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The Four Pillars of Retirement Plans: The Fiduciary Guide to Participant Directed Retirement Plans
John Wiley and Sons Ltd, July 2009, Pages: 244
The landscape over the last thirty years in corporate (401k, profit sharing, etc.), government (457 plans) and non-profit retirement plans (403b) has shifted toward participant directed funding and investment selection. This shift culminated in the Supreme Court's recent ruling allowing plan participants to sue fiduciaries. This book focuses on the key areas where past guidelines need to change in today's environment where participant direction dominates, and new liability for each participant's individual plan balance has suddenly become a potential responsibility to fiduciaries.
Praise for The Four Pillars of Retirement Plans
'This up-to-the-minute book shows how the Supreme Court's recent LaRue decision has reshaped the world of retirement plans. Rules governing fiduciaries of defined benefit plans may no longer protect fiduciaries of defined contribution plans and may actually harm them. The Four Pillars of Retirement Plans is indispensable for plan sponsors and other fiduciaries, and for all those advising them, including investment advisors and attorneys.'
—W. Scott Simon, JD, CFP, AIFA, author of The Prudent Investor Act: A Guide to Understanding and Morningstar 'Fiduciary Focus' columnist
'This book is a must-read for all plan sponsors, financial advisors, and ERISA attorneys if they have any hope of defending themselves from the mountain of litigation looming on the horizon for all participant-directed retirement plans and provides a road map to easily modify antiquated procedures born in the defined benefit era that contradict today's participant-directed retirement plans. Plaintiff's counsel is sure to have read this book; if you don't, you will be defenseless in these suits.'
—Edward Siedle, Esq., 'The Pension Detective' and President of Benchmark Financial Services, Inc.
'If you are a trustee, plan sponsor, or financial advisor serious about the retirement plan marketplace, you MUST read this book, or you will be ill-equipped to deal with the fiduciary meltdown non-readers will be facing.'
—John Lohr, ERISA attorney and author
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