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- Optimizing Portfolio Allocations Using Excess Returns: A Case Study
- This case study is about The Directed Account Plan formerly TWA Pilots. The Directed Account Plan provides participants with a menu of model portfolio multi-manager investment choices. Each multi-manager investment option has a specific objective (e.g. large U.S. growth) and managers in the portfolio all manage their portfolios toward that...
- White papers 2003-01-01
Additional Resources
- 401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2003
- This paper provides an update on 401k plan participants' asset allocations, account balances, and loan activity as of year-end 2003, as measured by the collaborative EBRI/ICI Participant-Directed Retirement Plan database-the world's largest repository of information about individual 401k plan participant accounts. This update tracks the account balances of a large...
- White papers 2004-08-01
- Federal Employees Health Benefits Program: Early Experience With a Consumer-Directed Health Plan
- Since 2003, the Federal Employees Health Benefits Program FEHBP has offered "Consumer-Directed" Health Plans CDHP to federal employees. A CDHP is a high-deductible health plan coupled with a savings account enrollees use to pay for health care. Unused balances may accumulate for future use, providing enrollees the incentive to purchase...
- White papers 2005-11-01
- Self-Directed Accounts: 401 s with a View - k
- 'Brokerage windows' can greatly multiply the investment options in a 401k plan. With Americans participating in the stock market at historic rates, it was probably inevitable that some employees would want the same investment flexibility in their retirement accounts as in their brokerage accounts. In response, a growing...
- Research articles 2000-03-01
- Fidelity Creates Reward Card: Families can direct up to 2% back into a 529 account ew products are seen from FAME, ING, Brinker, Manulife and American Express Financial Group.
- * Fidelity and MBNA launched a new college-savings reward credit card that allows families to earn 2% back on all eligible purchases, which can be directed into a Fidelity-managed 529 plan account. With no limit on the rewards dollars cardholde ...
- Research articles 2003-04-01
- Retire When You Want To
- Yes, it's possible — if you make a few smart moves while you're working and reconsider where you'll live once you stop. Well, yes, we have. And it’s still...
- Articles 2009-06-29
- Defined Contribution: Colorado to add investment options ; County officials plan is creating a third tier of investments.(Brief Article)
- DENVER -- The Colorado County Officials and Employees Retirement Association expects to create a third tier of investment options and by September add a self-directed brokerage account to its 401a and 457 plans, said Jay Shoemaker, executive secret DENVER -- The Colorado County Officials and Employees...
- Research articles 2000-06-12
- SHPS Expands Retiree Healthcare Solution to Public Sector Employers; Consumer-Directed Retiree Health Plans™ Address GASB 45 Valuation Concerns
- LOUISVILLE, Ky. -- SHPS, a leading Integrated Health Management provider, announced today the expansion of its Consumer-Directed Retiree Health Plan (CDRHPTM) solution to public sector employers, who continue to battle with concerns over the Government Account Standards Board GASB requirement under Rule 45 that requires them to account for unfunded...
- Research articles 2006-03-02
- Hirings.(American Chemistry Council, Strong Retirement Plan Services, several briefs)
- American Chemistry Council ARLINGTON, Va. -- American Chemistry Council hired Strong Retirement Plan Services as semibundled provider for its $25 million 401k plan, said Angela Spicer, vice president of human resources. Strong replaces bundled provider Merrill Lynch; Ms. Spicer declined to say why...
- Research articles 2001-08-06
- TriZetto Teams with ACS to Provide Health Savings Accounts to Its Health Plan and Benefits Administrator Customers; ACS Mellon HSA Solution Part of TriZetto's Comprehensive Consumer-Directed Healthcare Services
- NEWPORT BEACH, Calif. and DALLAS -- The TriZetto Group, Inc. (NASDAQ: TZIX) and Affiliated Computer Services, Inc. (NYSE: ACS) today announced an alliance to provide integrated health savings account HSA processing. Through its relationship with Mellon Financial Corporation, ACS is a leading provider in HSAs, offering a complete range of...
