Schwab Sees More Rolling Into IRAs
March 17, 2010 (PLANSPONSOR.com) - Data from Charles Schwab shows that more people are rolling 401(k) savings into an IRA when leaving a job.
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Have You Been Duped by the "Dirty" Dozen?
March 16, 2010 (PLANSPONSOR.com) – As the April 15 tax filing deadline nears, the Internal Revenue Service has issued its 2010 “dirty dozen” list of tax...
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Consultancy Expands With Fiduciary Fitness Review
March 16, 2010 (PLANSPONSOR.com) – An Illinois-based retirement plan consulting firm has introduced a Fiduciary Fitness Review for plan sponsors.
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Callan Enhances Performance Evaluation Program
March 16, 2010 (PLANSPONSOR.com) - Callan Associates’ Performance Evaluation Program (PEP) has new features and data in its reporting platform.
Long-term Public Pension Plan Returns Beat Assumptions
March 16, 2010 (PLANSPONSOR.com) – A recent review of empirical data by the National Association of State Retirement Administrators (NASRA) finds that since 1985 - a period that...
Survey Finds Fund Managers Shifting Focus Away from Europe
March 16, 2010 (PLANSPONSOR.com) - Investors have recovered their bullishness towards equity markets but are shifting their focus away from Europe and into the U.S. and Japan, according...
UK Pensioners Living Abroad Lose Appeal for Pension Increases
March 16, 2010 (PLANSPONSOR.com) - More than half a million UK pensioners living in other countries will continue to have their pensions frozen, a European Court has ruled.
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Post-recession Employees Want Long-term Job Commitment
March 16, 2010 (PLANSPONSOR.com) – In stark contrast to earlier Towers Watson Global Workforce Studies, the 2010 results indicate that U.S. employees have dramatically lowered their career and...
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Vanguard Adds New Actively Managed Stock Fund
March 16, 2010 (PLANSPONSOR.com) - Vanguard is adding to its family of 30 actively managed stock funds the Vanguard Explorer Value Fund, which focuses primarily on stocks of...
Employee's Own Testimony Can Help Prove FMLA Eligibility
March 16, 2010 (PLANSPONSOR.com) – A federal appellate court has ruled that an employee's own testimony can be used in conjunction with medical evidence to prove eligibility for...
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Recession Causes Confusion over How to Save for Retirement
March 16, 2010 (PLANSPONSOR.com) – A survey from COUNTRY Financial reveals that 41% of respondents report they are more confused about how to save for retirement after weathering...
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Could the PPA Have Hurt Corporate Pensions' Recovery?
March 16, 2010 (PLANSPONSOR.com) – A new analysis suggest that passage of the Pension Protection Act in 2006 led corporate plan sponsors to turn away from equities during...
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Employers Say Health Care Reform Won't Improve Costs
March 16, 2010 (PLANSPONSOR.com) – A recent survey finds employers generally support health care reform efforts, but have little faith the current effort will improve costs.
Financial Engines Opens NASDAQ – Remotely
March 16, 2010 (PLANSPONSOR.com) – A firm perhaps still best known for its online advice will celebrate its initial public offering (IPO) by ringing the NASDAQ...
TMRS Taps Gavia as Executive Director
March 16, 2010 (PLANSPONSOR.com) – Ultimately, the Texas Municipal Retirement System (TMRS) Board didn’t have to look far for its new Executive Director.
Senate Passes Bill to Expand 401(k) Roth Access, But…
March 16, 2010 (PLANSPONSOR.com) - A legislative amendment could make it easier for participants to do a Roth conversion within a 401(k) plan – but not...
TIAA Traditional Annuity not Exempt from Reporting
March 16, 2010 (PLANSPONSOR.com) – The U.S. Department of Labor has issued an Advisory Opinion saying the Traditional Annuity offered by TIAA-CREF is not a fully allocated contract...
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TIAA-CREF Gives Web Site a Makeover
March 16, 2010 (PLANSPONSOR.com) – TIAA-CREF.org has new features the firm said will enable clients access its offerings more conveniently.
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New Option Designed to Help Retirement Income be “Shown, Known and Guaranteed”
March 16, 2010 (PLANSPONSOR.com) – Plan sponsors looking for a retirement income solution have another option to consider.
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ftwilliam.com joins Wolters Kluwer Portfolio
March 15, 2010 (PLANSPONSOR.com) - Wolters Kluwer Law & Business has acquired ftwilliam.com.