August 2002

2000 Defined Benefit Client Satisfaction Survey

For the second year running, respondents consistently rated their money managers worst in the category of Internet services. In contrast, managers scored highest for their fee disclosure. All told, sponsors are fairly pleased.

Down But Not Out

This is as good a time as any to muse about the effect of a prolonged market slide on defined contribution and defined benefit plans.

Smart Start

Never too soon to start learning about investing

Taxing The System

The DoL's plan to fund parental leave with unemployment insurance monies leaves employers cold

From the front lines

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. Our readers deal with them every day.

Growth Floats

Managers keep their heads above water as they swim upstream

Turnover Time

The secondary market for private equity deals is attracting plan sponsor interest

From SPDRs to FITRs

Rebalancing, equitizing cash, and other uses of exchange-traded funds

Better Luck Next Time

Pension experts sketch the kind of investment advice bill they really would like to see

To The Limit

A company puts the brakes on 401(k) employer stock investments

Saying No To The HMO

Seeking better access to care and more bang for the buck, Andersen is jettisoning most of its HMOs

What’s Really Wrong With 401(k)s?

The Enron collapse has focused attention on losses suffered by participants in the company's 401(k) plan. The typical investment structure for these plans virtually assures failure to achieve the long-term goal of accumulating assets for retirement.

Hearing The Needs Of The Deaf

Richard Pinkiert is a document assembly specialist at the $290 billion Teachers Insurance and Annuity Association College Retirement Equities Fund. His duties include mailing out documents to applicants for long-term care and life insurance.

Asset Allocation

"Don't put all your eggs in one basket" is the most common explanation offered to non-experts—and one that is used frequently in participant meetings to describe the more technical term, "asset allocation."