Products October 4, 2011

Cash Balance Analysis Added to Plan Comparison Tool

Flex-Soft Inc. has added a cash balance analysis to its retirement plan comparison tool, PSCnet.
Reported by

Plan sponsors and their advisers will be able to compare plan options side-by-side, with cash balance as a single plan or combined with 401(k) and profit sharing plans. The new functionality is available for no extra fees.  

The Cash Balance Plan analysis tool is also available as a calculator for TPA Web sites.   

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Flex Soft also announced that PSCnet will soon be available as an iPad application.   

More information about Flex Soft and PSCnet is available at http://www.pensiononline.com. 
Deals & People October 4, 2011

FINRA Names Head of Investor Education

The Financial Industry Regulatory Authority (FINRA) selected Gerri Walsh to be President of the FINRA Investor Education Foundation and head of FINRA's Investor Education division. 
Reported by

Walsh will be taking over these two positions from John Gannon, who left FINRA earlier this year.

Walsh joined FINRA in May 2006, serving as Vice President and Deputy Director of Investor Education. In this role, Walsh helped develop and implement many of FINRA’s investor education initiatives and programs, and led outreach efforts for the FINRA Foundation’s Military Financial Education Program and the Investor Protection Campaign.

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Before joining FINRA, Walsh was Deputy Director of the Securities and Exchange Commission’s Office of Investor Education and Advocacy (OIEA) and before that, Special Counsel to the Director of OIEA. She also served as a senior attorney in the SEC’s Division of Enforcement, investigating and prosecuting violators of the federal securities laws.

Prior to joining the SEC, Walsh was an associate with Hogan & Hartson (now Hogan Lovells LLC). She received her JD from NYU School of Law and her bachelor’s degree from Amherst College.

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