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Author :
Publisher :
ISBN 13 :
Total Pages : 28 pages
Book Rating : 4.:/5 (31 download)
Download or read book The Prudence Rule and Pension Plan Investments Under ERISA written by and published by . This book was released on 1980 with total page 28 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author :
Publisher :
ISBN 13 :
Total Pages : 19 pages
Book Rating : 4.:/5 (759 download)
Download or read book The Prudence Rule and Pension Plan Investments Under ERISA written by and published by . This book was released on 1980 with total page 19 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Michael T. Leibig
Publisher : Center for Policy Alternatives
ISBN 13 :
Total Pages : 112 pages
Book Rating : 4.E/5 ( download)
Download or read book Mandating Social Prudence written by Michael T. Leibig and published by Center for Policy Alternatives. This book was released on 1982 with total page 112 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Lee E. Moncrief
Publisher :
ISBN 13 :
Total Pages : 208 pages
Book Rating : 4.3/5 (555 download)
Download or read book The Prudent Man Rule Before and After ERISA written by Lee E. Moncrief and published by . This book was released on 1977 with total page 208 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author :
Publisher :
ISBN 13 :
Total Pages : 456 pages
Book Rating : 4.F/5 ( download)
Download or read book Pension Plan Investments written by and published by . This book was released on 2002 with total page 456 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Albert Feuer
Publisher :
ISBN 13 :
Total Pages : 0 pages
Book Rating : 4.:/5 (137 download)
Download or read book Ethics, ESG, and ERISA written by Albert Feuer and published by . This book was released on 2020 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: Ethical-factor investing is investment decision-making that takes into account ethical factors. Part 1 described the three prudent approaches to ethical-factor investing: (1) the Incorporation approach, which does the right thing only if it improves financial returns; (2) the Tie-Breaker approach, which does the right thing if there no financial cost to doing so; and (3) the concessionary approach, which does the right thing if it does not reduce financial returns too substantially. Fiduciaries making investments on behalf of ERISA plans, other than Top-Hat plans, may use the Incorporation approach, and must use it, to the extent it is part of prudent investing. They may use the Tie-Breaker approach, but not the Concessionary approach. The latter would violate the fiduciary duty to act for the exclusive purpose of providing benefits to plan participants and beneficiaries for ERISA plans, other than Top-Hat Plans. Participants and beneficiaries of individual retirement arrangements or of self-directed ERISA savings and retirement plans, such as most 401(k) plans, may use any of the three ethical-factor investment approaches. Sponsors of Top-Hat plans may do the same. Fiduciaries choosing an investment option for most self-directed ERISA plans, other than Top-Hat plans, must use the Incorporation approach to the extent that it is prudent. They may also choose an option that uses the Tie-Breaker approach, but if it was also chosen by the Tie-Breaker approach it may only supplement rather than replace another investment option, such as an S&P 500 Index® fund.
Author : AL. HOLIFIELD
Publisher :
ISBN 13 : 9781543836646
Total Pages : 1066 pages
Book Rating : 4.8/5 (366 download)
Download or read book Erisa Fiduciary Answer Book written by AL. HOLIFIELD and published by . This book was released on 2021-09-23 with total page 1066 pages. Available in PDF, EPUB and Kindle. Book excerpt: ERISA Fiduciary Answer Book, 10th Edition
Author : Peter J. Wiedenbeck
Publisher :
ISBN 13 :
Total Pages : 26 pages
Book Rating : 4.:/5 (13 download)
Download or read book Trust Variation and ERISA's 'Presumption of Prudence' written by Peter J. Wiedenbeck and published by . This book was released on 2014 with total page 26 pages. Available in PDF, EPUB and Kindle. Book excerpt: The presumption that an eligible individual account plan (EIAP) is justified in continuing undiversified investments in employer stock, first recognized in Moench v. Robertson, is derived from state trust principles governing judicial authority to modify the terms of a private trust when necessary to respond to an unanticipated emergency. These trust variation doctrines apply in factual circumstances that are loosely analogous to the crashing ESOP situation, but a solid conceptual basis for their application to pension trusts under ERISA is lacking. The importation of traditional trust variation principles into ERISA elides several serious difficulties. The automatic assumption that the employer sponsoring an EIAP is the settlor of the pension trust is one problem. Even if the plan sponsor may be treated as settlor, Moench and its progeny overlook an essential premise of the Restatement (Second) of Trusts' administrative deviation rule: It would not apply to a private trust that is amendable in the way that a pension trust is required to be. Further, the federal courts have overlooked the fact that modern trust variation principles are far more liberal than the black letter rule set forth in the Second Restatement, which was adopted in 1957. In short, the overlooked or misunderstood provenance of the Moench presumption has caused serious confusion, leading federal courts in ERISA stock drop cases to apply outdated private trust doctrines that have little direct bearing on quasi-public (that is, tax-subsidized) pension trusts.Proper resolution of fiduciary breach claims founded on failure to diversify EIAP employer stock holdings begins with recognition that the matter involves statutory interpretation, not plan interpretation. Accommodating Congress's multiple goals (inducing both employee ownership and retirement savings) when they come into conflict requires a critical assessment of legislative priorities, which emerged and evolved over decades, and which are evidenced by complex, technical, and seemingly unrelated provisions of both the tax code and ERISA. Careful comprehensive evaluation reveals that the presumption of prudence as developed to date in the Moench line of cases deranges ERISA's policy equilibrium.
