Provides practical guidance in setting up a 401(k) plan. Focuses on issues and alternative design, investment, administration, and compliance. DLC: 401(k) plan.
Julie Jason works with families who want her to manage their retirement portfolios. Having gotten her start on Wall Street as a lawyer thirty years ago, she approaches investing with a blend of optimism (everyone can do something to improve their financial situations) and a dose of healthy skepticism (don't invest unless you understand what can go wrong), which is reflected in her books, articles and column.
She takes every opportunity to write, teach, and coach people who want to expand their knowledge and enhance their financial decision-making ability.
Julie's book, The AARP Retirement Survival Guide, was named as a TOP TEN BUSINESS BOOK for 2010 by BOOKLIST.
Julie's book also received a number of awards:
1) The 2010 International Book Award for Personal Finance
2) The 2010 EIFLE Award (Excellence in Financial Literacy Education)
3) The 2010 Best Books Award for Personal Finance
4) Axiom Best Books Award for Retirement Planning for 2011
5) The 2010 New York State Society of CPA's Award for Excellence in Financial Journalism (for an AAII article based on two chapters of the book).
If you want to ask Julie a question she can answer in her column (www.greenwichtime.com), email her at readers@juliejason.com. Visit Julie at www.juliejason.com.
