The Defined Contribution Handbook: An Inside Guide to Service Providers & Advisors - Softcover

Clark, Keith

Softcover

ISBN 10: 1592800629 ISBN 13: 9781592800629

Publisher: Marketplace Books, Inc., 2003

Synopsis

The first book of its kind to explain the Defined Contribution from every angle, and a must-read for every clearing firm, broker-dealer, CPA, mutual fund manager - any advisor involved in the retirement benefit industry. Provides an insightful, inside look at the investment component of the retirement industry, day-to-day processes and how technology has changed the business. See why companies like 401k, ASP, and others are making it required reading for all new hires.Experts are praising . . .The Defined Contribution HandbookAn Inside Guide to Service Providers and Advisors'It's about time someone articulated the inner workings of how mutual funds and investments are really traded. Every bank, clearing firm, and broker-dealer should read this book if they want to understand the detailed nature of this business." - Bert M. Deardorff, First Trust Corp'Everyone in the investment industry should read this book, from mutual fund managers to investment advisors. This book provides an insightful inside look at the investment component of the retirement industry."- Karl Tourville, Managing Partner, Galliard Capital Management'Keith has a 360 degree view of the industry, which makes his work as a strategy consultant extremely valuable. He's been an early advocate of Business Process Outsourcing for defined contribution, and this book will help TPA's understand the importance of adapting their strategies to this new business model." -Jeffrey Miller, CEO, GoldK'This is the first book that tells the history of our business including the day-to-day process and how technology has changed our business. It is a must read for all service providers and plan sponsors."-John Moody, President, Matrix Settlement & Clearance Services, LLC'Every CPA that is involved with Employee Benefit audits or servicing retirement plans should read this book."-Tony Batman, Founder/CEO, 1st Global, Inc.

About this title

From the Inside Flap

Experts are praising . . .
The Defined Contribution Handbook
An Inside Guide to Service Providers and Advisors

"It's about time someone articulated the inner workings of how mutual funds and investments are really traded. Every bank, clearing firm, and broker-dealer should read this book if they want to understand the detailed nature of this business."
- Bert M. Deardorff, First Trust Corp

"Everyone in the investment industry should read this book, from mutual fund managers to investment advisors. This book provides an insightful inside look at the investment component of the retirement industry."
- Karl Tourville, Managing Partner,
Galliard Capital Management

"Keith has a 360 degree view of the industry, which makes his work as a strategy consultant extremely valuable. He's been an early advocate of Business Process Outsourcing for defined contribution, and this book will help TPA's understand the importance of adapting their strategies to this new business model."
-Jeffrey Miller, CEO, GoldK

"This is the first book that tells the history of our business including the day-to-day process and how technology has changed our business. It is a must read for all service providers and plan sponsors."
-John Moody, President,
Matrix Settlement & Clearance Services, LLC

"Every CPA that is involved with Employee Benefit audits or servicing retirement plans should read this book."
-Tony Batman, Founder/CEO, 1st Global, Inc.

"We have found this to be one of the most insightful books with regard to the sale and operation of 401(k) plans. In fact, we are requiring all of our new employees to read this book as part of our training curriculum."
-Peter W. Kirtland, 401k ASP, Inc.

Edition details

• Publisher: Marketplace Books, Inc.
• Publication date: 2003
• Language: English
• ISBN 10: 1592800629
• ISBN 13: 9781592800629
• Binding: Paperback
• Number of pages: 228