http://www.plansponsor.com/ - Last Checked: 02/09/10 13:43:53 - Added: 08/15/07 11:35:06
February 9, 2010 PRODUCTS - Feb 09, 2010 Research and Social Network Site for Institutional Investors Launched February 9, 2010 (PLANSPONSOR.com) – Investment Governance, Inc. has launched FiduciaryX, a new research, education, data, and social network portal for institutional investors and their service providers. FINANCE - Feb 09, 2010 CT Pension Body Files Executive Pay ProposalsFebruary 9, 2010 (PLANSPONSOR.com) - Connecticut State Treasurer Denise L. Nappier, principal fiduciary of the $22.7-billion Connecticut Retirement Plans and Trust Funds (CRPTF), announced that the CRPTF filed shareholder proposals at twelve major corporations to strengthen executive pay practices. HR/BENEFITS - Feb 09, 2010 Greece Changes Retirement Age to Cut Pension CostsFebruary 9, 2010 (PLANSPONSOR.com) - Greece's government on Tuesday unveiled a change in the average retirement age and called on civil servants to accept bonus cuts to pull the country out of an unprecedented financial crisis. HR/BENEFITS - Feb 09, 2010 2010 Salary Hikes Forecast to be Skimpy February 9, 2010 (PLANSPONSOR.com) – New 2010 projections show that salary increase budgets in the U.S. will be below 3% for the first time in more than two decades. FINANCE - Feb 09, 2010 Vermont City Files FINRA Complaint against Morgan StanleyFebruary 9, 2010 (PLANSPONSOR.com) – The city of Burlington, Vermont, has filed a regulatory complaint against Morgan Stanley alleging that firm’s consultants sold the city pension fund investments that caused it to lose $21 million. PRODUCTS - Feb 09, 2010 HealthPass Enhances Health Plan Offering for Small EmployersFebruary 9, 2010 (PLANSPONSOR.com) - HealthPass, the New York City-based non-profit health insurance exchange for small employers, has partnered with Medical Cost Advocate Inc. to provide advocacy services to participants in any of its health insurance plans. PRODUCTS - Feb 09, 2010 Transamerica to Offer Diversified Growth Strategy to Retail InvestorsFebruary 9, 2010 (PLANSPONSOR.com) - Transamerica Asset Management Group has teamed up with Wellington Management to offer the Transamerica WMC Diversified Growth fund to retail investors in April 2010. HR/BENEFITS - Feb 09, 2010 NJ Lawmakers Propose Pension and Health Benefit CutsFebruary 9, 2010 (PLANSPONSOR.com) – New Jersey state senators have introduced a package of bills to cut government pensions and health benefits. PRODUCTS - Feb 09, 2010 E*Trade Unveils Portfolio Management ToolFebruary 9, 2010 (PLANSPONSOR.com) – E*Trade has rolled out a new advice solution that it says will “help investors navigate complex market dynamics.” PRODUCTS - Feb 09, 2010 WMSI Expands Rollover Service to Include Roth IRAsFebruary 9, 2010 (PLANSPONSOR.com) - Wealth Management Systems Inc. (WMSI) now offers Roth IRAs to participants rolling over their retirement savings. FINANCE - Feb 09, 2010 Study Finds High Turnover in Some Equity Portfolios February 9, 2010 (PLANSPONSOR.com) – A new study finds turnover rate in some actively managed equity funds can be as high as 200% more than that claimed by the manager. PRODUCTS - Feb 09, 2010 PlanTools Introduces Online Solution to Help with Schedule C ReportingFebruary 9, 2010 (PLANSPONSOR.com) - PlanTools, LLC has introduced an expanded suite of online tools that automates the production of data for inclusion in the Department of Labor's required Schedule C reporting. HR/BENEFITS - Feb 09, 2010 TRIVIAL PURSUITS: What's the Most Popular Card-Sending Occasion?February 9, 2010 (PLANSPONSOR.com) - What is the most popular card-sending occasion in the United States? PEOPLE - Feb 09, 2010 PLANSPONSOR Announces 2010 Plan Sponsor of the Year FinalistsFebruary 9, 2010 (PLANSPONSOR.com) - PLANSPONSOR, the nation’s leading retirement plan resource, today announced the 2009 finalists for its annual Plan Sponsor of the Year awards, across four distinct workplace segments.
February 9, 2010 (PLANSPONSOR.com) – Investment Governance, Inc. has launched FiduciaryX, a new research, education, data, and social network portal for institutional investors and their service providers.
February 9, 2010 (PLANSPONSOR.com) - Connecticut State Treasurer Denise L. Nappier, principal fiduciary of the $22.7-billion Connecticut Retirement Plans and Trust Funds (CRPTF), announced that the CRPTF filed shareholder proposals at twelve major corporations to strengthen executive pay practices.
February 9, 2010 (PLANSPONSOR.com) - Greece's government on Tuesday unveiled a change in the average retirement age and called on civil servants to accept bonus cuts to pull the country out of an unprecedented financial crisis.
February 9, 2010 (PLANSPONSOR.com) – New 2010 projections show that salary increase budgets in the U.S. will be below 3% for the first time in more than two decades.
February 9, 2010 (PLANSPONSOR.com) – The city of Burlington, Vermont, has filed a regulatory complaint against Morgan Stanley alleging that firm’s consultants sold the city pension fund investments that caused it to lose $21 million.
February 9, 2010 (PLANSPONSOR.com) - HealthPass, the New York City-based non-profit health insurance exchange for small employers, has partnered with Medical Cost Advocate Inc. to provide advocacy services to participants in any of its health insurance plans.
February 9, 2010 (PLANSPONSOR.com) - Transamerica Asset Management Group has teamed up with Wellington Management to offer the Transamerica WMC Diversified Growth fund to retail investors in April 2010.
February 9, 2010 (PLANSPONSOR.com) – New Jersey state senators have introduced a package of bills to cut government pensions and health benefits.
