Magazine Articles

Table of Contents |July 1993

Desperately Seeking Safe Harbor

404(c) now gives defined contribution plan sponsors limited safeguards against lawsuits by beneficiaries. But compliance standards are vague, and no one knows just how far the protections extend.
Table of Contents |July 1993

School’s In

Employee sophistication is a big concern for plans that want to qualify for 404(c) protection. Some are exploring more than one route to bring their participants up to...
Table of Contents |July 1993

One Big Pension Fund

Some leading multinationals are finding ways to consolidate their North American and foreign pensions.
Table of Contents |July 1993

The Case for Marketing Reps

A new industry has grown up to serve investment managers seeking tax-exempt business. How well they serve plan sponsors is another question.
Table of Contents |July 1993

Don’t Ignore Political Risk In Developed Markets

When institutional investors speak of political risk, they almost always have in mind the emerging markets of Asia, Latin America, Eastern and Southern Europe, the Middle East, and...
Table of Contents |July 1993

Green Thumb

With the environment again a hot topic, some public pensions are exploring ways to make environmentally correct investments.
Table of Contents |July 1993

This Old House

A slew of ambitious housing and urban development projects are attracting the attention of public pension funds.
Table of Contents |July 1993

Someone to Take Charge

The naming of Olena Berg as the top US pension regulator Could add a new, experienced voice to the debate over economically targeted investing.
Table of Contents |July 1993

Sending It Out of House

Many 401(k) sponsors are finding ways to outsource part of the plan. Winn-Dixie Stores, going one step further has outsourced the whole thing.
Table of Contents |July 1993

Making a Play for the Payout

The Mutual Benefit fiasco, now winding to a Close, provides some valuable tips for GIG holders on how to protect their interests in a rehabilitation.
Table of Contents |July 1993

Repo Men

Repurchase agreements have emerged as the overnight investment vehicle of choice for many pension managers.
Table of Contents |July 1993

Mind Control

Use of mental health care benefits is rising fast. Corporations are starting to worry about the effect on post-retirement costs.
Table of Contents |July 1993

The Portability Problem

Beset by FAS 106 obligations, corporate benefit plans could use more help from their employees with funding. But without health benefit portability this may be hard to come...
Table of Contents |July 1993

Work In Progress

The Common Fund is trying to boost performance by College and university endowments in some new ways-through education, and by promoting global investing.
Table of Contents |July 1993

Team Work

Activist pension funds have some powerful new allies in unions like the Teamsters.
Table of Contents |July 1993

Northern Revolt

Taking a cue from their US Counterparts, Canadian public pension sponsors are learning to be shareholder activists.
Table of Contents |July 1993

Free Lunch Still Served

Amid a market that refuses to recover some Japanese pension funds are getting tough with their brokers and investment managers. But the network of cozy relationships is a...
Table of Contents |July 1993

The Numbers Game

Fixed-income analytics afford pension sponsors a more sophisticated knowledge of their portfolios. But few are ready to move up the curve.
Table of Contents |July 1993

Measurement Wars

Pension funds in search of improved performance measurement products now have new providers custodians. But the traditional providers, consultants, are fighting back.