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Deals and People | December 20th, 2010

Lincoln Announces New Distribution Consultant

December 20, 2010 (PLANSPONSOR.com) - Lincoln Financial Distributors, the wholesale distribution subsidiary of Lincoln Financial Group, announced that Bonnie Baker has joined as relationship manager for the Institutional...

Administration | December 20th, 2010

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...

Compliance | December 20th, 2010

OK Lawmakers Form Two Pension Study Panels

December 20, 2010 (PLANSPONSOR.com) – Oklahoma state lawmakers have formed two study panels to come up with ways to deal with the state’s $16-billion pension shortfall.

Benefits | December 20th, 2010

Canadian Study Finds Major Retirement Readiness Problem

December 20, 2010 (PLANSPONSOR.com) – The number of Canadians whose savings won't be enough to replace at least three-quarters of their pre-retirement income will triple over the next...

Compliance | December 20th, 2010

What the Tax Relief Bill Means for You

December 20, 2010 (PLANSPONSOR.com) – While much of the public discussion focused on the expiration of the so-called Bush era tax cuts, the newly signed tax...

Compliance | December 20th, 2010

IRS Publishes Guidance on DB Funding Relief

December 20, 2010 (PLANSPONSOR.com) - The Internal Revenue Service has published guidance on the special rules on funding relief for single-employer defined benefit plans.

Products | December 17th, 2010

Principal Says Payroll Tax “Holiday” an Opportunity to Save

December 17, 2010 (PLANSPONSOR.com) – Not only will your taxes not go up on January 1, those who pay into Social Security will actually get...

Compliance | December 17th, 2010

IRS to Hold In-Plan Roth Rollover Phone Forum

December 17, 2010 (PLANSPONSOR.com) – The Internal Revenue Service has announced plans for a telephone forum to discuss recent guidance on in-plan Roth rollovers for...

Products | December 17th, 2010

Bandon to Launch Alternative Long-Short Fixed Income Mutual Fund

December 17, 2010 (PLANSPONSOR.com) - Bandon Capital Management, LLC, has announced plans to launch its first mutual fund.

Benefits | December 17th, 2010

Sponsors Acutely Aware of Responsibility to Workers

December 17, 2010 (PLANSPONSOR.com) – A new Deloitte survey underscores the extent to which sponsors are increasingly aware of their responsibilities to helping participants save for retirement.

Benefits | December 17th, 2010

Retirement Age Still Getting Pushed Back

December 17, 2010 (PLANSPONSOR.com) – Workers recently polled by AXA Equitable Life Insurance say they anticipate retiring at 61 – four years later than in previous generations.

Compliance | December 17th, 2010

IRS Releases Pay Withholding Change Guidance

December 17, 2010 (PLANSPONSOR.com) – The Internal Revenue Service (IRS) has released instructions to help employers implement the 2011 cut in payroll taxes, along with new income-tax withholding...

Administration | December 17th, 2010

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...

Administration | December 17th, 2010

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.

Benefits | December 17th, 2010

Suspended 401(k) Matches Are Returning

December 17, 2010 (PLANSPONSOR.com) – Of the 14.8% of employers suspending their 401(k) match in recent years, 39.3% have restored them, and another 37.8% are planning to do...

Administration | December 17th, 2010

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)...

Investing | December 17th, 2010

Asia Fund Flows Put at $6.3B

December 17, 2010 (PLANSPONSOR.com) – October mutual fund flows in Asia were US$6.3 billion, according to Strategic Insight (SI) data.

Benefits | December 17th, 2010

VA Government Workers Asked to Pay Into State Plan

December 17, 2010 (PLANSPONSOR.com) – Virginia Governor Bob McDonnell is asking government workers to pay into the state's underfunded pension system for the first time in 27 years.

Benefits | December 17th, 2010

The Most Annoying Word or Phrase is…

December 17, 2010 (PLANSPONSOR.com) – For the second year in a row, the Marist Poll finds that “whatever” is the most annoying word or phrase...

Administration | December 16th, 2010

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...