Retirement Plans Edition
January 2, 2001
Today's sponsor is EmployeeBenefitsJobs.com (click on banner for more information)
 |
401(k) Helped Many to Save for Retirement
Excerpt: "Now approaching its 20th birthday, the 401(k) in less than a generation has revolutionized retirement planning for millions of Americans, encouraged a mobile work force, provided a bonanza to investment management companies and built a huge collective nest egg." (Baltimore Sun)
Plan Administration Now Requires Cost Effective Daily Services
Excerpt: "In this competitive job market, having a 401(k) plan that delivers daily services cost effectively is critical. So how does your delivery of administrative services compare with your competitors? And how do your fee payments and investment lineup contrast with others?" (IOMA's Managing 401(k) Plans)
ESOP Legislation Stalls in Lame-Duck Congress
Leading ESOP attorney David Johanson explains how the Portman-Cardin bill, H.R. 1102, would have changed the laws affecting employee stock ownership plans (ESOPs), and how the legislation became stalled in Congress. (National Center for Employee Ownership)
Institutional White Paper: Investing in Options by ERISA Pension Funds
Excerpt: "[M]anagers have discovered that options may provide investment and risk management alternatives. This paper presents a discussion of investment strategy alternatives utilizing options and an overview of the regulatory environment confronting managers of U.S. corporate pension fund portfolio managers." (Chicago Board of Options Exchange)
ERISA at 50: A New Model for the Private Pension System
Originally published Feb. 2000. Excerpt: "Since its enactment, ERISA has expanded in often unanticipated and irrational ways. As a result, the private pension system is now burdened with overly complex rules, regulations, and plan types that inhibit its ability to generate adequate retirement income to millions of Americans. This paper proposes a new model for ERISA of vastly simplified plans and rules intended to make the private pension system more accessible by employers and employees alike." (Pamela Perun and C. Eugene Steuerle, published by the Urban Institute)
(Following also appears in Welfare Plans Edition)
NCEO Survey Shows Limited Variations in Option Plan Design
The NCEO has completed the most comprehensive study ever made of broad-based employee stock option grants. Contrary to what many might expect, there is little variation in key elements of option plan design across industry, region, and company size. (The National Center for Employee Ownership (NCEO))
| Consultant, H&W Practice | for Fidelity Investments in NH |
| 401(k) Pension Analyst | for REPTECH Corp. in CO |
| Pension Plan Administrator | for Pension Plan Professionals, Inc. in FL |
| 401(k) Client Service Manager - Full or Part Time | for Independent 401(k) Advisory Firm in Northern Virginia in VA |
Subscribe to the Welfare Plans Edition, too (click)
Copyright 2000 BenefitsLink.com, Inc.
Feel free to forward this email to friends, colleagues or clients, if no fee is paid to you and the email is forwarded in its entirety. Thanks!
BenefitsLink is a trademark of BenefitsLink.com, Inc., published by Dave Baker with much help from Mary Hall and lots of friends.
To subscribe (free): visit https://benefitslink.com/newsletter - or the person desiring to subscribe can send an email to BLretirement@add.mb00.net
We have an online archive of prior issues at
https://benefitslink.com/newsletters/
|
DEPARTMENTS
|
|
BENEFITS SPEAKERS
Looking for a speaker for your benefits group? Want to throw your hat into the ring? Free. _____________ BENEFITS CANDIDATES Need personnel? It's like fishing in a barrel here. _____________ BENEFITS JOBS Need a benefits job? Sort the openings by their distance away from you. _____________ BENEFITSBOARDS.NET Exchange questions and tips with colleagues. Co-sponsored by us and several employee benefits organizations. _____________ PROGRESSIONS Promotions and new personnel in the employee benefits community. _____________ Q&A COLUMNS Experts field questions online, submitted by readers via email. _____________ CONFERENCES View by location, by sponsoring organization, or by date. _____________ SOFTWARE Largest listing of benefits software on the net: descriptions, downloads. _____________ ADVERTISE Ads are our sole source of support. No subscription fees! _____________ CONTACT US Questions? Comments? Suggestions? Copyright 2000 BenefitsLink.com, Inc. All rights reserved. BenefitsLink is a trademark of BenefitsLink.com, Inc. |