Wolf D. Fuhrig

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10-27-02

No More Enron's?

According to its web site, "The 'No more Enron' Coalition is a rapidly growing alliance of Americans committed to fighting and promoting the interests of working families." A report published by this group estimates the costs of the corporate scandals since the collapse of Enron at more than $175 billion (or $175,000 million) in lost 401(k) investments, plus another $25 billion in lost jobs and tax revenue. To prevent Enron-like fraud, mismanagement, and bankruptcies from occurring again, Congress this summer passed the Sarbanes-Oxley Act (named after their sponsors, Sen. Sarbanes, a Maryland Democrat, and Rep. Oxley, an Ohio Republican). It requires public companies to make immediate disclosures of any material changes in their financial condition or operations. In the past, for example, a company could quietly pursue merger negotiations without fear that their termination would harm its business. No more! From now on, the law demands that public corporations operate in the public eye at all times.

The Act creates an independent accounting board to oversee corporate accounting and auditing. Chief executive and chief financial officers (CEOs and CFOs) must certify the financial statements they issue. No longer will officers and directors be allowed to receive loans from their own corporation. In line with the Act, the Department of Labor issued new rules requiring corporations to give employees thirty days notice before a 401(k) blackout period would prevent them from accessing their retirement accounts. Executives, moreover, are not allowed to access pension funds during blackouts. The demand, however, that employees may sell their company stock after a three-year holding period remains unmet. Neither are employers required to ensure employee pension plans against catastrophic losses.

To cope with the vastly increased oversight requirements, the Sarbanes-Oxley Act called for some 300 more inspectors in the Securities and Exchange Commission (SEC) and an annual budget of $776 million. President Bush promised to support the Act "to the fullest" when he signed it, but in the budget for 2003 he provided only $447 million for the SEC. The House has not even introduced a bill for next year's SEC funding. The Sarbanes-Oxley Act forces CEOs who benefit from fraudulent earnings to pay back all compensation received twelve months prior to restatements. All other management officers may apparently keep their ill-gotten gains.

Although the excessive executive pay in many American corporations is widely criticized, nothing has been done to deal with the problem. In 1982, CEOs made 42 times what the average workers made. Presently CEOs on the average get 411 times that much. Congress could certainly require shareholder approval of all executive compensation plans, particularly stock options. The huge retirement packages, known as "golden parachutes," given to retiring executives would be subject to a new excise tax if Congress enacts the proposed Emergency Worker and Investor Protection Act (H.R. 3622). The Sarbanes-Oxley Act has toughened the punishment for corporate crime, but the law still does not provide for the withholding of government contracts from corporations convicted of commit criminal offenses.

It takes more than a corrupt CEO to commit corporate fraud. Often accountants, auditors, and attorneys have extensive conflicts of interest and thus become accomplices to criminal wrongdoing. The Private Securities Litigation Reform Act of 1995 and the Securities Litigation Uniform Standards Act of 1998, however, protect support personnel by severely limiting their liability in corporate fraud cases. Both laws need to be revised to make all participants in violations responsible for their conduct.

It remains unclear whether the Sarbanes-Oxley Act will have any effect on the epidemic of conflicts of interests among investment analysts. The investigations of recent corporate frauds showed that analysts brazenly recommended stocks in companies that they internally labeled as "crap." because the investment banks for which they worked conducted millions of dollars worth of business with the same "crap" companies.

If America's millions of shareholders don't want to be routinely hoodwinked by crooks in corporate suites and on Wall Street, they will have to take a much more active interest in the businesses to whom they entrust their money.