Managing retirement plans is an ongoing process. Regardless of the type of plan you manage—from profit sharing to traditional defined benefit program—you have to familiarize yourself with the rules of the plans as well other issues including investment risk and legal requirements.

Managing retirement plans can be a difficult and daunting task for a number of reasons. Not only are the number and variety of plans ever increasing,but the day-to-day management itself is complex. This book will help you navigate the process, whether you are self-managing within your organization, outsourcing the total retirement plan management to outside vendors, or a combination of the two.

This book would not have even begun without the pushing and prodding of Ron Lang, who serves on my firm’s board of advisers. It all started with Ron suggesting (but with Ron it sounding more like “ordering”) that I call his daughter Beth Lang Golub at Wiley. My virginal journey into book publishing began after a short conversation with Beth the following day. Thank you to both Ron and Beth for your faith and support during the entire process.

In addition to Ron, the other members of my firm’s board of advisers have been invaluable to me over the years. Thanks to Ben Bailey of Massachusetts Capital Resource Company, Barry Hinckley of Bullhorn, and Tim Conway of Newstar Financial for helping me grow and expand my horizons.