September 2007

For the People, by the People

As July wound to a close, no fewer than a dozen industry trade organizations put their collective heads together and tried to help the Department of Labor—which has been working on a project regarding fee disclosure, and has asked for input—put together some workable principles on retirement plan fee disclosure

September 2007

We all have them: those front-line experiences that are inevitable when one deals with the variety—and sensitivity—of issues associated with human beings and critical life events.

How Does Your Plan Stand on SRI?

Whether it's the omnipresent headlines about global warming, the soaring prices at the pump, or just a general desire to do the "right" thing (whatever that is), there does appear to be a growing awareness of socially "responsive" investments.

Blurring the Lines

It's getting hard to tell where the line lies between growth and value.

Get Real

DC plans' interest in real estate builds.

Pay for “Play”

Blame it on the hedge funds—the trend to performance-based fees

Safe How’s?

For better or worse, Congress, when it passed ERISA, adopted modern portfolio theory as the investment standard for "prudence." In doing so, it rejected explicitly investment theories grounded in the preservation of principal.