ftwilliam.com Releases NQDC Plan Document
ftwilliam.com, a plan document and government forms software provider, released its 409A non-qualified deferred compensation plan document.
News
DWS Scudder Rebrands as DWS Investments
DWS Scudder changed its name to DWS Investments, completing a rebranding started two years ago to align with Deutsche Bank Asset Management (DeAM).
TD AMERITRADE Introduces Fixed-Income Investment Tool
TD AMERITRADE Holding Corporation, introduced Bond Wizard, a tool to help investors find bonds and certificates of deposits (CDs) or build a bond ladder.
New Product Connects 403(b) Vendors
se2 (service.end2end), a business technology provider, introduced a fully automated 403(b) solution to help product providers comply with new Internal Revenue Service (IRS) rules.
Business Travel Budgets Tighten
Have you noticed depleting stars from your hotel travel itinerary?
Principal Web Site Complements Participant Magazine
The Principal Financial Group launched a site designed to furnish retirement plan participants with financial tips and tools to help them spend less and save more.
Federal Judge Approves Plan Distribution, Termination
A court ordered that a Dublin, Ohio-based 401(k) plan be distributed to ex-employees.
Equity Allocation Didn’t Matter in Target-Date Q208 Performance
An Ibbotson analysis of target-maturity funds in the second quarter suggested that equity allocation did not have a clear impact on performance.
Wilshire Launches User System for Fixed-Income Analytics Data
Wilshire Analytics launched an application programming interface for its global fixed-income analytics solution.
Wilshire Enhances User Interface with Analytics Data
Wilshire Analytics announced enhancements to the user interface for its integrated collection of tools to manage global equity portfolios for active strategies.
Dow Jones, Brookfield Indexes Gauge Infrastructure Assets
Dow Jones Indexes and Brookfield Asset Management Inc. launched an index to benchmark toll roads, pipelines, and ports.
BNY Mellon Introduces Long/Short Fund Comparison Universe
BNY Mellon Asset Servicing has introduced a 130/30 Large Capitalization Peer Group Universe through its Performance&Risk Analytics (P&RA) product line.
Four Generations Agree: We Need More Advice
A study from Charles Schwab found that across all generations, Americans agree that more financial education is needed.
EBSA Delivers Schedule C FAQs
The DoL issued frequently asked questions (FAQs) yesterday to help navigate fee disclosure requirements for 2009.
EBSA Issues Schedule C Fee Disclosure Guidance
Federal regulators released additional guidance about rules for reporting service provider fees and compensation on Schedule C of Form 5500 for plan years beginning on or after January...