"Daniel Cassidy has written a detailed, comprehensive guide for managers to understand and succeed at the ongoing process of managing a company retirement plan. If motivating your employees is important to you as a manager, this book is an essential key to your success." –Josh Gordon, author of Presentations That Change Minds and Selling 2.0 Written by renowned retirement benefits planning specialist Daniel Cassidy, A Manager's Guide to Strategic Retirement Plan Management focuses on current best practices regarding company-sponsored retirement plans within the United States. Filled with in-depth insights and expert advice, this valuable guide will aid managers in applying strategic thinking to their retirement plan management activities–whether it be a 401(k) plan, investing in company stock, or a traditional defined benefit plan. It will also help you to view retirement plans in a holistic manner–ever more necessary given the unpredictable economy and recent troubles with companies such as Enron and WorldCom. Covering everything from administrative issues to financial and legal responsibilities, A Manager's Guide to Strategic Retirement Plan Management will allow you to make the best decisions possible while managing this ongoing process and help you find solutions that best fit your organization's specific needs.
Whether you’re in retirement, just getting ready to retire, or 5, 10, or 40 years out, this book can help you invest smarter your whole life and yes, plan better for retirement. Harmful mythology abounds about retirement investing. Many retirees or soon-to-be retirees have heard a plethora of advice. Take 100 (or 120) and subtract your age to get your equity allocation, put the rest in bonds or cash. Buy only bonds. Buy only high dividend stocks. Or some combination! Buy equity-indexed annuities or some “guaranteed” income product. All examples of a potentially harmful myth many folks believe to be smart, strategic moves. Investors believe preparing for retirement requires a radically different set of tools or a dizzying array of products. Navigating the world of retirement products and services can be a full-time job. But investing for retirement is, in practice, not much (if at all) different from investing. In Your Retirement Plan, Ken Fisher will give readers a workable strategy to either develop their own retirement investing plan or work more successfully with a professional to increase the likelihood of achieving long-term goals while avoiding common pitfalls. The book will include easy-to-follow steps like How to think, correctly, about investing time horizon. How to better figure how much income you need How to determine if a portfolio can provide that income How to figure how much to save each year to achieve retirement goals What pitfalls to avoid And more. . . . In this retirement planning book that's not just for retirees, Fisher will hand readers the tools and confidence they need to better plan for the future.
This book argues persuasively that a behavioral perspective offers the best foundation for strategic management scholarship. This book presents a focused approach to strategic management theory. Outlines the basics of a behavioral approach to strategic management. Examines assumptions of rationality and equilibrium and the problems they create. Considers how a behavioral approach relates to a number of conventional approaches.
A detailed guide for avoiding the pitfalls of retirement funding In Stop the Retirement Rip-Off, author David Loeper provides the necessary tools for investors to take action and make the most of their retirement plans. It offers a road map for employees to understand the fees and costs associated with their plans; document the excesses in a presentation to management; then organize themselves to protest and, if necessary, bring the documentation to the Labor Department in a complaint. Written in a straightforward and accessible style, this book is filled with sensible strategies for making the most of retirement funds and putting future retirees back on the right financial track. Filled with strategies that can help employees stand up and secure their financial future Addresses how to make the most of your money, and your life, after fixing your retirement plan Outlines a practical approach to understanding your organization's retirement plan and overcoming its potential inefficiencies This important book contains the much-needed information that employees need to plan for retirement and ensure a secure financial future.
Lead change through strategic alignment of project and process performance Practical and filled with expert advice, Strategic Project Portfolio Management: Enabling a Productive Organization presents a clear framework for your organization to complete impactful strategic projects. Providing executive-level guidance to build a powerful and efficient process from initial adoption to portfolio alignment, this essential resource contains case studies from small to global multinational organizations, arming you with the insights to ensure your strategic projects are given the resources they need to deliver business impact. This important guide Shows executives how to align their projects and processes with their business strategy for compelling competitive advantage Provides cases from best in class organizations, showing how they were able to achieve results by using processes outlined in the book Reveals how technology is the key to developing new collaborative platforms and innovative work management environments that have not been possible until now Defines a framework for assessing project portfolio management competence within your organization and driving momentum for compelling improvements Explores how to go beyond project portfolio management to a holistic work management system Strategic Project Portfolio Management: Enabling a Productive Organization offers the practical recommendations, guidance, and real world insights you need to immediately begin driving better project management strategy.
Expert wealth manager Bishara A. Bahbah offers a complete guide to creating financial security. From explaining the basics of wealth management to providing an in-depth look at setting up an estate plan, managing debt, purchasing insurance and employing tax-saving strategies, Wealth Management in Any Market is a one-stop-shop for individuals looking to protect their assets and build wealth to weather any financial climate.
