PLANSPONSOR Magazine
COVER
DoL Arrests Pension Administrator
In a dramatic first, the Labor Department arrests a
plan administrator for failing to produce records, then uses
a search warrant to obtain them.
Rules/Regs
Rules/Regs
DoL Arrests Pension Administrator
In a dramatic first, the Labor Department arrests a plan administrator for...
Rules/Regs
Rules/Regs
Is It Time For a Pensions Reform Commission?
Some lawmakers want Uncle Sam to take a close look at reforming...
Rules/Regs
Rules/Regs
Protecting the Participant
Washington lawmakers ponder tighter regulations for 401(k) plans
Rules/Regs |February 1997
SIMPLE versus SARSEP: Choice for Smaller Plans
Smaller plans face a choice between new and old savings plans
Portrait of Retiree |February 1997
Portrait of a Retiree: WF “Bill” Sheeley
Retired airline/tourism executive, 73
Table of Contents |February 1997
Denny McLain’s Last Out
Or, how a former baseball star and convicted felon flouted ERISA to become a trustee of a pension fund and remove $3 million of its assets.
Table of Contents |February 1997
James Bayne
Manager of benefits, finance, and investments, Exxon Corporation
Table of Contents |February 1997
Whoops!
Administrative gaffes, glitches, and fumbles are on the rise at pension plans. They cost money and time. At worst, they can result in lengthy litigation or cost a...
Table of Contents |February 1997
‘Fessing Up Made Easier
The IRS is making it easier for plan sponsor to confess their administrative errors and make amends,without running the risk of tax disqualification, by liberalizing the rules for...
Table of Contents |February 1997
The 20-Year Gusher
As a means to preserve and enhance the state's vast oil wealth, the Alaska Permanent Fund has succeeded. But what happens when oil revenues run short, and a...
Table of Contents |February 1997
Long-Short
Using alpha transport strategies to maximize outperformance and control asset mix
Table of Contents |February 1997
Futures Shock
Why some large plans, endowments are giving managed futures a second look
Table of Contents |February 1997
Canadian Cafeteria Plan
FPPs allow defined benefit plan participants to buy extra pension benefits
Table of Contents |February 1997
Getting in Harmony
States hope uniform public fund law proposal will forestall federal interference
Table of Contents |February 1997
Ravenous Rivals
With hungry economies and populations of one billion or more, China and India are commanding investor attention. But is enough capital available to satiate both?
Table of Contents |February 1997
Egypt’s Prospects as an Investment Opportunity
Egypt's sanguine economic prospects suggest it as a future leading performer. Much of the infrastructure this ancient market will need to move ahead is already in place.
Table of Contents |February 1997
Opening the Oyster
After relaxing some of the restrictions that have kept foreign investors from prying open its stock market, Korea stands poised to dive into the millennium.
Table of Contents |February 1997
Right On Target
Swelling market capitalization, stock exchanges and privatization have slid emerging markets from the fringe to the cutting edge of international mutual fund portfolios.
Table of Contents |February 1997
Panning for Gold
Bankers Trust's emerging market manager Maria-Elena Carrion lays bare her take on Asia, Latin America, and Eastern Europe
Table of Contents |February 1997
Plansponsor’s Defined Contribution Scoreboard
Ranking the largest mutual fund families growth funds' risk and return
Table of Contents |February 1997
Limited Options
Sponsors violate rules by restricting ex-employees' investment choices, IRS says
Table of Contents |February 1997
Standardized Recordkeeping RFP
Vendors put finishing touches on document for plan sponsors
Table of Contents |February 1997
Rewiring Retiree Medical Savings
Intel's innovative fixed-cost plan uses a defined contribution approach
Table of Contents |February 1997
Prepare for IRS Audit Program that Targets 401(k) Plans
Here is what you need to know to prepare
Table of Contents |February 1997
Educating Plan Participants on Investments
Is the myopic legal tail wagging the dog?