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U.S. Bancorp Gives K Nod to ExpertPlan

July 10, 2001 (PLANSPONSOR.com) - U. S. Bancorp has selected ExpertPlan to provide an online 401(k) that will be offered through its banking and retail brokerage subsidiaries, U.S....
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Mellon Merger Creates "New" Benefits Provider

July 10, 2001 (PLANSPONSOR.com) - Mellon Financial Corporation will now face the competitive battles over providing pension and health benefits with a new warrior: Mellon Employee Benefit Solutions...
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NYLBS Unveils Participant Ed Workshops

July 10, 2001 (PLANSPONSOR.com) - New York Life Benefit Services (NYLB) has introduced a series of educational seminars on investing and financial-planning topics for retirement plan participants.
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FTSE Names FTSE4Good Constituents

July 10, 2001 (PLANSPONSOR.com) - Equity index specialist FTSE announced the names of the constituents in its FTSE4Good index series for socially responsible investing, which will go live...
Administration |

Oppenheimer Snags Tremont

July 10, 2001 (PLANSPONSOR.com) - Oppenheimer Acquisition Corp., parent company of OppenheimerFunds, has signed a definitive agreement to acquire Tremont Advisers, an investment services provider specializing in hedge...
Benefits |

SIMPLE IRA Plan Growth Slowing

October 5, 2001 (PLANSPONSOR.com) - The number of SIMPLE IRA plans rose 11% in the first six months of 2001, while the number of participants increased by 15%,...
Administration |

Few Minorities Named CFO

May 10, 2001 (PLANSPONSOR.com) - The rise of minorities to top finance positions has been very slow, according to a survey of US corporations.
Compliance |

PWBA Publishes 5500 Troubleshooter's Guide

May 10, 2001 (PLANSPONSOR.com) - The Labor Department's Pension and Welfare Benefits Administration has released the Troubleshooter's Guide to Filing the ERISA Annual Report (Form 5500).
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NYLB Provides Online Guidance for Participants

May 10, 2001 (PLANSPONSOR.com) - New York Life Benefit Services LLC (NYLB) introduced Retirement Strategist, an online guide that allows 401(k) plan participants to evaluate their investments and...
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Staff Development System Introduced

May 10, 2001 (PLANSPONSOR.com) - Technologies, Inc. has introduced an online career development application targeting both the employer and the employee.