The 401(K) Road Map: A Fiduciary'S Guide to 401(K) Strategy

by Peter Weitz

Overview

If you are involved in any decision regarding your companys 401(k) plan, there is a high probability you are acting as a fiduciary. The 401(k) Road Map defines what that role entails and offers a plan, process, and a discipline to help navigate through the maze of government rules and regulations ensuring compliance with the Department of Labor and the Internal Revenue Service. Through the use of anecdotal stories, real-life examples, and analogies, the book offers a simpler way to understand terminology, requirements, government forms, rules, and processes. It will serve as a tremendous tool and a reference for HR directors, CFOs, and their staff.

Product Details

ISBN-13:	9781504370721
Publisher:	Balboa Press
Publication date:	01/12/2017
Sold by:	Barnes & Noble
Format:	eBook
Pages:	80
File size:	341 KB

About the Author

Peter is a senior vice president and equity partner of Fusion Analytics Investment Partners. He joined the industry in 2003 after spending many years in real estate development in Washington, DC. After several years working for a large retail wire house, he became uncomfortable with the inherent conflicts of interest at major brokerage institutions and joined the Independent Registered Investment firm Fusion Analytics in 2009, opening its South Florida office. A dual graduate of George Washington University, Peter holds both an undergraduate degree in business and a masters degree in Finance. His primary areas of practice include corporate 401(k) and defined benefit plans assisting plan sponsors with their investment, fiduciary, employee education, and compliance responsibilities as well as individual retirement planning and wealth retention. He has published several articles and spoken on numerous panels regarding ERISA regulations as they pertain to defined contribution and benefit plans and has been recognized as a top performer nationally in the 401(k) marketplace by several 401(k) plan publications. He also hosted a nationally syndicated weekly radio program on finance and investments. In his spare time, he is very active in his community and currently serves on the Board of Impact Broward, a Broward County 501(c)(3) dedicated to enriching the lives of children and seniors through volunteerism. When not active in charity, he enjoys golfing with his friends, reading, cooking, red wine, and travel. He resides with his wife, Michelle, in Fort Lauderdale.