Magazine Articles

Regulators frown on some ESOP loan prepayments after a sponsoring company is acquired. Recent, ambiguous Labor Department and IRS rulings add one more gray area for plan sponsors...

Until this year, 401(K) participants were slow to sign up for global and international fund options. Now this is changing-right in the middle of a global downswing.

Continuing participation in the employer's 401(k) is a popular severance package perk. But the IRS appears to be taking a dim view of the practice.

The fund effected a pioneering in-house index replication program in February, and followed it up by allocating 2% of assets to a new managed futures portfolio.

Canadian lawmakers are committed to cutting back their own cushy pension scheme. The only questions now are how far, and how fast.

Last summer, the Big Three automakers tried and failed to secure concessions from the UAW on their lavish health benefits. But mounting pressures from rival producers make it...

ADR transaction volume is mushrooming. But there are reasons why sophisticated investors stick to underlying issues.

Traders say they are seeing more sophisticated pension sponsors doing international portfolio trades. But the field is dominated by just a few firms with the necessary technology and...

Some fast-growing foundations and endowments are rethinking their custody relationships. Cozy regional ties are out-size, efficiency, and a wider range of services are in.

Opinion: Remapping pension fund management

61, Cook, Phi Gamma Delta, Lambda Deuteron Chapter, Denison University

Puerto Rico residents love deferred compensation plans. But setting them up is not easy-for one thing, it means satisfying two overlapping tax regimes.

GTE believes it can add 1% to its overall pension portfolio return through derivatives strategies run almost entirely in-house

Two lawsuits could mark the beginning of a stormy debate over whether same-sex domestic partners are entitled to spousal pension benefits.

Direct access brokers give institutional investors quick access to the Big Board floor, plus a continuing picture of action on the exchange.

A New York congressman has revived the question of "short-termism" in pension fund investing. Two reports by EBRI and CIEBA seek to refute the allegation.

Electronic pension benefits payment is better for both the plan sponsor and the retiree, proponents say. So why are they so slow to move into the paperless age?

In an effort to better manage costs, five of Canada's biggest public plans are sharing intimate data on their administrative expenses.

Euroclear and Cedel now offer limited direct access to corporate pensions and treasuries for tri-party repos. But thus far, few corporates appear eager to cut out the banks...

The current debate over economically targeted investments is mired in a bog of half-truths. Each side focuses on one part of the issue, and ignores or mischaracterizes the...