- Research articles 2005-11-15
- PROVIDING ACCESS: Union local provides computer kiosks.(Brief Article)
- The Sheet Metal Workers International Association Local 25 union hall in Carlstadt, N.J., has the typical appointments save for three - three computer kiosks for members to review their defined contribution plan accounts. When plan trustees decided to switch to a member-directed defined ...
- Research articles 2001-04-16
- Planning an Advertising and Communications Campaign
- Any communications campaign must have clear, measurable objectives. This is true whether the campaign is designed to communicate product benefits or to support an event. In order to achieve these objectives, a campaign requires careful planning. There are eight main stages to consider, from defining the target market to setting...
- Articles 2007-02-15
- Staying on Top of Recession, Wal-Mart Adds Tesco-esque Financial Services
- In the midst of a recession it is handling pretty well, Wal-Mart is establishing a financial services program for its customers with a particular emphasis on lower income consumers who might not have a checking account. The move in financial services calls to mind Tesco in the...
- Blog posts 2009-02-18
- Exclusive look at Apple's new iPod touch-based EasyPay checkout
- By Gary Allen, ifoAppleStore, Special to AppleInsiderPublished: 09:05 AM EST Related AppleInsider articles:Apple stores upgrading from Windows-based...Photos reveal spacious interior of second...Apple curbing retail expansion as segment...Apple stores to ditch Windows EasyPay systems...Hot Popcorn movies app to offer native ticket...ifoAppleStore Within two weeks, Apple stores will begin retiring their current...
- News items 2009-11-03
- Victorian Government Launches Motorcycle And Scooter Safety Initiative
- VICTORIAN ROADS AND PORTS MINISTER Tim Pallas has today announced a new action plan targeting the safety of motorcyclists and scooter riders. The plan, which will be implemented over the next four years, will seek to significantly reduce numbers of fatalities and injuries sustained by motorcycle and scooter riders on...
- News items 2009-09-02
- Health Savings Accounts: Much Ado About Nothing
- Perhaps because the Republicans are now in the minority, their favorite reform ideaâ€"consumer-directed health plans CDHPsâ€"has not attracted much attention lately. But a new proposal in the U.S. Senate to put new limits on health savings accounts HSAs might revive this debate. As you’ll recall, CDHPs combine...
- Blog posts 2009-06-29
- Telefonica SA Q3 2007 Earnings Call Transcript
- Question-and-Answer Session Operator [Operator Instructions]. The first question comes from the line of Damien Maltarp [Cazenove]. Please go ahead with your question. Damien Maltarp - Cazenove Thanks very much, Damien Malta from Cazenove. Two questions, firstly just on the restructuring provision that you guided for the...
- Earnings calls 2007-11-12
- Lessons from the field - Effective Sales Management: Short and Long-term Planning, Forecasting, and Expense Budgeting - Part 2 of 2 - By John Hogan
- Lessons from the field - Effective Sales Management: Short and Long-term Planning, Forecasting, and Expense Budgeting - Part 2 of 2 - By John Hogan 'The budget evolved from a management tool into an obstacle to management.' Frank C. CarlucciCarlucci has had a very diverse career, having served as US...
- News items 2009-08-10
- Judge Will Not Sign Off on BofA, SEC Bonus Pact
- By Jonathan Stempel NEW YORK (Reuters) - A federal judge refused to approve a proposed settlement between the U.S. Securities and Exchange Commission and Bank of America Corp BAC over the payment of bonuses to Merrill Lynch & Co employees, saying he was unable to determine if it was fair...
- News items 2009-08-10
- Avoiding Investment Advice Hazards
- It has been widely observed that most participants of the participant-directed retirement accounts are not aware about the investment management procedures. As a result, plan sponsors and providers are increasing the investment services for plans and participants, including investment advice. The last few decades, have been witness to a debate...
- White papers 2004-04-01
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