Products June 30, 2009

EBSA Fiduciary Program Heads to "Hotlanta"

The U.S. Department of Labor's Employee Benefits Security Administration (EBSA) is taking its compliance seminar series to Atlanta.
Reported by

According to a press release, “Getting It Right—Know Your Fiduciary Responsibilities,” a free compliance assistance seminar will be held in Atlanta on July 9 at the Federal Reserve Bank of Atlanta, 1000 Peachtree St. N.E.

The seminar is part of EBSA’s national fiduciary education campaign to increase awareness and understanding of basic responsibilities associated with operating private-sector retirement plans. Partners include the American Institute of Certified Public Accountants and the Society for Human Resource Management.

 

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WHEN: July 9, 8:30 a.m. to 4:30 p.m. EDT

WHERE: Federal Reserve Bank of Atlanta, 1000 Peachtree St. N.E., Atlanta, GA

Registration is first-come, first-served, with limited spaces available. All parties who wish to attend should contact Pat Humphlett by e-mail at humphlett.patricia@dol.gov or fax at 202.219.8141.

More information is available here.


Products June 29, 2009

John Hancock Introduces New 401(k) Proposal Package

John Hancock Retirement Plan Services said its new 401(k) proposal package was built to allow financial advisers to highlight elements of particular relevance to a plan sponsor.
Reported by

John Hancock introduced a streamlined proposal that it said is flexible while ensuring all important aspects of a 401(k) plan have been included in the solution, according to a press release.

The proposal and PRIME pitchbook are built around the five PRIME Elements of retirement plan success, a marketing program John Hancock introduced in January.

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