February 9, 2010 (PLANSPONSOR.com) – E*Trade has rolled out a new advice solution that it says will “help investors navigate complex market dynamics.”
February 9, 2010 (PLANSPONSOR.com) - Wealth Management Systems Inc. (WMSI) now offers Roth IRAs to participants rolling over their retirement savings.
February 9, 2010 (PLANSPONSOR.com) – A new study finds turnover rate in some actively managed equity funds can be as high as 200% more than that claimed by the manager.
February 9, 2010 (PLANSPONSOR.com) - PlanTools, LLC has introduced an expanded suite of online tools that automates the production of data for inclusion in the Department of Labor's required Schedule C reporting.
February 9, 2010 (PLANSPONSOR.com) - What is the most popular card-sending occasion in the United States?
February 9, 2010 (PLANSPONSOR.com) - PLANSPONSOR, the nation’s leading retirement plan resource, today announced the 2009 finalists for its annual Plan Sponsor of the Year awards, across four distinct workplace segments.
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IMHO - Feb 08, 2010 IMHO: Goal LinesFebruary 8, 2009 (PLANSPONSOR.com) - Heading into Super Bowl weekend, a new report focused attention on another “contest” RULES/REGS - Feb 08, 2010 IRS Compliance Audits Could Start This Month: Eisner LLPFebruary 8, 2010 (PLANSPONSOR.com) – An update from accounting firm Eisner LLP indicates that those IRS employment compliance audits could begin as soon as this month. PEOPLE - Feb 08, 2010 Cammack LaRhette Expands Business Development TeamFebruary 8, 2010 (PLANSPONSOR.com) – Sean Tahany has joined Cammack LaRhette Consulting as part of their Business Development team. HR/BENEFITS - Feb 08, 2010 BofA Merrill Lynch Finds Retirement Participants Boosting SavingsFebruary 8, 2010 (PLANSPONSOR.com) - 401(k) participants took positive savings actions within their retirement savings plans in Q4 and throughout 2009, according to the latest quarterly "401(k) Contribution Activities Scorecard" report from Bank of America Merrill Lynch. FINANCE - Feb 08, 2010 Brown Calls for CA Divestment Law Compliance February 8, 2010 (PLANSPONSOR.com) – California Attorney General Edmund G. Brown Jr. on Monday demanded that the state’s two largest public pension funds comply with state law requiring them to divest from Iran-linked companies. PEOPLE - Feb 08, 2010 Lockton Announces Employee Benefits Practice Chief ConsultantFebruary 8, 2010 (PLANSPONSOR.com) - Lissa Thomson has been promoted to senior vice president, chief consultant for Lockton Benefits Group's Southern California operations. MARKETS - Feb 08, 2010 Institutional Plans See 2009 Improvement February 8, 2010 (PLANSPONSOR.com) – The median return for its universe of institutional plans was 3.1% in the fourth quarter and 19.4% for the year ended December 2009, State Street reported. FINANCE - Feb 08, 2010 Placement Agent Legislation Introduced in CaliforniaFebruary 8, 2010 (PLANSPONSOR.com) - A bill requiring placement agents to register as lobbyists before pitching investment ideas to public pension plans in California has been introduced in the state Assembly. PRODUCTS - Feb 08, 2010 RidgeWorth Launches Plan Adviser Web SiteFebruary 8, 2010 (PLANSPONSOR.com) - RidgeWorth Investments has launched a new Web site that has an interactive, customizable retirement plan benchmarking tool and general resources that 401(k) advisers can use to help plan sponsors meet their fiduciary duty. HR/BENEFITS - Feb 08, 2010 Parachutes a Bit Less Golden These Days February 8, 2010 (PLANSPONSOR.com) – The value of golden parachutes for chief executives and other senior officers at America’s 20 largest publicly-traded companies has decreased by approximately 40% in the past two years. MARKETS - Feb 08, 2010 Pensions See January Funding Status Drop February 8, 2010 (PLANSPONSOR.com) – Companies in the S&P 1500 suffered a slight drop in their pension plan funded status in January to 83% from 84% the month before, according to Mercer. MARKETS - Feb 08, 2010 ETFs See Losses in JanuaryFebruary 8, 2010 (PLANSPONSOR.com) – ETF industry assets fell by $45.3 billion for the month, or 5.8%, according to State Street Global Advisors' January 2010 ETF Snapshot. MARKETS - Feb 08, 2010 Mercer Finds Equity Markets End 2009 StrongFebruary 8, 2010 (PLANSPONSOR.com) - Mercer’s fourth-quarter 2009 Defined Contribution Universe Summary found gains in all equity markets during the period. MARKETS - Feb 08, 2010 Bond Funds Continue to Dominate in December 2009February 8, 2010 (PLANSPONSOR.com) – Bond funds saw inflows of $29 billion in December 2009, according to Strategic Insight, an Asset International company. HR/BENEFITS - Feb 08, 2010 Many Sponsors Stepping up their 401(k) Game in 2010February 8, 2010 (PLANSPONSOR.com) – Less confident of their employees’ ability to sock away a sufficient retirement nest egg, mid- to large-sized companies in a new Hewitt Associates survey say they plan to step up their efforts in 2010 to help with that goal. HR/BENEFITS - Feb 08, 2010 SEC Reported Probing Employee Office Porn Viewing February 8, 2010 (PLANSPONSOR.com) – The Washington Times is reporting that the U.S. Securities and Exchange Commission (SEC) has launched internal investigations against more than two dozen employees and contractors for viewing pornography on their government computers.
February 8, 2009 (PLANSPONSOR.com) - Heading into Super Bowl weekend, a new report focused attention on another “contest”
February 8, 2010 (PLANSPONSOR.com) – An update from accounting firm Eisner LLP indicates that those IRS employment compliance audits could begin as soon as this month.
February 8, 2010 (PLANSPONSOR.com) – Sean Tahany has joined Cammack LaRhette Consulting as part of their Business Development team.
