Managing Pension and Retirement Plans: A Guide for Employers, Administrators, and Other Fiduciaries
August Baker, Dennis E. Logue, and Jack S. Rader
Abstract
This book discusses the different financial issues surrounding pension plans. It covers the different types of pension plans, fiduciary responsibilities, investment policy, performance monitoring, risk management, and cost control. The book is divided into five parts. Part I introduces the two main types of pension plans (defined benefit and defined contribution plans), then presents an overview of fiduciary responsibilities and regulatory compliance. Part II focuses on the different aspects of Defined Benefit plans. Part III focuses on Defined Contribution plans and hybrid plans. Part IV disc ... More
This book discusses the different financial issues surrounding pension plans. It covers the different types of pension plans, fiduciary responsibilities, investment policy, performance monitoring, risk management, and cost control. The book is divided into five parts. Part I introduces the two main types of pension plans (defined benefit and defined contribution plans), then presents an overview of fiduciary responsibilities and regulatory compliance. Part II focuses on the different aspects of Defined Benefit plans. Part III focuses on Defined Contribution plans and hybrid plans. Part IV discusses the measurement, evaluation, and improvement of investment performance. Part V addresses the management of the decision-making process, asset managers, and costs.
Keywords:
pension plans,
defined benefit plans,
defined contribution plans,
hybrid plans,
investment performance,
decision making,
asset management,
cost control
Bibliographic Information
| Print publication date: 2004 |
Print ISBN-13: 9780195165906 |
| Published to Oxford Scholarship Online: July 2005 |
DOI:10.1093/019516590X.001.0001 |
Authors
Affiliations are at time of print publication.
August Baker, author
The Brattle Group, Cambridge, Mass.
Dennis E. Logue, author
Oklahoma University
Jack S. Rader, author
Financial Management Association
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