Table Of Content

1994 Index of Articles Low, Stable Rates Dictate Bond Selection To Pay Or Not To Pay Under New ERISA Styles Feb 27 Developments A Close Look At Gic Managers Managed Futures Win Pension Foothold May 28 A New Course In Employee Benefits .... Measuring Up: FASB’s Influence On Master Trust & Global Custody Services June 10 Pension Plans Directory A Question Of Timing Real-Estate Portfolio Managers Directory An Audit You'll Like Impact the Pension Plan Sept 37 Asset Allocation Attracts Participants | Monitor Trading Costs To Reduce Seventh Annual Software Roundup May 24 Expenses Apr 38 March 15 Mutual Fund Convenience Could Handicap Retirees 401(k) Wrap-Arounds: Restoring the Ex- ecutive Nest Egg NICs Emerge on Pension Sponsors’ Alaska Permanent Fund’s Deputy Banks With Mutual Funds Bidding For | Investment Horizon Executive Director Conquers the 401(k) Assets Jan 18 One-Stop Shopping With Strategic Last Frontier Alliances May 8 Better Participant Savings Is Perot Breaking With Tradition: Pension Plans Opening the Door To Minority Employees Systems’ Immediate Goal ........ Jul 12 Try New Paths Dec 30 Industry Veteran Sees New Opportuni- Choosing Investment Options? Avoid Pension Funds Look For Checkmate, ties With Missouri Fund These 8 Pitfalls Strategic Moves To Increase Returns Comparing Apples To Apples Jul 14 Computers As Investment Strategists Pension Plans Explore the Potential Of Nov 12 International Investment Containing Retiree Health-Care Costs Plug Into Outsourcing ................ June 50 Philly’s Pension Board Hires Local Aug 12 Pros And Cons Of Daily Valuation Talent To Oversee the Fund .....Nov 10 Court Strikes Major Blow For ERISA Feb 10 Superior Plastic Molds a Strong, Flexi- In Mertens Case Protecting Investor Interest Aug 39 ble 401(k) For Its Diverse Work Custodians Plunge Into Private Questions To Ask Before Investing In a Placements Oct 72 New Benefits System, The ...March 12 DB Approach Doesn’t Always Fit Race To Transfer Funds, The ....Sept 21 DC Investors Reining In Fund Managers .............. Jul 2 Easy Access To Global Securities Shifting the Liability Noose Aug 30 Signals For Firing Managers .....June 44 Emperor’s New Asset Allocation Sixty-Something Market: A 1990s Participants’ Time Plan, The Feb 21 Investment Niche Just Using Brand Names Doesn’t EsoP: A Powerful Tool To Align Employ- Sponsors Seeking Ways To Guard Ensure Compliance ees With Corporate Goals Against Fiduciary Liability .....Jan 14 Participant Advisory Service Now Cut- FAS 106 Valuation Guide Target Education Programs ......June 12 ting-Edge Issue Future Of Pension Plans, Testing the Real-Estate Waters ....Jul 18 Reverse Strategic Alliance Meets Plan Aug 32 Three Commandments For Plan Sponsor Needs Gambling With the Asset Mix .....Oct 14 Sponsors Feb 14 Global Custody Issues Affect Investment Touch-Tone Planning In Emerging Markets Tracking Down Missing Beneficiaries Before Market Correction Dump Low Global Integration Sept 34 RIE SUNOS ocoicncescsconscssinsored Jan 32 Governance or Interference, Corporate Conventional Funds Are a Better Governance Update Investment Helping Retirees Manage Money Does 404(c) Provide More Questions Nov 26 WU OWES onc eniccscascssnnssccscss Jul 48 How Much Does Your Pension Plan Court Decision Affects Benefit Termina- Employee Empowerment Should Extend Cost? Jul 32 tion Procedures Ignite 401(k) Power In Plan Perfor- — Data Bank Requires New Reporting mance Feb 10 Obligations May 31 Is 404(C) Compliance Worth the Effort? Department Of Labor Reaffirms Sept 30 Fiduciary Rules Leading Employees Through the Maze, Is DOL’s Endorsement a Green Light For Plan Sponsors Need Industry Standards Coors Brewing