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Defy the Common®


Stop the Retirement Rip-off by David B. Loeper

Stop the Retirement Rip-off: How to Keep More of Your Money for Retirement, 2nd Edition

A detailed guide to how individuals can avoid the pitfalls of retirement funding
by David B. Loeper, CIMA®, CIMC®

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 and document the excesses in a presentation to management that is not confrontational and avoids making it sound as though you are complaining. 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.

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Retirement RipOff by David B. Loeper

Stop the Investing Rip-off: How to Avoid Being a Victim and Make More Money, 2nd Edition

The questions you need to ask before following anyone's investment advice, including your own!
by David B. Loeper, CIMA®, CIMC®

In the investment arena–including mutual funds, hedge funds, and stocks–there are hidden costs such as managerial fees or marketing expenses that can cost investors at least 3-6% of their earnings. These dangers are real, and in Stop the Investing Rip-off, author David Loeper sheds much-needed light on the oft-unseen deceit of the financial services industry. This book serves as an advocate of the consumer, exposing what insiders know about the side of the sales pitches that consumers don't, but need to hear. Filled with in-depth insights and practical advice, Stop the Investing Rip-off addresses questions every investor should ask during a financial sales pitch, before they pull the trigger and buy into the next financial product or advisory service. Based on David Loeper's nearly 25 years of experience of seeing the inner workings of the industry, Stop the Investing Rip-off reveals the real costs of the investments we make, the false and misleading information sold to us, and details the devastating effects they can have on personal wealth.

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The Four Pillars of Retirement Plans by David B. Loeper

The Four Pillars of Retirement Plans: The Fiduciary Guide to Participant Directed Retirement Plans

A complete guide to the complex world of participant-directed retirement plans
by David B. Loeper, CIMA®, CIMC®

The landscape over the last thirty years in corporate (401(k), profit sharing, etc.), government (457 plans), and nonprofit retirement plans (403(b)) has shifted toward participant-directed funding and investment selection. This shift culminated in the Supreme Court's recent ruling allowing plan participants to sue fiduciaries. In the landmark case (LaRue v. DeWolff, Boberg & Associates, Inc.), the Court ruled on the ability for an individual participant to sue retirement plan fiduciaries. The Four Pillars of Retirement Plans addresses this important issue and prepares readers for the mountain of lawsuits that will arise from the ruling. It covers what attorneys need to know to win these suits, and what financial advisors, trustees, employers, and fiduciaries of 401(k) and other retirement plans need to do to avoid liability from these suits. The Four Pillars of Retirement Plans focuses on the key areas where past guidelines need to change in an environment where participant direction dominates, and new liability for each participant's individual plan balance has suddenly become a potential responsibility to fiduciaries. This timely book will be a valuable resource for financial advisors, attorneys, and other fiduciaries that now face potential lawsuits from their plan participants.

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