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Successful Defined Contribution Investment Design : (Record no. 123854)

MARC details
000 -LEADER
fixed length control field 11245nam a22005173i 4500
001 - CONTROL NUMBER
control field EBC4816202
003 - CONTROL NUMBER IDENTIFIER
control field MiAaPQ
005 - DATE AND TIME OF LATEST TRANSACTION
control field 20240729131125.0
006 - FIXED-LENGTH DATA ELEMENTS--ADDITIONAL MATERIAL CHARACTERISTICS
fixed length control field m o d |
007 - PHYSICAL DESCRIPTION FIXED FIELD--GENERAL INFORMATION
fixed length control field cr cnu||||||||
008 - FIXED-LENGTH DATA ELEMENTS--GENERAL INFORMATION
fixed length control field 240724s2017 xx o ||||0 eng d
020 ## - INTERNATIONAL STANDARD BOOK NUMBER
International Standard Book Number 9781119302544
Qualifying information (electronic bk.)
020 ## - INTERNATIONAL STANDARD BOOK NUMBER
Canceled/invalid ISBN 9781119298564
035 ## - SYSTEM CONTROL NUMBER
System control number (MiAaPQ)EBC4816202
035 ## - SYSTEM CONTROL NUMBER
System control number (Au-PeEL)EBL4816202
035 ## - SYSTEM CONTROL NUMBER
System control number (CaPaEBR)ebr11355525
035 ## - SYSTEM CONTROL NUMBER
System control number (CaONFJC)MIL992663
035 ## - SYSTEM CONTROL NUMBER
System control number (OCoLC)972669406
040 ## - CATALOGING SOURCE
Original cataloging agency MiAaPQ
Language of cataloging eng
Description conventions rda
-- pn
Transcribing agency MiAaPQ
Modifying agency MiAaPQ
050 #4 - LIBRARY OF CONGRESS CALL NUMBER
Classification number HD7105.4.S33 2017eb
100 1# - MAIN ENTRY--PERSONAL NAME
Personal name Schaus, Stacy L.
245 10 - TITLE STATEMENT
Title Successful Defined Contribution Investment Design :
Remainder of title How to Align Target-Date, Core, and Income Strategies to the PRICE of Retirement.
250 ## - EDITION STATEMENT
Edition statement 1st ed.
264 #1 - PRODUCTION, PUBLICATION, DISTRIBUTION, MANUFACTURE, AND COPYRIGHT NOTICE
Place of production, publication, distribution, manufacture Newark :
Name of producer, publisher, distributor, manufacturer John Wiley & Sons, Incorporated,
Date of production, publication, distribution, manufacture, or copyright notice 2017.
264 #4 - PRODUCTION, PUBLICATION, DISTRIBUTION, MANUFACTURE, AND COPYRIGHT NOTICE
Date of production, publication, distribution, manufacture, or copyright notice ©2016.
300 ## - PHYSICAL DESCRIPTION
Extent 1 online resource (383 pages)
336 ## - CONTENT TYPE
Content type term text
Content type code txt
Source rdacontent
337 ## - MEDIA TYPE
Media type term computer
Media type code c
Source rdamedia
338 ## - CARRIER TYPE
Carrier type term online resource
Carrier type code cr
Source rdacarrier
490 1# - SERIES STATEMENT
Series statement Wiley Finance Series
505 0# - FORMATTED CONTENTS NOTE
Formatted contents note Intro -- Successful Defined Contribution Investment Design -- Disclosure -- Contents -- Acknowledgments -- Introduction -- How This Book Is Organized-and How to Use It -- A Continuing Commitment to Meet the Need for Information -- Why Should You Read This Book? -- Part One DC Plans: A Cornerstone of Retirement -- Chapter 1 DC Plans Today: An Overview of the Issues -- Preface: A Career and a New Form of Pension Plan Are Born -- DC Plans: Becoming the New Reality . . . No Turning Back -- Setting Goals for Success: Income Replacement Targets -- Reducing DC Litigation Risk: Process and Oversight -- Who's a Fiduciary? -- How to Approach Outsourcing DC Plan Resources -- Hiring an Investment Consultant -- Getting Started: Setting an Investment Philosophy and Governance Structure -- Establish Global Philosophy and Guiding Principles -- Set Retirement Plan Objectives and Design -- Create Governance Oversight Structure -- Formulate Objective Measures of Success -- Outline Implementation Considerations -- PIMCO Principles for DC Plan Success: Building and Preserving Purchasing Power -- Maximizing DC Savings: Just Do It! -- In Closing -- Questions for Plan Fiduciaries -- Chapter 2 Aligning DC Investment Design to Meet the PRICE of Retirement -- Begin with the End in Mind -- What Is a Reasonable Pay Replacement Target? -- Calculating the Income Replacement Rates -- Historic Cost of Retirement: PRICE Is a Moving Target -- A Focus on Income, Not Cost -- PRICE-Aware: Applying PRICE to Consider DC Assets and Target-Date Strategies -- Evaluating Glide Paths -- Tracking DC Account Balance Growth Relative to PRICE -- Summary: The Importance of Knowing Your PRICE -- In Closing -- Questions for Plan Fiduciaries -- Note -- Chapter 3 Plan Investment Structure -- Tiers and Blends: Investment Choices for DC Participants.
