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- German lessons for the rest of Europe
- The less money one has, the less one can lose. This simple adage has proved highly significant for German occupational pension schemes in the past two years.Whereas in the UK the liabilities of defined benefit schemes, as well as the corresponding plan assets, can be several times higher than...
- External links 2009-11-29
- How Safe Are Union Jobs at Kimberly-Clark?
- Tom Falk, chairman and chief executive of  Kimberly-Clark, said the company's plans to eliminate another 1,600 salaried positions was necessary if the personal care products company was to stay competitive against an increasing threat from private-label brands. If the company's latest recovery plan falters, however, could union workers be next to...
- Blog posts 2009-07-06
Additional Resources
- 401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2003
- This paper provides an update on 401k plan participants' asset allocations, account balances, and loan activity as of year-end 2003, as measured by the collaborative EBRI/ICI Participant-Directed Retirement Plan database-the world's largest repository of information about individual 401k plan participant accounts. This update tracks the account balances of a large...
- White papers 2004-08-01
- 401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2002
- This report examines asset allocation, account balance, and loan activity of a large and representative group of 401k plan participants as of year-end 2002 using data gathered by the Employee Benefit Research Institute EBRI and the Investment Company Institute ICI. The EBRI/ICI 401k database is the most comprehensive source of...
- White papers 2003-09-01
- Profiles of the 100 largest plan sponsors.(The P&I 1000)
- 42 Retirement Systems of Alabama Millions Total assets $29,103 Defined benefit $28,098 Defined contribution $1,005 DEFINED BENEFIT PLAN: Employer DB contributions $684 Benefit payments $1,846 Asset...
- Research articles 2007-01-22
- 401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2004
- Defined contribution DC plans are one of the primary means by which Americans save for retirement, and 401k plans are the most common type of DC plan. This report focuses on account balance information for participants who have consistently maintained accounts between 1999 and 2004. The report also provides a...
- White papers 2005-09-01
- Phillips, Conoco plan asset sale. (Top of the News).(Brief Article)
- Phillips Petroleum Co., Bartlesville, Okla., and Tulsa, Okla.-based Conoco Inc. plan to sell refineries in Utah and Colorado as the Federal Trade Commission nears the end of its, review of the companies' merger plan. Phillips Petroleum Co., Bartlesville, Okla., and Tulsa, Okla.-based ...
- Research articles 2002-08-01
- Retirement Security Through Asset Protection: The Evolution of Wealth, Privilege, and Policy
- This Article examines post-1974 progressions in congressional and judicial thinking about asset protection as it relates specifically to the attainment of federal retirement policy goals. The Article first considers the link between historical trust protections and modern federal retirement policy. That analysis reveals a more recent trend towards defining the...
- Research articles 2004-01-01
- Currency As Part Of Asset Allocation
- Asset Allocation is the single most important determinant of portfolio performance. In well-diversified portfolios, studies have shown that asset allocation decisions explain over 90% of the difference in plan returns. Despite the importance of asset allocation, many investment plans do not have professional and regular monitoring of the overall asset...
- White papers 2001-09-30
- Pension-Plan Real Estate Investment in an Asset-Liability Framework
- This study explores the role of pension-plan real estate investment in an asset-liability framework. By assuming that the pension plan manager wishes to have asset, an asset selection process have been derived which depends on both the asset covariance with other asset and its covariance with the liability stream. This...
- White papers 2003-04-15
- CCB'S ASSET SECURITIZATION PLAN EXPECTS APPROVAL FIRST
- AsiaInfo Services 01-14-2005 CCB's Asset Securitization Plan Expects Approval First CHINA, Jan 14, 2005 SinoCast via COMTEX -- The asset securitization plan of China Construction Bank CCB would get approval if it makes some compromises, said a source close to the...
- Research articles 2005-01-14
- Does Asset Management Need a Financial Planning Foundation?
- The main question this article tries to address, is a financial plan really a plan if it never gets implemented? The answer to the same has been explained with the help of a case. When Carol Pankros, CFP, president of CCP Financial in Palatine, Illinois, was one of only two...
- White papers 2000-11-01
- Why the Geithner Plan is Good Medicine for the Banking System
- One thing that has puzzled me has been why I find myself to be one of relatively few people who approves of the Geithner plan. I think that it not only has a good chance of improving the employment situation by boosting risky asset prices so that businesses have an...
- Blog posts 2009-04-08
- REITs, Your Home, and the Asset-Allocation Decision
- Diversification across asset classes is an important component of an investment plan. It reduces risk. It is also important to diversify across asset classes that have low correlation. It is therefore a good diversifier of risk and should be considered when constructing an asset-allocation plan. Once a home-owning investor decides...
- White papers 2000-09-18
- Hirings; Ascension Health.(Hires firms to handle pension plan funds)
- ST. LOUIS - Ascension Health hired Western Asset Management and Wellington to run $80 million each in enhanced S&P 500 index funds for its $1.5 billion pension plan, said Mark Amiri, treasurer. Western Asset will have a more derivatives-based a ST. LOUIS - Ascension...
- Research articles 2003-03-17
- Survey: 1 in 3 plans to change asset allocations.(News Briefs)(Brief Article)
- NEW YORK - Nearly one-third of the more than 80 pension plan sponsors recently polled by J.P. Morgan Fleming Asset Management said they are changing their asset allocations to enhance returns or reduce risk; another 40% said they were considering cha NEW YORK - Nearly one-third...
- Research articles 2003-03-31
- Asset Allocation Strategies: The Next Round
- Institutional plan sponsors have traditionally based their overall portfolio allocations on historic assumptions about expected returns for individual asset classes. These assumptions are utilized to allow plan sponsors to create investment portfolios designed to meet certain goals, whether those are ensuring that a corporate pension plan can meet beneficiary payments...
- White papers 2003-01-01
- Lobbying hard: German group pushing for DC plan in reform bill; Asset management firms could become big winners in proposal to supplement current retirement options.(World News)
- Byline: Shahnaz Mahmud FRANKFURT - Germany's investment fund and asset management association, known as BVI, is lobbying hard for the country's first defined contribution plan to be included in a pension reform bill pending in Parliament. Accor Byline: Shahnaz Mahmud...
- Research articles 2004-05-03
- Premier Asset Management
- * Premier Asset Management Premier Asset Management has launched the Premier Growth Plan offering the potential of a predetermined 7 per cent annual growth for six years linked to the performance of the FTSE 100. If the FTSE 100 is at the same level or above at the end...
- Research articles 2003-10-01
- Advanced Asset Management: Tools and Techniques
- This presentation describes the six "Whats" of asset management. These six levels of implementation can be used as a methodology for the implementation of an asset management plan in most organizations. An asset management plan provides a framework for collecting the data and information required to make decisions about the...
- White papers 2000-11-01
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