Table of Contents |January 1997
The Neglected Policy Component
Using rebalancing to enhance risk-adjusted portfolio performance
Magazine Articles
Table of Contents |January 1997
When it Does Not Pay to Defer
What plans should know about the new excess accumulation tax rules
Table of Contents |November 1996
Options Shine–Technology Disappoints
Vendors' internet capabilities in particular need work
Table of Contents |November 1996
Report card for state funds
Unfunded liabilities continue to fall at state retirement plans, thanks in part to heavier equity investment. But more improvement may be needed.
Table of Contents |November 1996
Virginia’s Retirement Tiff
A confidential information request for a defined contribution plan study provokes a dust-up between the state and the Virginia Retirement System.
Table of Contents |November 1996
Last holdout?
A constitutional challenge threatens to make West Virginia the last state that still bars its employee pension funds from investing in equities.
Table of Contents |November 1996
Nicholas Maiale, Pennsylvania SERS
Nicholas Maiale rejects the label "aggressive"
Table of Contents |November 1996
Fidelity shapes its world
The world's biggest mutual fund company has been instrumental in creating the defined contribution plan as we know it. Here's how-and what the future holds for Fidelity and...
Table of Contents |November 1996
Developing new markets
As the US retirement market matures, Fidelity is looking for new audiences in places like Japan. Step one: education.
Table of Contents |November 1996
Rating the providers
A Plan Sponsor survey of 401(k) sponsors shows that they like the hand their providers have dealt them in education, communication, and recordkeeping services. But one area investment...
Table of Contents |November 1996
Non-profit pension plans under pressure
The IRS is ending lax enforcement of 403(b) plan rules-one more headache for a group of plan sponsors already suffering from low participation rates and overly conservative investment...
Table of Contents |November 1996
Promised land, or paperwork hell?
Now that nonprofit employers can offer 401(k)s as well as 403(b)s, is a big switch imminent? Do not count on it.
Table of Contents |November 1996
Building blocks
Plans assemble risk management systems to more closely scrutinize their portfolios
Table of Contents |November 1996
Back to fundamentals
Using valuation measures to decide which global equity markets to buy
Table of Contents |November 1996
Oklahoma instituting rigorous controls after scandals
After a series of scandals, Oklahoma's investment pools are tightening trading and execution practices
Table of Contents |November 1996
Three-year plan
How Mead's push to centralize benefits led to total benefits outsourcing
Table of Contents |November 1996
PBGC agenda topper for next year
Securing higher insurance guarantees for multiemployer plans
Table of Contents |November 1996
MEWAs and phony unions
New tools for the battle against multiemployer health plan fraud?
Table of Contents |November 1996
UK plans race to comply with Pensions Act regulations
All is change these days for employers that sponsor UK pension plans