Henry A. Smith, nationally known employee benefits and ERISA attorney and author of the Nonqualified Deferred Compensation Answer Book, calls the Guide "an invaluable resource for anyone looking for an introduction to -- or a 'deep dive' into the various rules that must be considered by persons responsible for or operating ERISA governed retirement plans."
Louis S. Harvey, President and CEO of DALBAR, Inc , Boston,Massachusetts, describes the book as "providing plan sponsors and their advisors with the tools they need to protect plan interests, expose misleading representations, and put themselves on an even footing with those selling products and services.
Edward M. Lynch, Jr. Founder and CEO of Fiduciary Plan Governance, LLC and recognized as one of the most influential people in the benefits industry says "plan sponsor committee members, plan advisors, boards of directors, trustees anyone else even remotely connected to an employer- sponsored benefit plan are well advised to pick up a copy of the book and use it as a valuable everyday resource."
Kathleen McBride of FiduciaryPath, New York, N.Y. an a leading exponent of the fiduciary standard "Charles Humphrey puts fiduciary principles into practical context, demystifying good fiduciary governance."
Bob Blair, CEO of Retirement Alliance in Manchester, New Hampshire says the book is written "for business people not other experts" and shows plan sponsors and advisors "how to run their plans cost-efficiently and effectively."
John Hare of Flautt HareDavis, LLC, Nashville, Tennessee: ""Fiduciary' is the most dangerous, impactful, misunderstood and misused word in finance. Chuck Humphrey provides clear guidance on the risks and responsibilities for plan sponsors and A Guide to ERISA Fiduciary Responsibilities should be mandatory reading for all who administer, oversee, provide or serve on committees for retirement plans. Those who do not seek to understand these risks and responsibilities are at increased risk from the reality of today's fiduciary world."
Phyllis P. Rimkus, MBA, President, Rimkus, Marciano & Associates, Rochester, New York: “I found A Guide to ERISA Fiduciary Responsibilities to be a very thorough yet readable guide for anyone who is a fiduciary to a qualified plan. Many people find themselves thrust into the role of a fiduciary with little or no understanding of what their responsibilities and liabilities are, so this is a “must read” for those in that position.”
Ron J. Surz, President and CEO of PPCA, Inc., San Clemente, California, and author of the Fiduciary Handbook for Understanding Target Date Funds, says: "For the new trustee, this book is a must read, covering A-Z: responsibilities, liabilities, delegation,documentation,committees, etc. It should be required reading for courses that train new trustees or refresh seasoned fiduciaries.For the seasoned fiduciary, it's a great reference book, organized by important topic, including sections like "Fiduciary Training" and "Qualifying Committee Members." It's an investment you'll be glad you made."
Louis S. Harvey, President and CEO of DALBAR, Inc , Boston,Massachusetts, describes the book as "providing plan sponsors and their advisors with the tools they need to protect plan interests, expose misleading representations, and put themselves on an even footing with those selling products and services.
Edward M. Lynch, Jr. Founder and CEO of Fiduciary Plan Governance, LLC and recognized as one of the most influential people in the benefits industry says "plan sponsor committee members, plan advisors, boards of directors, trustees anyone else even remotely connected to an employer- sponsored benefit plan are well advised to pick up a copy of the book and use it as a valuable everyday resource."
Kathleen McBride of FiduciaryPath, New York, N.Y. an a leading exponent of the fiduciary standard "Charles Humphrey puts fiduciary principles into practical context, demystifying good fiduciary governance."
Bob Blair, CEO of Retirement Alliance in Manchester, New Hampshire says the book is written "for business people not other experts" and shows plan sponsors and advisors "how to run their plans cost-efficiently and effectively."
John Hare of Flautt HareDavis, LLC, Nashville, Tennessee: ""Fiduciary' is the most dangerous, impactful, misunderstood and misused word in finance. Chuck Humphrey provides clear guidance on the risks and responsibilities for plan sponsors and A Guide to ERISA Fiduciary Responsibilities should be mandatory reading for all who administer, oversee, provide or serve on committees for retirement plans. Those who do not seek to understand these risks and responsibilities are at increased risk from the reality of today's fiduciary world."
Phyllis P. Rimkus, MBA, President, Rimkus, Marciano & Associates, Rochester, New York: “I found A Guide to ERISA Fiduciary Responsibilities to be a very thorough yet readable guide for anyone who is a fiduciary to a qualified plan. Many people find themselves thrust into the role of a fiduciary with little or no understanding of what their responsibilities and liabilities are, so this is a “must read” for those in that position.”
Ron J. Surz, President and CEO of PPCA, Inc., San Clemente, California, and author of the Fiduciary Handbook for Understanding Target Date Funds, says: "For the new trustee, this book is a must read, covering A-Z: responsibilities, liabilities, delegation,documentation,committees, etc. It should be required reading for courses that train new trustees or refresh seasoned fiduciaries.For the seasoned fiduciary, it's a great reference book, organized by important topic, including sections like "Fiduciary Training" and "Qualifying Committee Members." It's an investment you'll be glad you made."
