Thirty plan sponsors were named finalists in the 2011 Eddy Awards.
In addition, 24 service provider entries were picked as finalists.
The awards, sponsored by Pensions & Investments, will be presented during a luncheon on March 14 at P&I's East Coast Defined Contribution Conference in Miami. The Eddys recognize the best practices in investment education for defined contribution plan participants.
There are two finalists among plan sponsors in the initial education category — Trust Company of the West and the New York State Deferred Compensation Plan.
Ongoing investment education has 11 finalists in the plan sponsor awards. They are: American Express Co.; the Federal Retirement Thrift Investment Board; FedEx Corp.; Forest Laboratories Inc.; HAVI Group LP; Hewlett-Packard Co.; Norton Healthcare; the Ohio Deferred Compensation Plan; Pepperdine University; Plexus Corp.; and Schwan's Shared Services LLC.
The three plan sponsor finalists in the conversion category are Gila River Gaming Enterprises Inc., TAMKO Building Products Inc. and Republic National Distributing Co.
In fee disclosure and education, plan sponsor finalists are Nestle USA Inc., Milwaukee City Deferred Compensation Board and United Parcel Service of America Inc.
The special projects category has 11 plan sponsor finalists: Advantage Sales and Marketing; Ascension Health; Campus Crusade for Christ International; CROSSMARK; Indiana Public Employees' and Indiana State Teachers' retirement funds in a joint entry; Merial; M.S. Mortenson Co.; MGM Resorts International; Parsons Corp.; Safeway Cos.; and Trinity Health.
Among the plan sponsor finalists, 19 are corporate, five each are public and not for profit and one is union.
In separate service provider awards, finalists in initial education are ING Institutional Plan Services for client UPS and OppenheimerFunds for a generic program.
Judges picked nine service provider entries as finalists in ongoing investment education: ING for Baylor Health Care System, Hanesbrands Inc., Kansas Public Employees Deferred Compensation Plan and UPS; the Hartford Retirement Plans Group for Plexus Corp.; Great-West Retirement Services for County Commissioners Association of Ohio; and DWS Investments-Retirement Services, Mercer Outsourcing and OppenheimerFunds in the generic category.
The four service provider finalists in the conversions category are American United Life Insurance Co. for Eddie Bauer LLC, Great-West Retirement Services for state of New Hampshire, ING for DirectTV and New York Life Retirement Plan Services for Gensler.
In fee disclosure and education, the finalists are Aon Hewitt for Land O' Lakes Inc., ING for SUPREVALU Inc. and Prudential Retirement for North Carolina Supplemental Retirement Plans.
Six entries are finalists in special projects: Diversified Investment Advisors in the generic category; Francis Investment Counsel, also generic; ICMA, generic; ING for PPG Industries Inc.; and Wells Fargo Institutional Retirement and Trust for Four Seasons Hotels and Resorts, and the University of Wisconsin Medical Foundation.
ING captured the most finalist slots in total among plan sponsor and service provider entries — nine. Wells Fargo had six; JP Morgan Retirement Plan Services, four; The Hartford, three; Great-West, Nationwide Retirement Plans, New York Life Retirement Plan Services, OppenheimerFunds, Principal Financial Group and Prudential Retirement, two each.