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Stop the Retirement Rip-off

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A detailed guide for avoiding the pitfalls of retirement fundingIn Stop the Retirement Rip-Off, author David Loeper provides the n... Weiterlesen
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Beschreibung

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.

David B. Loeper is the CEO of Financeware, Inc. Prior to founding Financeware in 1999, Loeper was managing director of strategic planning for the retail brokerage division of Wheat First Union and served on the Investment Advisory Committee of the almost $30 billion Virginia Retirement System. Loeper has been active in several industry associations, including the Investment Management Consultants Association (IMCA). He has also been a featured speaker at numerous industry events and often contributes to industry publications, as well as appearing on CNBC, Bloomberg TV, Fox Business, CNN, and Yahoo! FinanceVision.

Autorentext
David B. Loeper is the CEO of Financeware, Inc. Prior to founding Financeware in 1999, Loeper was managing director of strategic planning for the retail brokerage division of Wheat First Union and served on the Investment Advisory Committee of the almost $30 billion Virginia Retirement System. Loeper has been active in several industry associations, including the Investment Management Consultants Association (IMCA). He has also been a featured speaker at numerous industry events and often contributes to industry publications, as well as appearing on CNBC, Bloomberg TV, Fox Business, CNN, and Yahoo! FinanceVision.

Klappentext

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.



Zusammenfassung
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.



Inhalt
Preface xi

Acknowledgments xvii

Introduction Make the Most of Your Life! 1

Chapter 1 Why Fees MatterThe Coming "Retirement Plan Sticker Shock" 11

Chapter 2 Types of Expenses Dragging Down Your Retirement Funds 25

Chapter 3 The Price to Your Lifestyle of Needless Expenses 39

Chapter 4 Complaining Without Sounding Like a Complainer 55

Chapter 5 Rallying Your TroopsJust One Coworker Can Help 63

Chapter 6 What Happens If My Employer Ignores Us? 69

Chapter 7 Now That My Retirement Plan Is Fixed, How Can I Make the Most of My Life? 79

Chapter 8 Resources, Investment Selection, Asset Allocation, Tools, and Advice 91

Chapter 9 How Much is That Guarantee in the Window? 121

Chapter 10 Hidden Expenses in Government Union and Some 403(b) Plans 131

Chapter 11 Summary 137

Appendix A Lifestyle Prices of Excessive Retirement Plan Expenses 139

Appendix B ABC Plan-401(k) Plan Fee Disclosure Form 205

About the Author 217

Index 219

Produktinformationen

Titel: Stop the Retirement Rip-off
Untertitel: How to Keep More of Your Money for Retirement
Autor:
EAN: 9781118177846
ISBN: 978-1-118-17784-6
Digitaler Kopierschutz: Adobe-DRM
Format: E-Book (epub)
Herausgeber: Wiley
Genre: Recht, Beruf, Finanzen
Anzahl Seiten: 256
Veröffentlichung: 19.10.2011
Jahr: 2011
Auflage: 2. Aufl.
Untertitel: Englisch
Dateigrösse: 7.9 MB