February 8, 2010 (PLANSPONSOR.com) - 401(k) participants took positive savings actions within their retirement savings plans in Q4 and throughout 2009, according to the latest quarterly "401(k) Contribution Activities Scorecard" report from Bank of America Merrill Lynch.
February 8, 2010 (PLANSPONSOR.com) – California Attorney General Edmund G. Brown Jr. on Monday demanded that the state’s two largest public pension funds comply with state law requiring them to divest from Iran-linked companies.
February 8, 2010 (PLANSPONSOR.com) - Lissa Thomson has been promoted to senior vice president, chief consultant for Lockton Benefits Group's Southern California operations.
February 8, 2010 (PLANSPONSOR.com) – The median return for its universe of institutional plans was 3.1% in the fourth quarter and 19.4% for the year ended December 2009, State Street reported.
February 8, 2010 (PLANSPONSOR.com) - A bill requiring placement agents to register as lobbyists before pitching investment ideas to public pension plans in California has been introduced in the state Assembly.
February 8, 2010 (PLANSPONSOR.com) - RidgeWorth Investments has launched a new Web site that has an interactive, customizable retirement plan benchmarking tool and general resources that 401(k) advisers can use to help plan sponsors meet their fiduciary duty.
February 8, 2010 (PLANSPONSOR.com) – The value of golden parachutes for chief executives and other senior officers at America’s 20 largest publicly-traded companies has decreased by approximately 40% in the past two years.
February 8, 2010 (PLANSPONSOR.com) – Companies in the S&P 1500 suffered a slight drop in their pension plan funded status in January to 83% from 84% the month before, according to Mercer.
February 8, 2010 (PLANSPONSOR.com) – ETF industry assets fell by $45.3 billion for the month, or 5.8%, according to State Street Global Advisors' January 2010 ETF Snapshot.
February 8, 2010 (PLANSPONSOR.com) - Mercer’s fourth-quarter 2009 Defined Contribution Universe Summary found gains in all equity markets during the period.
February 8, 2010 (PLANSPONSOR.com) – Bond funds saw inflows of $29 billion in December 2009, according to Strategic Insight, an Asset International company.
February 8, 2010 (PLANSPONSOR.com) – Less confident of their employees’ ability to sock away a sufficient retirement nest egg, mid- to large-sized companies in a new Hewitt Associates survey say they plan to step up their efforts in 2010 to help with that goal.
February 8, 2010 (PLANSPONSOR.com) – The Washington Times is reporting that the U.S. Securities and Exchange Commission (SEC) has launched internal investigations against more than two dozen employees and contractors for viewing pornography on their government computers.
February 8, 2010
February 7, 2010 February 5, 2010 (PLANSPONSOR.com) - The Internal Revenue Service (IRS) has released the 2010 version of its “discussion” - and rebuttal - of many of the more common frivolous arguments made by individuals and groups that oppose compliance with federal tax laws.
February 5, 2010 (PLANSPONSOR.com) - The Internal Revenue Service (IRS) has released the 2010 version of its “discussion” - and rebuttal - of many of the more common frivolous arguments made by individuals and groups that oppose compliance with federal tax laws.
February 6, 2010 IMHO Facts in Circumstances Xerox Shareholders Back ACS AcquisitionFebruary 5, 2010 (PLANSPONSOR.com) - Shareholders of Xerox Corporation and of Affiliated Computer Services, Inc. have approved Xerox's acquisition of ACS. RULES/REGS - Feb 05, 2010 IRS Debunks Frivolous Tax Arguments February 5, 2010 (PLANSPONSOR.com) - The Internal Revenue Service (IRS) has released the 2010 version of its “discussion” - and rebuttal of many of the more common frivolous arguments made by individuals and groups that oppose compliance with federal tax laws. Stewart Joins PEI as Senior Consultant February 5, 2010 (PLANSPONSOR.com) - PEI recently hired Fred Stewart as a Senior Consultant based in the firm’s Atlanta office. PEOPLE - Feb 05, 2010 PRODUCTS - Feb 05, 2010 February 5, 2010 (PLANSPONSOR.com) – Generally speaking, there’s no such thing as a sure thing – certainly when it comes to investing, and certainly not two years running.
February 5, 2010 (PLANSPONSOR.com) - Shareholders of Xerox Corporation and of Affiliated Computer Services, Inc. have approved Xerox's acquisition of ACS.
February 5, 2010 (PLANSPONSOR.com) - The Internal Revenue Service (IRS) has released the 2010 version of its “discussion” - and rebuttal of many of the more common frivolous arguments made by individuals and groups that oppose compliance with federal tax laws.
February 5, 2010 (PLANSPONSOR.com) - PEI recently hired Fred Stewart as a Senior Consultant based in the firm’s Atlanta office.
February 5, 2010 (PLANSPONSOR.com) – Generally speaking, there’s no such thing as a sure thing – certainly when it comes to investing, and certainly not two years running.
