We thought you might be interested in seeing some real data trends in regards to how your participants are reacting to the current financial crisis in their retirement plans. Click on this article to see how overall transaction volumes have compared year-over-year in the months of September and October.
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The Profit Sharing/401k Council of America (PSCA) recently launched the restructuring of their 401k.org Web site. The Web site is offered by PSCA as a service to the public to help individuals learn about saving and investing for retirement.
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In an economic environment like this, it can be easy to lose sight of the required fiduciary duties of administering retirement plans.  In these turbulent times, however, it is more important than ever for companies, and the individuals at the company who administer the plan, to focus on these duties.  To assist you, we want to take this opportunity to provide you with some steps you should consider taking with respect to your plans.  In this article, we also stress the importance of the annual participant notices that are required.
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Click here or on the title of this article to access the Economic and Financial Markets Update Center, which now includes a special post-election report on the potential investment implications of a President Obama administration from John K. Lynch, Chief Market Analyst for Evergreen Investments. The site also provides access to comprehensive analysis and commentary from Wachovia’s economists. Click here to sign up to subscribe to these reports directly from Wachovia.com.
 

This month’s Sponsor Excellence case study describes how Brooks Equipment Company provided best-in-class retirement services for its participants through innovation in plan design.  They accomplished this through the implementation of AdviceTrack^®, automatic plan features and online beneficiary maintenance.
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