Author : United States. Congress. Senate. Committee on Human Resources. Subcommittee on Labor
Publisher :
ISBN 13 :
Total Pages : 826 pages
Book Rating : 4.:/5 (327 download)
Download or read book Oversight of ERISA, 1977 written by United States. Congress. Senate. Committee on Human Resources. Subcommittee on Labor and published by . This book was released on 1978 with total page 826 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Robert Levering
Publisher :
ISBN 13 : 9780385264389
Total Pages : 0 pages
Book Rating : 4.2/5 (643 download)
Download or read book The 100 Best Companies to Work for in America written by Robert Levering and published by . This book was released on 1993 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Bevis Longstreth
Publisher : Oxford University Press
ISBN 13 : 0195364694
Total Pages : 292 pages
Book Rating : 4.1/5 (953 download)
Download or read book Modern Investment Management and the Prudent Man Rule written by Bevis Longstreth and published by Oxford University Press. This book was released on 1987-01-08 with total page 292 pages. Available in PDF, EPUB and Kindle. Book excerpt: In recent years the field of finance has exploded with innovation. New products, services and techniques abound. The risks of inflation, the volatility of interest rates, the deregulation of financial intermediaries and the unbundling of financial services have combined to present investment managers with challenges and opportunities far greater than in the past. For trustees and managers of pension, trust, endowment, and similar funds, the task of meeting the challenges and exploiting the opportunities is much more difficult. These fiduciaries must measure their investment decisions against constrained interpretations of a legal standard--the prudent man rule--that have caused it to lag far behind changes in investment theory and the marketplace. Drawing on financial history, a major opinion survey of institutional investors, and comprehensive reviews of the law and of the lessons of modern portfolio theory for prudence, this book presents a powerful case that the prudent man rule as elaborated in legal treatises and much of the case law would virtually compel a fiduciary to act imprudently in terms of financial theory and marketplace reality. In proposing a modern paradigm of investment prudence, the book uses illustrations drawn from such traditionally suspect categories of investment fiduciaries as securities lending, real estate, venture capital, options and futures and repurchaser agreements. An unusual examination of the interaction of the worlds of law and finance, this work will be of interest to fiduciaries who are subject to some from of prudent man rule and all others, including judges, lawyers and investment managers, who are called upon to interpret and apply that legal standard.
Author : United States. General Accounting Office
Publisher :
ISBN 13 :
Total Pages : 72 pages
Book Rating : 4.F/5 ( download)
Download or read book Public Pension Plans written by United States. General Accounting Office and published by . This book was released on 1995 with total page 72 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : United States. Congress. House. Committee on Education and Labor. Subcommittee on Labor-Management Relations
Publisher :
ISBN 13 :
Total Pages : 580 pages
Book Rating : 4.3/5 (121 download)
Download or read book Oversight Hearing Concerning Pension Fund Investment in Construction written by United States. Congress. House. Committee on Education and Labor. Subcommittee on Labor-Management Relations and published by . This book was released on 1983 with total page 580 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Brian Cheffins
Publisher : Oxford University Press
ISBN 13 : 0190640332
Total Pages : 400 pages
Book Rating : 4.1/5 (96 download)
Download or read book The Public Company Transformed written by Brian Cheffins and published by Oxford University Press. This book was released on 2018-09-28 with total page 400 pages. Available in PDF, EPUB and Kindle. Book excerpt: For decades, the public company has played a dominant role in the American economy. Since the middle of the 20th century, the nature of the public company has changed considerably. The transformation has been a fascinating one, marked by scandals, political controversy, wide swings in investor and public sentiment, mismanagement, entrepreneurial verve, noisy corporate "raiders" and various other larger-than-life personalities. Nevertheless, amidst a voluminous literature on corporations, a systematic historical analysis of the changes that have occurred is lacking. The Public Company Transformed correspondingly analyzes how the public company has been recast from the mid-20th century through to the present day, with particular emphasis on senior corporate executives and the constraints affecting the choices available to them. The chronological point of departure is the managerial capitalism era, which prevailed in large American corporations following World War II. The book explores managerial capitalism's rise, its 1950s and 1960s heyday, and its fall in the 1970s and 1980s. It describes the American public companies and executives that enjoyed prosperity during the 1990s, and the reversal of fortunes in the 2000s precipitated by corporate scandals and the financial crisis of 2008. The book also considers the regulation of public companies in detail, and discusses developments in shareholder activism, company boards, chief executives, and concerns about oligopoly. The volume concludes by offering conjectures on the future of the public corporation, and suggests that predictions of the demise of the public company have been exaggerated.
Author :
Publisher :
ISBN 13 :
Total Pages : 218 pages
Book Rating : 4.3/5 (121 download)
Download or read book Pensions and Mortgages written by and published by . This book was released on 1984 with total page 218 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : United States. Congress. Senate. Committee on Finance. Subcommittee on Private Pension Plans and Employee Fringe Benefits
Publisher :
ISBN 13 :
Total Pages : 580 pages
Book Rating : 4.3/5 (91 download)
Download or read book Pension Simplification and Investment Rules written by United States. Congress. Senate. Committee on Finance. Subcommittee on Private Pension Plans and Employee Fringe Benefits and published by . This book was released on 1977 with total page 580 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : United States. Congress. House. Committee on Education and Labor. Subcommittee on Labor-Management Relations. Welfare and Pension Plans Task Force
Publisher :
ISBN 13 :
Total Pages : 1736 pages
Book Rating : 4.3/5 (121 download)
Download or read book Hearings on the Public Employee Retirement Income Security Act of 1980 written by United States. Congress. House. Committee on Education and Labor. Subcommittee on Labor-Management Relations. Welfare and Pension Plans Task Force and published by . This book was released on 1981 with total page 1736 pages. Available in PDF, EPUB and Kindle. Book excerpt:
