Magazine Articles

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Streamlining 5500s

Under the Gore plan, a task force will look at ways to simplify annual reports on private pensions and encourage electronic filing.
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In Plain English

SEC green-lights a simplified prospectus for DC plans
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Saving and Upgrading

More efficiently structured flex plans are enabling employers to add options and reduce costs at the same time.
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Social Security Cuts

A new package of bills brings Washington closer to action
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Survival Tests

Why high interest rates did not kill GIC pools
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Prarie Justice

Saskatchewan mandates benefits for part-time employees
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Wanted: A Clearinghouse for 401(k) Trades

The Investment Company Institute is putting together an initiative to create an electronic clearinghouse that would relay information back and forth between mutual funds and 401(k) plans.
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Revolutionizing the Master Trust RFP

The request for proposal has long been a standard part of the process for selecting a master trustee or custodian in North America. Over the years, however, the...