PLANSPONSOR Magazine
COVER
Take It Or Leave It
Plan sponsors are finding that it pays to help
employees plot their post-retirement strategies-including
that pivotal decision: to roll over, or to leave the money in
the plan
Editorial
Editorial
No Place Like Home
The more one discusses the "R" word (rollovers), the harder it is...
Editorial
Editorial
Decision Time
Rollovers-the term used to describe that pivotal step taken when defined contribution...
IMHO
IMHO
When To Say When
Doing the right thing about company stock
UpFront |September 2001
Sharing The Wealth
In June, the Internal Revenue Service issued new final regulations that add another requirement for employers to meet if they are to be entitled to claim tax-qualified status...
UpFront |September 2001
Bill Targets “All Employers”
That is not all. Just a day after the plan sponsor summit with EEOC, Representative Thomas E Petri (R-Wisconsin) introduced House legislation that would override the Third Circuit...
UpFront |September 2001
Bill Targets “All Employers”
That is not all. Just a day after the plan sponsor summit with EEOC, Representative Thomas E Petri (R-Wisconsin) introduced House legislation that would override the Third Circuit...
Feature |September 2001
Plan Sponsor – Friendly?
The "new" PWBA under Ann Combs is putting a new emphasis on guidance in murky areas of ERISA. It is seeking to expand its voluntary fiduciary correction program,...
(k)Plans |September 2001
In Good Conscience
Participant demand and new, low-expense offerings help socially responsible funds to catch on
Asset Mix |September 2001
Too Many Managers?
Why some see whole-stock portfolios as the antidote to teams of specialists and lackluster active returns
Total Benefits |September 2001
Making The Grade
Lawsuits allege that forced evaluation systems discriminate against older workers
Rules/Regs |September 2001
Catch As Catch Can
One of the better-known parts of the new tax bill is its provision for plan participants over the age of 50 to set aside additional funds for retirement-above...
Game Plan |September 2001
Loyal Customer
KKR's returns are down. Why OPERF is sticking with the legendary buyout fund, anyway
Voice |September 2001
Hitting The Brakes
How to keep participants' company stock allocations in check
The Buzz |September 2001
(k) Plan Balances Were Stable In 2000, Says EBRI
Newsflash: The average 401(k) plan participant balance slipped just 0.1% last year, though older participants fared worse, according to preliminary research from the Investment Company Institute and the...
The Buzz |September 2001
“Universal Pass-Through”
Would simplifying retirement savings plan administration via a streamlined payroll deduction scheme-which all employers would offer and in which any employee could elect to participate-be an effective means...
sidebar |September 2001
Sidebar: Leaving Assets In The Plan: The Up Side
While many plan sponsors do not advise employees to keep their assets in their defined contribution plans after retiring, a number of independent experts say they should. Since...
Street Sense |September 2001
Rolling Over The Right Way
Leading participants to "rational" decisions
Web Watch |September 2001
Webwatch: Routing Rollovers
Web-site insight on the rollover application and planning process
Table of Contents |September 2001
Boehner Assesses DoL Turnaround On Advice Bill
If at first you don't succeed...