PLANSPONSOR Magazine
COVER
Is a Health Care Patchwork in the Works?
Editorial Comment: Is a healthcare patchwork in the
works?
Editorial
Editorial
Is a Health Care Patchwork in the Works?
Editorial Comment: Is a healthcare patchwork in the works?
Table of Contents
Table of Contents
June 1994 Plan Sponsor Letters
Plansponsor June 1994 Letters
Table of Contents
Table of Contents
Ontario Teachers Hit the Ice
In search of opportunities for its fledgling special situations portfolio, a pension...
Table of Contents |June 1994
1993 Saw Increase in Overseas Investing
1993 was an unprecedented year for US investment in overseas equity markets.
Table of Contents |June 1994
Johnson v. Georgia-Pacific Corporation: “tin parachute” doesn’t violate ERISA
Great Northern's plan amendment tapped out its pension surplus, and gave current employees a windfall. But, an appeals court ruling says, it did not violate ERISA.
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
The collapse of David Askin’s Askin Capital in complex OTC derivatives
The Askin Capital debacle carries with it some sobering lessons for any pension sponsor who invests in specialized corners of the OTC markets.
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
A View From Johannesburg
Are South African stocks overvalued or a steal?
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.
Table of Contents |June 1994
Opinion: Remapping pension fund management
Opinion: Remapping pension fund management
Table of Contents |June 1994
Portrait of a Retiree: Emma Jean Saum
61, Cook, Phi Gamma Delta, Lambda Deuteron Chapter, Denison University