In the almost 7 years I have been writing this blog, I have written a number of book reviews about 401(k) plans and investing that have tracked the retirement plan industry.
- Josh Itzoe’s Fixing The 401(k) in 2009
- Pat Huddleston’s, The Vigilant Investor: THE VIGILANT INVESTOR: A Former SEC Enforcer Reveals How To Fraud Proof-Your Investments in 2011
- Chris Carosa’s 401(k) Fiduciary Solutions in 2013
Not surprising since all of the authors are experienced, independent professionals that have something – let’s make that a lot – to say, and have significantly added to the dialogue about retirement savings. All of which are well worth the purchase price in either their print or digital versions.
Now here’s another. It’s James Watkin’s recently published book, The 401(k)/403(b) Investment Manual.
In addition to meeting all of the aforementioned characteristics, the subtitle adds another dimension: What Plan Participants and Plan Sponsors REALLY Need to Know. It’s one of the few recent books that speaks to both the employer and the 401(k) participant.
Jim is both an attorney and investment professional with a string of professional designations, and his book focuses on:
- Helping both employers and 401(k) participants better understand the financial service industry, and
- Doing so in a relatively short period of time.
You can buy it on Amazon for $13.23 with two day delivery if you’re an Amazon Prime member.
You can also follow Jim on his two blogs:
- CommonSense InvestSense which provides useful information for individual investors and fiduciaries, and
- The Prudent Investment Advisor Rules which provides information on best practices for investment advisors and professional fiduciaries