TITLE

Defined-Benefit Plans Outdual 401(k)s

PUB. DATE
February 2005
SOURCE
Journal of Financial Planning;Feb2005, Vol. 18 Issue 2, p19
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
This article presents the findings of a study conducted by Watson Wyatt regarding pension plans in the U.S. as of February 2005. Traditional employer pension plans outperformed 401(k) plans during the 2000-2002 bear market. Although both types of plans lost money during the three-year bear market, 401(k) plans fared worse by an average of 3.86 percent a year compared with professionally managed pension plans. 401(k) plans outperformed pension plans during the three years preceding the bear market, but pension plans still averaged better returns during the 1990-2002 stretch: 7.42 percent for pension plans versus 6.86 percent for 401(k).
ACCESSION #
15993267

 

Related Articles

  • Women aggressively invest in future. Morey, Carrie // Women in Business;Sep/Oct98, Vol. 50 Issue 5, p16 

    Reports on a study conducted by Watson Wyatt Worldwide, a professional service firm which looked at women investing in 401 (k) plans. How the study was conducted; Indication that women are more likely to invest in 401(k) plans that men; Details on the study.

  • Index measures sometimes provide rude but helpful awakenings. Duff, Susanna // Employee Benefit News;10/15/99, Vol. 13 Issue 12, p44 

    Focuses on the 401(k) Value Index, a benchmarking tool from Watson Wyatt Worldwide company. Four categories in scoring; Variations reflected; How the benchmarking system helps employers.

  • Make the Most of Your 401(k). Hamilton, Brooks; Burns, Scott // Consumers' Research Magazine;Mar2002, Vol. 85 Issue 3, p13 

    Explains how all 401(k) plans could perform better and suggests some reforms to help workers make the most of their retirement savings. Decline in the average 401(k) accounts in the U.S.; Results of the examination of Watson Wyatt on the retirement benefit plans of employers that sponsored both...

  • World's largest funds grow 7.4%. Price, Margaret // Pensions & Investments;7/10/1995, Vol. 23 Issue 14, p16 

    Reports on the growth of major international pension funds in 1994 as measured in American dollars. Return posted by the Morgan Stanley Capital International World Index; Median return of balanced funds reviews by Watson Wyatt Worldwide; Total value of world pension assets as determined by...

  • Alpha fees for beta performance. Bridgeford, Lydell C. // Employee Benefit News;May2008, Vol. 22 Issue 6, p56 

    The article reports on the increase in 401(k) performance fees paid by pension funds worldwide, according to a research by Watson Wyatt. Craig Baker, global head of manager research at Watson Wyatt, points out the percentage of annual base fee charged by hedge funds on the value of committed...

  • Survey: more companies auto-enroll employees in 401 (k) plans. Reinhardt, Eric // Business Journal (Central New York);12/4/2009, Vol. 23 Issue 49, p5 

    The article reports on the survey made by consulting firm Watson Wyatt Worldwide on the retirement plan, 401(k), of workers in the U.S. Of the 147 business enterprises surveyed, 47% have automatically enrolled employees into their defined-contribution (DC) plan, while only one-third are still...

  • More DC plans using money managers. Feinberg, Phyllis // Business Insurance;10/11/2004, Vol. 38 Issue 41, p25 

    This article reports that defined contribution plan sponsors offered professionally managed accounts at a sharply higher rate in 2003 than in 2002, up to 21.8% of all plans, compared with 13.6% the year before, according to the annual survey of the Profit Sharing/401 (k) Council of America. The...

  • 401(k) investors more savvy than expected. Williamson, Christine // Pensions & Investments;9/4/1995, Vol. 23 Issue 18, p34 

    Reports on the Watson Wyatt Worldwide survey of 401(K) investors which refutes the myth that plan participants are too conservative in their investment selections. Analysis of investments by age categories; Different and appropriate patterns of asset allocation.

  • Bisys completes move to record keeping system. Dabaie, Michael // Securities Industry News;01/03/2000, Vol. 12 Issue 1, p6 

    Reports that Bisys Plan Services has migrated to a 401(k) record system recommended by the consulting firm Watson Wyatt & Co. Use of a Sybase database; Modification to accommodate Bisys's service bureau scheme.

Share

Read the Article

Courtesy of VIRGINIA BEACH PUBLIC LIBRARY AND SYSTEM

Sorry, but this item is not currently available from your library.

Try another library?
Sign out of this library

Other Topics