June 2000

Sizing Up Your Recordkeeper

Some investment managers wish they were not recordkeepers. Even some recordkeepers (the unprofitable ones) wish the same thing. But, nobody today can deny how important recordkeeping is. Nor can anyone deny the pace of change transforming recordkeeping. And the truth is that recordkeeping is only going to become more important over time.

More Temp Trouble for Microsoft?

Do Microsoft's temp workers have a right to review supervisor's comments? The Washington Department of Labor and Industries seems to think so

Sprenger Springs Again

Its new class action claims that SBC forced 401(k) participants to divest of a competitor's stock and failed to inform them of other alternatives

Resolution Revolution

First IBM, now GE. Why retiree- and participant-backed resolutions to shore up benefits deserve your attention

Are Women Too Timid to Save?

A survey finds that women are far less likely than men to take substantial financial risks for substantial gain

Raising the Roof

Will plans that modified their asset allocation edicts to take advantage of the high-tech boom ultimately find themselves overexposed?

A Rock and a Hard Place

How to find health-care cost-cutting strategies that valued employees can live with

Slicing Up Savings

There is more than one way to view participants' holdings, says Salisbury. What the doomsayers may be missing

Curtains for New Comparability

Treasury and IRS officials are reviewing whether these defined contribution plans violate the spirit of nondiscrimination rules

Funding Fix

How a once-controversial pension obligation bond restored Worcester's funding ratio

Making a Statement

Handled properly, the 401(k) statement can do double duty, teaching participants about deferral choices, the company match and more

CalPERS: Who’s Been Naughty and Nice?

What do Time Warner CEO Gerald Levin and General Motors Director John Smale have in common? Both received honors for corporate-governance excellence from the $166 billion California Public Employees' Retirement System last month.

Asset Gatherer

Nvest's Voss is long on investment managers

Disease Management

Sponsors keen on promoting health and disease management and seeking additional resources for their workers will want to check out these noteworthy sites

A Portrait of Growth

Not for a generation has "style"—the parameters within which investment managers buy and sell stocks—been such a factor in the success of a particular portfolio strategy. In large part, this has been a function of the striking performance these last five years of so-called "growth" stocks and thus also of the growth managers focused on them.

Vanguard Street

Children's Television Workshop counts 100 basis-point savings

Emotional Rescue

Whether it is child care, elder care, or education workers seek, employers are stepping in with low-cost but highly valued counseling services