PLANSPONSOR Magazine

COVER

DB in Flux: The Dodo Takes Flight

In the lobby of Alcatel Lucent ­ headquarters in
Murray Hill, New Jersey, busts of storied inventors from the
Bell Laboratories’ era gaze down at visitors.

War Stories |December 2007

December 2007

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...
Survey Says |December 2007

What Do You Think of QDIA Regs?

The ink was barely dry on the final qualified default investment alternative (QDIA) regulations when we asked readers in late October for their take on the final result.
Bells & Whistles |December 2007

December 2007

Each month, Bells & Whistles highlights recent product introductions that plan sponsors may find of interest.
Head of the Class |December 2007

High Yield

"High yield is a neglected asset class in the institutional world," says Andrew Feltus. "Most institutions see it only tactically, as part of a core-plus fixed-income mandate." One...
The Bottom Line |December 2007

The Silver Tsunami

On October 15, schoolteacher Kathleen Casey-Kirschling became the country's first Baby Boomer to file for Social Security retirement benefits, and the Social Security Administration touted it as the...
Case Sensitive |December 2007

Reasonable Expectations

Louis Akouri and Nadia Akouri v. Ford Motor Company and Ford Motor Company—UAW Retirement Board of Directors
Barry's Pickings |December 2007

‘Nothing’ Doings

In just a few weeks, the Pension Protection Act (PPA) will be upon us. Given recent interest-rate and asset-value trends, some defined benefit (DB) plan sponsors actually may...
Saxon Angle |December 2007

Waiting Gains

On October 24, 2007, the Department of Labor (DoL) at last issued a final regulation addressing the selection of default investment options for defined contribution plans.
Just out of Reish |December 2007

Process Serving

I recently served as an expert witness on prudent process. My testimony focused on what a "prudent process" is and what fiduciaries do to satisfy that requirement. To...
Special Report |December 2007

DB in Flux: And Then Some

The new product teams at investment management firms have had a new darling for the past year or so in 130/30 long-short equity funds.
Special Report |December 2007

DB in Flux: Blue Jay

Jay Vivian joined IBM in 1978 from business school. His ­contribution to that company—and to the pension industry—has been immense.
Special Report |December 2007

Coming up Fast

That might suggest that 2007 was a year about getting ready for change—but nothing could be further from the reality.
Special Report |December 2007

The Most Successful Retirement Plan Advisers

There is nothing like tumultuous times to highlight the value of, and reinforce the need for, expert help for plan fiduciaries and, yes, it surely plays to the...