Latest News

Compliance |

DoL Lowers Another Advice Barrier

December 27, 2001 (PLANSPONSOR.com)- The Department of Labor (DoL) took another step toward expanding participant advice options recently, issuing an advisory opinion that removes some of the economic...
Compliance |

IRS Rolls Out Expanded ?Safe Harbor? Guidelines

December 27, 2001 (PLANSPONSOR.com) - The Internal Revenue Service (IRS) has released updated guidelines on providing "Safe Harbor Explanations" about rollovers as recently expanded by the Economic Growth...
Administration |

Putnam Scandal Outflows Continue

December 3, 2003 (PLANSPONSOR.com) - The tidal wave of departing assets from embattled Putnam Investments continued with word that a large UK company and a state of Indiana...
Investing |

FTSE Does UK Index Series Housecleaning

March 12, 2003 (PLANSPONSOR.com) - As part of its routine quarterly housekeeping chores on its FTSE UK Index Series, the FTSE Group is swapping four companies from its...
Investing |

FTSE Does UK Index Series Housecleaning

March 12, 2003 (PLANSPONSOR.com) - As part of its routine quarterly housekeeping chores on its FTSE UK Index Series, the FTSE Group is swapping four companies from its...
Administration |

CalPERS Must Disclose VC Information

November 15, 2002 (PLANSPONSOR.com) - California Public Employees' Retirement System (CalPERS) will have to reveal performance data on the $19 billion tied to private investments it previously claimed...
Administration |

Large Plan Assets Fell in 2000: CIEBA

November 27, 2001 (PLANSPONSOR.com) - Hampered by equity market volatility, year-end assets in defined contribution (DC) plans fell by 8%, compared to 3% for defined benefit (DB) plans...
Compliance |

Annuity Tax Structure Legislation Introduced

November 27, 2001 (PLANSPONSOR.com) - House Ways & Means Committee members Representatives Phil English (R-Pennsylvania) and Karen Thurman (D - Florida) introduced the Lifetime annuity Payout (LAP) Act,...