Review of A Manager's Guide to Strategic Retirement Plan Management (Hardcover)

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



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Review of A Manager's Guide to Strategic Retirement Plan Management (Hardcover)

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



Click Here to see more reviews about: A Manager's Guide to Strategic Retirement Plan Management (Hardcover)

Review of The New Rules of Retirement: Strategies for a Secure Future (Hardcover)

As someone who has recently retired, I have read a number of books and magazine articles on financial issues in retirement, and I have consulted a financial planner.Now I find that much of what I was seeking in a number of different places can be found in Bob Carlson's new book on retirement.He does an excellent job of describing the effect that baby boomer retirement will have on many different financial areas.His advice also considers a number of different options (for example, on where and whether one might relocate during retirement), so he does not advocate a "one size fits all" pattern for what he calls the "retirement process." His investment advice is sound on constructing a simple core portfolio before thinking of adding a managed portfolio or an aggressive portfolio. He is critical of some of the classic advice for retirees to transfer most of their investments to bonds for safety; that advice, he notes, was fine for the times in which retirees might expect to live in retirement for about five years, rather than the 20 to 30 years that is more typical today.In short, Carlson discusses and considers much of the traditional advice for retirees and then evaluates that advice in view of current demographic trends. Most people planning to retire or planning in advance for retirement can benefit from this book.



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