Table Of Content

INDEX Volumes XTE (1996) and XUET (1997) AUTHORS David A. Littell Vol. XIII. No. p. 54 Thomas J. Livorsi Vol. XII, No. p. 43 Randall K. Abbott Vol. XII, No. 4, p. 20 Barbara Lucas _... Vol. XIII. No. . 46 Amy M.Ahrens...... Vol. XII, No. 4, p. 8 John A. Lust Vol. XII. No. ST Patrick Asubonteng Vol. XIII, No. 2, p. 29 Mark B. Manin Vol. XII, No. i Rebecca Auerbach Vol. XIII, No. 4, p. 46 David Meuse Vol. XIII, No. . 28 Ronald E. Bachman Vol. XIII, No. 2,p . 14 Olivia S. Mitchell . ... . Vol. XII, No. 1, p. 17, Vol. XIII, No. D. 83 Vickie L. Bajtelsmit Vol. XII, No. 2, p. 35 Curtis S. Morgan . XII, No. . 43 Flavio Ataliba Barreto Vol. XIII, No. 3, p. 83 George Munchus Vol. XIII, No. .29 C. Susan Sendra Beger Vol. XIII, No.4 , p. 41 Robert J. Myers ........0.ceeceeeueeuees Vol. XIINIo,.3 H YL,L pLH. N 40 WWe Zvi Bodie Vol. XII, No. 1, p. 17 Jon Neiditz Vol. XIII, No. 4, p. 58, p. 72 Stephen Bohannon »No. 1, p. 41 Jonathan M. Nemeth Vol. XIII, No. 4, p. 26 ee r — ee ‘ » P- . Frank Neubauer Vol. XII, No. 1, p. 75 Mwiinse tte BorBguemnipcuhts Vooll.. XII1,, NINoO.. 24;,p p-.2 290 | ‘Thacol mas Oy H.RPa lalyi ne VoJl .X II"4 L.No.] 3.p. 14 NRWFSNS NN FN Robert L. Clark Vol. XII, No. 1, p. 59 Mark V. Pauly Vol. XII. No.2. 0.47 Dennis R. Coleman Vol. XII, No. 3W,— p . 43 Teeth Daeh Vol XI. No 1.p .12 Thomas R. Corcoran Vol. XIII, No. 4, p. 8 E. Scott Peterson Vol. XI II,N o. 1; p.6 oo a — P.i Barbara S. Poole Vol. XIII, No. 2, p. 22 ee eee “asta te Sibyl C. Pranschke Vol. XII, No. 4, p. 29 RoberMt. Dodd Vol XIII No. : David M. Rajnes Vol. XII, No. 1, p. 49 Helen I. Doerpinghaus Vol.X II.N o. p. Eric M. Reisenwitz Vol. XIII, No. 4, p. 19 Eloise Eller . i ae Barbara M. Renterghem Vol. XIII, No. 1, p. 14 Catherine Farrell Vol XIIL. Ne: . Wendy Rhodes Vol. XIII, No. 1, p. 21 Joseph A. Fields Vol. XII, No. 4, p. 36, Vol. XIII, No. 2, p. haem es A. mene be XII, fm 3, p. 47 Jonathan Barry Forman Vol. XIII, No. 3, p. Karol L. Rose Vol. XII, OM. p.8 Burkhard Fiirer Vol. XII, No. 1, p. Jerry Rosenbloom Vol. XII, No. 2, p. 47 Michael E. Graham Vol. XIII, No. 1, p. 2! Dallas L. Salisbury Vol. XIII, No. 3, p. 8 Edward M. Gramlich Vol. XIII, No. 3, p. Sylvester J. Schieber .. .Vol. XII, No. 2, p. 56, Vol. XIII, No. 3, p. 29 John R. Hahn Vol. XII, No. 4, p. M;a urice Eae. Schweitzer Vol. aXaI IIae, No.: 2, p. 36 1 P. Brett Hammond Vol. XIII, No. 3, p. 5 Paul M. Shimer Vol. XII, No. 1, p.8 Linda Havlin Vol. XIII, No. 1, p.¢ Lawrreenmc e Singer ‘ol. . XIXII, I, NoNo. . 