Pension Management

The pension area has evolved. Many companies now offer their employees a defined contribution plan for retirement assets named after the Internal Revenue Code Section 401(k) that created the plan. While these plans empower the employee to make their own investment decisions, the treasury manager still has a fiduciary responsibility to educate the employee so they might achieve retirement security. The Internet can be a resource for treasury managers whether their companies offer a defined benefit or defined contribution plan, or both.

The 401(k) Wire - an Electronic Newsletter
The 401(k) Wire is an online-based information service for professionals in the defined contribution market. It is a subscription only service.

The 401k Averages Book
The 401k Averages Book is a source for non-biased, comparative 401(k) average cost and service information. It is designed to help identify the appropriate benchmarks and compare investment, record keeping, loan, trustee and total plan costs.

Plan Sponsor Magazine

Pensions & Investments

Pension Educational Seminar
In today’s business environment, legislative and regulatory mandates, and technological advances are just some of the outside forces that create confusion and challenges for plan administrators and participants alike. You need a strong foundation, a detailed written master plan to follow and dedicated "contractors" with proven track records to help you achieve your goals. Whether you’re looking to break ground with a new plan or raise your existing plan to new heights, the Mid-Sized Retirement and Healthcare Management Conference provides you with a blueprint and the tools to construct a sound, stable retirement program.

Investment Company Institute
The ICI is the national association of U.S. investment companies. Founded in 1940, its membership includes mutual funds, closed-end funds, exchange-traded funds, and unit investment trusts. Membership in ICI is available to any SEC-registered investment company (open-end or closed-end), its investment adviser, and its underwriter.

Profit Sharing Council of America
Since 1947, PSCA is the only association exclusively dedicated to representing the interests of profit sharing/401(k) plan sponsors and participants through our Washington, D.C. office. PSCA Membership gives you the information to achieve your plan’s corporate goals while still meeting your fiduciary obligations.

401(k) Providers
ADP Retirement Services
Aon Consulting
CapTrust Financial Advisors
Charles Schwab Retirement Plan Services
Deutsche Asset Management
Fidelity Investmen®
JP Morgan Institutional Asset Management
John Hancock Financial Services
MassMutual Retirement Services
Mercer HR Services
MFS Investment Management
MUFG Union Bank of California
Prudential Investments
Russell Investment Group
T. Rowe Price Retirement Plan Services
Transamerica Retirement Services
U.S. Bank Institutional Financial Services
The Vanguard Group
Wells Fargo Institutional Trust Services

Council of Institutional Investors
The Council of Institutional Investors is an organization of large public, Taft-Hartley and corporate pension funds which seeks to address investment issues that affect the size or security of plan assets. Its objectives are to encourage member funds, as major shareholders, to take an active role in protecting plan assets and to help members increase return on their investments as part of their fiduciary obligations.

Investor Home - The Home Page for Investors on the Internet
Investor Home includes links and background information for each step in the investment process and all of the major asset classes including stocks, bonds, real estate, venture capital, alternative, and tangible investments. The site also provides quotes and summaries of research from the industry’s most respected sources as well as exclusive Investor Home features including Bulls & Bears, Who’s Who in Investing (with a presence) on the Internet, and Stock Market Anomalies.

Investment Company Institute-Policy Issues
The Investment Company Institute sponsors this website as part of its efforts to enhance public understanding of the investment company industry and the policy issues that affect it, particularly those involving legislation and regulation, the U.S. economy, and retirement security. This page has a search engine for related articles.