March 2008


Plan Sponsors of the Year

It is hard to imagine a more daunting undertaking than the attempt to select a Plan Sponsor of the Year.


And the Winners Are…

A couple of weeks ago, I was watching the Oscar awards (well, it was on, I wasn't really watching). Of course, most of the awards acknowledge efforts that the casual filmgoer doesn't appreciate—and many of the awards this year went to movies I had not seen.


All for One

Last month, the Supreme Court ruled unanimously in a landmark decision that participants can pursue their individual claims under ERISA.


March 2008 news articles that also appeared in the Upfront section of the March issue.

War Stories

March 2008

We all have them: those front-line experiences that are -inevitable when one deals with the variety—and sensitivity—of issues associated with human beings and critical life events. Sometimes those stories are tragic, sometimes they are bizarre, and sometimes—admit it—they are just plain funny.

Bells & Whistles

March 2008

Each month, Bells & Whistles highlights recent product introductions that plan sponsors may find of interest.

Head of the Class

Bond's "Shelter"

In reaction to the stock market turmoil of 2001 and 2002, U.S. institutions have been redirecting assets from domestic equities.

Asset Mix

Short Sided

In 1949, long before there were tracking errors, manager style boxes, or Sharpe ratios, a PhD sociologist-turned-investment-­manager named Alfred Winslow Jones devised an investment strategy that relied on two techniques: buying stocks with leverage, and selling stocks short.

Case Sensitive

False Pretenses

Northwest Administrators, Inc. v. Ralph W. Cutter

Saxon Angle

Fiduciary Fitness

Although you already may have given up on your New Year's resolution to get fit, you still can follow through with your resolution­ to make sure all of your fiduciary ducks are in a row for this year. Below are some important steps that you should consider.

Just out of Reish

"Pickup" Lines

The primary fiduciary for the ABC 401(k) Plan is walking down the sidewalk. He notices a $100 bill lying on the ground. The bill has a note attached: "This belongs to the ABC Plan."

Special Report

2008 PLANSPONSOR TRO Buyers Guide: All Together Now

It's hard to find a plan sponsor that doesn't find the ability to get answers to many issues in a single place alluring, whose time-constricted day does not beg for the efficiency of an integrated service offering, that would be unappreciative of the opportunity to avoid being cast in a role where he or she must bear the brunt of ensuring that the various and sundry moving parts of benefit program design fit and flow together.