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Focuses on private sector pension plans where someone, such as a trustee or investment mgr., is responsible for investing the plan¹s assets. It is a quick ref. tool, not a complete description or legal interpretation of all the ERISA rules. Chapters: Policing your Pension Plan; What are the Rules?; How to Find Out if the Rules are Being Followed; How to Get a Form 5500 or Form 5500-C/R; How to Find Out if your Pension Money is Being Invested in your Interest; How to Find Out about your Plan¹s Exp.; How to Find Out if Invest. are Diversified; How to Find Out if your Pension Money is Being Invested Wisely and Carefully; How to Find Out about your Pension Benefits; Tips on Tracking your Contributions; What to Do if You Think the Rules Have Been Broken.Leonard, Barry is the author of 'Protect Your Pension A Quick Reference Guide' with ISBN 9780756732707 and ISBN 0756732700.
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