PLANSPONSOR Magazine
COVER
The Young and the Restless
The benefits department, once a corporate stepchild,
is taking a major leap forward in prominence by luring hot
new recruits for leading-edge firms
Portrait of Retiree
Portrait of Retiree
Jacqueline Dyer
Resource Teacher/Retirement Board Trustee, 67
Table of Contents
Table of Contents
Florida Fund Considers DC Switch
"Proponents view the proposal as a way to meet the needs of...
Table of Contents
Table of Contents
Benefits Are Not What They Used To Be…
The benefits profession is reinventing itself in the midst of a sizzling...
Table of Contents |July 1999
Equity or Bust
A new Spectrem Group report finds increasing numbers of participants betting their savings on equities
Table of Contents |July 1999
Advent’s Private Equity Rap
Your average time expectation for a successful transition is two to three years
Table of Contents |July 1999
Paper-Less Is More
The APPWP would like to see the Department of Labor expand existing rules regarding paperless transactions
Table of Contents |July 1999
Auditing the Auditors
An SEC report on the quality of corporate financial auditing recommends sophistication, independence and financial literacy, and should address some governance concerns
Table of Contents |July 1999
BARRA after Rudd
Andrew Rudd, BARRA's founder, gave the Berkeley-based firm its panache. His successor will likely have to better toe the corporate line.
Table of Contents |July 1999
Bucking the Trend
How Compuware Corporation decided to adopt a bundled approach for its 401(k) and ESOP programs-and ended up saving a bundle.
Table of Contents |July 1999
What Belongs In-House?
These days, larger plan sponsors like Sears find it easier and cheaper to handle part of their benefits administration burden at home
Table of Contents |July 1999
Benchmarking Your 401(k) Plan
TPlan sponsors have often determined the efficiency of their 401(k) plans by looking at cost. A new method looks at value and compares it to like sponsors.
Table of Contents |July 1999
The Equalizer
Ready or not, institutional fund structures and pricing are poised to transform the defined contribution marketplace
Table of Contents |July 1999
It’s Quality of Execution, Stupid!
Growth funds surged ahead of value portfolios as a slow global economy put quashed returns for cyclical companies to the advantage of reliable earnings leaders
Table of Contents |July 1999
Poised on the Hedge
Hedge fund consultants and managers report more requests for information from pension funds, but the going is slow
Table of Contents |July 1999
PBGC: Clarify Hybrid Rules
The increased popularity and prevalence of cash balance plans has the PBGC looking at ways to clarify IRS and ERISA rules affecting these plans
Table of Contents |July 1999
Proprietary Problems
A lawsuit against First Union will determine whether forcing employees to "shop at the company store" for their 401(k) options is, in fact, illegal
Table of Contents |July 1999
Escaping Discrimination Tests
SmithKline Beecham has found a way to avoid discrimination testing while retaining an attractive, after-tax investment program for its employees
Table of Contents |July 1999
Solving the Advice Riddle
Nissan Motor Manufacturing finds a solution to the "advice" conundrum, courtesy of SSGA
Table of Contents |July 1999
The Elder-Care Crisis
With federal programs in distress, escalating long-term health-care costs paint a grim picture for future retirees. What sponsors are doing to help.
Table of Contents |July 1999
HMO Check-Up
What is a plan sponsor to do when an HMO charges too much? Just ask the California Public Employees' Retirement System
Table of Contents |July 1999
All Roads Lead to ERISA
Providing investment advice to participants is certainly becoming more prolific among plan sponsors. How can sponsors protect themselves from liability?