PLANSPONSOR Magazine
COVER
Time for a New Definition of “Employee”
Microsoft Corporation has a knack for generating
controversy. The software giant did it again last fall, when
it became the subject of a headline-grabbing court decision
centering around a simple and seemingly innocuous question:
What is an employee?
Editorial
Editorial
Time for a New Definition of “Employee”
Microsoft Corporation has a knack for generating controversy. The software giant did...
Rules/Regs
Rules/Regs
Bailout Proposal for Washington DC Retirement Board
The Administration proposes transferring the underfunded plan's assets to the federal government....
Rules/Regs
Rules/Regs
Pensions at the Pentagon
For years, the Pentagon has successfully argued against reductions in its lavish...
Wired Participant |
Ron Peyton, Callan Associates 1997 DB Consultant of the Year
Plan Sponsor's Defined Benefit Consultant of the Year award cites distinguished achievement in serving institutional clients. The award also reflects the esteem in which the consultant is held...
Table of Contents |
End Of The Line
Employees who roll over their 401(k) assets when they leave or retire are creating a new hundred-billion-dollar financial services market- and a new headache for plan sponsors who...
Table of Contents |
A Lesson in Liability
Pension and benefits plans can hold service providers responsible for incompetent work under state malpractice laws, court says.
Table of Contents |
In Canada, Independent is Better
Canadian pensions prefer independent money managers. But an ownership fight at a leading firm raises doubts about the independents' future.
Table of Contents |
Slate Leaves Stronger, Healthier PBGC
A predecessor and a colleague recall the late executive director's efforts to rein in pension underfunding and promote pension reform legislation.
Table of Contents |
When They Just Want to Stay Put
Most employers frown on plan participants' leaving assets in the company's 401(k) when they leave or retire. But some big plans see significant advantages in accommodating them.
Table of Contents |
Financial Planning
New software packages offer defined contribution plan participants everthing from retirement savings projections to advice on buying or leasing a car. Here is our guide to what they...
Table of Contents |
Kicking the Tires: A Checklist
What to ask when investigating financial planning software packages for your defined contribution plan participants.
Table of Contents |
Roger Bransford: A Life in Consulting
Colleagues, clients remember Roger Bransford
Table of Contents |
Extra Alpha
Stung by active managers' missing benchmarks, plans look again at enhanced indexing
Table of Contents |
Risk Management Checklist
Working group spells out a checklist of standards for pension sponsors
Table of Contents |
Soft Dollar Probe
An SEC offensive targets broker-dealers, investment advisors, and mutual funds
Table of Contents |
Pension Obligation Bonds
Low rates inspire the first-ever state issue, and two record-breaking proposals
Table of Contents |
Information Sharing
Employees get investment advice from planners over the internet
Table of Contents |
Where Money and Emotion Meet
How to make 401(k) hardship withdrawals run smoothly
Table of Contents |
Automatic Enrollment
Why most employers say no to an effective participation-boosting practice
Table of Contents |
Company Stock in Qualified Plans
New law eases rules for S corporations, but problems remain
Table of Contents |
Proactive Matching
Using asset-liability management to allocate the pension surplus more efficiently
Table of Contents |
Securing the Insecurable
Why plan sponsors cannot protect SERPs from taxation-and should not try