November 2001

2001 DC Survey

While stopping short of giving their vendors the highest possible service rankings, plan sponsors ranked their plan providers higher this year in categories like Internet service, participant technology, and range of options offered. But, do participants really want-or need-this many bells and whistles?

Are The “Holidays” Over?

Pension lobbyists are expected to push for legislation to ease funding requirements for plan sponsors that fear they will have to begin making contributions again

Here Comes Outsourcing…

It might well be that perspective will show that neither K-Mart nor Xerox is an outlier-rather, they are harbingers of a trend now in the making

Survey Says…

While less than a third of our readers rated their providers "excellent" in terms of overall client service, there were favorable responses across the board in categories such as fairness of fees, investment performance, and account rep expertise

One-Track Mind?

Rising health-care costs likely to remain human resources professionals' top priority in 2002

Revenue-Sharing On Trial

Plan sponsors claim that refunds of management fees received by recordkeepers from nonproprietary mutual funds are actually illegal kickbacks

Energy Ambassadors

Its energy portfolio under the microscope, CalPERS appoints a delegation to meet with the controversial companies

Nancy Walsh

Retired social worker, holistic counselor, 59

Sidebar: VRS’s Private Equity Balance Sheet

At the Nasdaq's peak in March 2000, the market value of Virginia Retirement System's private equity holdings had been $4.16 billion. Over the following year, the system saw draw-downs of $565 million, which means VRS increased its investments in these private equity funds by that amount for a total of about $4.725 billion. From March 2000 though March 31, 2001, VRS received about $1.629 billion in so-called "distributions," the monies that private equity fund managers return to their limited partners-such as VRS-either as dividends or as the payout when a portfolio company is purchased, merged, or goes public.

The Match Game

The ups and downs of matching in company stock

Micro-Approach

Microcap strategies post strong returns. So why are more plan sponsors not biting?

The Giving Spirit

September 11th's victims are among the beneficiaries of a new wave of corporate volunteerism

The Pension Detective

Fraud investigator Edward Siedle looks at consultant and money manager abuses and what plan sponsors can do to prevent them

Sink Or Swim

Maryland managers either perform or they're out

Equity (still) Rules

In the aftermath of the September 11th attacks, (k) plan participants and DB plan sponsors hardly blinked, a consultant observes

Covering All The Bases

What's good enough for Ronald Blue's clients is good enough for Ronald Blue

Trading Places

Finance and HR staff should do stints in each other's departments, a consultant advocates