Written for enterprise risk management (ERM) practitioners who recognize ERM?s value to their organization, Enterprise Risk Management: A Methodology for Achieving Strategic Objectives thoroughly examines operational risk management and allows you to leverage ERM methodology in your organization by putting author and ERM authority Gregory Monahan's Strategic Objectives At Risk (SOAR) methodology to work. A must-read for anyone interested in risk management as a strategic, value-adding tool, this no-nonsense book shows you how to use ERM and SOAR to empower your company to go from stuck to competitive.
Creating and Implementing Your Strategic Plan is the companion workbook to Bryson's landmark book, Strategic Planning for Public and Nonprofit Organizations, a step-by-step guide to putting strategic planning into effect. Using revised, easy-to-understand worksheets, the authors provide clear instructions for creating a strategic plan tailored to the needs of the individual organization. With more material on stakeholder analysis, visioning, strategic issue identification, and implementation, this new edition is the best resource for taking leaders, managers, and students through every step of the strategic planning process.
A comprehensive guide to using strategic HR methods to increase company performance. This book explains what strategic human resources means, how it differs from other HR activities, and why it is critical to business performance. It walks through key questions for designing, deploying and integrating different strategic HR processes including staffing, performance management, compensation, succession management, and development. The book also addresses the role of technology in strategic HR, and discusses how to get companies to support, adopt, and maintain effective strategic HR processes. The book includes dozens of illustrative examples of effective and ineffective strategic HR using stories drawn from a range of companies and industries.
An objective resource for managing your firm's 401(k) plan With the recent uncertainty in the economy and financial markets, 401(k) plans are now under more scrutiny than ever. Written for finance and benefit professionals who are responsible for the management, operations, or oversight of their company's 401(k) plan, Managing Your Firm's 401(k) Plan offers a guide to designing and managing a 401(k) with a focus on financial, fiduciary, and regulatory standards. While there are plenty of books on 401(k) plans written for the individual investor, there are very few resources for professionals involved in 401(k) management. This book effectively fills that void It was specifically written for professionals involved in 401(k) management It includes regulatory and fiduciary information needed for compliance purposes It was created by experienced experts in the defined contribution plan arena Topics covered throughout this insightful guide include measuring retirement readiness, establishing plan governance, managing the plan's investment menu, monitoring record keeper performance, communicating effectively with employees, helping participants manage their retirement income, and much more.
A straightforward guide to leveraging your company's intellectual capital by creating a knowledge management culture The Complete Guide to Knowledge Management offers managers the tools they need to create an organizational culture that improves knowledge sharing, reuse, learning, collaboration, and innovation to ensure mesurable growth. Written by internationally recognized knowledge management pioneers, it addresses all those topics in knowledge management that a manager needs to ensure organizational success. Provides plenty of real-life examples and case studies Includes interviews with prominent managers who have successfully implemented knowledge management structures within their organizations Offers chapters composed of short theoretical explanations and practical methods that you can utilize, based primarily on hands-on author experience Taking an intellectual journey into knowledge management, beginning with an understanding of the concept of intellectual capital and how to establish an appropriate culture, this book looks at the human aspects of managing knowledge workers, promoting interactions for knowledge creation and sharing.
Retirement planning isn't something that happens at a specific point in time or at a specific age – we are all affecting our retirement plans every day with every decision we do or don't make. Canadians are living longer, and the average retiree in the future may have as much as 30 years of retirement to plan for, and there are many simple things that will impact our eventual retirement life. 52 Ways to Wreck Your Retirement identifies 52 things we do that could wreck our retirement, explains why it puts your retirement at risk, and provides the strategy to correct the mistake, or better still, avoid it entirely. The book is organized under several key areas of the planning process, including: Starting to Plan for Retirement Mistakes around Investing Mistakes around Debt Saving for Retirement Pensions Living in Retirement Spending in Retirement New Realities about Retirement 52 Ways to Wreck Your Retirement is not a feel-good book about how wonderful retirement will be or an alarming fear-mongering book about dying broke, nor is it a get-rich-late-retirement solution. Quite simply, it is an easily-accessible and practical guide written for Canadians of all ages that gives you the tools you need to better manage the financial and personal aspects of your retirement.
