Latest News

HR/BENEFITS - 03, 2010
“Little” Movement in Jobs Picture in August

September 3, 2010 (PLANSPONSOR.com) – The Labor Department said that August’s unemployment numbers were “changed little”, but the change wasn’t good. 

RULES/REGS - September 03, 2010
IRS Publishes New Health Care Reimbursement Guidance

September 3, 2010 (PLANSPONSOR.com) – The Internal Revenue Service (IRS) has issued some new guidance on provisions added by the Patient Protection and Affordable Care Act. 

HR/BENEFITS - September 03, 2010
Cash Balance Plans Have Risk Mitigation Challenges

September 3, 2010 (PLANSPONSOR.com) – Plan sponsors who move to a cash balance plan from a traditional defined benefit (DB) program may not always realize they are trading interest rate risk for investment risk.

HR/BENEFITS - September 03, 2010
Satisfied at Work, Despite Retirement Worries

September 3, 2010 (PLANSPONSOR.com) – A Labor Day survey conducted by StrategyOne indicates that while the vast majority of American workers are satisfied with their jobs, nearly two thirds doubt they will ever be able to retire.

RULES/REGS - September 03, 2010
PBGC Plan to Bolster NC Firm’s Pension Program

September 3, 2010 (PLANSPONSOR.com) – The Pension Benefit Guaranty Corporation (PBGC) has announced an agreement with sock maker Gold Toe Moretz Holdings Corp. to shore up the pension plan of more than 370 former workers at the company's shuttered plant in Burlington, North Carolina.

HR/BENEFITS - September 03, 2010
PwC Report Touts Employer Benefits of EGWP + Wrap

September 3, 2010 (PLANSPONSOR.com) – Employers providing prescription drug benefits to Medicare-eligible retirees could enjoy “a potentially significant savings opportunity” with a particular plan configuration called EGWP + Wrap, according to a new PricewaterhouseCoopers (PwC) report.

MARKETS - September 03, 2010
July Fund Inflows Pegged at $15.4 billion

September 3, 2010 (PLANSPONSOR.com) – Stock and bond funds experienced net inflows of $15.4 billion in July, according to the latest Financial Research Corporation (FRC) data.

FINANCE - September 03, 2010
Ten-Year Global Retirement Asset Growth Seen at 66%

September 3, 2010 (PLANSPONSOR.com) – The next 10 years should bring a 66% increase to the global retirement market despite the effects of the current worldwide financial crisis, according to a new Allianz report.

FINANCE - September 03, 2010
SEC Issues Report on Moody’s Probe

September 3, 2010 (PLANSPONSOR.com) – The Securities and Exchange Commission (SEC) has issued a report about its probe into Moody's Investors Service (MIS) that cautions credit rating agencies about deceptive ratings conduct.

FINANCE - September 03, 2010
SEC Adopts Temporary Muni Adviser Registration

September 3, 2010 (PLANSPONSOR.com) – The Securities and Exchange Commission (SEC) has adopted a temporary rule requiring municipal advisers to register with the SEC by October 1.

RULES/REGS - September 03, 2010
Court Dismisses FA Suit over Merrill WealthBuilder

September 3, 2010 (PLANSPONSOR.com) – Merrill Lynch’s WealthBuilder Plan did not violate the Employee Retirement Income Security Act (ERISA) because it was a top-hat plan, a federal judge ruled in throwing out a proposed class-action lawsuit by three financial advisers against the company.

FINANCE - September 03, 2010
New York CRF Lowers Return Rate Assumption

September 3, 2010 (PLANSPONSOR.com) – The New York State Common Retirement Fund (CRF) has lowered its assumed investment return rate from 8% to 7.5% as part of a series of moves to deal with continuing market volatility.

RULES/REGS - September 02, 2010
Comments Endorse Fee Disclosure Flexibility, Additional Compliance Time

September 2, 2010 (PLANSPONSOR.com) – A selection of the 44 comments received by the U.S. Department of Labor (DoL) about its pending fee-disclosure rule shows broad support for the rule’s intent, but continued pressure for more regulatory flexibility and time to comply.

