MARC状态：审校 文献类型：西文图书 浏览次数：24
- 题名/责任者:
- Successful defined contribution investment design : how to align target-date, core, and income strategies to the PRICE of retirement / Stacy L. Schaus with Ying Gao.
- 出版发行项:
- Hoboken, New Jersey : Wiley, [2017]
- 出版发行项:
- ?2017
- ISBN:
- 9781119298564
- ISBN:
- 1119298563
- 载体形态项:
- xviii, 362 pages : illustrations ; 24 cm.
- 其他载体形态:
- ebook version : 9781119302544
- 丛编说明:
- Wiley finance series
- 丛编统一题名:
- Wiley finance series.
- 个人责任者:
- Schaus, Stacy L., 1975- author.
- 附加个人名称:
- Gao, Ying, contributor.
- 论题主题:
- Retirement income-Planning.
- 中图法分类号:
- F241.34
- 书目附注:
- Includes bibliographical references and index.
- 内容附注:
- 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.
- 摘要附注:
- 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. --
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