Editorial Comment: Risk and Derivatives
Plansponsor July/August 1995 Letters
Saxton's bill banning ETIs for ERISA plans gains some powerful supporters.
Where do pension benefits go when the beneficiary cannot be found? A DoL opinion comes down on the plan sponsor's side
A highlight of the summer political season is the senator's fight against the powerful retirees' group.
A new case underscores the importance of giving ERISA plan administrators absolute discretion to interpret the plan.
Robert Hunkeler and Todd Tibbetts, Sandoz Corporation
International equities have not produced the returns-or the diversification-that were expected of them. Yet plan sponsors continue to send new money overseas in bulk. Here's why.
A Round Table interview sponsored by Cantor Fitzgerald
America's cash-rich corporations
Public funds are not the only activist shareholders anymore. Taft-Hartley funds are using their proxies vigorously to push corporate governance concerns. Corporate plans are showing interest now, too.
Plan sponsors and money managers have come to depend on these firms for proxy research, recordkeeping, advice, and voting services.
How the shift is affecting pension portfolios
Why the sectoral approach is losing its charm
Measuring what plan sponsors get for their money
A new package of bills brings Washington closer to action
Why high interest rates did not kill GIC pools
More comprehensive educational efforts help raise DC balances
Detroit Edison's 10 years using derivatives
Saskatchewan mandates benefits for part-time employees
The Investment Company Institute is putting together an initiative to create an electronic clearinghouse that would relay information back and forth between mutual funds and 401(k) plans.
Where does it leave the pension client?
Acquisitions help BoNY grab the top spot
The request for proposal has long been a standard part of the process for selecting a master trustee or custodian in North America. Over the years, however, the RFP process has also become increasingly burdensome for both buyers and sellers of custody services. The result is a pressing need to seriously reevaluate what the RFP process is intended to achieve, and to determine whether the current approach could be usefully amended to make the process easier and more effective for all parties.
and what to do about it
62, Retired Episcopal priest