September 2005

The Best Test

A constant theme in these pages, certainly over the past five years, has been not only the high standard to which fiduciaries are held in their actions, but also the difficulties associated with living up to that standard.

Survey Says

What about that Democratic pension proposal?

Upfront Articles news articles that also appeared in the Upfront section of the September issue

Bells & Whistles

Each month, we will highlight recent product introductions that plan sponsors may find of interest.

Buyer Beware

Before hiring a provider or advisor billing itself as a co-fiduciary, look closely at what you are getting

The New Barbarians

Private equities' success attracts a "new" generation of investors

TM in Transition

Transition management firms confront Darwinian challenges

Different Drivers

Public sector plan sponsors confront participation challenges

A Clean Sweep

SEC scrutinizes securities lending transactions

Psyche Out?

Steven L. Karraker, Michael A. Karraker, and Christopher M. Karraker v. Rent-A-Center, Inc., J. Ernest Tally, and Associated Personnel Technicians

A Tangled Web?

Congress returns from recess with a plethora of pension reforms

Hurry Up—and Wait

As enrollment season nears, plan sponsors still are waiting for clarity on deferred compensation rules

Meal “Tickets”

DoL tightens reporting rules for Taft-Hartley plans, service providers

Menu Monitors

Help for fiduciaries in monitoring those investment menus

LIFESTYLE FUNDS: “Letter” Perfect

On August 1, 2005, the Federal Thrift Savings Plan introduced TSP Lifecycle Funds to its 3.4 million participants. There are five so-called "L" funds tailored to retirement dates that will shift automatically to more conservative allocations as the funds near their target date of "maturity."