November 1999

DC Survey is Bigger and Better

Surveys--when based on statistically valid responses--can be invaluable to the end users of investment products and services

Cafeteria Plans: Ready for LTCI?

Parts of the '99 tax bill encouraging employee participation in employer-provided long-term care insurance are widely expected to be resurrected in this Congress

CalPERS’ First Hedge Fund Foray?

Pressler says the system is "still negotiating" with Pivotal Asset Management and disputes early reports describing CalPERS' hedge fund appetite

The lone fund fiduciary

Connecticut's ex-treasurer had sole discretion for the state trust fund. Time for a change?

Musical Chairs

Why some plan sponsors are replacing their providers more frequently

Retirement ABCs for Generation Y

Is planning for the future anathema to the younger generation or can plan sponsors expect to greet a more educated work force in the next millennium? Some new efforts are now under way to give young workers a head start in navigating the retirement landscape

e-Sponsor

Why COA ERS officials have come to view the Web as the most democratic way to select its plan providers

Active Contrarians

As growth in pure passive strategies slows, index managers are hard at work devising new indices and enhanced strategies to capture sponsors' imaginations--and pocketbookslearns new tricks

Chef’s Special: 401(k) Savings

A restaurant investment group orders up its first 401(k) plan in an effort to thwart turnover and stay competitive

Under One Roof

When it found the right provider for its 401(k), this financial services powerhouse decided to spread the wealth

Indexing Learns New Tricks

As growth in pure passive strategies slows, index managers are hard at work devising new indices and enhanced strategies to capture sponsors' imaginations--and pocketbookslearns new tricks

Taming TAA

Why some tactical asset allocation users have begun modifying their strategies or rethinking them altogether

Cash Balance Rules Blossom

Sanders' bill and others got a boost amid intense scrutiny by the Senate Committee on Health, Education, Labor and Pensions several weeks ago

Falling Fee Phenomenon

Mutual fund investors are seen paying less by choosing cheaper funds, and exercising more bargaining power. Are plan sponsors taking advantage?

Plan Sponsor Or Racketeer?

A second class action suit has been filed against First Union. This time, antitrust and RICO violations are alleged

Case For Directed Brokerage

It is a far cry from soft dollars--and the most practical way to control overall trading costs, the author submits

Chat Room Revolution

Where workers go to chew the fat about pensions, and what they learn