February 5, 2010 PEOPLE - Feb 05, 2010 Talking Points: Interview with PricewaterhouseCoopersKathryn Stein, managing director in PricewaterhouseCoopers' human resource services practice, discusses the firm's study about how satisfied employers are with their health insurance provider and what employers want in health benefits programs. HR/BENEFITS - Feb 05, 2010 Law Firm Describes Clawback Policy Limitations February 5, 2010 (PLANSPONSOR.com) - A new client advisory bulletin from a New York law firm cautions employers putting together a “clawback” policy to recoup compensation in the event of employee wrongdoing to make sure it meets the company’s needs. PRODUCTS - Feb 05, 2010 Great-West Launches Guaranteed Income Investment OptionsFebruary 5, 2010 (PLANSPONSOR.com) - Great-West Retirement Services has introduced a new set of guaranteed income investment options. HR/BENEFITS - Feb 05, 2010 Discomfort Grows over Salary Conversations February 5, 2010 (PLANSPONSOR.com)–A new survey finds people have grown more uncomfortable with talking about their salary level. FINANCE - Feb 05, 2010 CT Town to Release Pension Funding PlansFebruary 5, 2010 (PLANSPONSOR.com) - Officials of a Connecticut town that suffered a $42-million loss in the Bernard Madoff ponzi scheme are putting the final touches on a proposed spending plan that includes a nearly $1.6-million pension funds allotment. PRODUCTS - Feb 05, 2010 The Value Quotient Releases Fiduciary Management SolutionsFebruary 5, 2010 (PLANSPONSOR.com) - The Value Quotient announced the release of CLIENTconnect, fiduciary management solutions delivered by financial advisers to their 401(k) and 403(b) clients. MARKETS - Feb 05, 2010 A(nother) Sure Thing? February 4, 2010 (PLANSPONSOR.com) – Generally speaking, there’s no such thing as a sure thing – certainly when it comes to investing, and certainly not two years running. HR/BENEFITS - Feb 05, 2010 WV Mulls State Retirement Plan for Employees of Small BusinessesFebruary 5, 2010 (PLANSPONSOR.com) – The West Virginia Senate's Pensions Committee is discussing a plan to have the state set up retirement accounts for employees of small businesses. FINANCE - Feb 04, 2010 PBGC Demands $16.9M from BendixFebruary 4, 2010 (PLANSPONSOR.com) – The nation’s private-sector pension insurer said Thursday it had notified Bendix Commercial Vehicle Systems LLC of a $16.9-million pension liability stemming from the closing of a Bendix Frankfort, Kentucky, facility. HR/BENEFITS - Feb 04, 2010 More than Half of Canadians Fear Retirement Savings Isn't EnoughFebruary 4, 2010 (PLANSPONSOR.com) – Ninety-one percent of Canadians participating in the Toronto-Dominion Bank TD Retirement Savings Poll said they have fears about retirement. FINANCE - Feb 04, 2010 State Street Settles Subprime Mortgage Charges with State, FedsFebruary 4, 2010 (PLANSPONSOR.com) – State Street Corporation has agreed to pay $333 million as part of a series of settlements with state and federal regulators over allegations it misled investors about the potential danger of heavy subprime-mortgage holdings in its Limited Duration Bond Fund and other offerings. PRODUCTS - Feb 04, 2010 Nuveen Introduces Online Roth Conversion ResourcesFebruary 4, 2010 (PLANSPONSOR.com) - Nuveen Investments announced its online 2010 Roth IRA Conversion Center is now available to advisers and investors. RULES/REGS - Feb 04, 2010 Lawmakers/Companies Make Further Plea for Pension Funding ReliefFebruary 4, 2010 (PLANSPONSOR.com) - On a press conference call on February 4, an array of employers and retirement experts joined with Congressman Earl Pomeroy (D-North Dakota) to call for temporary pension funding relief. PEOPLE - Feb 04, 2010 Mattson Tapped for Aon Northeast U.S. Region Post February 4, 2010 (PLANSPONSOR.com) – Tammy Mattson has joined Aon Consulting as executive vice president and director of the Northeast Region, the company announced. PRODUCTS - Feb 04, 2010 TIAA-CREF Offers Form 5500 Service for 403(b) PlansFebruary 4, 2010 (PLANSPONSOR.com) - TIAA-CREF has introduced its new Signature-Ready Form 5500 Preparation Service, in collaboration with Deloitte. FINANCE - Feb 04, 2010 U.K. Real Estate Firm Insures its Pension February 4, 2010 (PLANSPONSOR.com) – U.K. buyout company Pension Insurance Corporation said it will insure the pension liabilities of Liberty International as it seeks to reduce risks in its pension plan, Reuters reported. PEOPLE - Feb 04, 2010 Stadion Hires Regional Sales Rep for West CoastFebruary 4, 2010 (PLANSPONSOR.com) - Stadion Money Management, Inc. announced that Larry Uyeno has joined the firm as regional sales representative for the west coast. FINANCE - Feb 04, 2010 State Street Hit with New Forex Fraud Suit February 4, 2010 (PLANSPONSOR.com) – A Dallas law firm has filed suit against State Street Corporation, alleging shareholders lost money when the company’s shares plunged after charges it had reaped illegal profits from a foreign currency trading scheme. FINANCE - Feb 04, 2010 Northern Trust Hit with another Suit over Securities Lending ProgramFebruary 4, 2010 (PLANSPONSOR.com) – Two public pension funds have sued Northern Trust for losses relating to investments in its securities lending program. RULES/REGS - Feb 04, 2010 IRS to Mail 401(k) Compliance Questionnaires February 4, 2010 (PLANSPONSOR.com) – New York accounting firm Eisner LLP has issued a warning that the Internal Revenue Service (IRS) will begin sending questionnaires to 401(k) sponsors to gather information about their level of compliance with applicable tax rules. 2010 PLANSPONSOR National Conference Helping you build a better retirement plan Registration for PLANSPONSOR’s National Conference (formerly Plan Designs), widely regarded as one of the most dynamic and informative forums available today, is now open. Register now to secure your spot! This week: Health InsuranceTalking Points visits with PwC to discuss what employers want from their health insurance providers. Retirement Resource Center Searching for Retirement AdviceClick here for our video interview with Jon Prescott, Chief Marketing Officer, CPI Qualified Plan Consultants. Retirement Resource Center Retirement InsightsAt PLAN DESIGNS 2009, PLANSPONSOR met with Steve Smith, VP, Sales & Corporate Plans Market Leader, Diversified Investment Advisors Retirement Resource Center To advertise here......please call Hayward Henderson at 203-979-6195 (m), or click here to send hhenderson@assetinternational.com an email inquiry.
Kathryn Stein, managing director in PricewaterhouseCoopers' human resource services practice, discusses the firm's study about how satisfied employers are with their health insurance provider and what employers want in health benefits programs.
