PLANSPONSOR Magazine
COVER
Portrait of a Retiree: Frank Langley
Retired marketing executive and US Postal Service processing supervisor
Portrait of Retiree
Portrait of Retiree
Portrait of a Retiree: Frank Langley
Retired marketing executive and US Postal Service processing supervisor
Table of Contents
Table of Contents
It’s good to be the president
Even a single term in the White House can make you an...
Table of Contents
Table of Contents
And now, out come the knives
The MASTERS/PRIM merger is expected to save Massachusetts millions of dollars a...
Table of Contents |November 1996
GM loses a round
An appeals court ruling says the auto giant must stop charging retirees for health benefits. The decision could cost GM hundreds of millions of dollars
Table of Contents |November 1996
Untangling the rules
The IRS tries to make it easier for non-qualified plan sponsors to figure out how much pay FICA taxes they have to pay.
Table of Contents |November 1996
Ron Martin, College of Applied Arts and Technology Pension Fund
The Colleges of Applied Arts and Technology's fledgling pension fund can handle a few growing pains
Table of Contents |November 1996
Trading on the Front
Investor suspicions about traditional markets have helped alternative market systems flourish. But a new system, OptiMark, promises to go further, reducing trading to a low-cost technical process focused...
Table of Contents |November 1996
Scientific revolution
How recent advances in supercomputing, plus a unique new algorithm, made OptiMark possible.
Table of Contents |November 1996
Real Estates information age
Leery of the next market downturn, investors are demanding more and better information from real estate managers. Our roundtable participants discussed what plan sponsors want, and how they...
Table of Contents |November 1996
Energy Project Finance
Steady, predictable cash flows start to attract pension investment.
Table of Contents |November 1996
“Down the American corporate food chain”
Taking shareholder activism to small companies
Table of Contents |November 1996
When lightning strikes
Monitoring your provider's disaster recovery procedures
Table of Contents |November 1996
Opting in
Two UK employers allow switching from cash balance to defined benefit plans
Table of Contents |November 1996
LEGISLATION & REGULATION
What gridlock? Minimum wage bill contains grab-bag of goodies for pension sponsors
Table of Contents |November 1996
Pension Simplification and Much More
Many of the pension simplification provisions in HR 3448 previously appeared in the budget tax hill that President Clinton vetoed last year.
Table of Contents |November 1996
Investigation clears PBGC of violating rules on hiring practices
An investigation into charges of improper hiring practices at the Pension Benefit Guaranty Corporation, filed by an employee in March, clears the agency of any wrongdoing.
Table of Contents |November 1996
The numbers game:
SEC lets money managers use more historical data in prospectuses
Table of Contents |November 1996
Procedures and paperwork
How to survive the DoL's stepped-up audit program for 401(k) plans
Table of Contents |November 1996
When employees disappear
New guidance on how to manage missing plan participants' assets
Table of Contents |November 1996
Multinational pensions
New products are being developed for multinationals' globe-trotting execs
Table of Contents |November 1996
Lessons from the Operating Engineers
How to increase savings among the neediest workers
Table of Contents |November 1996
Trouble on the canals
A dispute over pension contributions nearly shuts down one of Venice's best-known institutions-the musicians who perform in its gondolas
Table of Contents |November 1996
Report card for state funds
Unfunded liabilities continue to fall at state retirement plans, thanks in part to heavier equity investment. But more improvement may be needed.
Table of Contents |November 1996
Virginia’s Retirement Tiff
A confidential information request for a defined contribution plan study provokes a dust-up between the state and the Virginia Retirement System.
Table of Contents |November 1996
Last holdout?
A constitutional challenge threatens to make West Virginia the last state that still bars its employee pension funds from investing in equities.
Table of Contents |November 1996
Nicholas Maiale, Pennsylvania SERS
Nicholas Maiale rejects the label "aggressive"
Table of Contents |November 1996
Fidelity shapes its world
The world's biggest mutual fund company has been instrumental in creating the defined contribution plan as we know it. Here's how-and what the future holds for Fidelity and...
Table of Contents |November 1996
Developing new markets
As the US retirement market matures, Fidelity is looking for new audiences in places like Japan. Step one: education.
Table of Contents |November 1996
Rating the providers
A Plan Sponsor survey of 401(k) sponsors shows that they like the hand their providers have dealt them in education, communication, and recordkeeping services. But one area investment...
Table of Contents |November 1996
Non-profit pension plans under pressure
The IRS is ending lax enforcement of 403(b) plan rules-one more headache for a group of plan sponsors already suffering from low participation rates and overly conservative investment...
Table of Contents |November 1996
Promised land, or paperwork hell?
Now that nonprofit employers can offer 401(k)s as well as 403(b)s, is a big switch imminent? Do not count on it.
Table of Contents |November 1996
Building blocks
Plans assemble risk management systems to more closely scrutinize their portfolios
Table of Contents |November 1996
Back to fundamentals
Using valuation measures to decide which global equity markets to buy
Table of Contents |November 1996
Oklahoma instituting rigorous controls after scandals
After a series of scandals, Oklahoma's investment pools are tightening trading and execution practices
Table of Contents |November 1996
Three-year plan
How Mead's push to centralize benefits led to total benefits outsourcing
Table of Contents |November 1996
PBGC agenda topper for next year
Securing higher insurance guarantees for multiemployer plans
Table of Contents |November 1996
MEWAs and phony unions
New tools for the battle against multiemployer health plan fraud?
Table of Contents |November 1996
UK plans race to comply with Pensions Act regulations
All is change these days for employers that sponsor UK pension plans
Table of Contents |November 1996
Options Shine–Technology Disappoints
Vendors' internet capabilities in particular need work