Small Business Pension Plans - PowerPoint PPT Presentation
1 / 6
Title:
Small Business Pension Plans
Description:
Title: Investment Presentation Author: David Beskeen Last modified by: David Beskeen Created Date: 5/23/1999 12:39:01 AM Document presentation format – PowerPoint PPT presentation
Number of Views:71
Avg rating:3.0/5.0
Title: Small Business Pension Plans
1
Small BusinessPension Plans
2
Overview
- Many plans available to small businesses
- Employee Benefits Security Administration
- 730,000 private pension plans
- 3.7 Trillion in assets
- 150 Million participants and beneficiaries
3
Investment Process
Evaluate Financial Status
Formulate Guidelines
Select Investments
Review Report Status
4
Review Status
- Current Financial Status
- Review expectations
- Establish objectives
- Formulate Guidelines
- Establish asset allocation
- Select Markets
- Risk
- Stability and Growth
5
IRA Pension Plans
6
Other Pension Plans
