Automotive Holiday Deals Books Gift Guide Books Gift Guide Shop Men's Athletic Shoes Learn more nav_sap_SWP_6M_fly_beacon Train egg_2015 All-New Amazon Fire TV Grooming Deals Gifts Under $50 Amazon Gift Card Offer cm15 cm15 cm15 $30 Off Amazon Echo $15 Off All-New Fire Kindle Voyage Holiday Music in CDs & Vinyl Outdoor Deals on HTL

Enter your mobile number or email address below and we'll send you a link to download the free Kindle App. Then you can start reading Kindle books on your smartphone, tablet, or computer - no Kindle device required.

  • Apple
  • Android
  • Windows Phone
  • Android

To get the free app, enter your email address or mobile phone number.

FREE Shipping on orders over $35.
Only 2 left in stock.
Ships from and sold by Gift-wrap available.
The Four Pillars of Retir... has been added to your Cart
Condition: Used: Acceptable
Comment: This book has already been well loved by someone else and that love shows. It MIGHT have highlighting, underlining, be missing a dust jacket, or SLIGHT water damage, but over-all itâ€TMs still a good book at a great price! (if it is supposed to contain a CD or access code, that may be missing)
Have one to sell? Sell on Amazon
Flip to back Flip to front
Listen Playing... Paused   You're listening to a sample of the Audible audio edition.
Learn more
See all 2 images

The Four Pillars of Retirement Plans: The Fiduciary Guide to Participant Directed Retirement Plans Hardcover – June 22, 2009

See all 2 formats and editions Hide other formats and editions
New from Used from
"Please retry"
"Please retry"
$5.50 $0.01

Take an Extra 30% Off Any Book
$29.95 FREE Shipping on orders over $35. Only 2 left in stock. Ships from and sold by Gift-wrap available.

Frequently Bought Together

  • The Four Pillars of Retirement Plans: The Fiduciary Guide to Participant Directed Retirement Plans
  • +
  • Stop the Retirement Rip-off: How to Avoid Hidden Fees and Keep More of Your Money
Total price: $47.42
Buy the selected items together

Special Offers and Product Promotions

  • Take an Extra 30% Off Any Book: Use promo code HOLIDAY30 at checkout to get an extra 30% off any book for a limited time. Excludes Kindle eBooks and Audible Audiobooks. Restrictions apply. Learn more | Shop now

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.

Hero Quick Promo
Holiday Deals in Kindle Books
Save up to 85% on more than 1,000 Kindle Books. These deals are valid until November 30, 2015. Learn more

Product Details

More About the Author

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.

Customer Reviews

There are no customer reviews yet.
5 star
4 star
3 star
2 star
1 star
Share your thoughts with other customers

Set up an Amazon Giveaway

Amazon Giveaway allows you to run promotional giveaways in order to create buzz, reward your audience, and attract new followers and customers. Learn more
The Four Pillars of Retirement Plans: The Fiduciary Guide to Participant Directed Retirement Plans
This item: The Four Pillars of Retirement Plans: The Fiduciary Guide to Participant Directed Retirement Plans
Price: $29.95
Ships from and sold by

Want to discover more products? Check out these pages to see more: future honest, the 4 pillars of investing, how to plan a retirement, the 4 pillars of success