44, p. 12 Emily T. Heath Vol. XII, No. 2, p. David Sloss_ ol. XII, No. 1, p. 223 Amy C. Heiserman Vol. XII, No. 2, p. Roger Smithies /ol. XII, No. 4, p. 16 Robert E. Heitzman Jr. .................. Vol. XII, No. 1WWRNR,K HRN NpE.RS WF SNR Leslie Steeves ol. XII, No. 44, p. 16 John C. Hershey Vol. XIII, No. p. 2 PRR SCEIMOCER. U6 ravens, ois Ss vie hls eR Vol. XII, No. 3, p. 51 Brian P. Heshizer Vol. XII, No. p. Ragini Subramanian . XII, No. | 1, p. 29 Vol. XII, No. p. 75 Alexander Sussman .. Vol. XIII, No. 22, p. 47 Dave Hintzman Vol. XIII, No. p. Kenn Beam Tacchino Vol. XIII, No. 1, p. 54 Mary W. Hrivnak Vol. XII, No. p. 78 Brian C. Ternoey Vol. XII, No. 2, p. 21 Stephen P. Huban ‘ol. XIII, No. p. 65 John A. Turner Vol. XII, No. 1, p. 49, Vol. XII p. 58 Jason Jeffay Vol. XIII, No. 1, p. 41 David C. Veeneman Vol. XII, No. 2, p. 8 MMMM, WAP ODOR 55 09 adie. seenaw Vol. XIII, No. 3, p. 19 Emilio C. Venezian Vol. XII, No. 4, p. 36 NWBhW—H w MNe William J. Kahley Vol. XIII, No. 4, p. 34 Mark J. Warshawsky Vol. XIII, No. 3, p. 52, p. 66 Peter M. Kelly Vol. XII, No. 3, p. 8 Richard M. Watson Vol. XIII, No. 4, p. 65 Thomas E. Klett Vol. XIII, No. 4, p.8 James O. Wood Vol. XII, No. 3, p. 69 Stephen R. Kops Vol. XIII, No. 2, p. 8 Edward C. Woodward Vol. XIII, No. 4, p. 34 Robert Kramer Vol. XIII, No. 4, p. 58, p. 72 Paul J. Yakoboski Vol. XII, No. 2, p. 28, Vol. XII, No. 3, p. 63 Esther K. Laspisa Vol. XIII, No. 1, p. 32, p. 41 Vol. XII, No. 1, p. 78 EE 80 BENEFITS QUARTERLY, First Quarter 1998 INDEX Volumes XTE (1996) and XUET (1997) AUTHORS David A. Littell Vol. XIII. No. p. 54 Thomas J. Livorsi Vol. XII, No. p. 43 Randall K. Abbott Vol. XII, No. 4, p. 20 Barbara Lucas _... Vol. XIII. No. . 46 Amy M.Ahrens...... Vol. XII, No. 4, p. 8 John A. Lust Vol. XII. No. ST Patrick Asubonteng Vol. XIII, No. 2, p. 29 Mark B. Manin Vol. XII, No. i Rebecca Auerbach Vol. XIII, No. 4, p. 46 David Meuse Vol. XIII, No. . 28 Ronald E. Bachman Vol. XIII, No. 2,p . 14 Olivia S. Mitchell . ... . Vol. XII, No. 1, p. 17, Vol. XIII, No. D. 83 Vickie L. Bajtelsmit Vol. XII, No. 2, p. 35 Curtis S. Morgan . XII, No. . 43 Flavio Ataliba Barreto Vol. XIII, No. 3, p. 83 George Munchus Vol. XIII, No. .29 C. Susan Sendra Beger Vol. XIII, No.4 , p. 41 Robert J. Myers ........0.ceeceeeueeuees Vol. XIINIo,.3 H YL,L pLH. N 40 WWe Zvi Bodie Vol. XII, No. 1, p. 17 Jon Neiditz Vol. XIII, No. 4, p. 58, p. 72 Stephen Bohannon »No. 1, p. 41 Jonathan M. Nemeth Vol. XIII, No. 4, p. 26 ee r — ee ‘ » P- . Frank Neubauer Vol. XII, No. 1, p. 75 Mwiinse tte BorBguemnipcuhts Vooll.. XII1,, NINoO.. 24;,p p-.2 290 | ‘Thacol mas Oy H.RPa lalyi ne VoJl .X II"4 L.No.] 3.p. 14 NRWFSNS NN FN Robert L. Clark Vol. XII, No. 1, p. 59 Mark V. Pauly Vol. XII. No.2. 0.47 Dennis R. Coleman Vol. XII, No. 3W,— p . 