February 5, 2010 (PLANSPONSOR.com) - A new client advisory bulletin from a New York law firm cautions employers putting together a “clawback” policy to recoup compensation in the event of employee wrongdoing to make sure it meets the company’s needs.
February 5, 2010 (PLANSPONSOR.com) - Great-West Retirement Services has introduced a new set of guaranteed income investment options.
February 5, 2010 (PLANSPONSOR.com)–A new survey finds people have grown more uncomfortable with talking about their salary level.
February 5, 2010 (PLANSPONSOR.com) - Officials of a Connecticut town that suffered a $42-million loss in the Bernard Madoff ponzi scheme are putting the final touches on a proposed spending plan that includes a nearly $1.6-million pension funds allotment.
February 5, 2010 (PLANSPONSOR.com) - The Value Quotient announced the release of CLIENTconnect, fiduciary management solutions delivered by financial advisers to their 401(k) and 403(b) clients.
February 4, 2010 (PLANSPONSOR.com) – Generally speaking, there’s no such thing as a sure thing – certainly when it comes to investing, and certainly not two years running.
February 5, 2010 (PLANSPONSOR.com) – The West Virginia Senate's Pensions Committee is discussing a plan to have the state set up retirement accounts for employees of small businesses.
February 4, 2010 (PLANSPONSOR.com) – The nation’s private-sector pension insurer said Thursday it had notified Bendix Commercial Vehicle Systems LLC of a $16.9-million pension liability stemming from the closing of a Bendix Frankfort, Kentucky, facility.
February 4, 2010 (PLANSPONSOR.com) – Ninety-one percent of Canadians participating in the Toronto-Dominion Bank TD Retirement Savings Poll said they have fears about retirement.
February 4, 2010 (PLANSPONSOR.com) – State Street Corporation has agreed to pay $333 million as part of a series of settlements with state and federal regulators over allegations it misled investors about the potential danger of heavy subprime-mortgage holdings in its Limited Duration Bond Fund and other offerings.
February 4, 2010 (PLANSPONSOR.com) - Nuveen Investments announced its online 2010 Roth IRA Conversion Center is now available to advisers and investors.
February 4, 2010 (PLANSPONSOR.com) - On a press conference call on February 4, an array of employers and retirement experts joined with Congressman Earl Pomeroy (D-North Dakota) to call for temporary pension funding relief.
February 4, 2010 (PLANSPONSOR.com) – Tammy Mattson has joined Aon Consulting as executive vice president and director of the Northeast Region, the company announced.
February 4, 2010 (PLANSPONSOR.com) - TIAA-CREF has introduced its new Signature-Ready Form 5500 Preparation Service, in collaboration with Deloitte.
February 4, 2010 (PLANSPONSOR.com) – U.K. buyout company Pension Insurance Corporation said it will insure the pension liabilities of Liberty International as it seeks to reduce risks in its pension plan, Reuters reported.
February 4, 2010 (PLANSPONSOR.com) - Stadion Money Management, Inc. announced that Larry Uyeno has joined the firm as regional sales representative for the west coast.
February 4, 2010 (PLANSPONSOR.com) – A Dallas law firm has filed suit against State Street Corporation, alleging shareholders lost money when the company’s shares plunged after charges it had reaped illegal profits from a foreign currency trading scheme.
February 4, 2010 (PLANSPONSOR.com) – Two public pension funds have sued Northern Trust for losses relating to investments in its securities lending program.
February 4, 2010 (PLANSPONSOR.com) – New York accounting firm Eisner LLP has issued a warning that the Internal Revenue Service (IRS) will begin sending questionnaires to 401(k) sponsors to gather information about their level of compliance with applicable tax rules.
Helping you build a better retirement plan
Registration for PLANSPONSOR’s National Conference (formerly Plan Designs), widely regarded as one of the most dynamic and informative forums available today, is now open.
Register now to secure your spot!
Talking Points visits with PwC to discuss what employers want from their health insurance providers.
February 3, 2010 PRODUCTS - Feb 02, 2010 J.P. Morgan Forms DC Investment Solutions UnitFebruary 2, 2010 (PLANSPONSOR.com) - J.P. Morgan Asset Management has combined all of its investment-only DC specialist resources into a single unit, DC Investment Solutions. PEOPLE - Feb 02, 2010 MassMutual Adds to Sales Team in South/Central DivisionFebruary 2, 2010 (PLANSPONSOR.com) – Dan Caple has joined MassMutual's Retirement Services sales team in the South/Central Division. RULES/REGS - Feb 02, 2010 Colorado PERA Bill Heads to the House February 2, 2010 (PLANSPONSOR.com) – The Colorado state Senate has approved and sent on to the state House a bill revamping the state’s public pension system. HR/BENEFITS - Feb 02, 2010 Higher Ed Employees not Acting on Retirement ConcernsFebruary 2, 2010 (PLANSPONSOR.com) - A recent survey conducted by ING’s U.S. Retirement Services indicates those employed in the higher education community are growing more nervous about their ability to retire comfortably, yet few are acting on their concerns. HR/BENEFITS - Feb 02, 2010 Report Points to Liquidity Concerns as Reason Some Suspended MatchFebruary 2, 2010 (PLANSPONSOR.com) – A recent study suggests liquidity concerns – and not profitability concerns – were the reasons many firms suspended their retirement plan match contributions during the recent economic crisis. HR/BENEFITS - Feb 02, 2010 USC Kicks Off HR Masters Program February 2, 2010 (PLANSPONSOR.com) – The University of South Carolina's Moore School of Business is launching an Executive Master of Human Resources (EMHR) degree program for working HR professionals. PRODUCTS - Feb 02, 2010 Goldman Sachs Launches Dynamic Allocation FundFebruary 2, 2010 (PLANSPONSOR.com) - Goldman Sachs Asset Management, L.P. (GSAM) announced