December 2006

Saddle Sore?

2006 was another rough ride for plan sponsors, but 2007 could be better

Wonder Land

Not that a little inaction from Congress would be a bad thing

Upfront Articles news articles that also appeared in the Upfront section of the December issue

Survey Says

The Worst, Wacky Savings Idea?

December 2006

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

Paying the Price

Lawsuits allege that participants were charged excessive fees for 401(k) investments

The Long and the Short of It

Through the end of October, defined benefit (DB) plans had a favorable, if unexciting, investment year in 2006. The far bigger news came on the legislative and accounting fronts, formalizing the increased pressure on sponsors to get their plans in full-funded and self-sustaining condition.

Unrestricted Access

Rohm and Haas leads the way on fastest-growing form of equity pay

Pay Stubs

Trying to rein in executive pay

Dead Lines

Marker v. Northrop Grumman Space & Missions Systems Corporation Salaried Pension Plan

Breathing Room

Experts say delay in 409A regs could prove a "lifesaver" for some

Fair’s Fare

Wearaway, early retirement, and fairness


Can DC plans alone shoulder the retirement savings burden? Not without change

Fee Fie?

New class-action lawsuits aimed at revenue-sharing

PPA Statutory Exemption Gems

The Pension Protection Act of 2006 (PPA) is arguably the most significant piece of pension legislation since the passage of ERISA in 1974.

The Duty To Get Help

ERISA's rules require that, when selecting and monitoring plan investments, fiduciaries use "the care, skill, prudence, and diligence under the circumstances then prevailing that a prudent man acting in a like capacity and familiar with such matters would use in the conduct of an enterprise of a like character and with like aims."

The Pursuit of Excellence

In November, Global Custodian, PLANSPONSOR's sister publication, gave its prestigious Annual Lifetime Achievement Award to Bridge¬water Associates, the Westport, Connecticut-based institutional asset management firm, and to its founder, Ray Dalio.