As corporations and the government continue to shift the responsibility for retirement savings to workers, employees at all economic levels must develop a personal plan to ensure a financially secure retirement. In Double Your Retirement Income, financial professional Peter Mazonas provides readers with the tools and information needed to overcome retirement obstacles. Beginning with a broad overview of the economic realities readers will face, this comprehensive guide helps them take a step back and make an honest assessment of what it’s going to take to retire on their terms. Filled with in-depth insight, expert advice, and illustrative charts and graphs, Double Your Retirement Income shows readers how to effectively manage Defined Contribution Plans, understand Defined Benefit Pension Plans, buy and hold a balanced portfolio of no-load, and much more.
Transform the PMBOK® Guide from a framework to a sharpened tool in your project manager's toolbox In project management circles, it's often joked that «there's the right way, the wrong way, and the PMBOK® way» to manage projects. In truth, it's really about the methodology you choose. The PMBOK® Guide is a consensus-based standard that thousands of project management professionals find immensely valuable in the process of developing an effective methodology. But exactly how does a project manager take the information provided in the PMBOK® Guide and apply it most effectively and appropriately to an actual project environment? This book can be the answer. It is basically a «guide to the guide»—a road map to applying the tools of the PMBOK® Guide to your organization's or project's unique nature and requirements. Bringing the PMBOK® Guide to Life: A Companion for the Practicing Project Manager builds a bridge between the PMBOK® Guide and the common needs of today's practicing project managers. It explains and elaborates on specific techniques, terms, and the application of tools that will enable project managers to effectively adapt the principles and processes described in the PMBOK® Guide to the practical world of project management. Readers will find suggested approaches for the use of project management tools and techniques along with templates developed directly from information provided in the PMBOK® Guide. Suggestions and study tips are also included to assist in preparing for the PMP exam, and a Project Plan Accelerator (PPA) can be used with the PMBOK® Guide by project managers and project teams to develop plans that are specifically tailored to meet the needs of your team, your clients, and your sponsoring organization. Written by two of the leading experts in the field, Bringing the PMBOK® to Life will help every project manager translate the PMBOK® Guide's tools and techniques into actionable, commonsense approaches to managing a project. (PMI, PMBOK, PMP, and Project Management Professional are registered marks of the Project Management Institute, Inc.)
Praise for Investment Manager Analysis «This is a book that should have been written years ago. It provides a practical, thorough, and completely objective method to analyze and select an investment manager. It takes the mystery (and the consultants) out of the equation. Without question, this book belongs on every Plan Sponsor's desk.» —Dave Davenport, Assistant Treasurer, Lord Corporation, author of The Equity Manager Search «An insightful compendium of the issues that challenge those responsible for hiring and firing investment managers. Frank Travers does a good job of taking complicated analytical tools and methodologies and explaining them in a simple, yet practical manner. Anyone responsible for conducting investment manager due diligence should have a copy on their bookshelf.» —Leon G. Cooperman, Chairman and CEO, Omega Advisors, Inc. «Investment Manager Analysis provides a good overview of the important areas that purchasers of institutional investment management services need to consider. It is a good instructional guide, from which search policies and procedures can be developed, as well as a handy reference guide.» —David Spaulding, President, The Spaulding Group, Inc. «This book is the definitive work on the investment manager selection process. It is comprehensive in scope and well organized for both the layman and the professional. It should be required reading for any organization or individual seeking talent to manage their assets.» —Scott Johnston, Chairman and Chief Investment Officer, Sterling Johnston Capital Management, LP «Investment Manager Analysis is a much-needed, comprehensive review of the manager selection process. While the industry is riddled with information about selecting individual stocks, comparatively little has been written on the important subject of manager selection for fund sponsors. This is a particularly useful guide for the less experienced practitioner and offers considerable value to the veteran decisionmaker as well.» —Dennis J. Trittin, CFA, Portfolio Manager, Russell Investment Group
The Bogleheads are back-with retirement planning advice for those who need it! Whatever your current financial situation, you must continue to strive for a viable retirement plan by finding the most effective ways to save, the best accounts to save in, and the right amount to save, as well as understanding how to insure against setbacks and handle the uncertainties of a shaky economy. Fortunately, the Bogleheads, a group of like-minded individual investors who follow the general investment and business beliefs of John C. Bogle, are here to help. Filled with valuable advice on a wide range of retirement planning issues, including some pearls of wisdom from Bogle himself, The Bogleheads' Guide to Retirement Planning has everything you need to succeed at this endeavor. Explains the different types of savings accounts and retirement plans Offers insights on managing and funding your retirement accounts Details efficient withdrawal strategies that could help you maintain a comfortable retirement lifestyle Addresses essential estate planning and gifting issues With The Bogleheads' Guide to Retirement Planning, you'll discover exactly what it takes to secure your financial future, today.