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A Manager's Guide to Strategic Retirement Plan Management by Daniel Cassidy PDF

By Daniel Cassidy


"The booklet bargains 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 be successful on the ongoing technique of handling an organization retirement plan. If motivating your staff is critical to you as a supervisor, this ebook is an important key on your success." --Josh Gordon, writer of shows that modify Minds and promoting 2.0 Written through popular retirement advantages making plans professional Daniel Cassidy, A Manager's advisor to Strategic Retirement Plan administration specializes in present top practices relating to company-sponsored retirement plans in the usa. jam-packed with in-depth insights and professional recommendation, this invaluable advisor will reduction managers in using strategic pondering to their retirement plan administration activities--whether or not it's a 401(k) plan, making an investment in corporation inventory, or a conventional outlined profit plan. it's going to additionally assist you to view retirement plans in a holistic manner--ever extra worthwhile given the unpredictable economic system and up to date problems with businesses corresponding to Enron and WorldCom. masking every thing from administrative concerns to monetary and felony tasks, A Manager's advisor to Strategic Retirement Plan administration will let you make the easiest judgements attainable whereas coping with this ongoing method and assist you locate options that top suit your organization's particular wishes.

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The employer has promised participants a benefit. These benefits are deferred wages to which the participants are legally entitled. The employer should have assets set aside to cover the current value of these promises. If these assets are not set aside, the participant could be exposed to possible cutbacks in benefits if the company goes bankrupt, such as happened with several airline companies in recent years. 1 Sample Plan Funded Status Value 1. Assetsa 2. Liabilityb 3. Funded status % [ 1. / 2.

For the accrued benefit measure, we will use the ABO listed in our financial statements (alternative—use the current liability as disclosed in our actuarial valuation report). Alternatives—Target 125 percent (or any higher number) accrued benefits basis. ■ Advantages • Avoids adverse impact of being underfunded, such as balance sheet hit (other comprehensive income), PBGC notification to participants, etc. • Provides security to pension participants if target is set appropriately • Reduces PBGC premium to low level and possibly to minimum level ■ Disadvantages • Large fluctuations in contributions required since target is based on assumptions out of control of plan sponsor—if ABO based, market rates; if current liability based, 30-year treasury rates • If target is set too low, could still expose participants to adverse market impact • No explicit factor included in policy that focuses on employer’s ability to make contributions “Rainy Day” Policy.

Vendors know that they must maintain good working relationships with search firms in order to be included in the next search performed by this firm. If you decide to go it alone, vendors have a significant advantage since you will only be doing a search once. ■ Process management. Keeping a search committee on track through a complex purchasing decision is often difficult. With an outside firm helping to spearhead your search, you maximize your staff’s time by having them focus on key tasks such as final decision making.

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