Magazine Articles

The World Wide Web can be a great resource for retirement systems looking for cheap ways to answer a wide range of questions from participants without having to...

Pension rights volunteer and retired General Motors engineer, 70

This no-muss, no-fuss alternative may appeal to sponsors who want to help workers build their own retirement savings

 Total Return (Peer Rank) Firm NameQtr1-yr5-yrAssets ($mil) (12/31/97)5-yr Info Ratio5-yr BetaDavid L Babson Lg Cap Val Eq Comp-7.86(1)3.60(3)17.23(5)81710.210.81David L Babson Val Eq-17.56(9)-7.07(8)17.02(5)16840.201.05Banc One Inc Eq Style-8.75(2)7.84(2)18.38(3)9200.450.86Banc One Lg Company...

Returns for the US Broad Market

 Total Return (Peer Rank) Firm NameQtr1-yr5-yrAssets ($mil) (12/31/97)5-yr Info Ratio5-yr BetaMorgan Grenfell Tax-Ex Fx Inc4.19(5)11.91(4)7.86(3)72271.290.97Munder Cap Targeted Dur4.21(5)11.74(5)7.16(7)414-0.10.98Mut America Cap Mgt Core Fx Inc3.39(8)11.73(5)7.66(4)4140.521.02National Asset Mgt Core Fx Inc4.7(4)11.43(6)7.24(7)41050.061.09Nat’l...

Employees need to know that cash-balance plans are not the enemy; the culprit is bad plan design. To suggest otherwise does workers a disservice

New proposoals ensure disputed pension claims are not ignored

On average, a soft-dollar broker costs roughly 10 basis points more than a full-service broker, a new study finds

Plan sponsors and hedge strategies have a brilliant future together, if you ask Hill and Wood

A group of small 401(k) sponsors goes shopping for a new recordkeeper

Building a perfect plan will always be an elusive goal, but an important part of our mandate at Plan Sponsor is to communicate how the most far-sighted pension...

Spreading the wealth

The most straightforward way to increase participation in a defined contribution plan is to juice up the benefits.

Connie Magnuson, CEO of Northern Trust Retirement Consulting

Sponsors are embracing high-yield investing and alternative benchmark approaches in order to get more bang from their bonds

Why the S&P 500 is losing favor with some sponsors

When profit-sharing plans, 401(k)s, and section 415 of the IRS Code do not mix

The largest "value" and "growth" funds' one-year returns

Self-directed 401(k) brokerage options seem destined to become more popular 401(k) add-ons. What is the risk involved?