the launch of the Goldman Sachs Dynamic Allocation Fund (GDAFX). HR/BENEFITS - Feb 02, 2010 Boeing to Pay $380K to Settle Sex Discrimination CasesFebruary 2, 2010 (PLANSPONSOR.com) – Aerospace manufacturer The Boeing Company has agreed to pay $380,000 to settle two separate sex discrimination lawsuits filed on behalf of female employees at its Mesa, Arizona, facility. PRODUCTS - Feb 02, 2010 INDATA Launches Portfolio Management Technology PlatformFebruary 2, 2010 (PLANSPONSOR.com) – INDATA has released iPM – Intelligent Portfolio Management, a new technology platform for investment managers. PRODUCTS - Feb 02, 2010 BNY Mellon to Pick Up Global Investment ServicingFebruary 2, 2010 (PLANSPONSOR.com) – BNY Mellon has agreed to acquire PNC’s Global Investment Servicing Inc. (GIS) business. FINANCE - Feb 02, 2010 Hedge Fund Launches Declined 36% in 2009February 2, 2010 (PLANSPONSOR.com) - Assets raised by hedge fund startups in 2009 fell 36% from the previous year, according to the biannual AR New Funds Survey. HR/BENEFITS - Feb 02, 2010 Disability Payments Denial Upheld over Immigration Status February 2, 2010 (PLANSPONSOR.com) – Oregon state officials were within their legal rights in establishing a rule that vocational assistance benefits can only go to injured workers authorized to work in the U.S., a state appellate court has ruled. RULES/REGS - Feb 02, 2010 Disability Change Requires Stronger Job Proof February 2, 2010 (PLANSPONSOR.com) – A Pennsylvania appellate court has ruled that an employer must provide evidence of actual job openings when trying to prove a worker receiving disability payments can get other employment. RULES/REGS - Feb 02, 2010 Obama Administration Proposes another COBRA Subsidy ExtensionFebruary 2, 2010 (PLANSPONSOR.com) – The Obama administration has proposed an additional extension of the availability of COBRA premium subsidies for employees involuntarily terminated. PRODUCTS - Feb 02, 2010 Transamerica Offers New Withdrawal Schedule for Retirement Income ProductsFebruary 2, 2010 (PLANSPONSOR.com) - Transamerica Life Insurance Company has introduced an enhanced withdrawal schedule for its Retirement Income Choice 1.2 and Retirement Income Choice 1.4 riders. Principal Launches Ninth Search for the 10 BestFebruary 1, 2010 (PLANSPONSOR.com) - Providing a sense of financial security for employees whether the economy is in a downturn or recovery takes an extraordinary commitment. HR/BENEFITS - Feb 02, 2010 TRIVIAL PURSUITS: How Many Phils Have There Been?February 2, 2010 (PLANSPONSOR.com) - The first official trek to Gobbler’s Knob for Punxsutawney Phil’s prediction was made on February 2nd, 1887. MARKETS - Feb 01, 2010 ETF 2009 Inflow was $100B-PlusFebruary 1, 2010 (PLANSPONSOR.com) – ETF net inflows topped $100 billion during 2009, as investors moved away from large-cap U.S. equities and developed international equities and increased their exposure to ETFs, providing access to defensive asset classes, a new report says. Feds Call for Lifetime Income Product Public CommentFebruary 1, 2010 (PLANSPONSOR.com) – As expected, the Obama Administration has issued a request for information (RFI) to gather public comment about whether and how the government should promote lifetime income products in retirement plans. Hewitt Announces Spinoff of Comp Consulting BusinessFebruary 1, 2010 (PLANSPONSOR.com) – Hewitt Associates has announced closure of a partial divestiture of its Executive Compensation Consulting business in North America. 2009 NQDC Buyer's Guide PLANSPONSOR's 2009 listing of which plan types, financing vehicles, and service channels each provider offers as well as a survey of plan sponsors' experiences with deferred compensation plans
February 2, 2010 (PLANSPONSOR.com) - J.P. Morgan Asset Management has combined all of its investment-only DC specialist resources into a single unit, DC Investment Solutions.
February 2, 2010 (PLANSPONSOR.com) – Dan Caple has joined MassMutual's Retirement Services sales team in the South/Central Division.
February 2, 2010 (PLANSPONSOR.com) – The Colorado state Senate has approved and sent on to the state House a bill revamping the state’s public pension system.
February 2, 2010 (PLANSPONSOR.com) - A recent survey conducted by ING’s U.S. Retirement Services indicates those employed in the higher education community are growing more nervous about their ability to retire comfortably, yet few are acting on their concerns.
February 2, 2010 (PLANSPONSOR.com) – A recent study suggests liquidity concerns – and not profitability concerns – were the reasons many firms suspended their retirement plan match contributions during the recent economic crisis.
February 2, 2010 (PLANSPONSOR.com) – The University of South Carolina's Moore School of Business is launching an Executive Master of Human Resources (EMHR) degree program for working HR professionals.
February 2, 2010 (PLANSPONSOR.com) - Goldman Sachs Asset Management, L.P. (GSAM) announced the launch of the Goldman Sachs Dynamic Allocation Fund (GDAFX).
February 2, 2010 (PLANSPONSOR.com) – Aerospace manufacturer The Boeing Company has agreed to pay $380,000 to settle two separate sex discrimination lawsuits filed on behalf of female employees at its Mesa, Arizona, facility.
February 2, 2010 (PLANSPONSOR.com) – INDATA has released iPM – Intelligent Portfolio Management, a new technology platform for investment managers.
February 2, 2010 (PLANSPONSOR.com) – BNY Mellon has agreed to acquire PNC’s Global Investment Servicing Inc. (GIS) business.
February 2, 2010 (PLANSPONSOR.com) - Assets raised by hedge fund startups in 2009 fell 36% from the previous year, according to the biannual AR New Funds Survey.
February 2, 2010 (PLANSPONSOR.com) – Oregon state officials were within their legal rights in establishing a rule that vocational assistance benefits can only go to injured workers authorized to work in the U.S., a state appellate court has ruled.
