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DC Publications Archive (PDF):
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 PIMCO DC Dialogue 2008: |
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Issue 16 |
January 2008
"Teach Your
Children Well "
a discussion with Dallas Salisbury, president and CEO of the Employee Benefit Research Institute, about nearly three decades of research and publishing on the American retirement system. |
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Issue 17 |
February 2008
"Are We There Yet? "
a discussion with Pam Hess, director of retirement research at Hewitt Associates, about key trends in defined contribution plan design and changes that may be coming. |
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Issue 18 |
March 2008
"Change is good. You go first. "
a discussion with Chris Rahan, senior actuarial advisor and retirement income practice leader at Ernst & Young about retirement-income issues in defined contribution plans. |
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Issue 19 |
April 2008
"A good-faith
contract. "
a discussion with Georgette Gestely, director of the New York City deferred compensation program, about the structure of their defined contribution, individual retirement account, and financial education programs. |
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Issue 20 |
May 2008
"Too thin on models. "
a discussion with Mark Ruloff, director of asset allocation at Watson Wyatt, about retirement plan evolution. He discusses ways to design defined contribution target defaults to help meet retirementincome needs. |
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Issue 21 |
June 2008
"Check it Out! "
a discussion with Dan Holupchinski, Retirement Plans Manager at Deluxe Corporation, about the current structure of their defined contribution plans and the changes since the Pension Protection Act of 2006. |
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Issue 22 |
July 2008
"Keep the baby.
Lose the bath water. "
a discussion with Matthew Rice, Principal and Chief Research
Officer at DiMeo Schneider
& Associates, L.L.C., about the evolution of defined contribution plan investment structures. He shares his experience in working with plans of all sizes in establishing custom target-date strategies. |
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Issue 23 |
August 2008
"Take the money and run! "
a discussion with Olivia S. Mitchell, Ph.D., about the current state of retirement financing in the U.S. Dr. Mitchell provides insights on the ability of defined contribution plans to fill the gap often left by defined benefit plans and emphasizes the need for higher savings rates. |
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Issue 24 |
September 2008
"Raising the bar. "
a discussion with James M. Delaplane, Jr., Partner, at Davis & Harman, LLP, about current activities in Washington, D.C., as well as expectations for the upcoming presidential election. |
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Issue 25 |
October 2008
"Smooth ride ahead. "
a discussion with Ross Bremen and Rob Fishman talk with us about the evolving investment structure of defined contribution plans. |
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Issue 26 |
November 2008
"Fear before greed. "
a discussion with Deena Katz, author, financial planner and associate professor at Texas Tech University, about retirement planning in the current economic environment. |
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Issue 27 |
December 2008
"Your best shot. "
a discussion with Charlene Mims, vice president of benefits, HRIS and payroll at Dole Food Company, about its retirement programs. |
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| PIMCO DC Dialogue 2007: |
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Issue 5 |
January 2007
“Just Tell Me, ‘How Much?’”:
a discussion with Callan Associates on defined contribution plan fees and disclosures. |
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Issue 6 |
February 2007
"To Build or to Buy: That is the Question":
a discussion with Stuart Odell of Intel Corporation about the company's custom target retirement date, or "lifecycle," strategies. |
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Issue 7 |
March 2007
“Where's the Beef?”:
a discussion with Zvi Bodie of Boston University and Kelli Hueler of Hueler Companies about the current movement toward target-date funds in defined contribution plans and their suggestions for a lower-risk investment path. |
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Issue 8 |
April 2007
“Into the Future...”:
we explore with Susan Bradley the emotional and financial impact of receiving "sudden money." When we think of sudden money, winning a lottery or receiving an inheritance come to mind. |
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Issue 9 |
May 2007
"Begin With the End in Mind":
a discussion with Phil Suess on how plan sponsors are modifying their DC plans given the shift toward defined contribution as primary company-sponsored retirement programs. |
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Issue 10 |
June 2007
"I’d Gladly Pay
You Tomorrow…"
a discussion with Richard Thaler on how behavioral economics
has impacted defined contribution plan design and recent legislation. We also explore what more needs to be done. |
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Issue 11 |
July 2007
"No pain, No Gain"
a discussion with Michael Riak on how Verizon has restructured their DC plans, including their new matching program, auto enrollment, and launching of custom target date strategies. |
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Issue 12 |
August 2007
"Patience is a virtue..."
a discussion with David Wray on how DC plans have evolved since the late 1900s until today when they serve as the primary company-sponsored retirement plan for the majority of American workers. |
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Issue 13 |
October 2007
"The path less traveled…"
a discussion with Charles Stunkard and Matt Radgowski about advancements in defined contribution plan management and focus on why plan sponsors should consider retirement income needs as they manage their plans. |
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Issue 14 |
November 2007
"Tailored to Fit"
a discussion with John LaCara about the structure of his company's structure of their 457 and other retirement plans. He discusses why and how they tailored target-date strategies to their demographics. |
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Issue 15 |
December 2007
"I'm fast, I'm friendly and I'm lovin' it.™ ..."
a discussion with Karen Barnes about about recent changes in the McDonald's defined contribution plans. We discuss managing and disclosing fees, offering managed accounts and financial planning support. |
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| PIMCO DC Dialogue 2006: |
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Issue 3 |
November 2006
“The Times They are a-Changin’”:
a discussion with Winston & Strawn about the Pension Protection Act and its impact on defined contribution plans. |
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Issue 4 |
December 2006
“Something for Everybody”:
a discussion with New England Pension Consultants on the evolving investment lineup offered in DC plans. |
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