Co. Case Study Investing? Oct 78 sa Nov 42 Jul 28 Mertens Decision Influences Other Short-sighted 401(k) Participants Need Living On the Edge Sept 12 Lawsuits Jul 42 Asset Allocation Lessons Feb 36 48 JANUARY 1995 © PENSION MANAGEMENT 1994 Index of Articles Low, Stable Rates Dictate Bond Selection To Pay Or Not To Pay Under New ERISA Styles Feb 27 Developments A Close Look At Gic Managers Managed Futures Win Pension Foothold May 28 A New Course In Employee Benefits .... Measuring Up: FASB’s Influence On Master Trust & Global Custody Services June 10 Pension Plans Directory A Question Of Timing Real-Estate Portfolio Managers Directory An Audit You'll Like Impact the Pension Plan Sept 37 Asset Allocation Attracts Participants | Monitor Trading Costs To Reduce Seventh Annual Software Roundup May 24 Expenses Apr 38 March 15 Mutual Fund Convenience Could Handicap Retirees 401(k) Wrap-Arounds: Restoring the Ex- ecutive Nest Egg NICs Emerge on Pension Sponsors’ Alaska Permanent Fund’s Deputy Banks With Mutual Funds Bidding For | Investment Horizon Executive Director Conquers the 401(k) Assets Jan 18 One-Stop Shopping With Strategic Last Frontier Alliances May 8 Better Participant Savings Is Perot Breaking With Tradition: Pension Plans Opening the Door To Minority Employees Systems’ Immediate Goal ........ Jul 12 Try New Paths Dec 30 Industry Veteran Sees New Opportuni- Choosing Investment Options? Avoid Pension Funds Look For Checkmate, ties With Missouri Fund These 8 Pitfalls Strategic Moves To Increase Returns Comparing Apples To Apples Jul 14 Computers As Investment Strategists Pension Plans Explore the Potential Of Nov 12 International Investment Containing Retiree Health-Care Costs Plug Into Outsourcing ................ June 50 Philly’s Pension Board Hires Local Aug 12 Pros And Cons Of Daily Valuation Talent To Oversee the Fund .....Nov 10 Court Strikes Major Blow For ERISA Feb 10 Superior Plastic Molds a Strong, Flexi- In Mertens Case Protecting Investor Interest Aug 39 ble 401(k) For Its Diverse Work Custodians Plunge Into Private Questions To Ask Before Investing In a Placements Oct 72 New Benefits System, The ...March 12 DB Approach Doesn’t Always Fit Race To Transfer Funds, The ....Sept 21 DC Investors Reining In Fund Managers .............. Jul 2 Easy Access To Global Securities Shifting the Liability Noose Aug 30 Signals For Firing Managers .....June 44 Emperor’s New Asset Allocation Sixty-Something Market: A 1990s Participants’ Time Plan, The Feb 21 Investment Niche Just Using Brand Names Doesn’t EsoP: A Powerful Tool To Align Employ- Sponsors Seeking Ways To Guard Ensure Compliance ees With Corporate Goals Against Fiduciary Liability .....Jan 14 Participant Advisory Service Now Cut- FAS 106 Valuation Guide Target Education Programs ......June 12 ting-Edge Issue Future Of Pension Plans, Testing the Real-Estate Waters ....Jul 18 Reverse Strategic Alliance Meets Plan Aug 32 Three Commandments For Plan Sponsor Needs Gambling With the Asset Mix .....Oct 14 Sponsors Feb 14 Global Custody Issues Affect Investment Touch-Tone Planning In Emerging Markets Tracking Down Missing Beneficiaries Before Market Correction Dump Low Global Integration Sept 34 RIE SUNOS ocoicncescsconscssinsored Jan 32 Governance or Interference, Corporate Conventional Funds Are a Better Governance Update Investment Helping Retirees Manage Money Does 404(c) Provide More Questions Nov 26 WU OWES onc eniccscascssnnssccscss Jul 48 How Much Does Your Pension Plan Court Decision Affects Benefit Termina- Employee Empowerment Should Extend Cost? Jul 32 tion Procedures Ignite 401(k) Power In Plan Perfor- — Data Bank Requires New Reporting mance Feb 10 Obligations May 