February 2, 2010 (PLANSPONSOR.com) – A Pennsylvania appellate court has ruled that an employer must provide evidence of actual job openings when trying to prove a worker receiving disability payments can get other employment.
February 2, 2010 (PLANSPONSOR.com) – The Obama administration has proposed an additional extension of the availability of COBRA premium subsidies for employees involuntarily terminated.
February 2, 2010 (PLANSPONSOR.com) - Transamerica Life Insurance Company has introduced an enhanced withdrawal schedule for its Retirement Income Choice 1.2 and Retirement Income Choice 1.4 riders.
February 1, 2010 (PLANSPONSOR.com) - Providing a sense of financial security for employees whether the economy is in a downturn or recovery takes an extraordinary commitment.
February 2, 2010 (PLANSPONSOR.com) - The first official trek to Gobbler’s Knob for Punxsutawney Phil’s prediction was made on February 2nd, 1887.
February 1, 2010 (PLANSPONSOR.com) – ETF net inflows topped $100 billion during 2009, as investors moved away from large-cap U.S. equities and developed international equities and increased their exposure to ETFs, providing access to defensive asset classes, a new report says.
February 1, 2010 (PLANSPONSOR.com) – As expected, the Obama Administration has issued a request for information (RFI) to gather public comment about whether and how the government should promote lifetime income products in retirement plans.
February 1, 2010 (PLANSPONSOR.com) – Hewitt Associates has announced closure of a partial divestiture of its Executive Compensation Consulting business in North America.
PLANSPONSOR's 2009 listing of which plan types, financing vehicles, and service channels each provider offers as well as a survey of plan sponsors' experiences with deferred compensation plans
February 1, 2010 RULES/REGS - Feb 01, 2010 Fire Inspectors Cannot Sue over City's GPS MonitoringFebruary 1, 2010 (PLANSPONSOR.com) – Connecticut's highest court has ruled that two Bridgeport fire inspectors do not have a private right of action under Connecticut’s electronic monitoring statute. HR/BENEFITS - Feb 01, 2010 Employers Concerned about Retaining WorkforceFebruary 1, 2010 (PLANSPONSOR.com) - According to a new CareerBuilder survey, being able to provide competitive compensation (34%) is the top staffing concern of employers. FINANCE - Feb 01, 2010 Global Pensions Strengthened in 2009February 1, 2010 (PLANSPONSOR.com) – Global institutional pension fund assets in the 13 major national markets increased by 15% during 2009, from $20 trillion to more than $23 trillion, according to Towers Watson's latest global Pension Assets Study. HR/BENEFITS - Feb 01, 2010 How Would You Move Mount Fuji?February 1, 2010 (PLANSPONSOR.com) – You may think you know the standard interview questions all companies ask or that you, yourself, ask some tough interview questions, but new information indicates some employers are getting more creative – or odd – with their interviews. PRODUCTS - Feb 01, 2010 Software Firm Enhances Fiduciary Governance ToolFebruary 1, 2010 (PLANSPONSOR.com) - FCRC Apps, LLC, a software development firm, has announced the release of version 2.0 of its Web-based application, eFiduciary.net. HR/BENEFITS - Feb 01, 2010 Cell Phone Tax Reported on the Way Out February 1, 2010 (PLANSPONSOR.com) – The law classifying as taxable income personal calls made on an employer-provided cell phone appears headed for the legislative trash heap. FINANCE - Feb 01, 2010 BMW Looking to Transfer UK Pension LiabilityFebruary 1, 2010 (PLANSPONSOR.com) - BMW is in talks to offload more than £2.5bn of longevity risks from its UK pension scheme. RULES/REGS - Feb 01, 2010 Court Refuses Chapman Appeal Bid February 1, 2010 (PLANSPONSOR.com) – A federal appellate court has rebuffed a bid by former investment broker Nathan Chapman Jr. to overturn his conviction for fraud against the Maryland state pension system on "ineffective assistance of counsel" grounds. HR/BENEFITS - Feb 01, 2010 Credit Protection in Place for Alaskan Pension Data Loss February 1, 2010 (PLANSPONSOR.com) – Alaska public employees and retirees whose personal data was placed at risk will get credit protection as a result. HR/BENEFITS - Feb 01, 2010 MI Cost-Cutting Moves Include Public Worker Health Care ChangesFebruary 1, 2010 (PLANSPONSOR.com) – Michigan Governor Jennifer M. Granholm's agenda to cut inefficiencies and costs in the state government includes health care changes for public employees and legislators. PRODUCTS - Feb 01, 2010 Standard & Poor's Launches S&P GSCI Enhanced Sub-IndicesFebruary 1, 2010 (PLANSPONSOR.com) – Index provider Standard & Poor's has announced the launch of seven single commodity sub-indices of the S&P GSCI Enhanced Index. IMHO - Feb 01, 2010 IMHO: Facts in CircumstancesOne of the things I have always enjoyed most about this job is the access to information.
February 1, 2010 (PLANSPONSOR.com) – Connecticut's highest court has ruled that two Bridgeport fire inspectors do not have a private right of action under Connecticut’s electronic monitoring statute.
February 1, 2010 (PLANSPONSOR.com) - According to a new CareerBuilder survey, being able to provide competitive compensation (34%) is the top staffing concern of employers.
February 1, 2010 (PLANSPONSOR.com) – Global institutional pension fund assets in the 13 major national markets increased by 15% during 2009, from $20 trillion to more than $23 trillion, according to Towers Watson's latest global Pension Assets Study.
February 1, 2010 (PLANSPONSOR.com) – You may think you know the standard interview questions all companies ask or that you, yourself, ask some tough interview questions, but new information indicates some employers are getting more creative – or odd – with their interviews.
February 1, 2010 (PLANSPONSOR.com) - FCRC Apps, LLC, a software development firm, has announced the release of version 2.0 of its Web-based application, eFiduciary.net.