505 8# - FORMATTED CONTENTS NOTE
Formatted contents note Tier I: "Do-It-for-Me" Asset Allocation Investment Strategies -- Target-Date Strategies -- Balanced or Target-Risk Strategies -- Managed Accounts -- Tier II: "Help-Me-Do-It" Stand-Alone or "Core" Investment Options -- DC Plan Investment Choices: Farewell to Company Stock? -- Reduce Company Stock Exposure with "Sell More Tomorrow" -- Evolution of Investment Menu Design -- Active versus Passive Approaches: DC Consultants' Views -- Active versus Passive: Reduced or Heightened Litigation Risk? -- Investment Structure: Mutual Fund, Collective Investment Trust, or Separately Managed Account -- Understand Revenue Sharing: Consider Paying Administration and Other Plan Fees -- Blended Multimanager or White-Label Investment Options -- Tier III: "Do-It-Myself" Mutual-Fund-Only or Full Brokerage Window -- Considering an Outsourced Chief Investment Officer -- Considering an Outsourced Chief Investment Officer -- In Closing -- Questions for Plan Fiduciaries -- Notes -- Chapter 4 Target-Date Designand Approaches -- Target-Date Structures vary By plan Size -- Custom Target-Date Strategies -- Semicustom Target-Date -- Packaged Target-Date -- Target-Date Selection and Evaluation Criteria -- No Such Thing as Passive -- Low Cost and Low Tracking Error Does Not Equal Low Risk -- Framework for Selecting and Evaluating Target-Date Strategies: Three Active Decisions Plan Sponsors Must Make -- Active Decision #1: How Much Risk Can Plan Participants Take? -- Human Capital May Not Be Sufficient: Understanding Risk Capacity versus Risk Tolerance -- Active Decision #2: How Is the Risk Best Allocated across Investment Choices? -- Active Decision #3: Should Risk Be Actively Hedged? -- Tail-Risk Hedging Strategies -- Insurance -- Target-Date Analytics: Glide Path Analyzer (GPA) and Other Tools -- Global DC Plans: Similar Destinations, Distinctly Different Paths -- In Closing.
505 8# - FORMATTED CONTENTS NOTE
Formatted contents note Questions for Plan Fiduciaries -- Notes -- Part Two Building Robust Plans: Core Investment Offerings -- Chapter 5 Capital Preservation Strategies -- Capital Preservation: Importance -- Capital Preservation: What Is Prevalent and What Is Preferred? -- The 1 NAV : Shared by Stable Value and MMFs -- Stable Value Offers More Opportunity in a Low-Interest-Rate Environment -- Looking Forward: The Changing Role of Stable Value -- Making Low-Risk Decisions: Views from the Field -- White Labeling: A Capital Preservation Solution -- An Analytic Evaluation of Capital Preservation Solutions -- Short-Term, Low-Duration, and Low-Risk Bond Strategies -- Inclusion of Stable Value in Custom Target-Date or Other Blended Strategies -- In Closing -- Questions for Plan Fiduciaries -- Note -- Chapter 6 Fixed-Income Strategies -- What Are Bonds, and Why Are They Important for Retirement Investors? -- What Are the Different Types of Bonds in the Market? -- What Types of Bonds Should Be Offered to DC Participants? -- Capital Preservation -- Core and Core-Plus Bonds -- Investment-Grade and High-Yield Credit -- Multisector -- Foreign/Global -- Bond Investment Strategies: Passive versus Active Approaches -- Bonds Unleashed -- Analytic Evaluation: Comparing Bond Strategies -- Fixed Income within Target-Date Glide Paths -- Observations for Fixed Income Allocation within Target-Date Strategies -- In Closing -- Questions for Plan Fiduciaries -- Chapter 7 Designing Balanced DC Menus: Considering Equity Options -- What Are Equities and How Are They Presented in DC Investment Menus? -- Getting the Most out of Equities -- Consider Dividend-Paying Stocks -- Evaluating Equity Strategies -- Less Is More: Streamlining Equity Choices -- Shift to Asset-Class Menu May Improve Retirement Outcomes -- Active versus Passive-The Ongoing Debate.
