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The Resource 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

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

Creator
Author
Contributor
Summary
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
Language
eng
Work
Publication
Extent
1 online resource
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
Isbn
9781119302575
Link
Instance
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, with Ying Gao
Creator
Contributor
Author
Contributor
Subject
Genre
Language
eng
Summary
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
Cataloging source
DG1
http://library.link/vocab/creatorDate
1975-
http://library.link/vocab/creatorName
Schaus, Stacy L.
Dewey number
331.25/2
Index
index present
LC call number
HD7105.4
LC item number
.S33 2017eb
Literary form
non fiction
Nature of contents
  • dictionaries
  • bibliography
http://library.link/vocab/relatedWorkOrContributorName
Gao, Ying
http://library.link/vocab/subjectName
  • Defined contribution pension plans
  • Retirement income
  • BUSINESS & ECONOMICS
  • POLITICAL SCIENCE
  • 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, with Ying Gao
Link
Instantiates
Publication
Note
Includes index
Antecedent source
unknown
Bibliography note
Includes bibliographical references and index
Carrier category
online resource
Carrier category code
  • cr
Carrier MARC source
rdacarrier
Color
multicolored
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
Dimensions
unknown
Extent
1 online resource
File format
unknown
Form of item
online
Isbn
9781119302575
Level of compression
unknown
Media category
computer
Media MARC source
rdamedia
Media type code
  • c
Note
O'Reilly
Other control number
10.1002/9781119302575
http://library.link/vocab/ext/overdrive/overdriveId
cl0500000844
Quality assurance targets
not applicable
Reformatting quality
unknown
Sound
unknown sound
Specific material designation
remote
System control number
(OCoLC)972669406
Label
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
Link
Publication
Note
Includes index
Antecedent source
unknown
Bibliography note
Includes bibliographical references and index
Carrier category
online resource
Carrier category code
  • cr
Carrier MARC source
rdacarrier
Color
multicolored
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
Dimensions
unknown
Extent
1 online resource
File format
unknown
Form of item
online
Isbn
9781119302575
Level of compression
unknown
Media category
computer
Media MARC source
rdamedia
Media type code
  • c
Note
O'Reilly
Other control number
10.1002/9781119302575
http://library.link/vocab/ext/overdrive/overdriveId
cl0500000844
Quality assurance targets
not applicable
Reformatting quality
unknown
Sound
unknown sound
Specific material designation
remote
System control number
(OCoLC)972669406

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