{"product_id":"9781119298564","title":"Successful Defined Contribution Investment Design How to Align Target-Date, Core, and Income Strategies to the PRICE of Retirement","description":"\u003ch3\u003eWiley Finance\u003c\/h3\u003e\u003ch1\u003eSuccessful Defined Contribution Investment Design\u003c\/h1\u003e\u003ch2\u003eHow to Align Target-Date, Core, and Income Strategies to the PRICE of Retirement\u003c\/h2\u003e\u003ch3\u003eStacy L. Schaus | Ying Gao\u003c\/h3\u003e\u003cdiv\u003e\u003cb\u003eBusiness \u0026amp; Economics \/ Finance \/ General\u003c\/b\u003e\u003c\/div\u003e\u003cbr\u003e\u003cdiv\u003e\n\u003cb\u003eStart-to-finish guidance toward building and implementing a robust DC plan\u003c\/b\u003e \u003cp\u003e\u003ci\u003eSuccessful Defined Contribution Investment Design\u003c\/i\u003e offers a comprehensive guidebook for fiduciaries tasked with structuring and implementing a 401(k) or other defined contribution (DC) pension plan. More than a collection of the usual piecemeal information, this book seeks to offer a complete, contemporary framework for plan design, together with tested methodologies and analytic techniques to help streamline plan monitoring, management and improve participant outcomes. Examples from plan sponsors provide on-the-ground insight while suggestions from DC consultants add expert perspective. Views from ERISA expert counsel provide additional understanding—along with input from academic thought leaders. Finally, investment evaluation and analysis is joined with participant savings and asset allocation data to look prospectively at potential outcomes, and case studies illustrate real-world implementation of objective-aligned asset allocation such as custom target-date strategies. Though the focus is primarily on U.S. plan design, author perspectives from countries including Australia, the United Kingdom and Canada provide relevant and helpful viewpoints for both new and experienced plan fiduciaries. \u003c\/p\u003e\n\u003cp\u003eFor the vast majority of workers, DC plans have replaced traditional defined benefit pension plans as the primary source of employer-provided retirement income. This book provides comprehensive guidance to help you construct a plan to help workers to retire with confidence. \u003c\/p\u003e\n\u003cul\u003e \u003cli\u003eAdopt a framework for DC evaluation and structure\u003c\/li\u003e \u003cli\u003eLearn new methodologies for investment choice evaluation\u003c\/li\u003e \u003cli\u003eUse the innovative PIMCO Retirement Income Cost Estimate—or PRICE—to help quantify the amount of money a worker needs to create and stay on track to building a real income stream in retirement\u003c\/li\u003e \u003cli\u003eExamine methodologies used at major companies in the U.S. and globally\u003c\/li\u003e \u003c\/ul\u003e \u003cp\u003eDC plans are the most rapidly growing retirement market in the world, yet sources of consolidated structural and analytical guidance are lacking. \u003ci\u003eSuccessful Defined Contribution Investment Design\u003c\/i\u003e fills the gap with a comprehensive handbook that covers the bases to help you develop an objective-aligned defined contribution plan.\u003c\/p\u003e\n\u003c\/div\u003e\u003cdiv\u003e  \u003cp\u003e\u003cb\u003eSTACY L. SCHAUS\u003c\/b\u003e is an executive vice president and leads PIMCO’s Defined Contribution Practice working primarily with plan sponsors and consultants. Prior to joining PIMCO in 2006, she was a founder and president of Hewitt Financial Services, which offers DC investment consulting and research as well as brokerage and personal finance services. While at Hewitt, she co-created and launched the Aon Hewitt 401(k) Index\u003csup\u003e™\u003c\/sup\u003e  to help evaluate how DC participants respond to market changes. She is the founding chair for the Defined Contribution Institutional Investment Association, serves on the executive committee of the Employee Benefit Research Institute, and served as a Financial Planning Association board member. She has 35 years of investment experience and holds an MBA from the Stern School of Business at New York University and an undergraduate degree from the University of California, Santa Barbara.  \u003c\/p\u003e\n\u003cp\u003e\u003cb\u003eYING GAO,\u003c\/b\u003e who carried out the analytic reporting and modeling contained in this volume, is a vice president in the client analytics group in the Newport Beach office of PIMCO. Her primary areas of focus are financial modeling, asset allocation, and risk management. Prior to joining PIMCO in 2009, Dr. Gao worked with the fixed income portfolio management department at Principal Global Investors and the capital markets group at Federal Home Loan Bank of Des Moines. She has 10 years of investment experience and holds a PhD in economics from Iowa State University. She earned her master’s and undergraduate degrees in finance from Zhejiang University in China.  \u003c\/p\u003e\n\u003c\/div\u003e\u003cbr\u003e\u003ctable\u003e\n\u003ctr\u003e\n\u003ctd\u003ePublication Date: \u003c\/td\u003e\n\u003ctd\u003e21 February 2017\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003ePublisher: \u003c\/td\u003e\n\u003ctd\u003eWiley\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003eImprint: \u003c\/td\u003e\n\u003ctd\u003eWiley\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003eISBN-13: \u003c\/td\u003e\n\u003ctd\u003e9781119298564\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003eFormat: \u003c\/td\u003e\n\u003ctd\u003eHardback\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003ePage Count: \u003c\/td\u003e\n\u003ctd\u003e384\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003eWeight (oz): \u003c\/td\u003e\n\u003ctd\u003e20.8\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003c\/table\u003e","brand":"Wiley","offers":[{"title":"Default Title","offer_id":44315561099404,"sku":"9781119298564","price":61.2,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0710\/9545\/1788\/files\/9781119298564.jpg?v=1780115413","url":"https:\/\/lateknightbooks.com\/products\/9781119298564","provider":"Late Knight Books and Services, LLC","version":"1.0","type":"link"}