505 8# - FORMATTED CONTENTS NOTE
Formatted contents note Strategic Beta: Consider Adding Fundamentally Weighted Equity Exposure -- Currency Hedging: An active Decision -- Observations for Equity Allocations within Target-Date Strategies -- In Closing -- Questions for Fiduciaries -- Note -- Chapter 8 Inflation Protection -- What Is Inflation and How Is It Measured? -- Why Inflation Protection in DC? -- History of Inflation: Inflation Spikes Underscore Need for Inflation-Hedging Assets -- Inflation Protection When Accumulating and Decumulating, and in Different Economic Environments -- Economic Environments Change Unexpectedly-and Reward or Punish Various Asset Classes -- Consultants Favor TIPS, Multi-Real-Asset Strategies, REITs, and Commodities -- How Should Plan Sponsors Address Inflationrisk In DC Portfolios? -- Implementation Challenges -- Evaluating Real Asset Strategies -- Summary Comparison of Individual and Multi-Real-Asset Blends -- Inflation-Hedging Assets in Target-Date Glide Paths -- Observations for Inflation-Hedging Assets in Target-Date Glide Paths -- In Closing -- Questions for Fiduciaries -- Chapter 9 Additional Strategies and Alternatives: Seeking Diversification and Return -- What Are Alternative Assets? -- A Wider Lens on Alternatives -- Consultant Support for Additional Strategies and Alternatives -- Back to Basics: Why Consider alternatives? -- Liquid Alternatives: Types and Selection Considerations -- Important Characteristics in Selecting Alternatives: Consultant Views -- Illiquid Alternatives: Types and Considerations -- Contrasting Liquid Alternative Strategies with Hedge Fund and Private Equity Investments -- In Closing -- Questions for Plan Fiduciaries -- Part Three Bringing It All Together: Creating Retirement Income -- Chapter 10 Retirement Income: Considering Options for Plan Sponsors and Retirees -- Advisor and Consultant Retirement Income Suggestions.
505 8# - FORMATTED CONTENTS NOTE
Formatted contents note Why Don't Retirees Leave Their Assets in DC Plans at Retirement? -- Retaining a Relationship with Your Employer Inretirement: An Innovative and Caring Plan Sponsor -- Mutual Benefits: Retaining Retiree Assets May Help Both Retirees and Plan Sponsors -- Turning DC Assets into a Lifetime Paycheck: Evaluating the DC Investment Lineup for Retiree Readiness -- Evaluating Portfolio Longevity -- Turning Defined Contribution Assets into a Lifetime Income Stream: How to Evaluate Investment Choices for Retirees -- Guarding Retiree Assets against a Sudden Market Downturn: Sequencing Risk -- Ways to Manage Market and Longevity Risk . . . without Adding In-Plan Insurance Products -- Living beyond 100: Planning for Longevity -- Managing Longevity Risk: Considerations for Buying an Annuity -- Immediate and Deferred Annuities: Why Out-of-Plan Makes Sense -- In Closing -- Questions for Plan Fiduciaries -- Notes -- Chapter 11 A Global View: The Best Ideas from around the Globe for Improving Plan Design -- DC Plans: Becoming the Dominant Global Model -- Retirement Plan Coverage and Participation -- Investment Default and Growth of Target-Date Strategies -- Retirement Income: The Global Search for Solutions -- Defined Ambition in the Netherlands -- New Solutions in Australia and Beyond: Tontines and Group Self-Annuitization -- "Getting DC Right": Lessons Learned in Chapters 1 through 10 -- Chapter 1: DC Plans Today -- Chapter 2: Aligning DC Investment Design to Meet the PRICE of Retirement -- Chapter 3: Plan Investment Structure -- Chapter 4: Target Date Design and Approaches -- Chapter 5: Capital Preservation Strategies -- Chapter 6: Fixed Income Strategies -- Chapter 7: Designing Balanced DC Menus: Considering Equity Options -- Chapter 8: Inflation Protection -- Chapter 9: Additional Strategies and Alternatives: Seeking Diversification and Return.
505 8# - FORMATTED CONTENTS NOTE
Formatted contents note Chapter 10: Retirement Income: Considering Options for Plan Sponsors and Retirees.
588 ## - SOURCE OF DESCRIPTION NOTE
Source of description note Description based on publisher supplied metadata and other sources.
590 ## - LOCAL NOTE (RLIN)
Local note Electronic reproduction. Ann Arbor, Michigan : ProQuest Ebook Central, 2024. Available via World Wide Web. Access may be limited to ProQuest Ebook Central affiliated libraries.
650 #0 - SUBJECT ADDED ENTRY--TOPICAL TERM
Topical term or geographic name entry element Defined contribution pension plans.
655 #4 - INDEX TERM--GENRE/FORM
Genre/form data or focus term Electronic books.
700 1# - ADDED ENTRY--PERSONAL NAME
Personal name Gao, Ying.
776 08 - ADDITIONAL PHYSICAL FORM ENTRY
Relationship information Print version:
Main entry heading Schaus, Stacy L.
Title Successful Defined Contribution Investment Design
Place, publisher, and date of publication Newark : John Wiley & Sons, Incorporated,c2017
International Standard Book Number 9781119298564
797 2# - LOCAL ADDED ENTRY--CORPORATE NAME (RLIN)
Corporate name or jurisdiction name as entry element ProQuest (Firm)
830 #0 - SERIES ADDED ENTRY--UNIFORM TITLE
Uniform title Wiley Finance Series
856 40 - ELECTRONIC LOCATION AND ACCESS
Uniform Resource Identifier <a href="https://ebookcentral.proquest.com/lib/orpp/detail.action?docID=4816202">https://ebookcentral.proquest.com/lib/orpp/detail.action?docID=4816202</a>
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