Plan Funding and Investing


There is a sacred trust that an employer will contribute whatever they commit to contributing for the benefit of their employee’s retirement. Unfortunately, there have been gross violations throughout history and so, the regulators have installed rules to govern the process. This chapter will discuss those rules. This chapter will also introduce you to the funding instruments used behind the scenes to hold the assets in an employer-sponsored plan.

Having the assets safely in a specified funding vehicle is extremely important, but once there, the assets must be invested. There are many great textbooks, like Investments by Bodie, Kane, and Marcus, that will educate an interested learner on the ...

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