31 Is 404(C) Compliance Worth the Effort? Department Of Labor Reaffirms Sept 30 Fiduciary Rules Leading Employees Through the Maze, Is DOL’s Endorsement a Green Light For Plan Sponsors Need Industry Standards Coors Brewing Co. Case Study Investing? Oct 78 sa Nov 42 Jul 28 Mertens Decision Influences Other Short-sighted 401(k) Participants Need Living On the Edge Sept 12 Lawsuits Jul 42 Asset Allocation Lessons Feb 36 48 JANUARY 1995 © PENSION MANAGEMENT Diversification Is Key, At Home Or Abroad Decision-Making Swings Back To Real- March 48 Estate Advisers Quantitative Models Define Growth For Timber Investing, Money Does Grow Stocks Dec 35 On Trees Sept 6 Taking the Risk For Greater Returns .... Oct 76 Disturbing Findings Always Provide Plan Details Requested Parents’ Home-Ownership Investment By Employees Court Decision Raises Questions About SERPs Apr 48 Relationship Investing Minimum Disiribution Rules Provide Derivatives Furor: Much Ado About Many Options. .............ccccsseees Aug 41 Nothing? June 4 Resolving Questions for Cash Balance Discussions Under Way On Employer Plans Jul 46 Mandates Legislation, Regulations And Predictions DOL and SEc Officials Survey 401(k) Plan sasianénscglavs teanebielaineeucniain tend ere Jan 4 Sponsors; Possible Revisions To Regula- ALCOA’s MegaPlan Scores an ‘A’ With Pension Benefit Guaranty Corp. Celebrates tion 404(c) Employees Aug 42 20 Years in Operation DOL Wants You To Buy “Safest Available” Columbia First Saves Money By Combining DC and DB Pians ..Apr 44 Brooks Beverage Adds Choices, Cuts A New Environment Will Boost Bank Annuities Costs Oct 80 Stocks Lawmakers and Industry Experts Square How Hasbro Successfully Merged An LBo Out Of Water Off Over Retirement Prospects For Several Benefit Plans Analysts’ Estimates High Baby Boomers Intermountain Health Care Offers Bank Stocks Could Weather Rising Lump-Sum Valuations Not Subject To Comprehensive Umbrella Of Interest-Rate Environment ERISA Anti-Cutbacks Coverage Nov 38 eo: June 4 Measuring ERISA’s Success Omni Hotels’ 401(k) Is a Maverick In Bond Market Is Becoming a Tough Metzenbaum’s Return the Industry Dec 38 Pension Funds Increase Presence In Strategic Benefit Planning Supports Corporate Boardrooms .................+ May 4 Business Focus Pension Simplification Could Pass If Left US WEST Increases 401(k) Plan Options June 54 Commentary: Prudent Investing Draft Pressure Builds for Infrastructure PCIE oe scaicipcorenncccsacond June 5 International Finance Corp. Lists South A Late New Year’s Resolution ..March 2 Oct 7 An Intensifying Love Affair ‘Invest In America’ Still the Slogan Does Anyone Hear the Warning Bells? ai Dec 6 Oct 2 Investment Opportunities Of the Future Dressed Up and Ready To Go May 2 ....Dec 8 Is Employee Education Really Necessary? June 2 Coverage Long-Term Strategy, The SRI Comes To DC Plans ............0000005 Jul 7 Playing the Housing Recovery Obliquely Transfer Of Plan Assets Includes Gains Riding the Techno-Wave Jan 8 After Valuation Step Up to the Helm; Help Chart a New Socially Respon: .vle Investing Can Be Will DB Plans Become Industry Course Profitable March 3 PINE oiccscocscpaces coseccesncetnneg Jan 6 Traveling With Experts Understanding the Program Soft Dollars: The Pension Industry’s Who’s Running This Show, Anyway? .... Dirty Little Secret’ Underdog Stocks Could Be Heroes Bottom-Up Style Produces Top Results Nov 4 May 5 csctaatocuanresaestad Jul 40 Year in Review, The Contrarian’s Goal Is To Buy Under- valued Businesses New Software Reduces DB Plan Work Denver Investor’s Thrill: Finding Growth 1994 Organization Of the Year ...Nov 16 Companies Sept 53 IFEBP Conference Preview PENSION MANAGEMENT @ JANUARY 1995