If you are a retirement plans provider - and a CFDD subscriber - you can post press releases, product enhancements and news about your retirement plan programs and operations on the CFDD's site. Click the SUBMIT button below to post your information.

As a safeguard, the CFDD recommends virus scanning all documents downloaded from this area.
Release date	Posting	Click below to download
11-4-2005	Ameriprise Retirement Services: News New White Paper by Fred Reish Explores Emerging Fiduciary Responsibilities and Challenges
10-11-2005	Center for Due Diligence Big Picture Themes & Introductory Comments To The CFDD’s 2005 Advisor Conference
9-14-2005	Fidelity Investments Selling Fidelity Advisor 401(k) has never been easier.
9-8-2005	John Hancock Retirement Plan Services JHancock CFDD Conference Wraparound/Sponsorship Activities
6-20-2005	The McHenry Group McHenry's CFDD Advisor Conference Wraparound Activity
5-21-2005	McHenry Consulting/Phil Chiricotti No Substitute For Networking
5-19-2005	CFDD Letter to the Editor@Investment News Rebuttal To "80% of 401k Plans Are Overpriced"
3-1-2005	McHenry Consulting/Donald Trone The Poorly Regulated Investment Consultant Profession
10-4-2004	Scudder Investments: Scudder ChoicePlan Scudder Investment launches Scudder ChoicePlan, its expanded retirement plan solution for small and growing businesses. It offers large plan features at small plan costs.
9-16-2004	McHenry Consulting/Gail Weiss & Assoc. Weiss/McHenry Report on Retirement Plan Fund Trading
9-8-2004	CFDD/McHenry Guest Arcticle New Business Model for 401k Advisory Services
8-31-2004	Littler Mendelson SEC Turns Up The Heat On 401(k) Fiduciaries
7-13-2004	Unified Trust Company Revenue Sharing Aspects of Qualified Retirement Plan Management
7-13-2004	Center for Due Diligence NEW RETIREMENT PLANS BUSINESS MODELS: Adapt & Grow or Die
7-13-2004	GoldK Crossing the Line: Managing Fiduciary Responsibilities of Financial Advisors & Avoiding Prohibited Transactions
7-18-2003	Franklin Templeton Investments Franklin Templeton Investments Announces Availability of Third Quarter Retirement Sales Brochure.
7-18-2003	Franklin Templeton Investments Franklin Templeton Investments Receives Association of Graphic Communications Achievement Award.
7-18-2003	Franklin Templeton Investments Franklin Templeton Investments Receives Association of Graphic Communications Achievement Award.
5-28-2003	BISYS TPA Program Quick Reference Guide
5-6-2003	Franklin Templeton Investments Franklin Templeton Investments Announces Availability of Second Quarter Retirement Sales Brochure.
5-4-2003	Wachovia & PFPC Wachovia Retirement Services Acquires PFPC Retirement Services
5-3-2003	ADP & Scudder New Possibilities
5-3-2003	ADP & Scudder ADP & Scudder Form Alliance To Offer Comprehensive Benefits Solutions
3-31-2003	ING Introducing Portflio Blueprint With Investment and Fiduciary Solutions from Morningstar, LLC, Access to Morningstar provided by ING
3-26-2003	Franklin Templeton Investments The Life of Your Plan campaign provides financial advisors information and tools on the various stages in the lifecycle of a retirement plan.
3-4-2003	ING ING & Morningstar Announce Advisory Service
2-4-2003	ING ING adds the American Funds to their DC Plan Programs
11-26-2002	Franklin Templeton Investments Franklin Templeton Renews Agreement with Morningstar, Makes Morningstar® ClearFuture® Guidance Available to 868,400 Retirement Plan Participants
11-26-2002	Franklin Templeton Investments Franklin Templeton Investments announces new campaign to help financial adviosrs increase assets under management in retirement plans.
10-14-2002	Franklin Templeton Investments Enhancements to Defined Contribution Services' Web site, timetoinvest.com.
10-2-2002	Franklin Templeton Investments Franklin Templeton Investments announced the availability of its new "Plan Sponsor Seminar" kit for financial advisors.
8-30-2002	Franklin Templeton Investments Franklin Aims at Nabbing 401(k) Rollover Business
8-23-2002	Larkspur Data Larkspur announces release of new qualified plan prospecting database.
8-13-2002	Fidelity: Premium Service Program Fidelity’s latest Premium Service Program announcement gives retirement advisors looking to reduce administrative distractions and enhance their expert reputations more to think about.
8-13-2002	Fidelity: Premium Service Program Fidelity’s latest Premium Service Program announcement gives retirement advisors looking to reduce administrative distractions and enhance their expert reputations more to think about.
