Wachovia Retirement Services eNews & Views
February 2010 eNews & Views   VOLUME 8 ISSUE 2  
Vol. 8 Issue 2 February 2010

CURRENT ISSUE | ARCHIVE
2010 Webinar Series
 

Stay tuned for an announcement about our next 2010 Webinar coming in April.

Access past Webinar recordings and presentations here
Plan Sponsor Tools and Links

Economic and Financial Markets Update Center

Webinar Resource Center

Plan Sponsor Fiduciary Toolkit
(password = Wachovia2009)

Market Volatility Campaign Center

Retirement Article Center

Access your Plan Sponsor Account

Wachovia.com


Quarterly Participant Newsletter
Click below for the Winter 2010 online edition of Investing in Your Future, our award-winning quarterly participant newsletter.
   > Click here for English 
   > Click here for Spanish
Subscription Center

> Click here to update subscriber information.
Wells Fargo/Wachovia News
Wachovia Retirement Services Becoming Wells Fargo Institutional Retirement and Trust
Over the past year, we have been working hard to combine two world-class retirement organizations to become one of the largest and most respected providers in the industry.  This communication is the first of a series of communications that will detail expanded services, innovative products and system integration efforts.
 full article>
 
In Case You Missed It: The Integration of Our Fund Families Has Begun

Last month, the Boards of Trustees of Wells Fargo Advantage Funds® and Evergreen Funds approved the merger of our fund families and a proposed new fund lineup that will be branded under the Wells Fargo Advantage Funds name.
 full article>
 
Integration Resources

These Web sites are excellent resources for ongoing information and updates regarding the overall Wells Fargo/Wachovia bank integration (as referenced above):

·   Integration Web site

·   Integration Update Newsletters
  
Wachovia Products and Services
Reminder: 2009 Year-End Tax Reporting FAQs
Click on this article for a list of frequently asked questions from plan sponsors about year-end tax reporting.
 full article>
 
Legislative Updates
Final Regulations: New Safe Harbor for Timely Deposit of Employee Contributions to Small Plans

On January 14th, 2010, the Department of Labor (DOL) finalized its proposed regulations creating a safe harbor of seven business days under which participant contributions to small (100 or fewer participants) employee benefit plans will be considered to be contributed timely.
 full article>
 
Industry Insights
EBRI: Older Americans Staying Longer in the Work Force

The labor-force participation rate is increasing for older Americans (age 55 and older) as older workers are faced with higher health costs and economic losses, according to a study published on February 18, 2010, by the nonpartisan Employee Benefit Research Institute (EBRI).
 full article>
 
Investment News
John K. Lynch's 2010 Economic and Financial Outlook

Click here to read the 2010 Economic and Financial Outlook from John K. Lynch, Chief Equity Strategist for Wells Fargo Advantage Funds/Evergreen Funds, and his team. On January 22, John presented his outlook to our plan sponsors during a live Webinar. Click here to access a replay of his Webinar and here for a copy of the presentation.
  
Published by Wachovia Retirement Services
©2010 Wachovia Corporation. All rights reserved.

Recordkeeping, trustee and/or custody services are provided by Wachovia Retirement Services, a business unit of Wachovia Bank, N.A., a Wells Fargo Company. Investments in retirement plans do not guarantee a profit or return of principal. The information contained herein and any information provided by employees and representatives of Wachovia Bank and its affiliates is for educational purposes only and does not constitute investment, financial, tax or legal advice. To the extent that information contained herein concerns tax matters, it is not intended or written to be used, and cannot be used, for the purpose of avoiding penalties that may be imposed by law. This information is general in nature and is not intended to be reflective of any specific plan. Please contact your personal investment, financial tax or legal advisor regarding your specific needs and situation. Please refer to your plan documents for more information about the specifics of your plan.

Investments in retirement plans, other than deposit accounts: NOT FDIC INSURED | NOT BANK GUARANTEED | MAY LOSE VALUE

TELL A FRIEND
RSS Feed
Powered by IMN™