News & Events

Events

Life Summit Presents: Managing and Distributing Target-Date Investments June 16-17, 2008 Hyatt Regency Boston, Boston, MA. Catch speakers from GuidedChoice at this conference.

PLAN SPONSOR SUMMIT ON QDIA – QUALIFIED DEFAULT INVESTMENT ALTERNATIVES: Meeting your Fiduciary Responsibility and Maximizing your Employees' Retirement Savings. March 31st, 2008, The Harvard Club, Boston. This conference is designed to help plan sponsors understand the details of the Dept. of Labor's final regulations on QDIA. GuidedChoice's Sherrie Grabot will be speaking.

IBF East Coast Defined Contribution Conference February 11-13, 2007 PGA national Resort & Spa, Palm Beach Gardens, Florida. Updating Plan Sponsors on compliance, best practices and changing regulations in today's Defined Contribution Plans.

News Releases

October 25, 2006 GuidedChoice improves on lifecycle fund concept, announces Managed Accounts EZ
New service announced just as target-date funds are proposed as default vehicle for automatic retirement plan enrollment. Download press release PDF here.

March 31, 2006 GuidedChoice™ CEO Sherrie Grabot appointed Chair, ERISA Advisory Council - U. S. Secretary of Labor Elaine L. Chao Appoints 2006 ERISA Advisory Council and Leadership Posts

May 2, 2005 GuidedChoice™ names key choice for business development team - 401(k) investment advice leaders tap Tom Condron to head sales and partnership efforts

March 10, 2005 GuidedChoice™ CEO Sherrie Grabot named Vice Chair - U. S. Secretary of Labor Elaine L. Chao Appoints 2005 ERISA Advisory Council and Leadership Posts

September 14, 2004 Maverik Proves Prophetic Using GuidedChoice™ Advice in Managed Accounts: One Year Later, Positive Enrollment Scores Points

August 19, 2004 Schwab and GuidedChoice™ Take More than 100 Plans "Live" with Advice Services - Firms Bring Scale and Speed to Personalized Defined Contribution Plan Investment Advice

October 21, 2003 Strong Integrates GuidedChoice Advice Solution with Award-Winning Education Services.

September 8, 2003 Schwab Partners with GuidedChoice and Introduces Retirement Plan Investment Advice at No Additional Cost.