Cover
Cover
En Garde
401(k)-related class actions are no longer the anomaly they once were. And...
Editorial
Editorial
Editorial
It can be left to philosophers to debate whether the law is...
UpFront
UpFront
Instant Gratification
Real-time trading: Coming soon to a 401(k) near you?
UpFront |July 2000
Boost for Pension Reform
The Portman/Cardin pension reform package has new lifenow that there is new money to spend
UpFront |July 2000
“Same Desk” Rule Eased
IRS ruling permits 401(k) distributions after a partial buyout
UpFront |July 2000
The Ultimate Cleanup
Alaska's Exxon Valdez Oil Spill Trust Fund will commingle its assets with the State Treasury under an unusual state and federal government agreement
Feature |July 2000
Slowly But Surely
Should plan sponsors concern themselves with trading costs? Only if they want to keep plan assets from dribbling away...
Asset Mix |July 2000
Model Behavior
A black box can become Pandora's box, if plan sponsors do not also use their brains
Asset Mix |July 2000
Not My Style
Why Tiger- and Quantum-type strategies never made the cut with many sponsors
Running the Fund |July 2000
Pensions Earnings: Hot Air?
Why some financial analysts and SEC officials are taking issue with FAS 87
Total Benefits |July 2000
Wanted: Merger Manual
Sponsors seek merger and acquisition guidance from the IRS
Q/A |July 2000
“Quis Custodiet Ipsos Custodes?”
Who consults about consultants? Jennifer Cooper does, and not everyone will be happy with what her investigations are turning up
Rules/Regs |July 2000
Robbing Retirees?
The Treasury Department wonders whether lump-sum payments are unfair to early retirees
Rules/Regs |July 2000
Invading Democrats’ Turf?
The Bush campaign is winning on the issue of Social Security-so far
Game Plan |July 2000
Rebalancing Act
The newest addition to GW's endowment team is rebalancing, removing emerging markets, and generally rejiggering the fund
Voice |July 2000
Self-Correction’s Tradeoffs
Is the DoL's voluntary correction program more trouble than it's worth?
Done Deal |July 2000
The Co-Employer Route
Who consults about consultants? Jennifer Cooper does, and not everyone will be happy with what her investigations are turning up
Outtakes |July 2000
Clear Conscience
Sue Stevens is the director of financial planning for Chicago-based Morningstar, where she handles regulatory and tax issues for the company's online advice product, ClearFuture, and helps the...
Table of Contents |July 2000
Managing Trading Costs: Where to Find Help
Trading costs are likely to be the largest single expense a plan sponsor encounters in asset management.