February 1, 2010 (PLANSPONSOR.com) – The law classifying as taxable income personal calls made on an employer-provided cell phone appears headed for the legislative trash heap.
February 1, 2010 (PLANSPONSOR.com) - BMW is in talks to offload more than £2.5bn of longevity risks from its UK pension scheme.
February 1, 2010 (PLANSPONSOR.com) – A federal appellate court has rebuffed a bid by former investment broker Nathan Chapman Jr. to overturn his conviction for fraud against the Maryland state pension system on "ineffective assistance of counsel" grounds.
February 1, 2010 (PLANSPONSOR.com) – Alaska public employees and retirees whose personal data was placed at risk will get credit protection as a result.
February 1, 2010 (PLANSPONSOR.com) – Michigan Governor Jennifer M. Granholm's agenda to cut inefficiencies and costs in the state government includes health care changes for public employees and legislators.
February 1, 2010 (PLANSPONSOR.com) – Index provider Standard & Poor's has announced the launch of seven single commodity sub-indices of the S&P GSCI Enhanced Index.
One of the things I have always enjoyed most about this job is the access to information.
January 31, 2010 FINANCE - January 30, 2010 Principal R/E Fund Makes a DistributionJanuary 30, 2010 (PLANSPONSOR.com) – Sixteen months after imposing a withdrawal freeze, the Principal has made a partial distribution to participants.
January 30, 2010 (PLANSPONSOR.com) – Sixteen months after imposing a withdrawal freeze, the Principal has made a partial distribution to participants.
January 30, 2010 ING Program to Help Advisers, TPAs Build Business January 29, 2010 (PLANSPONSOR.com)-ING’s U.S. Retirement Services business has unveiled a business-building program for advisers, consultants, and third-party administrators (TPA) for small- and mid-sized corporate retirement plans. RULES/REGS - January 29, 2010 Treasury, HHS Issue New Rules on Mental Health ParityJanuary 29, 2010 (PLANSPONSOR.com) - The U.S. Departments of Labor, Health and Human Services (HHS), and the Treasury have jointly issued new rules providing parity for consumers enrolled in group health plans who need treatment for mental health or substance use disorders. RULES/REGS - January 29, 2010 Court Allows Annuity Contracts Beneficiary SwitchJanuary 29, 2010 (PLANSPONSOR.com)–A federal judge in Pennsylvania has ruled that a participant in TIAA-CREF annuity contracts met the requirements to change his beneficiary from his ex-wife to his long-time friend. PRODUCTS - January 29, 2010 WisdomTree to Close 10 ETFsJanuary 29, 2010 (PLANSPONSOR.com) - WisdomTree plans to close 10 of its exchange-traded funds (ETFs). HR/BENEFITS - January 29, 2010 Performance-Based Options Grants Still Popular January 29, 2010 (PLANSPONSOR.com) – A new PricewaterhouseCoopers (PwC) study found that performance-based equity compensation continues to gain favor among companies indicating that the health of the markets will determine their future granting practices. HR/BENEFITS - January 29, 2010 Caregivers’ Health Toll Costly for Employers January 29, 2010 (PLANSPONSOR.com)–A new study asserts that caregivers for the elderly suffer more health problems like diabetes or hypertension that can cost employers an additional 8% or $13.4 billion annually to treat. PEOPLE - January 29, 2010 Mercer Names Director of Public FundsJanuary 29, 2010 (PLANSPONSOR.com) - Brian J. Birnbaum, has joined Mercer’s investment consulting business as director of public funds. RULES/REGS - January 29, 2010 Participants not Due Additional Benefits Based on Defective SPDJanuary 29, 2010 (PLANSPONSOR.com) – A federal court has ruled that cash balance plan participants are not due additional benefits because a Summary Plan Description (SPD) failed to inform them of an offset to their benefits calculation. PRODUCTS - January 29, 2010 HR/BENEFITS - January 29, 2010 All Employers Not Rushing to Restore 2009 Pay CurbsJanuary 29, 2010 (PLANSPONSOR.com)–A newly released WorldatWork salary study found that 52% of U.S. employers froze pay last year, while13% instituted pay cuts.
January 29, 2010 (PLANSPONSOR.com)-ING’s U.S. Retirement Services business has unveiled a business-building program for advisers, consultants, and third-party administrators (TPA) for small- and mid-sized corporate retirement plans.
January 29, 2010 (PLANSPONSOR.com) - The U.S. Departments of Labor, Health and Human Services (HHS), and the Treasury have jointly issued new rules providing parity for consumers enrolled in group health plans who need treatment for mental health or substance use disorders.
January 29, 2010 (PLANSPONSOR.com)–A federal judge in Pennsylvania has ruled that a participant in TIAA-CREF annuity contracts met the requirements to change his beneficiary from his ex-wife to his long-time friend.
January 29, 2010 (PLANSPONSOR.com) - WisdomTree plans to close 10 of its exchange-traded funds (ETFs).
January 29, 2010 (PLANSPONSOR.com) – A new PricewaterhouseCoopers (PwC) study found that performance-based equity compensation continues to gain favor among companies indicating that the health of the markets will determine their future granting practices.
January 29, 2010 (PLANSPONSOR.com)–A new study asserts that caregivers for the elderly suffer more health problems like diabetes or hypertension that can cost employers an additional 8% or $13.4 billion annually to treat.
January 29, 2010 (PLANSPONSOR.com) - Brian J. Birnbaum, has joined Mercer’s investment consulting business as director of public funds.
January 29, 2010 (PLANSPONSOR.com) – A federal court has ruled that cash balance plan participants are not due additional benefits because a Summary Plan Description (SPD) failed to inform them of an offset to their benefits calculation.
January 29, 2010 (PLANSPONSOR.com)–A newly released WorldatWork salary study found that 52% of U.S. employers froze pay last year, while13% instituted pay cuts.