Taming hedge funds

Article Abstract:

Some guidelines are given for pension planners who wish to include hedge funds into their retirement funds. Hedge funds give higher returns than traditional investments and have lower portfolio risks due to diversification. Unrelated business taxable income eliminated due to its advantage of tax-free hedge fund investing. Pension planners should first study the proposed funds and its past performance, assess the economic environment and due diligence. They should be cautious of funds with short track records and managers with changing investing styles.

author: Van, George P.
Defined benefit plans, Hedge funds

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To outsource or not to outsource - what's right for you?

Article Abstract:

More companies are outsourcing their benefits administration responsibilities for a number of reasons. Outsourcing enables them to concentrate on their core business, re-evaluate their benefit plans and make them more efficient without spending too much time and money, make information more consistent and more available to their employees, and cut costs. However, outsourcing benefits administration is not for everybody. Thus, companies should first assess their situation before deciding to outsource.

author: McCarthy, Ed
Evaluation, Cover Story, Outsourcing

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Self-directed options: how to accommodate do-it-yourself investors without drowning in administrative paper work

Article Abstract:

Self-directed options (SDO) are becoming popular among many employees because of the investment flexibility they offer. However, managing SDOs may cause numerous administrative problems for benefits managers because of the complicated and un-automated nature of investment recordkeeping involved. One approach to reducing the need for tedious recordkeeping is to establish an automated 800 telephone number, from which investors can easily liquidate and re-direct their investments.

author: Young, Kevin, Hein, Brian

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subjects list: Methods, Management, Investments, Pension funds, Employee benefits
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