that need in a compliant way.In today’s litigious world, it’s more important than ever that youensure your plan is compliant. Author David Biddle knows whatit takes to properly build and monitor a retirement plan, and inManaging Retirement Plans to Meet Today’s Challenges, hereveals strategies and guidance so you can do the same.You’ll learn to:* define and achieve goals for your plan* determine if your plan is in compliance* identify hidden plan fees* evaluate the quality of your planinvestments* develop a quality governance systemImplementing a proper retirement plan will legallyprotect you and give your employees the opportunityfor a secure and satisfying future.
A Just-the-Facts Approach to Designing Your Medicare Benefits
Hardcover ISBN: 1599328100
Since its creation in 1966, Medicare has been a source of medical coverage for millions of Americans—and also a source of confusion. With so many different “plans