5-23-2002	Delaware Investments A Revival at Delaware Investments: Delaware is charging back with a new CEO and a revamped strategy.
4-24-2002	Pioneer MultiCharter 401(k) Plan Pioneer announces new enhancements to popular MultiCharter Rrogram.
4-9-2002	ING Aetna Financial Services As of May 2002, ING Aetna Financial Services will be referred to as ING.
3-28-2002	Fidelity Investments Premium Service Program Exciting enhancements to help you build lasting relationships and achieve greater success in 2002.
3-20-2002	KeyCorp's McDonald Investments McDonald Broker Recognized For Innovative Business Model
3-6-2002	Evergreen 401(k)Now Evergreen Connect k is now available to companies with pre-existing 401(k) plans. Previously, Evergreen Connect k was available only to start-up 401(k) plans.
3-5-2002	MassMutual Financial Group MassMutual Retirement Services integrates Morningstar* into their participant website, enrollment process and telephone voice response service.
3-5-2002	MassMutual Financial Group MassMutual Retirement Services adds four new offerings to their Retirement Plans Investment Menu and changes two fund managers.
2-8-2002	Pioneer Investments Manager of Pioneer High Yield Fund Honored by Morningstar
2-7-2002	Pioneer Investments Pioneer launches Uni-K calculator on Advisor site
2-6-2002	Evergreen/First Union Develops Nowtrac(k) Evergreen 401(k)Now announces the development of a unique and proprietary recordkeeping system, coined “Nowtrac(k),” that uses the WYSTAR platform as its foundation.
1-30-2002	CDC IXIS Asset Management Advisors Group CDC IXIS Asset Management Advisors Group announced the 401(k) Partners Program, offering plan sponsors and financial advisors one point of access to investment management expertise and record keeping
1-23-2002	Merrill Lynch Retirement Group Key Hires Appointments Reaffirm Commitment To Retirement Business
1-11-2002	Merrill Lynch Retirement Group Enhancements, Recognition & Awards
1-10-2002	Franklin Templeton A Perspective From Franklin Templeton Investments: CALL IT A DOWNTURN. CALL IT A RECESSION. CALL IT AN OPPORTUNITY.
11-16-2001	New York Life Investment Management Plan Sponsor Magazine 2001 Survey Results for NYLIM; high marks in 16 categories
11-15-2001	New York Life Investment Management New York Life Investment Management Earns 401kExchange’s Highest Ratings Among Plan Sponsors
11-14-2001	New York Life Investment Management New York Life Investment Management Named Top-Rated 401(k) Provider in Seven Categories
11-1-2001	Great-West Life & Annuity Insurance Company Great-West announces alliance with 401kExchange to market its qualified 401(k) plan features and services to prospective employers and brokers.
11-1-2001	Evergreen 401(k)Now First Union's (NYSE:WB) Benefit Services Group launched an innovative, cost-efficient, internet-based 401(k) product called "Evergreen Connect k" that is accessible at www.EvergreenConnectk.com.
10-16-2001	Merrill Lynch Merrill Lynch Expands Its Commitment To Small & Mid-Sized Retirement Plans
9-19-2001	New York Life Investment Management DB Complete, NYLB’s Bundled Pension Product, Celebrates Its Fifth Year
9-3-2001	New York Life Investment Management Pensions & Investments article highlights selection of NYLIM by Tower Automotive for 401(k) plan; includes quotes from consultants at McDonald Investments
8-31-2001	New York Life Investment Management Tower Automotive Chooses New York Life Benefit Services to Manage Its 401(k) Plan
7-26-2001	New York Life Investment Management Virginia International Terminals Appoints New York Life Benefit Services to Run its Pension Plan
7-24-2001	Great-West Life & Annuity Insurance Company Great-West announces new alliance with 401konnect.com to provide registered brokers access to information regarding Great-West’s 401(k) products using Konnect’s online RFP service.
7-10-2001	New York Life Investment Management New York Life Benefit Services Introduces Educational Seminar Series
6-7-2001	New York Life Investment Management New York Life Benefit Services Introduces Website Enhancements
5-22-2001	New York Life Investment Management New York Life Benefit Services Scores 100 Percent With Clients
5-15-2001	New York Life Investment Management Dynetics Chooses New York Life Benefit Services To Manage Three Benefit Plans
2-28-2001	Evergreen 401(k)Now First Union's retirement Benefit Services Group (BSG) won a Charlotte Addy® Award for its recently created CD-ROM tour, titled "The CIC Experience."
2-13-2001	Evergreen 401(k)Now Ranking as a retirement-services industry leader, First Union's rapidly-growing retirement Benefit Services Group won high marks for strong 401(k) plan customer service
10-23-2000	Merrill Lynch ML Selects BISYS As Small-Market 401(K) Strategic Partner

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