PRODUCTS - September 02, 2010
The Principal Finds Text Messages Inspire Retirement Savings

September 2, 2010 (PLANSPONSOR.com) – One year after launching a text messaging service for retirement plan participants, The Principal has released data indicating it has improved savings rates and asset allocation.

HR/BENEFITS - September 02, 2010
Financial Stress Calls Employees to Action

September 2, 2010 (PLANSPONSOR.com) – An analysis from Financial Finesse finds employees reported more financial stress in Q2 2010, but instead of retreating in fear, they were called to action.

PRODUCTS - September 02, 2010
Calculator Helps Small Businesses Calculate Tax Credits from Health Reform

September 2, 2010 (PLANSPONSOR.com) - Tax Credits, LLC has launched the Small Business Tax Credit Calculator to enable small businesses, accountants, tax preparers, payroll administrators, and benefits professionals to calculate exact health care tax reform tax credit data.

PRODUCTS - September 02, 2010
Gallagher & Co. Adds New York Consultant to Its Stable

September 2, 2010 (PLANSPONSOR.com) – Arthur J. Gallagher & Co. has acquired Old Greenwich Consulting Group in New York.

HR/BENEFITS - September 02, 2010
For Willing Survey Respondents, It’s in the Genes

September 2, 2010 (PLANSPONSOR.com) – A new academic study has given employers a few hints on what makes people willing to complete a survey – on issues such as leadership or workplace stress for example – but it doesn't give all the answers.

HR/BENEFITS - September 02, 2010
Economy Drives Employer Health Coverage Cutbacks

September 2, 2010 (PLANSPONSOR.com) – Driven by cost pressure from the down economy, thirty percent of employers in a new poll said they have cut their health benefits or stepped up cost-sharing, while 23% said they are asking employees to pay more for coverage.

HR/BENEFITS - September 02, 2010
CBIZ Small Business Employment Index Shows Signs of Caution

September 2, 2010 (PLANSPONSOR.com) - The CBIZ Small Business Employment Index for August decreased by 1.01%.

FEATURES

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Winning Ways: The New Fiduciary

 

PLANSPONSOR's 2010 Recordkeeping Survey can be viewed HERE.

Jim_Lyday

Interview with Jim Lyday


PLANSPONSOR National Conference Interview with Jim Lyday, Senior Vice President, Prudential Retirement about what’s next for defined contribution plans, the implications for retirement plan design, and Prudential’s philosophy on retirement income.
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Interview with Pat Kendall


Part 2 of an interview with Pat Kendall, Defined Benefit and TRO Practice Leader, Diversified Investment Advisors, about the trends and motivations behind total retirement outsourcing.
PSNC10 Featured

2010 PLANSPONSOR National Conference

 

Helping you build a better retirement plan 

PLANSPONSOR’s National Conference was better than ever this year!  Check out the photo gallery from this year's sold out event - and stay tuned for updates on the schedule/location for 2011!

 

PRP Slide Homepage

Need a Retirement Plan Adviser?

Advisers who have earned the PLANSPONSOR Retirement Professional (PRP) designation have demonstrated the level of experience, expertise, and commitment that can help make your retirement plan live up to its potential.

 

Get connected with the best.   Find a PRP near you here.

Talking Points Podcast

This Week: 403(b) Advice

The Principal's Aaron Friedman discusses opportunities for retirement plan advisers at 403(b) plans.

Pat Kendall Interview

PLANSPONSOR interview with Pat Kendall, Defined Benefit & TRO Practice Leader, Diversified Investment Advisors.

Free Informational Webcast

Pathfinder Search & Benchmarking Services

Find out how PLANSPONSOR's Pathfinder Search & Benchmarking Services can help you.  Register today for a FREE informational webcast:  Tuesday, June 1 at 12:00 pm, Friday, June 18 at 2:00 pm,  and Wednesday, June 30 at 1:00 pm

David Musto Interview

Insights from David Musto, Managing Director, DC Investment Solutions, J.P. Morgan, about the emerging trends in the defined contribution space, and lessons learned from the financial crisis.





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