Successful defined contribution investment design : how to align target-date, core, and income strategies to the PRICE of retirement
by
 
Schaus, Stacy L., 1975- author.

Title
Successful defined contribution investment design : how to align target-date, core, and income strategies to the PRICE of retirement

Author
Schaus, Stacy L., 1975- author.

ISBN
9781119302575
 
9781119302544
 
9781119302568

Physical Description
1 online resource

General Note
Includes index.

Contents
Introduction -- DC Plans: A Cornerstone of Retirement. DC Plans Today -- Aligning DC Investment Design to Meet the PRICE of Retirement -- Plan Investment Structure -- Target-Date Design and Approaches -- Building Robust Plans: Core Investment Offerings. Capital Preservation Strategies -- Fixed-Income Strategies -- Designing Balanced DC Menus: Considering Equity Options -- Inflation Protection -- Additional Strategies and Alternatives: Seeking Diversification and Return -- Bringing It All Together: Creating Retirement Income. Retirement Income: Considering Options for Plan Sponsors and Retirees -- A Global View -- Closing Comments.

Abstract
Start-to-finish guidance toward building and implementing a robust DC plan Successful Defined Contribution Investment Design offers a comprehensive guidebook for fiduciaries tasked with structuring and implementing a 401(k) or other defined contribution (DC) pension plan. More than a collection of the usual piecemeal information, this book seeks to offer a complete, contemporary framework for plan design, together with tested methodologies and analytic techniques to help streamline plan monitoring, management and improve participant outcomes. Examples from plan sponsors provide on-the-ground insight while suggestions from DC consultants add expert perspective. Views from ERISA expert counsel provide additional understanding-along with input from academic thought leaders. Finally, investment evaluation and analysis is joined with participant savings and asset allocation data to look prospectively at potential outcomes, and case studies illustrate real-world implementation of objective-aligned asset allocation such as custom target-date strategies. Though the focus is primarily on U.S. plan design, author perspectives from countries including Australia, the United Kingdom and Canada provide relevant and helpful viewpoints for both new and experienced plan fiduciaries. For the vast majority of workers, DC plans have replaced traditional defined benefit pension plans as the primary source of employer-provided retirement income. This book provides comprehensive guidance to help you construct a plan to help workers to retire with confidence.-Adopt a framework for DC evaluation and structure -Learn new methodologies for investment choice evaluation -Use the innovative PIMCO Retirement Income Cost Estimate-or PRICE-to help quantify the amount of money a worker needs to create and stay on track to building a real income stream in retirement -Examine methodologies used at major companies in the U.S. and globally DC plans are the most rapidly growing retirement market in the world, yet sources of consolidated structural and analytical guidance are lacking. Successful Defined Contribution Investment Design fills the gap with a comprehensive handbook that covers the bases to help you develop an objective-aligned defined contribution plan.

Local Note
John Wiley and Sons

Subject Term
Defined contribution pension plans.
 
Retirement income -- Planning.
 
Régimes de retraite à cotisations déterminées.
 
Revenu de retraite -- Planification.
 
BUSINESS & ECONOMICS -- Labor.
 
POLITICAL SCIENCE -- Labor & Industrial Relations.
 
Finance.
 
BUSINESS & ECONOMICS.
 
Defined contribution pension plans
 
Retirement income -- Planning

Genre
Electronic books.

Added Author
Gao, Ying,

Electronic Access
https://onlinelibrary.wiley.com/doi/book/10.1002/9781119302575


LibraryMaterial TypeItem BarcodeShelf Number[[missing key: search.ChildField.HOLDING]]Status
Online LibraryE-Book593393-1001HD7105.4 .S33 2017 EBWiley E-Kitap Koleksiyonu