43 Teeth Daeh Vol XI. No 1.p .12 Thomas R. Corcoran Vol. XIII, No. 4, p. 8 E. Scott Peterson Vol. XI II,N o. 1; p.6 oo a — P.i Barbara S. Poole Vol. XIII, No. 2, p. 22 ee eee “asta te Sibyl C. Pranschke Vol. XII, No. 4, p. 29 RoberMt. Dodd Vol XIII No. : David M. Rajnes Vol. XII, No. 1, p. 49 Helen I. Doerpinghaus Vol.X II.N o. p. Eric M. Reisenwitz Vol. XIII, No. 4, p. 19 Eloise Eller . i ae Barbara M. Renterghem Vol. XIII, No. 1, p. 14 Catherine Farrell Vol XIIL. Ne: . Wendy Rhodes Vol. XIII, No. 1, p. 21 Joseph A. Fields Vol. XII, No. 4, p. 36, Vol. XIII, No. 2, p. haem es A. mene be XII, fm 3, p. 47 Jonathan Barry Forman Vol. XIII, No. 3, p. Karol L. Rose Vol. XII, OM. p.8 Burkhard Fiirer Vol. XII, No. 1, p. Jerry Rosenbloom Vol. XII, No. 2, p. 47 Michael E. Graham Vol. XIII, No. 1, p. 2! Dallas L. Salisbury Vol. XIII, No. 3, p. 8 Edward M. Gramlich Vol. XIII, No. 3, p. Sylvester J. Schieber .. .Vol. XII, No. 2, p. 56, Vol. XIII, No. 3, p. 29 John R. Hahn Vol. XII, No. 4, p. M;a urice Eae. Schweitzer Vol. aXaI IIae, No.: 2, p. 36 1 P. Brett Hammond Vol. XIII, No. 3, p. 5 Paul M. Shimer Vol. XII, No. 1, p.8 Linda Havlin Vol. XIII, No. 1, p.¢ Lawrreenmc e Singer ‘ol. . XIXII, I, NoNo. . 44, p. 12 Emily T. Heath Vol. XII, No. 2, p. David Sloss_ ol. XII, No. 1, p. 223 Amy C. Heiserman Vol. XII, No. 2, p. Roger Smithies /ol. XII, No. 4, p. 16 Robert E. Heitzman Jr. .................. Vol. XII, No. 1WWRNR,K HRN NpE.RS WF SNR Leslie Steeves ol. XII, No. 44, p. 16 John C. Hershey Vol. XIII, No. p. 2 PRR SCEIMOCER. U6 ravens, ois Ss vie hls eR Vol. XII, No. 3, p. 51 Brian P. Heshizer Vol. XII, No. p. Ragini Subramanian . XII, No. | 1, p. 29 Vol. XII, No. p. 75 Alexander Sussman .. Vol. XIII, No. 22, p. 47 Dave Hintzman Vol. XIII, No. p. Kenn Beam Tacchino Vol. XIII, No. 1, p. 54 Mary W. Hrivnak Vol. XII, No. p. 78 Brian C. Ternoey Vol. XII, No. 2, p. 21 Stephen P. Huban ‘ol. XIII, No. p. 65 John A. Turner Vol. XII, No. 1, p. 49, Vol. XII p. 58 Jason Jeffay Vol. XIII, No. 1, p. 41 David C. Veeneman Vol. XII, No. 2, p. 8 MMMM, WAP ODOR 55 09 adie. seenaw Vol. XIII, No. 3, p. 19 Emilio C. Venezian Vol. XII, No. 4, p. 36 NWBhW—H w MNe William J. Kahley Vol. XIII, No. 4, p. 34 Mark J. Warshawsky Vol. XIII, No. 3, p. 52, p. 66 Peter M. Kelly Vol. XII, No. 3, p. 8 Richard M. Watson Vol. XIII, No. 4, p. 65 Thomas E. Klett Vol. XIII, No. 4, p.8 James O. Wood Vol. XII, No. 3, p. 69 Stephen R. Kops Vol. XIII, No. 2, p. 8 Edward C. Woodward Vol. XIII, No. 4, p. 34 Robert Kramer Vol. XIII, No. 4, p. 58, p. 72 Paul J. Yakoboski Vol. XII, No. 2, p. 28, Vol. XII, No. 3, p. 63 Esther K. Laspisa Vol. XIII, No. 1, p. 32, p. 41 Vol. XII, No. 1, p. 78 EE 80 BENEFITS QUARTERLY, First Quarter 1998 > INDEX SUBJECTS EMPLOYEE INVESTMENT EDUCATION Asset Allocation: Issues at Retirement BENEFIT DESIGN TRENDS Brian C. Ternoey . .Vol. XII, No. 2, p. 21 Assessing the Future of Cash Balance Plans— Bright Lines and Safe Harbors: The DOL’s Draft Interpretive Using a Balanced Scorecard Approach Bulletin on Investment Education Allen Steinberg Vol. XII, No.3 , p. 