Overview

This is an up-to-date and quick read that provides valuable information, insights, and information, and it is specifically written for retirement plan sponsors within Catholic organisations. The book is a comprehensive, practical guide for plan stewards of Catholic organisations written to deliver best practices for building a new secure retirement plan structure in todays post-Great Recession economy.

Full Product Details

9780976802372

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Reviews

As counsel for numerous Catholic organizations around the country, I have been counsel in numerous fiduciary obligation lawsuits and have seen the negative impact litigation has on everyone involved. It is my considered opinion that if the guidelines set forth in this book are followed, fiduciary obligation litigation will be reduced substantially. I believe this book should be required reading for all Archbishops, Bishops, Chief Financial Officers, and plan sponsors of Catholic organizations. --From the Foreword by Mike Patterson, J.D., L.L.M. . ..In this age of hidden and unexpected liabilities a fiduciary and churchmen must consider how they can protect the assets of the Church... --Timothy R. Busch, J.D., CPA, Founder of the Busch Firm, co-founder of Magis Institute . ..The authors have provided a clear turn by turn roadmap to understanding and implementing benefit plans... --Dan Burke, Executive Director of EWTN's National Catholic Register and founder of the Avila Institute for Spiritual Formation . ..The book is well written and is a must read for all Diocesan CFO's whose organizations provide or are contemplating a defined contribution plan... --Loren Schillinger, Finance Officer, Diocese of Cheyenne, WY . ..I started reading this book and had to finish it in one go... --Aad de Lange, CFO, Catholic Diocese of Jackson, MS

Author Information

Mary Brunson is a wealth advisor and the vice-president of Investing for Catholics, a division of Index Fund Advisors, Inc. She is co-author with Harry Markowitz, Nobel Prize winner in economics and father of modern portfolio theory, of Does Portfolio Theory Work During Financial Crises? and Can You Do Well While Doing Good?, which was added to the MBA course curriculum at the University of California, Berkeley. She embarked on the specific mission of Investing for Catholics to advance education about faith-based prudent investing with a strategy that seeks to enhance both spiritual and financial returns. Judy Baba is the liaison for Institutional and 401(k) Retirement Services at Index Fund Advisors (IFA). In this role, she provides assistance to retirement plan participants, helping them understand the various aspects of the retirement plan process. She also supports IFA advisors as a client services representative in setting up individual and corporate brokerage accounts. In previous positions, Judy worked with individuals and organizations in the development of new retirement programs.

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