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Best Practices for Investment Committees [Paperback]

Rocco DiBruno , Donald B. Trone

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Book Description

July 10 2007 Wiley Trading (Book 78)

An indispensable guide to avoiding the legal and financial pitfalls and of retirement plan investment

While it has always been true that a well-staffed and managed investment committee is key to the success of a corporate retirement plan, in today’s increasingly complex and litigious world it is also a matter of survival. But what constitutes a prudent investment committee selection and operating process? How should a committee be selected and governed? How much reliance should a committee place on outside consultants? Written by an author with extensive, in-the-trenches experience, this book provides complete answers to these and all vital questions concerning the creation, staffing and management of a highly-adept investment committee, along with expert advice and guidance on serving on an investment committee and ensuring that your 401(K) investment program is sound, efficient and in complete compliance.

  •  Offers expert advice and guidance on how to serve successfully on an investment committee, facilitate effective management, design and implement a robust investment policy and much more 
  • Packed with sample documents, forms, templates, checklists, diagrams and other valuable, ready-to-use resources
  • Features numerous real-world examples drawn from the author’s years of experience as an accredited investment 

Product Details


Product Description

From the Back Cover

Harness the power of the 401(k) investment committee to guard against financial liability and streamline your investment program

In today's complex, increasingly-litigious world, you must ensure that your investment decision process is sound and efficient. A well-managed investment committee is the key to survival and success.

Packed with numerous resources and examples, this clear guide will help you avoid legal and financial pitfalls and find answers to critical questions:

  • What constitutes a prudent committee selection and operation process?
  • How should a committee be governed?
  • How much reliance should a committee place on outside consultants?
  • How should committee members be selected?
  • How are best practices articulated and implemented?

You will learn to:

  • Serve successfully on an investment committee
  • Enable effective management
  • Implement a robust investment policy

An adept investment committee helps you identify crucial issues and get the job done right.

About the Author

Rocco DiBruno, AIFA®, CIMA®, is a managing director and director of the Thornburg Retirement Group at Thornburg Investment Management. He has over thirty years' experience working with financial advisors and plan sponsors in the retirement plan sales, consulting, marketing, and product development. Rocco received his Certified Investment Management Analyst® (CIMA) designation from the Investment Management Consultants Association and his Accredited Investment Fiduciary Analyst® (AIFA) designation from the Center for Fiduciary Studies. He is also a frequent industry speaker on retirement industry trends and fiduciary governance.


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Amazon.com: 3.0 out of 5 stars  1 review
3.0 out of 5 stars endowment committee April 18 2014
By alvin - Published on Amazon.com
Format:Paperback|Verified Purchase
short and to the point. good to review important issues..
not many book choices on this subject. hope it help you.

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