Editorial Comment: Is a healthcare patchwork in the works?
Plansponsor June 1994 Letters
In search of opportunities for its fledgling special situations portfolio, a pension fund buys a piece of the national pastime.
1993 was an unprecedented year for US investment in overseas equity markets.
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.
A Swiss financier wants to turn US plan sponsors into European corporate activists
San Antonio Fire & Police Pension Fund
The cost to prefund retiree medical benefits is soaring. To deal with the problem, most companies are drastically downsizing their benefits packages.
Cutting current retirees' benefits can create a legal minefield.
The Askin Capital debacle carries with it some sobering lessons for any pension sponsor who invests in specialized corners of the OTC markets.
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 long-term problems.
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.
Outside vendors are bringing a new, more formal approach to Taft-Hartley funds' search for labor-sensitive investments
Farmland used to evoke little more than scary headlines about foreclosures. Now, some pension funds are taking a look.
Post-apartheid South Africa is beckoning institutional investors. But between fiduciary constraints and future uncertainties, most pension sponsors are going slow.
Are South African stocks overvalued or a steal?
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.
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 to contend with.
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.
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.
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.
Canadian lawmakers are committed to cutting back their own cushy pension scheme. The only questions now are how far, and how fast.
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 imperative that they keep looking for savings.
ADR transaction volume is mushrooming. But there are reasons why sophisticated investors stick to underlying issues.
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 analytics.
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.
Opinion: Remapping pension fund management
61, Cook, Phi Gamma Delta, Lambda Deuteron Chapter, Denison University