51 David C. Veeneman Vol. XII, No. 2, p.8 Comparing 401(k) Plans With SIMPLEs— Conservative Pension Investment: How Much Difference Which Is Best for Your Organization? Does It Make? Kenn Beam Tacchino Vickie L. Bajtelsmit ... -Vol. XII, No. 2, p. 35 and David A. Littell Vol. XIII, No. 1, p. 54 Do Retirement Preparation Programs Improve the Downsizing and Other Related Workforce Trends: Retirement Experience? An Employee Benefits Perspective Emily T. Heath Vol. XII, No. 2, p. 40 Peter M. Kelly Vol. XII, No. 3, p.8 Is Your Investment Education Program Designed to Be All Emerging Trends: Unified Defined Benefit/Defined Things to All People? Contribution Retirement Program Designs Amy C. Heiserman .Vol. XII, No 2,p . 16 Curtis S. Morgan The 1995 Retirement Confidence Survey: Is Workers’ and Dennis R. Coleman Vol. XII, No. 3, p. 43 Confidence in Their Retirement Income Prospects Justified? Facing the Inevitable: Demographics and Retirement Income Paul J. Yakoboski Vol. XII, No. 2. p. 28 John A. Turner Vol. XII, No. 3, p. 58 FLEXIBLE BENEFITS 15 Years and Counting Paul J. Yakoboski . Vol. XII, No. 3, p. The Changing Nature cf Work/Life Benefits: Owens Corning’s Experience CANADIAN EMPLOYEE BENEFITS Karol L. Rose and Amy M. Ahrens Vol. XII, No. 4, p. 8 Health Care Spending Accounts: A Flexible Solution for Flexing Multiemployer Plans: Making Benefits More Canadian Employers Responsive to Needs and Cost Constraints Roger Smithies and Leslie Steeves Vol. XII, No. 4, p. Mark B. Manin and Lawrence Singer ... .Vol. XII, No. 4, p. 12 DISABILITY AND MANAGED TIME LOSS Redefining Flex in the Next Millennium Absence/Lost Time Management: Strategies to Keep the Randall K. Abbott Vol. XII, No. 4, p. 20 Workforce Productive GLOBAL BENEFITS Eric M. Reisenwitz Vol. XIII, No. 4, p. Expatriates and Qualified Plans Attacking the Disability and Absenteeism Epidemic— Robert E. Heitzman Jr. Behaviorai Health Care Solutions and Timothy Peach ... Vol. XII, No. 1,p . 12 Robert Kramer and Jon Neiditz Vol. XIII, No. 4, p. 58 Extending Employee Stock Plans Outside the United States The Benefits of a Partnership Approach to Disability Mark O'Reilly ...Vol. XII, No. 1, p. 43 Management The Global Outlook for Defined Contribution Versus Defined Dave Hintzman and Catherine Farrell . .Vol. XIII, No. 4, p. 14 Benefit Pension Plans The EEOC’s New ADA Mental Disability Guidelines: An EAP Kevin Dent and David Sloss Vol. XII, No. 1, p. 23 Is 2 Pretty Reasonable Accommodation Global Stock Plan Administration and Implementation Robert Kramer, Jon Neiditz Ragini Subramanian Vol. XII, No. 1, p. 29 and Eloise Eller Vol. XIII, No. 4, p. 72 Globalizing Employee Benefits How Employers Can Reduce the Cost of Their Disability Programs Paul M. Shimer Vol. XII, No. 1, p. 8 Japanese Pension Plans