PRODUCTS -
Feb 09, 2010
E*Trade Unveils Portfolio Management Tool
February 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 IRAs
February 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 Reporting
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.
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 Finalists
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.
IMHO -
Feb 08, 2010
IMHO: Goal Lines
February 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 LLP
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.
PEOPLE -
Feb 08, 2010
Cammack LaRhette Expands Business Development Team
February 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 Savings
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.
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 Consultant
February 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 California
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.
PRODUCTS -
Feb 08, 2010
RidgeWorth Launches Plan Adviser Web Site
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.
MARKETS -
Feb 08, 2010
ETFs See Losses in January
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.
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
Mercer Finds Equity Markets End 2009 Strong
February 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 2009
February 8, 2010 (PLANSPONSOR.com) – Bond funds saw inflows of $29
billion in December 2009, according to Strategic Insight, an Asset International
company.