Latest News

Administration |

Phoenix to Acquire Kayne Anderson Rudnick

November 13, 2001 (PLANSPONSOR.com) - Phoenix Investment Partners, Ltd., the asset management subsidiary of The Phoenix Companies, Inc., will acquire a majority interest in Kayne Anderson Rudnick Investment...
Compliance |

Tar Heels Embrace EGTRRA

November 1, 2002 (PLANSPONSOR.com) - Another state has lined its tax provisions up with the pension provisions of last year's tax reform package.
Administration |

Wunderlich Acquires J. Michael-Patrick

November 13, 2001 (PLANSPONSOR.com) - Wunderlich Securities acquired J. Michael-Patrick, an institutional and retail investment boutique specializing in equity research and investment services for pension funds, money managers,...
Compliance |

Firing After Threat No Benefits Conspiracy

November 1, 2002 (PLANSPONSOR.com) - An appeals court has upheld an earlier decision that an accelerated termination following employee threats was no conspiracy to deny benefits, according to...
Compliance |

IRS Puts Out COLA Update

November 1, 2002 (PLANSPONSOR.com) - The Internal Revenue Service has published an update on the 2003 cost-of-living adjustments for a variety of fringe benefits
Compliance |

IRS Proposes Stock Option Regulations

November 13, 2001 (PLANSPONSOR.com) - Employers will not be required to withhold income tax from employees who sell company stock before the expiration of a holding period, according...
Administration |

AIMR Seeks Comments on Global Standards

October 24, 2000 (PLANSPONSOR.com) - The Association for Investment Management and Research (AIMR) wants to know what you think about modifications to its guidelines to make them comparable...
Administration |

Franklin Acquires Fiduciary Trust International

October 25, 2000 (PLANSPONSOR.com) - In yet another investment manager consolidation, Franklin Resources has agreed to acquire Fiduciary Trust Company International in an all-stock transaction valued at approximately...