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

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 |

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

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

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 |

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 |

Reasonable Expectations

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

‘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 |

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 |

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 |

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 |

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 |

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 |

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...