Latest News

Administration |

Managed Volatility Investing a Growing Trend

January 10, 2013 (PLANSPONSOR.com) - Managed volatility investment strategies are emerging as a solution for investors looking to protect against future stock market losses, Strategic Insight’s research found.
Administration |

Managed Volatility Investing a Growing Trend

January 10, 2013 (PLANSPONSOR.com) - Managed volatility investment strategies are emerging as a solution for investors looking to protect against future stock market losses, Strategic Insight’s research found.
Compliance |

IRS Forum to Address Tax-Advice Standards

January 10, 2013 (PLANSPONSOR.com) - The Internal Revenue Service (IRS) will hold a free phone forum regarding ethical standards for and accountability of practitioners offering tax advice relating to...
Compliance |

Pension Lump Sums Must Account for COLAs

January 10, 2013 (PLANSPONSOR.com) – Calculations of lump sum pension benefits must take into account cost of living adjustments (COLA) participants would have received if they had taken...
Products |

CAPTRUST Enters 3(38) with Freedom One Deal

January 9, 2013 (PLANSPONSOR.com) - On a steady course of expansion, CAPTRUST Financial Advisors in Raleigh, North Carolina, has acquired Freedom One Financial Group in Clarkston, Michigan.
Compliance |

Puerto Rican Plans Can Sue UBS

January 9, 2013 (PLANSPONSOR.com) – An appellate court has revived a lawsuit brought by two Puerto Rican pension plans against UBS Trust Company of Puerto Rico.
Benefits |

Employees Willing to Engage in Wellness

January 9, 2013 (PLANSPONSOR.com) - The use of account-based plans and health and wellness programs appear to be effective in motivating employees to take action to better understand...