Best Practices for Investment Committees
Best Practices for Investment Committees by Rocco DiBruno, published by John Wiley & Sons on July 10, 2007, is a comprehensive guide aimed at navigating the complexities of retirement plan investments. This 128-page book addresses the critical aspects of forming and managing an effective investment committee, emphasizing the importance of prudent selection and governance processes in today’s litigious environment.
Readers will find expert advice on various topics, including the roles and responsibilities of committee members, the reliance on outside consultants, and the development of a robust investment policy. The book is enriched with practical resources such as sample documents, templates, and checklists, along with real-world examples from the author’s extensive experience in the field. This edition serves as a valuable resource for those involved in business and economics, particularly in investments and securities.
Official synopsis Publisher
An indispensable guide to avoiding the legal and financial pitfalls and of retirement plan investment
While it has always been true that a well-staffed and managed investment committee is key to the success of a corporate retirement plan, in today’s increasingly complex and litigious world it is also a matter of survival. But what constitutes a prudent investment committee selection and operating process? How should a committee be selected and governed? How much reliance should a committee place on outside consultants? Written by an author with extensive, in-the-trenches experience, this book provides complete answers to these and all vital questions concerning the creation, staffing and management of a highly-adept investment committee, along with expert advice and guidance on serving on an investment committee and ensuring that your 401(K) investment program is sound, efficient and in complete compliance.
- Offers expert advice and guidance on how to serve successfully on an investment committee, facilitate effective management, design and implement a robust investment policy and much more
- Packed with sample documents, forms, templates, checklists, diagrams and other valuable, ready-to-use resources
- Features numerous real-world examples drawn from the author’s years of experience as an accredited investment
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