Data & Directories


March 17, 2008, 12:01 AM ET

The Eddy Awards were created to identify and reward the best practices in providing investment education to defined contribution plan participants.

This year marks a major change in the Eddy Awards: Rather than give trophies only to plan sponsors, the 2008 awards have parallel categories for service providers, plus ones for generic work.

Please join us in congratulating all of our 2008 winners.

Plan sponsor winners

INITIAL EDUCATION: Corporate

Phillips-Van Heusen

Service provider: The 401(k) Co.

INITIAL EDUCATION: Not-for-profit

Pechanga Tribal Government

Service provider: TRI-AD and Fortress Wealth Management

CONVERSIONS: Corporate

Veolia Water

Service provider: Wells Fargo, PartnerComm Inc.

Havertys Furniture

Service provider: Charles Schwab

FirstBank Holding Co.

Service provider: The 401(k) Co.

ONGOING EDUCATION: Corporate, fewer than 1,000 employees

ILC Data Device Corp.

Service provider: Sun Life (now The Hartford)

ONGOING EDUCATION: Corporate, 1,000 to 5,000 employees

ICF International

Service provider: The Vanguard Group

Flowers Foods

Service provider: Putnam Investments

Alamo Group

Service provider: The 401(k) Co.

ONGOING EDUCATION: Corporate, 5,000+ employees

Landmark Communications Inc.

Service provider: The Vanguard Group

Dean Foods

Service provider: Sun Life Retirement Services (now The Hartford), PartnerComm Inc.

Nordstrom

Service provider: Mercer

ONGOING EDUCATION: Not-for-profit

Trinity Health

Service provider: Diversified Investment Advisors

ONGOING EDUCATION: Public

City of Austin

Service provider: Great-West Retirement Services

OTHER MEDIA: Corporate

The Kroger Co.

Service providers: Mercer, Axcept Media, Merrill Lynch

OTHER MEDIA: Not-for-profit

Trinity Health

Service provider: Diversified Investment Advisors

SPECIAL PROJECTS: Corporate, 5,000+ employees

Universal Orlando

Service provider: Charles Schwab

American Eagle Outfitters

Service provider: Sun Life Retirement Services (now The Hartford)

SPECIAL PROJECTS: Corporate, 1,000 to 5,000 employees

CoBankACB

Service provider: Merrill Lynch

NES Rentals

Service provider: Principal Financial Group

AAA Cooper Transportation

Service provider: Charles Schwab

Quiksilver

Service provider: Great-West Retirement Services

SPECIAL PROJECTS: Corporate, fewer than 1,000 employees

Ball Horticultural Co.

Service provider: Charles Schwab

Wade Trim Group Inc.

Service provider: Putnam Investments

SPECIAL PROJECTS: Not-for-profit, fewer than 5,000 employees

Nebraska Methodist Health System

Service provider: Wells Fargo

Childrens Hospital Los Angeles

Service provider: Prudential Retirement

SPECIAL PROJECTS: Not-for-profit, 5,000+ employees

Park Nicollet Health Services

Service provider: Diversified Investment Advisors

Trinity Health

Service provider: Diversified Investment Advisors

Service provider awards

INITIAL EDUCATION: Fewer than 1,000 employees

TRI-AD

Client: Pechanga Tribal Government

INITIAL EDUCATION: 1,000 to 5,000 employees

The Newport Group

Client: Philadelphia Gas Works

The 401(k) Co.

Client: Phillips-Van Heusen

INITIAL EDUCATION: 5,000+ employees

T. Rowe Price

Client: The Hearst Corp.

INITIAL EDUCATION: Generic

CONVERSIONS: Corporate

Wells Fargo, PartnerComm Inc.

Client: Veolia Water

CONVERSIONS: Public funds

Citistreet LLC

Client: Employees’ Retirement System of Georgia

ONGOING EDUCATION: Fewer than 5,000 employees

Diversified Investment Advisors

Client: Nintendo of America Inc.

DWS Scudder

Client: Crate & Barrel

401(k) Co.

Client: Alamo Group USA

ONGOING EDUCATION: 5,000+ employees

The Vanguard Group

Client: Estes Express Lines

Barclays Global Investors

Client: Kimberly Clark

ONGOING EDUCATION: Generic

OTHER MEDIA

T. Rowe Price
 

SPECIAL PROJECTS: 5,000 employees or less

The Vanguard Group

Client: Pepco Holdings Inc.

The Vanguard Group

Client: Amica Mutual Insurance Co.

SPECIAL PROJECTS: 5,000+ employees

JPMorgan Retirement Plan Services

Client: Coca-Cola Enterprises Inc.

JPMorgan Retirement Plan Services

Client: International Paper

Citistreet

Client: Boise Cascade LLC

Sun Life Retirement Services (now The Hartford)

Client: American Eagle Outfitters

Special Projects: Generic

Judges

Rick Boersma

Executive officer, retirement services

City of Kansas City, Mo.

Susan J. Duncan

Vice president

ICI Education Foundation

Shirley Eng

Director, defined contribution plans

Time Warner Inc.

Jaime Erickson

Manager, defined contribution plans

Akzo Nobel

Ed Gleason

Specialist-401(k) plans retirement strategy

American Airlines

Cindy Moehring

Director-retirement plans

MGM Mirage

Keith Overly

Executive director

Ohio Public Employees’ Deferred Compensation Program

Kelli Send

Senior vice president-client services

Francis Investment Counsel

Mary Willett

Owner and consultant

Willett Consulting

Michelle DeMarco

Promotion director

Pensions & Investments

Jenna Gottlieb

Reporter

Pensions & Investments

John Hollon

Editor

WorkForce Management

Rob Kozlowski

Editorial assistant/researcher

Pensions & Investments

Nancy K. Webman

Editor

Pensions & Investments

Reproductions and distribution of the above news story are strictly prohibited. To order reprints and/or request permission to use the article in full or partial format please contact our Reprint Sales Manager at (732) 723-0569.

P&I Online Features

Chile debt drought drives record foreign fund assets

Chilean pension funds are boosting holdings of foreign bonds to record levels as they turn to debt from countries such as Brazil and Mexico after a dearth of local corporate sales pushed yields to a two-year low.

By Bloomberg    

Japan pension plans look to roads, ports as investments

Japanese pension funds are starting to invest in toll roads, ports and pipelines for the first time.

By Bloomberg    

SEC filings show mixed response by investors to Deepwater drilling company

Some of the world's biggest institutional investors raised their investment stakes during the second quarter in Transocean.

By Daniel Brooksbank