July 2002

Self-Directions

Self-directed investors fared better than mutual funds

The Lessons in Ashes

What investors can learn from the final report on the Askin case

Trading Places

The hills are alive with the sounds of transition managers

1999 Plan Sponsor Trader’s Forum

Trading community executives discuss execution quality, shifts confronting the institutional trader, and the effects on plan sponsors

Friend of the Court

A two-year-old effort to influence the interpretation of ERISA sometimes places the Labor Department on the other side of the table from plan sponsors.

Increasing Income will Increase Saving

The key to increasing saving: Increase incomeDevising new types of tax-exempt vehicles will not raise savings rates if many families lack the means to save.Dean BakerBack in the 1960s,...

Show And Tell

Communication gaps can cost you 404(c) compliance

Moving On

Why participants nearing retirement desperately need your help

Performance Debate

Plan sponsors want to know which produces a better investment return: defined benefit or defined contribution plans. A series of studies disagree sharply on the answer.

ERISA’s Day in Court

Dillingham Construction v. Sonoma County: Does ERISA preempt state laws?

Beyond Equities

Some sponsors are finding a place for alternative assets in their DC plans

DB Survey 2000 Methodology

In December, 1999, 2,487 surveys were sent out to the Plan Sponsor magazine database of defined benefit plans. Surveys were sent via email, fax and mail.