Latest News

Investing |

April Tough for Canada's Mutual Funds

May 13, 2002 (PLANSPONSOR.com) - Things got ugly for Canadian mutual funds in April with 73% losing value and the median fund showing a -1.7% return, according to...
Products |

Morningstar to Enter Index Game

December 17, 2001 (PLANSPONSOR.com) - Morningstar, Inc is going into the index business and plans to launch a family of style-based equity indexes to serve as tools for...
Administration |

First Republic Bank Buys Investment Firm

December 17, 2001 (PLANSPONSOR.com) - San Francisco-based First Republic Bank, a provider of private banking, investment management and trust services announced that is has reached an agreement to...
Products |

National Bank Revamps Pension Offering

December 17, 2001 (PLANSPONSOR.com) - National Bank Trust has added new investment vehicles to its group pension plan product offering and has entered into an agreement with Industrial...
Products |

Wall Street Access Expands Options Platform

December 17, 2001 (PLANSPONSOR.com) - Brokerage firm Wall Street Access has launched a new suite of data products and analytical tools for options traders through a partnership with...
Compliance |

NC Workers Denied Again

December 5, 2002 (PLANSPONSOR.com) - Workers in North Carolina, fighting to have $151 million in withheld pension funds returned to them, have lost their appeal to the state...
Compliance |

Workers File Suit over Overtime Pay

December 17, 2001 (PLANSPONSOR.com) - A group of Southern California Gas Company employees filed a proposed class action lawsuit against their employer, claiming that the gas distributor required...
Compliance |

DoL Allows Summarized SBDA Accounting

December 17, 2001 (PLANSPONSOR.com) - Plan sponsors with self-directed brokerage accounts got a break when Department of Labor (DoL) officials said they could lump together assets held through...
Products |

Wells Fargo Introduces Online Pension Tool

December 5, 2002 (PLANSPONSOR.com) - Wells Fargo has introduced Retirement Pay Plans, a new lump sum feature to its Web-based business portal for pension payments and plan administration.
Products |

E&Y Offers New Web-based Advice Tool

December 5, 2002 (PLANSPONSOR.com) - Ernst & Young LLP has launched a new Web-based financial advice and planning tool for employers looking to offer their employees access to...
Products |

Schwab To Offer Advisor Trustee Services

November 29, 2000 (PLANSPONSOR.com) - Schwab Institutional has launched Administrative Trustee services on a pilot basis, allowing independent investment advisors to deliver trust administration services while maintaining investment...