A Manager's Guide to Strategic Retirement Plan Management

by Daniel Cassidy

"Daniel Cassidy has written a detailed, comprehensive guide for managers to understand and succeed at the ongoing process of managing a company retirement plan. If motivating your employees is important to you as a manager, this book is an essential key to your success."
--Josh Gordon, author of Presentations That Change Minds and Selling 2.0

Written by renowned retirement benefits planning specialist Daniel Cassidy, A Manager's Guide...

• Format: Hardcover
• Language: English
• ISBN: 0471771732
• ISBN13: 9780471771739
• Release Date: May 2006
• Publisher: Wiley
• Length: 288 Pages
• Weight: 1.10 lbs.
• Dimensions: 1.0" x 6.3" x 9.1"

Customer Reviews

An Invaluable Asset to Benefits Managers

So much of a company's success today is dependent upon its profits, and few business components yield better earnings than a satisfied workforce. This is where Daniel Cassidy's book "A Manager's Guide to Strategic Retirement Plan Management" (John Wiley & Sons 2006) proves an invaluable asset to benefits managers aiming to attract and retain quality employees. An accomplished and sought-after benefits specialist in the United States , Canada and the U.K. , Dan's book spans the history of company benefit plans from their evolution in the early days of railroads right up to Sarbanes-Oxley, a legislative landmark that stemmed from the 2000 Enron fiasco. "A Manager's Guide to Strategic Retirement Plan Management" smoothly clarifies the often complicated and shifting dynamics of retirement accounts, 401K plans, defined benefits vs. defined contributions, and other details and implications of employee benefit resources. Though geared for benefits managers, Dan's book also offers an up-to-date, informative resource for employees who want to keep an eye on benefit managers hired by their employer to keep an eye on their future. "A Manager's Guide to Strategic Retirement Plan Management" is Dan Cassidy's first book, although he has written and published extensively in professional and business journals. A featured columnist for Employee Benefits Plan Review and a frequent commentator on Wall Street Journal Radio, he also regularly contributes articles to such high profile financial, management, industry and human resources publications as: Employee Benefits News, The Handbook of Business Strategy, Pension & Investments, Benefits & Compensation Digest, Employment Relations Today, and many more. A sought-after speaker on the impact of SOX, retirement planning "megatrends," pension plan management and vendor selection and management, Dan has spoken to such prestigious audiences as the Conference of Consulting Actuaries, NEEBC (the New England Employee Benefits Council), the Society of Actuaries (SOA), both national and local, and many other venues. Dan is President of Cassidy Retirement Group of Concord MA, specializing in retirement plan consulting services for qualified and non-qualified benefit plans of clients in the US, UK and Canada. He is chair of the SOA's Smaller Consulting Firm section and a standing member of its Education and Examination Committee Executive Group. He's also on the faculty of the Boston College Center for Retirement Research. NOTE: This review also appears on my website www.thoughtleading.com