Stop the Retirement Rip-off: How to Avoid Hidden Fees and Keep More of Your Money

Stop the Retirement Rip-off: How to Avoid Hidden Fees and Keep More of Your Money

by David B. Loeper
Stop the Retirement Rip-off: How to Avoid Hidden Fees and Keep More of Your Money

Stop the Retirement Rip-off: How to Avoid Hidden Fees and Keep More of Your Money

by David B. Loeper

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Overview

Saving for retirement is a difficult task, especially during these challenging economic times. Individuals who participate in their retirement plans are being charged billions in fees annually—and no one is looking out for their best interests—even though the laws say both plan sponsors and employers should be held responsible for acting in their employees’ best interests. The fact is that unless individuals are willing to stand-up and secure their financial future, they’re likely to face less money in their retirement plan accounts and have to work longer to accumulate the funds they need for retirement. In Stop the Retirement Rip-off, author David Loeper provides the necessary tools for readers to take action and make the most of their retirement plans. It offers a road map for employees to understand the fees and costs associated with their plans; as well as improve their standing within their company by proactively helping their employer to take needed action. The book features a non confrontational positive approach to bringing your retirement plan problems to the attention of your employer. Written in a straightforward and accessible style, Stop the Retirement Rip-off provides readers with sensible strategies for making the most of their retirement funds, and will put them back in control of their financial future.

Product Details

ISBN-13: 9780470480304
Publisher: Wiley
Publication date: 03/23/2009
Sold by: JOHN WILEY & SONS
Format: eBook
Pages: 208
File size: 12 MB
Note: This product may take a few minutes to download.

About the Author

David B. Loeper is the founder and CEO of Financeware, Inc. He has appeared on CNBC and Bloomberg TV, served on the Investment Advisory Committee of the $30 billion Virginia Retirement System, and was chairman of the Advisory Council for the Investment Management Consultants Association (IMCA). He earned the CIMA designation (Certified Investment Management Analyst) from Wharton Business School in 1990 in conjunction with IMCA.

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Table of Contents

Preface

Acknowledgments

Introduction: Make the Most of Your Life!

Chapter 1: Why Fees Matter -- The Coming “Retirement Plan Sticker Shock”

Chapter 2: Types of Expenses Dragging Down Your Retirement Funds

Chapter 3: The Price to Your Lifestyle of Needless Expenses

Chapter 4: Complaining Without Sounding Like a Complainer

Chapter 5: Rallying Your Troops-Just One Coworker Can Help

Chapter 6: What Happens If My Employer Ignores Us?

Chapter 7: Now That My Retirement Plan Is Fixed, How Can I Make the Most of My Life?

Chapter 8: Resources, Investment Selection, Asset Allocation, Tools, and Advice

Chapter 9: How Much is That Guarantee in the Window?

Chapter 10: Hidden Expenses In Government Union And Some 403(b) Plans

Chapter 11: Summary

Appendix A: Lifestyle Prices of Excessive Retirement Plan Expenses

Appendix B: ABC Plan-401(k) Plan Fee Disclosure Form

About the Author

Index

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