Products February 8, 2010

RidgeWorth Launches Plan Adviser Web Site

RidgeWorth Investments has launched a new Web site that has an interactive, customizable retirement plan benchmarking tool and general resources that 401(k) advisers can use to help plan sponsors meet their fiduciary duty.
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The plan benchmarking tool combines PLANSPONSOR‘s proprietary Defined Contribution Survey and RidgeWorth’s own research, according to a press release.

The tool can be used by retirement plan advisers to:

  • help a plan sponsor understand how its plan compares to others of similar size as well as overall across the industry,
  • show what plan design features might now be common among its peers, and
  • understand and evaluate the services the plan sponsor currently receives.

“Although we think the plan benchmarking tool is a good start to help retirement plan advisers, we’re not stopping there,” said David Craig, RidgeWorth’s director of Marketing, in the announcement. “During 2010, we plan to add a number of interactive tools to the site, including fee benchmarking for retirement plans and benchmarking an adviser’s practice.” 

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Advisers can access the tools and resources by visiting www.planadvisortools.com.


Deals & People February 8, 2010

Lockton Announces Employee Benefits Practice Chief Consultant

Lissa Thomson has been promoted to senior vice president, chief consultant for Lockton Benefits Group's Southern California operations.
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In this newly created position, Thomson will serve a critical role in driving new business development and providing senior support to Lockton benefits consultants regionwide. She will collaborate with and serve as a resource to Lockton benefits consultants and accounting teams in analyzing benefits needs of clients and formulating creative strategies to evolve their programs, said Jim Czesak, chief operating officer of Lockton Benefits Group’s Southern California operations, in a press release.

Thomson will also continue in her present position as member of Lockton’s national Strategic Initiative Group.

According to the announcement, Thomson is a recognized benefits expert with more than 27 years serving in executive positions at some of the nation’s top consulting brokerage firms. She is frequently invited to speak at industry conferences and events including San Diego Compensation and Benefits Association and regional Risk Insurance Management Society (RIMS) meetings, University Conference Services’ National Health and Welfare Plan Management Conference, and the First Health National Conference.

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