PLANSPONSOR Magazine

Table of Contents |June 1994

Nestle, Watch Out!

A Swiss financier wants to turn US plan sponsors into European corporate activists
Table of Contents |June 1994

Radical Surgery

The cost to prefund retiree medical benefits is soaring. To deal with the problem, most companies are drastically downsizing their benefits packages.
Table of Contents |June 1994

See You In Court!

Cutting current retirees' benefits can create a legal minefield.
Table of Contents |June 1994

Coming Home to Roost

A new plan to relieve the DC Retirement Board's financial crisis is now before Congress. But critics say legislators and district officials still refuse to attack the system's...
Table of Contents |June 1994

Debating Cyclicality

Credit small cap stocks with an impressive long-term performance. But extra volatility, and widespread belief that the market is cyclical, are likely to keep some investors out.
Table of Contents |June 1994

Targeting Taft-Hartley Funds

Outside vendors are bringing a new, more formal approach to Taft-Hartley funds' search for labor-sensitive investments
Table of Contents |June 1994

Back to their Roots

Farmland used to evoke little more than scary headlines about foreclosures. Now, some pension funds are taking a look.
Table of Contents |June 1994

After the Honeymoon

Post-apartheid South Africa is beckoning institutional investors. But between fiduciary constraints and future uncertainties, most pension sponsors are going slow.
Table of Contents |June 1994

Pennsylvania Sets Up Shop

The state Treasury's new tuition installment payment service is a first-of-its-kind plunge into money management for a state government-and a challenge to established private vendors.
Table of Contents |June 1994

Prepayment Puzzler

Regulators frown on some ESOP loan prepayments after a sponsoring company is acquired. Recent, ambiguous Labor Department and IRS rulings add one more gray area for plan sponsors...
Table of Contents |June 1994

401(k)s Go Global at Last

Until this year, 401(K) participants were slow to sign up for global and international fund options. Now this is changing-right in the middle of a global downswing.
Table of Contents |June 1994

Life After Severance

Continuing participation in the employer's 401(k) is a popular severance package perk. But the IRS appears to be taking a dim view of the practice.
Table of Contents |June 1994

San Diego’s Derivatives Plunge

The fund effected a pioneering in-house index replication program in February, and followed it up by allocating 2% of assets to a new managed futures portfolio.
Table of Contents |June 1994

Fallout on MP’s Pensions

Canadian lawmakers are committed to cutting back their own cushy pension scheme. The only questions now are how far, and how fast.
Table of Contents |June 1994

Politicians’ Pensions in Different Countries

Last summer, the Big Three automakers tried and failed to secure concessions from the UAW on their lavish health benefits. But mounting pressures from rival producers make it...
Table of Contents |June 1994

A Closer Look at ADRs

ADR transaction volume is mushrooming. But there are reasons why sophisticated investors stick to underlying issues.
Table of Contents |June 1994

Package Deal

Traders say they are seeing more sophisticated pension sponsors doing international portfolio trades. But the field is dominated by just a few firms with the necessary technology and...
Table of Contents |June 1994

Out With the Old

Some fast-growing foundations and endowments are rethinking their custody relationships. Cozy regional ties are out-size, efficiency, and a wider range of services are in.