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The Four Pillars of Retirement Plans: The Fiduciary Guide to Participant Directed Retirement Plans [Kindle Edition]

David B. Loeper

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Book Description

Praise for The Four Pillars of Retirement Plans

"This up-to-the-minute book shows how the Supreme Court's recentLaRue decision has reshaped the world of retirement plans. Rulesgoverning fiduciaries of defined benefit plans may no longerprotect fiduciaries of defined contribution plans and may actuallyharm them. The Four Pillars of Retirement Plans isindispensable for plan sponsors and other fiduciaries, and for allthose advising them, including investment advisors andattorneys."
W. Scott Simon, JD, CFP, AIFA, author of ThePrudent Investor Act: A Guide to Understanding and Morningstar"Fiduciary Focus" columnist

"This book is a must-read for all plan sponsors, financialadvisors, and ERISA attorneys if they have any hope of defendingthemselves from the mountain of litigation looming on the horizonfor all participant-directed retirement plans and provides a roadmap to easily modify antiquated procedures born in the definedbenefit era that contradict today's participant-directed retirementplans. Plaintiff's counsel is sure to have read this book; if youdon't, you will be defenseless in these suits."
Edward Siedle, Esq., "The Pension Detective" andPresident of Benchmark Financial Services, Inc.

"If you are a trustee, plan sponsor, or financial advisorserious about the retirement plan marketplace, you MUST read thisbook, or you will be ill-equipped to deal with the fiduciarymeltdown non-readers will be facing."
John Lohr, ERISA attorney and author



Editorial Reviews

From the Inside Flap

In the February 2008 landmark Supreme Court ruling LaRue v. DeWolff, Boberg & Associates, Inc., the Court ruled on the ability of an individual participant to sue retirement plan fiduciaries. This ruling significantly changed the landscape of fiduciary liability and risks for trustees. With the Court's decision that any individual can sue for breaches based solely on the impairment of their personal plan balances, a potential floodgate of new lawsuits may have been opened. This has profound implications for exercising new forms of procedural prudence designed specifically for participant-directed funding and investment selection.

The Four Pillars of Retirement Plans provides a road map that all fiduciaries can use to adjust their actions to shelter themselves from the massive liabilities they may face-as well as serving as a guide for attorneys representing retirement plan participants.

Drawing on his nearly twenty-five years of ERISA experience as a fiduciary, author, and Registered Investment Advisor, David Loeper details his four pillars of retirement plans-the specific four pillars of ERISA concepts that need procedural adjustment by trustees and advisors. In Part I of the book, he examines each of the four pillars from a perspective of the changing landscape toward participant-directed retirement plans, the generally accepted procedures of the past that have become outdated, the actions all fiduciaries need to take to adjust to this landscape, and perhaps, more importantly, the rationale behind such changes. In Part II, he explains to plan sponsors, investment managers, plan consultants, and fiduciaries why the Supreme Court's ruling will change the environment for measuring their responsibilities and liabilities in years to come. In Part III, he offers some practical solutions to these new problems, identifying how some of the "safest" fiduciary actions are no longer so safe, what you can do about getting ahead of the curve to avoid needless liability, and where to locate free resources that fiduciaries can use to help mitigate their risks and help to document procedural prudence in the future landscape for participant-directed plans.

For financial advisors, attorneys, and other fiduciaries, The Four Pillars of Retirement Plans will be an invaluable resource for dealing with the monumental changes ahead.

About the Author

David B. Loeper is the founder and CEO of Financeware, Inc. He has appeared on CNBC and Bloomberg TV, served on the Investment Advisory Committee of the $30 billion Virginia Retirement System, and was chairman of the Advisory Council for the Investment Management Consultants Association (IMCA). He earned the CIMA designation (Certified Investment Management Analyst) from Wharton Business School in 1990 in conjunction with IMCA. Loeper is also the author of Stop the Retirement Rip-off and Stop the Investing Rip-off, both published by Wiley.

Product Details

  • File Size: 2741 KB
  • Print Length: 244 pages
  • Publisher: Wiley; 1 edition (May 27, 2009)
  • Language: English
  • ASIN: B002O067NS
  • Text-to-Speech: Enabled
  • X-Ray:
  • Word Wise: Not Enabled
  • Lending: Not Enabled
  • Amazon Best Sellers Rank: #1,447,901 Paid in Kindle Store (See Top 100 Paid in Kindle Store)
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More About the Author

DAVID B. LOEPER, CIMA(R), CIMC(R)
Author and Chairman/Chief Executive Officer- Financeware, Inc.

David B. Loeper is a Certified Investment Management Analyst SM, a Certified Investment Management Consultant SM and the CEO of Financeware, Inc. which does business as Wealthcare Capital Management. An SEC Registered Investment Adviser with nearly 25 years experience, Loeper has appeared on CNBC and has been a featured contributor on Bloomberg TV.

Loeper joined Wheat First Securities as vice president of investment consulting in 1988, where he served for 10 years. He was promoted to managing director of investment consulting, and then eventually to managing director of strategic planning for the retail brokerage division. He left his position at Wheat First Securities in 1999 to found Financeware.

Active in industry associations throughout his career, Loeper has been a member of the Investment Management Consultants Association (IMCA) for over 20 years, serving on the advisory council for more than 5 years, most recently as chairman. Loeper was also appointed by the governor of Virginia to serve on the Investment Advisory Committee of the nearly $30 billion Virginia Retirement System. He received his CIMA(R) designation in 1990 by completing a program offered through Wharton Business School, in conjunction with IMCA.

Drawing on years of experience in financial services including serving as a fiduciary for all types of ERISA plans, Loeper has authored numerous whitepapers and books including the top selling book, Stop the 401k Rip-off! as well as The Four Pillars of Retirement Plans, Stop the Retirement Rip-off and Stop the Investing Rip-off.

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