Stock Compensation Planning in the Aftermath of the Tax Relief Act
December 27, 2010 (PLANSPONSOR.com) – Those scrambling to deal with the potential implications of a change in tax rates may find the 2010 Tax Relief...
Administration
Saving More a Popular 2011 New Year's Resolution
December 27, 2010 (PLANSPONSOR.com) – A new Harris Poll finds 22% of those surveyed pledging to save more for retirement while 40% have set as a goal saving...
New Trading Records Set for DRs in 2010 Says BNY Mellon
December 22, 2010 (PLANSPONSOR.com) – Depositary Receipts surged to new trading records in 2010, according to a new report.
Private Equity Investors Have High Return Demands
December 21, 2010 (PLANSPONSOR.com) – Demands on private equity portfolios are now higher than ever before relative to public markets, according to a new survey by Preqin, an...
FL Pension Growth Investments Create 176 Jobs
December 20, 2010 (PLANSPONSOR.com) – A report says that while Florida has invested $73 million in pension fund dollars in Florida-based technology companies that have created 176 jobs, it’s...
DB Discount Rate Reductions May Be in Order for 2010
December 17, 2010 (PLANSPONSOR.com) – The range of discount rates being used by defined benefit plan sponsors continues to widen compared with past years with a 2009 range for...
M&I Snapped Up in $4.1B Stock Swap Deal
December 17, 2010 (PLANSPONSOR.com) – BMO Financial Group announced Friday that it will acquire Marshall & Ilsley Corporation (M&I) in a stock-for-stock transaction.
Company Stock 401(k) Holdings Fell Off in 2009
December 17, 2010 (PLANSPONSOR.com) – Participants in 401(k) plans continued to reduce their holdings in their employers’ company stock, according to the latest data from the EBRI/ICI 401(k)...
Report Says Switching to DC Plan Would Cost Nevada
December 16, 2010 (PLANSPONSOR.com) – A report from Segal Company says Nevada’s pension system would pay $1.2 billion more over the next two fiscal years than its current...
Fitch Considers Pension Funding in Government Credit Ratings
December 16, 2010 (PLANSPONSOR.com) – Fitch Ratings said the analysis of long-term obligations, including pensions, is an important part of its rating review for state and local government...
FRC Predicts DCIO Market Growth
December 14, 2010 (PLANSPONSOR.com) – The Financial Research Corporation (FRC) projects asset growth in the DC market will achieve a nearly 12% compounded annual growth rate between 2010...
Boomers in Line for $8T in Inheritance
December 14, 2010 (PLANSPONSOR.com) – Baby Boomers will inherit $8.4 trillion at 2009 levels, with a $64,000 median and $2.4 trillion already having been received.
Mood Brightens Among Money Managers
December 14, 2010 (PLANSPONSOR.com) – Money managers participating in a new Russell Investments poll appear confident in the global economy and its ability to sustain the U.S. equity...
Business Owners not Acting on Lessons Learned from Recession
December 14, 2010 (PLANSPONSOR.com) - New research from the Principal Financial Group finds business protection is the number one business priority of company owners, surpassing health insurance.
CalPERS Sets New Asset Allocation Strategy
December 14, 2010 (PLANSPONSOR.com) – The nation’s largest public pension plan has adopted a new asset allocation strategy it says will position it for better...
CalPERS Placement Agent Recommendations Include Risk Oversight
December 13, 2010 (PLANSPONSOR.com) - The California Public Employees Retirement System (CalPERS) Board of Administration received recommendations from the special review the system initiated to investigate the use...
Illinois TRS to Seek TIPS Manager
December 10, 2010 (PLANSPONSOR.com) - The Board of Trustees of the Illinois Teachers’ Retirement System has authorized a search for an external investment manager to...
TRS Approves Performance Incentive Awards for Staff
December 10, 2010 (PLANSPONSOR.com) - The Teacher Retirement System of Texas (TRS) Trust Fund earned 12.6% for the plan year ending September 30.
Fewer Companies Putting Employer Stock in DB Plans
December 10, 2010 (PLANSPONSOR.com) – According to a recent Towers Watson analysis, the overall trend has been away from holding company securities as pension assets.
New Sunshine State Leader Pushing Pension Cutbacks
December 10, 2010 (PLANSPONSOR.com) – Florida Governor-elect Rick Scott wants to cut $1.4 billion from 2011 taxpayer contributions to the public employee pension program.