in Transition Jonathan M. Nemeth and Lewis Borgenicht Vol. XIII, No. 4, p. 26 Robert L. Clark Vol. XII, No. 1, p. 59 The Importance of Subjective Claims Management Mergers and Acquisitions in Germany: Buying a Company C. Susan Sendra Beger Vol. XIII, No. 4, p. 41 Can Be Expensive—but Doesn't Have to Be Linking Health Plan Performance With Disability Outcomes Burkhard Fiirer and Frank Neubauer . . . .Vol. XII, No. 1, p. 75 Pensions for an Aging World Rebecca Auerbach and Barbara Lucas Vol. XIII, No. 4, p. 46 Olivia S. Mitchell and Zvi Bodie Vol. XII, No. 1, p. 17 Managed Disability—Past, Present and Future Reforming the Old Age Pension System in China Thomas R. Corcoran Lin Yi . .Vol. XII, No. 1, p. 78 and Thomas E. Klett Vol. XIII, No. 4, p.8 Retirement Income System Reform in Central and Eastern Managing Disabilities in an Integrated Health Environment: Europe The Experience of Aetna David M. Rajnes and John A. Turner ... Vol. XII, No. 1, p. 49 Richard M. Watson and Stephen P. Huban_ .Vol. XIII, No. 4, p. 65 HEALTH CARE BENEFITS Workers’ Compensation in California: Recent Performance Collectively Bargained Public Health Benefit Plans and Outlook Joseph A. Fields and Barbara S. Poole. . .Vol. XIII, No. 2, p. 22 William J. Kahley and Edward C. Woodward Vol. XIII, No. 4, p. 34 BENEFITS QUARTERLY, First Quarter 1998 81 The Health Insurance Portability and Accountability Act PUBLIC EMPLOYEE BENEFIT PLANS of 1996 Public Pension Plans in the Third Millennium Stephen R. Kops Vol. XIINo.I 2., p. 8 James O. Wood Vol. XII, No. 3, p. 69 Medical Records: Information Gathering and Confidentiality RETIREMENT BENEFITS John R. Hahn Vol. XII, No. 4, p. 48 The New Millennium—What Will Health Benefits Be for the The Baby Boom Generation Gap and the Need Small Employer? to Reconsider Investment Strategies SON MICE ANNA os5c ancs Sak.e esm ie Vol. XIII, No. 1, p. 49 Alexander Sussman Vol. XIII, No. 2, p. 47 Quality Improvement—Emerging Issues to Controlling Conceptual and Measurement Problems in Contemporary Medical Costs Measures of Income Needs in Retirement Thomas J. Livorsi Vol. XII, No. 4, p. 43 Sylvester J. Schieber Vol. XII, No. 2, p. 56 Regulating Health Insurance: The Challenges Pension Plan Decisions: The Experience of One Church Plan of Managed Networks James C. Hickman . .Vol. XII, No. 3, p. 75 Joseph A. Fields and Emilio C. Venezian .. .Vol. XII, No. 4, p. 36 SOCIAL SECURITY REFORM Retiree Health Benefits in the United States: A Strategic Appraisal of Alternative Ways to Fix Social Security Critical Management Review Thomas H. Paine Vol. XIII, No. 3, Patrick Asubonteng, Minnette Bumpus Comparison of Social Security Reform Plans and George Munchus Vol. XIII, No. 2, p. 25 Undercontribution Bias in Health Care Spending Account Vol. XIII, No. 3, Decisions