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Letters to the Editor
Rules similar to those already in place for municipal securities dealers could be in the offing for public fund officials
How to make a much misunderstood benefit more rewarding for employees of all ages
Sponsors have responsibilities, too, says an executive who hails from the buyside
The World Wide Web can be a great resource for retirement systems looking for cheap ways to answer a wide range of questions from participants without having to mobilize an army of telephone representatives.
Pension rights volunteer and retired General Motors engineer, 70
Consider a cash-balance solution before packing in your defined benefit plan
This no-muss, no-fuss alternative may appeal to sponsors who want to help workers build their own retirement savings
Total Return (Peer Rank) Firm NameQtr1-yr5-yrAssets ($mil) (12/31/97)5-yr Info Ratio5-yr BetaDavid L Babson Lg Cap Val Eq Comp-7.86(1)3.60(3)17.23(5)81710.210.81David L Babson Val Eq-17.56(9)-7.07(8)17.02(5)16840.201.05Banc One Inc Eq Style-8.75(2)7.84(2)18.38(3)9200.450.86Banc One Lg Company Val...
Returns for the US Broad Market
US Broad Market Fixed Income Accounts (Separate) cont’d; US Broda Market Fixed Income Funds (Commingled)
Total Return (Peer Rank) Firm NameQtr1-yr5-yrAssets ($mil) (12/31/97)5-yr Info Ratio5-yr BetaMorgan Grenfell Tax-Ex Fx Inc4.19(5)11.91(4)7.86(3)72271.290.97Munder Cap Targeted Dur4.21(5)11.74(5)7.16(7)414-0.10.98Mut America Cap Mgt Core Fx Inc3.39(8)11.73(5)7.66(4)4140.521.02National Asset Mgt Core Fx Inc4.7(4)11.43(6)7.24(7)41050.061.09Nat’l City...
Employees need to know that cash-balance plans are not the enemy; the culprit is bad plan design. To suggest otherwise does workers a disservice
New proposoals ensure disputed pension claims are not ignored
On average, a soft-dollar broker costs roughly 10 basis points more than a full-service broker, a new study finds
Plan sponsors and hedge strategies have a brilliant future together, if you ask Hill and Wood
A group of small 401(k) sponsors goes shopping for a new recordkeeper
Building a perfect plan will always be an elusive goal, but an important part of our mandate at Plan Sponsor is to communicate how the most far-sighted pension funds are resolving challenges and problems common to all plans, large and small.
Spreading the wealth
The most straightforward way to increase participation in a defined contribution plan is to juice up the benefits.
Connie Magnuson, CEO of Northern Trust Retirement Consulting
Sponsors are embracing high-yield investing and alternative benchmark approaches in order to get more bang from their bonds
Why the S&P 500 is losing favor with some sponsors
When profit-sharing plans, 401(k)s, and section 415 of the IRS Code do not mix
The largest "value" and "growth" funds' one-year returns
Self-directed 401(k) brokerage options seem destined to become more popular 401(k) add-ons. What is the risk involved?
At a time when many have seen fit to walk away from the small 401(k) plan market, some familiar names are stepping up to the plate.
New ruling suggests HMOs may no longer be able to hide behind ERISA's skirts