ISCEBS 18700 W. Bluemound Rd P.O. Box 209 Brookfield, WI 53008-0209 Phone: (262) 786-8771 Fax: (262) 786-8650 iscebs@iscebs.org

Executive summaries for 2002

4th Quarter 2002

• On the Issue of Advice by John Ameriks and Douglas Fore
• Meeting the Financial Planning Needs of a Diverse and Paradoxical 401(k) Population by Lori Lucas
• Replacement Ratio Redux by Jerrold Levy and Michael Young
• Managing Fiduciary Responsibility: Establishment and Operation of a Benefits Committee by Andrew McCorkle
• Financial Planning for Employees Post-Enron by William J. Arnone
• The 2002 Retirement Confidence Survey Message: Step Up Education Efforts Now! by Dallas L. Salisbury and Ruth Helman
• Should Employers “Provide” Section 529 Plans to Employees? by Carol S. Hershey and Marjorie Martin

3rd Quarter 2002

• The Five Key Elements of a Total Rewards and Accountability Orientation by Bruce N. Pfau and Ira T. Kay
• Evaluating Long-Term Incentive Alternatives by Brian Satterfield
• Workplace Chaplains: Filling a Need Traditional EAPs Can't Meet by Joe Meyer and Elaine Davis
• Further Distinguishing Basic Versus Career Enrichment Benefit Satisfaction by Gary Blau and Donna Surges Tatum
• Regulatory Obstacles to Phased Retirement in the For-Profit Sector by Vivian Fields and Robert Hutchens
• Can Defined Contribution and Defined Benefit Plans Offer Actuarial Fairness? Absolutely! by Gary S. Mettler
• Lost Pensions, Lost Pensioners: Is a National Registry of Pension Plans the Answer? by David Blake and John Turner
• Company Stock in 401(k) Plans: Results of a Survey of ISCEBS Members by Jack L. VanDerhei, Ph.D., CEBS

2nd Quarter 2002

• Long-Term Care Financing: Options for the Future by Janemarie Mulvey and Annelise Li
  
• Understanding the Motivations of Long-Term Care Insurance Owners: The Importance of Retirement Planning by Paul J. Yakoboski
• Strengthening Employment-Based Pensions in Japan by Robert L. Clark and Olivia S. Mitchell
• Benefit Design Choices for Personal Social Security Accounts by James H. Smalhout
  
• The Effect of the Senior Citizens' Freedom to Work Act of 2000 on Employer-Provided Pension and Medical Plans by Charles L. Baum, Richard L. Hannah and William F. Ford
• The Mental Health Paradox by Michael Petrasek and Lynn Rapin

1st Quarter 2002

• Replacement Ratios and Phased Retirement - A New Tune on an Old Fiddle
  by Fred Munzenmaier and Jeff Paciero
• A New Millennium for Retirement Plans: The 2001 Tax Act and Employer Flexibility by Martha Priddy Patterson
• Retirement Plan Sponsorship by Small Employers by Patrick J. Purcell and Paul J. Graney
• The Inequality of Distributions From Retirement Plans as a Result of Differing Life Expectancies by Janet Trewin and Anthony P. Curatola
• The Next Big Thing in Health Benefits: Consumer Choice by Jack Bruner
• HIPAA's Privacy Rule: What Is It, and How Does It Affect You? by Melinda Balezentis and Steve Halterman, CEBS
• The Decade of the Employee: The Workforce Environment in the Coming Decade by Steven A. Nyce and Sylvester J. Schieber

Following is an index current issues:

Cumulative Index by Subject

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