Retirement Plans Edition
January 8, 2001
Today's sponsor is EmployeeBenefitsJobs.com (click on banner for more information)
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Pension Plan Investing: Behavioral Finance 101
Excerpt: "Investors don't always act rationally. That's true of defined benefit plan trustees and defined contribution plan members. Behavioral finance helps us understand our many faces." (Benefits Canada)
Sorry About Your Index Funds - Part I: Are Index Funds Dead?
Excerpt: "Sure, I've written in recent years about how index funds have repeatedly beaten actively-managed funds ... 2000 was a year where the stock pickers earned their keep. More than two-thirds of actively managed stock funds outperformed the S&P 500 in 2000. Does this signal the death of immensely popular index funds? It shouldn't." (Greg Hanna, on About.com)
Social Security Reform: Trust Fund Investments (PDF)
December 2000 revision of Issue Brief originally issued in the spring of 1998. The new version includes figures from the 2000 Social Security Trustees' Report. (American Academy of Actuaries)
From Canada: Survey of Defined Contribution Plan Participants
Excerpt: "Defined contribution (DC) plan members are looking for financial advice, more investment options and more information in general about their plans, says a new survey of plan members. Some of the most revealing information in the survey ... relates to where respondents hold most of their assets, their views regarding professional advice and their retirement expectations." (Benefits Canada)
Longevity-Insured Retirement Distributions from Pension Plans: Market and Regulatory Issues
Link to a Working Paper available for downloading from NBER. Excerpt: "This paper explores the extent to which retirees can and do insure themselves against longevity risk in private pension plans... [A]bsent institutional and regulatory changes, overall annuitization rates may fall and households may be increasingly exposed to the risk of outliving their financial resources, while the currently small private individual annuity market may witness significant growth." (Jeffrey R. Brown, Mark J. Warshawsky, published by National Bureau of Economic Research)
From Canada: 2000 Defined Contribution Plan Report
Excerpt: "This year's 8th Annual Defined Contribution Plan Report features a change in terminology. Formerly this report was known as the Money Purchase Plan Survey. Benefits Canada has now adopted 'defined contribution plan' as the umbrella term for money purchase pension plans (formerly called defined contribution pension plans), group RRSPs, DPSPs, etc." (Benefits Canada)
(Following also appears in Welfare Plans Edition)
Overview of Pending Benefits Class Actions in Canada
Excerpt: "Class action suits are on the rise as disgruntled employees and pensioners band together to take on their employers. Is your organization in danger?" (Benefits Canada)
Developing Expatriate Remuneration Packages (PDF)
Excerpt: "Expatriates are US citizens (and taxpayers) who are on relatively short-term assignments abroad-- three to five years-- with the expectation that they will return to the US to finish their working careers. Once the organization establishes the broad terms and conditions of the expatriate assignment ... it must turn its attention to developing the remuneration package-- the cash and employee benefit components." (Aon Consulting)
VA Warns Veterans About Scam to Purchase Benefits
Excerpt: "Acting Secretary of Veterans Affairs (VA) Hershel W. Gober warned veterans about a financial scam that offers lump-sum payments in exchange for monthly VA disability checks or pensions." (Yahoo! Finance)
| Employee Benefits Trust Officer | for Michigan National in MI |
| EMPLOYEE BENEFITS TRUST OFFICER | for Regions Bank in AL |
| Audit and Benefit Plan Administrator | for Citizens Bank and Trust Company in IA, IL, IN, KS, KY, MI, MN, MO, NE, OH |
| Director of Marketing and Client Management | for Citizens Bank and Trust in IA, IL, IN, KS, MI, MN, MO, NE, OH |
| Director of Operations | for AW Forrester in OK |
| Benefits Consultant in Northern New Jersey | for Clark Bardes Consulting/ Compensation Resource Group in NJ |
| ERISA Insights | in LA on May 31, 2001 presented by McKay Hochman Co., Inc. |
| ERISA Insights | in MA on June 5, 2001 presented by McKay Hochman Co., Inc. |
| ERISA Insights | in IL on July 31, 2001 presented by McKay Hochman Co., Inc. |
| ERISA Insights | in MD on November 19, 2001 presented by McKay Hochman Co., Inc. |
| HIPAA Workshop: What You Need To Know To Steer Clear Of Problem Areas | in CA on January 24, 2001 presented by The Los Angeles Chapter ISCEBS |
| Introduction to ESOPs Workshop | in CA on March 15, 2001 presented by National Center for Employee Ownership |
| Corporate Mergers and Acquisitions | in CA on March 8, 2001 presented by ALI-ABA (American Law Institute-American Bar Association Committee on Continuing Professional Education) |
| Corporate Mergers and Acquisitions | in DC on September 13, 2001 presented by ALI-ABA (American Law Institute-American Bar Association Committee on Continuing Professional Education) |
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