Cover
Cover
Head Games
Personality typing
Editorial
Editorial
Letters to the Editor
Letters to the Editor
UpFront
UpFront
SEC to Probe Pay-To-Play
Rules similar to those already in place for municipal securities dealers could...
Feature |February 1999
Cash Balancing Act
How to make a much misunderstood benefit more rewarding for employees of all ages
Q/A |February 1999
Demystifying Hedge Funds
Sponsors have responsibilities, too, says an executive who hails from the buyside
Web Watch |February 1999
How Public Plans Are Using the Web
The World Wide Web can be a great resource for retirement systems looking for cheap ways to answer a wide range of questions from participants without having to...
Portrait of Retiree |February 1999
Don Armstrong
Pension rights volunteer and retired General Motors engineer, 70
Wired Participant |February 1999
Cash Balance
Consider a cash-balance solution before packing in your defined benefit plan
Wired Plan Sponsor |February 1999
Avoiding ERISA Via the Payroll-Deduction IRA
This no-muss, no-fuss alternative may appeal to sponsors who want to help workers build their own retirement savings
Table of Contents |February 1999
Value Large-Cap Equity (Separate) cont’d
Total Return (Peer Rank) Firm NameQtr1-yr5-yrAssets ($mil) (12/31/97)5-yr Info Ratio5-yr BetaDavid L Babson Lg Cap Val Eq Comp-7.86(1)3.60(3)17.23(5)81710.210.81David L Babson Val Eq-17.56(9)-7.07(8)17.02(5)16840.201.05Banc One Inc Eq Style-8.75(2)7.84(2)18.38(3)9200.450.86Banc One Lg Company...
Table of Contents |February 1999
US Broad Market Fixed Income Accounts (Separate) cont’d
Returns for the US Broad Market
Table of Contents |February 1999
US Broad Market Fixed Income Accounts (Separate) cont’d; US Broda Market Fixed Income Funds (Commingled)
Total Return (Peer Rank) Firm NameQtr1-yr5-yrAssets ($mil) (12/31/97)5-yr Info Ratio5-yr BetaMorgan Grenfell Tax-Ex Fx Inc4.19(5)11.91(4)7.86(3)72271.290.97Munder Cap Targeted Dur4.21(5)11.74(5)7.16(7)414-0.10.98Mut America Cap Mgt Core Fx Inc3.39(8)11.73(5)7.66(4)4140.521.02National Asset Mgt Core Fx Inc4.7(4)11.43(6)7.24(7)41050.061.09Nat’l...
Table of Contents |February 1999
Straight Talk on Cash Balance
Employees need to know that cash-balance plans are not the enemy; the culprit is bad plan design. To suggest otherwise does workers a disservice
Table of Contents |February 1999
Pension Claims: DoL Turns Up The Volume
New proposoals ensure disputed pension claims are not ignored
Table of Contents |February 1999
Soft Dollar Brokers Don’t Always Come Cheap…Maybe…
On average, a soft-dollar broker costs roughly 10 basis points more than a full-service broker, a new study finds
Table of Contents |February 1999
Market Neutral Managers
Plan sponsors and hedge strategies have a brilliant future together, if you ask Hill and Wood
Table of Contents |February 1999
Seeking Small-Plan Service
A group of small 401(k) sponsors goes shopping for a new recordkeeper
Table of Contents |February 1999
Building a Perfect Plan
Building a perfect plan will always be an elusive goal, but an important part of our mandate at Plan Sponsor is to communicate how the most far-sighted pension...
Table of Contents |February 1999
The Perfect Waiver
The most straightforward way to increase participation in a defined contribution plan is to juice up the benefits.
Table of Contents |February 1999
Efficiency Expert
Connie Magnuson, CEO of Northern Trust Retirement Consulting
Table of Contents |February 1999
Squeezing Value From Bonds
Sponsors are embracing high-yield investing and alternative benchmark approaches in order to get more bang from their bonds
Table of Contents |February 1999
Indexing Alternatives
Why the S&P 500 is losing favor with some sponsors
Table of Contents |February 1999
Robin Hood In Reverse?
When profit-sharing plans, 401(k)s, and section 415 of the IRS Code do not mix
Table of Contents |February 1999
Plan Sponsor Defined Contribution Scoreboard
The largest "value" and "growth" funds' one-year returns
Table of Contents |February 1999
“Windows” and the Fiduciary
Self-directed 401(k) brokerage options seem destined to become more popular 401(k) add-ons. What is the risk involved?
Table of Contents |February 1999
Small Plan Vendors
At a time when many have seen fit to walk away from the small 401(k) plan market, some familiar names are stepping up to the plate.
Table of Contents |February 1999
Suing Over Managed Care
New ruling suggests HMOs may no longer be able to hide behind ERISA's skirts