Coverart for item
The Resource Successful defined contribution investment design : how to align target-date, core, and income strategies to the PRICE of retirement, Stacy L. Schaus, CFP, with Ying Gao, Ph.D., CFA, CAIA

Successful defined contribution investment design : how to align target-date, core, and income strategies to the PRICE of retirement, Stacy L. Schaus, CFP, with Ying Gao, Ph.D., CFA, CAIA

Label
Successful defined contribution investment design : how to align target-date, core, and income strategies to the PRICE of retirement
Title
Successful defined contribution investment design
Title remainder
how to align target-date, core, and income strategies to the PRICE of retirement
Statement of responsibility
Stacy L. Schaus, CFP, with Ying Gao, Ph.D., CFA, CAIA
Creator
Contributor
Contributor
Subject
Language
eng
Summary
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. --
Member of
Assigning source
Provided by publisher
Cataloging source
BTCTA
http://library.link/vocab/creatorDate
1975-
http://library.link/vocab/creatorName
Schaus, Stacy L.
Illustrations
maps
Index
index present
Literary form
non fiction
Nature of contents
abstracts summaries
http://library.link/vocab/relatedWorkOrContributorName
Gao, Ying
Series statement
Wiley finance series
http://library.link/vocab/subjectName
  • Defined contribution pension plans
  • Retirement income
Label
Successful defined contribution investment design : how to align target-date, core, and income strategies to the PRICE of retirement, Stacy L. Schaus, CFP, with Ying Gao, Ph.D., CFA, CAIA
Instantiates
Publication
Bibliography note
Includes bibliographical references and index
Carrier category
volume
Carrier category code
  • nc
Carrier MARC source
rdacarrier
Content category
text
Content type code
  • txt
Content type MARC source
rdacontent
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
Control code
ocn956351065
Dimensions
24 cm
Extent
xviii, 362 pages
Isbn
9781119298564
Media category
unmediated
Media MARC source
rdamedia
Media type code
  • n
Other physical details
illustrations
System control number
(OCoLC)956351065
Label
Successful defined contribution investment design : how to align target-date, core, and income strategies to the PRICE of retirement, Stacy L. Schaus, CFP, with Ying Gao, Ph.D., CFA, CAIA
Publication
Bibliography note
Includes bibliographical references and index
Carrier category
volume
Carrier category code
  • nc
Carrier MARC source
rdacarrier
Content category
text
Content type code
  • txt
Content type MARC source
rdacontent
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
Control code
ocn956351065
Dimensions
24 cm
Extent
xviii, 362 pages
Isbn
9781119298564
Media category
unmediated
Media MARC source
rdamedia
Media type code
  • n
Other physical details
illustrations
System control number
(OCoLC)956351065

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