Investing Social Security Funds in Stocks Maurice E. Schweitzer P. Brett Hammond and John C. Hershey Vol. XIII, No. 2. p. 36 and Mark J. Warshawsky Vol. XIII, No. 3, What Benefits Managers Should Know About the Mental Is the Only Way to Save Social Security to Destroy It? Health Parity Act of 1996 Robert J. Myers Vol. XIII, No. 3, Ronald E. Bachman Vol. XIII, No. 2, p. 14 Maintaining Social Security THE LEGAL, LEGISLATIVE AND REGULATORY Thomas W. Jones Vol. XIII, No. 3, p. The Market for Individual Annuities ENVIRONMENT FOR EMPLOYEE BENEFITS and the Reform of Social Security COBRA Compliance Audit Guidelines Mark J. Warshawsky Vol. XIII, No. 3, p. 66 Sibyl C. Pranschke Vol. XII, No. 4, p. 2 Mending but Not Ending Social Security: The Individual MEDICAL SAVINGS ACCOUNTS Accounts Plan Managing Medical Savings Accounts Edward M. Gramlich Vol. XIII, No. 3, p. 25 Helen I. Doerpinghaus Vol. XII, No. The Need for Social Security Reform and the Implications of Funding Benefits Through Personal Security Accounts Medical Savings Accounts: Why Do They Work? Sylvester J. Schieber Vol. XIII, No. 3, p. 29 Michael T. Bond, Brian P. Heshizer and Mary W. Hrivnak .. Vol. XII, No. The Once and Future Social Security Tax Expenditure Jonathan Barry Forman Vol. XIII, No. 3, p. 77 OUTSOURCING Privatizing Latin-American Retirement Systems Beyond Benefits: The Changing Face of HR Outsourcing Flavio Ataliba Barreto Jason Jeffay, Stephen Bohannon and Olivia S. Mitchell Vol. XIII, No. 3, p. 8: anid esiner RS ISASOISA «oie s..45-4))c r6e.ss Vol. XIII, No. 1, p. Social Security—Retirees Can’t Live Without It, From Those Who've Been There ... Outsourcing Leaders It Can’t Survive Without Reform Talk About Their Experiences Dallas L. Salisbury Vol. XIII, No. 3, p.8 E. Scott Peterson Vol. XIII, No. 1, p. 6 Will the Social Security System Continue Managing Health and Welfare Plans Instead of Letting Them to Offer Social Security? Manage You William A. Rivers Vol. XIII, No. 3, p. 47 Linda Havlin and Esther K. Laspisa ....Vol. XIII, No. 1, p. 32 TOPICS IN BENEFIT PLAN ADMINISTRATION Measuring for Success: Increasing Benefit Plan Value Through Outsourcing AND DESIGN Robert M. Dodd How Aware Are Employees of Their Benefits?: Findings and Barbara M. Renterghem Vol. XIII, No. 1, p. 14 From Two Companies Separation Anxiety: Will You Lose Touch With Employees Carol Danehower and John A. Lust Vol. XII, No. 4, p. 57 by Outsourcing? TOTAL COMPENSATION Wendy Rhodes Vol. XIII, No. 1, p. 21 Using a Total Compensation Approach for Wage The Technology of Benefits Oursourcing: Helping and Benefits Planning Employees Help Themselves Mark V. Pauly and Jerry Rosenbloom... .Vol. XII, No. 2, p. 47 Michael E. Graham and David Meuse . .Vol. XIII, No. 1, p. 28 82 BENEFITS QUARTERLY, First Quarter 1998