Compliance September 7, 2011

EBSA to Hold Webcast on Participant Fee Disclosure

The U.S. Department of Labor’s Employee Benefit Security Administration (EBSA) is hosting a Webcast to discuss the final rule on improving the transparency of fees and expenses for workers in 401(k)-type retirement plans.
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The Webcast is scheduled for Tuesday, September 13 at 1:00 p.m. EDT.  EBSA will discuss the scope of the new regulation, its content requirements, and the recently extended compliance dates. 

The regulation addresses a plan administrator’s disclosure responsibilities in cases where the plan allows participants to direct their own investments. This includes taking steps to ensure that these participants and beneficiaries are given, or have access to, information they need to make informed decisions and meaningfully compare the investment options under their plan.   

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Deals & People September 7, 2011

Commonfund Names Head of Consultant Relations

Commonfund, an investment manager for institutional investors, has selected Lou Ann Dolan as Managing Director, Group Head of Consultant Relations.
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Dolan will lead a team of Commonfund consultant relationship managers.  

Dolan has more than 35 years of institutional investment experience.  Before joining Commonfund, she worked for the Trust Company of the West, where she was responsible for consultant relations for traditional and alternative investment mandates. Her prior experience has also included J.P. Morgan Investment Management, where she managed a U.S. consultant relations program. Prior to that, she spent over 15 years as an investment consultant, first with William Mercer, Incorporated and then with Callan Associates.    

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Dolan earned a B.A. in French from Ursinus College and an MBA in Finance from New York University.

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