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News Stories Archives - Since 1998
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Harbor Adds to a Six-Year, $999MM-AUM Relationship
A familiar, 37-year-old subadvisor will power a new, fixed income ETF...
MutualFundWire.com -
Friday, May 3, 2024
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Pentegra and Empower Group Up For a July Launch
The allies are teaming up again for a new PEP...
401kWire.com -
Friday, May 3, 2024
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Gary Hires a 16-Year MissionSquare Vet
The new hire will lead client implementations for a retirement income middleware provider...
401kWire.com -
Friday, May 3, 2024
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$1B Has Flowed Into This SARP Over Five Years
The DC-like program now has 500,000 funded accounts from participants...
401kWire.com -
Friday, May 3, 2024
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Money Funds Dominate As Inflows Rise By $16.5B
The LSEG Lipper folks reveal the latest weekly U.S. fund flows data...
MutualFundWire.com -
Friday, May 3, 2024
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Watch For a 7MM-Participant RKer to Net $4B In 2024 Inflows
A publicly traded recordkeeping added $74 billion in assets and 300,000 participants in twelve months...
401kWire.com -
Friday, May 3, 2024
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Touchstone Enters the Thematic ETF Biz
The Midwestern, subadvised fund firm's team is rolling out their fifth active ETF...
MutualFundWire.com -
Wednesday, May 3, 2023
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BPAS Hires In Indianapolis
The new hire most recently worked as a KPA...
401kWire.com -
Wednesday, May 3, 2023
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Definiti's Integration Chief Passes the Reins
The new hire most recently worked with a firm in New England...
401kWire.com -
Wednesday, May 3, 2023
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Lewis Brings an Iowa ESOP Leader to OneAmerica
The new hire most recently served as ESOP team leader at Newport Group...
401kWire.com -
Wednesday, May 3, 2023
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Reader Rating: 5
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Hunt Invests In a $5B-AUM Shop
PGIM agrees to buy a 16-year-old, nearby asset manager that specializes in private credit and direct lending...
MutualFundWire.com -
Wednesday, May 3, 2023
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Strongpoint Buys a 54-Year-Old RKing TPA
The deal boosts the new acquirer by 1,300 plans and about 40 employees...
401kWire.com -
Wednesday, May 3, 2023
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Who Will Take Over This $1.3T-AUM Firm?
The chief of a publicly traded bank's asset management arm is preparing to say goodbye...
MutualFundWire.com -
Tuesday, May 3, 2022
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Near NYC, an Ascensus Alum Joins T. Rowe
The new hire now serves as a lead CRM...
401kWire.com -
Tuesday, May 3, 2022
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Reader Rating: 3
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An 18-Year Fido Vet Retires From Ascensus
The executive most recently led Ascensus' SARP business...
401kWire.com -
Tuesday, May 3, 2022
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Reader Rating: 1
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A Goldman Alum Joins a KPA Aggregator's Leadership Team
The new hire will serve as the RIA's first dedicated HR chief...
401kWire.com -
Tuesday, May 3, 2022
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Reader Rating: 5
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Most Fund Firms Felt Mister Market's April Pain
Last month was a rough one for publicly traded U.S. mutual fund firms. Yet 17 of the 18 such firms tracked by MFWire have seen their share prices climb since the end of 2019...
MutualFundWire.com -
Tuesday, May 3, 2022
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Shaffer Shakes Up Russell's Institutional Team
The reorg comes as he steps in after the departure of the prior institutional chief...
401kWire.com -
Tuesday, May 3, 2022
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Reader Rating: 1
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A $74B-AUM Multiboutique's Chief Passes the Reins
The new hire previously lead DWS' business in the Americas...
MutualFundWire.com -
Monday, May 3, 2021
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BPAS Teams Up On Financial Wellness
The Empire State RKer is partnering with a publicly traded tech firm...
401kWire.com -
Monday, May 3, 2021
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Reader Rating: 3
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A $285MM Pair of NYS Plans Goes to Voya
The plans, which cover more than 7,500 eligible participants, moved last month...
401kWire.com -
Monday, May 3, 2021
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An RKer Contributes $100K to Pandemic Relief In India
A provider donates to the Red Cross' efforts in the country, which is facing a massive COVID-19 outbreak...
401kWire.com -
Monday, May 3, 2021
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Reader Rating: 5
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Week In Preview, May 3 - May 9
This week, the team at the PRRL is hosting an online event, and several providers' parents are releasing earnings reports...
401kWire.com -
Monday, May 3, 2021
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Week In Preview, May 3 - May 9
This week, the teams at ICI, MFDF, and Nicsa are hosting online events, and at least one fund firm's parent is releasing its earnings report...
MutualFundWire.com -
Monday, May 3, 2021
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Hammond Promotes Three Key Pensionmark Leaders
10 years in, a top exec at the KPA network is one of several on the rise...
401kWire.com -
Friday, May 3, 2019
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Participation Falls Among the Young
Investors under 20 also saw the largest increase in the use of target date products...
401kWire.com -
Friday, May 3, 2019
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Be the Ball
A reader offers her take on how creating a product the market wants is better than pushing a product you want to sell...
MutualFundWire.com -
Friday, May 3, 2019
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Wagner Promotes an Investment Management Co-Chief
An investment management law attorney becomes a partner as Wagner tries to build out the practice. ..
MutualFundWire.com -
Friday, May 3, 2019
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Natixis Appoints a CIO Above TDFs and More
A Fido alum is taking on the newly-created role...
401kWire.com -
Friday, May 3, 2019
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The Fundster 401k Roundup, April 12-May 3
401k M&A continues, the BrightScope brothers are back, and more...
MutualFundWire.com -
Friday, May 3, 2019
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Is It Time For KPAs to Tackle Participants' Five Ws?
The retirement team at a publicly traded asset manager is training advisors to do participant workshops...
401kWire.com -
Friday, May 3, 2019
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Human Capital Management Advice For Growing Practices
A top exec at a KPA network offers some tips on how to manage your team...
401kWire.com -
Thursday, May 3, 2018
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An ERISA Attorney Pitches a New KPA Conference Series
The first event is coming up in a month, with another in September and more to follow...
401kWire.com -
Thursday, May 3, 2018
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Lombardi Helps KPAs Discover Expanded DC I-O Offerings
A recordkeeping giant's collective fund is amping up outreach for it's new private offerings...
401kWire.com -
Thursday, May 3, 2018
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A $13B KPA Shop Launches an RIA
Yet the shop will keep its ties to an indie B-D and a super-OSJ...
401kWire.com -
Thursday, May 3, 2018
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Reader Rating: 5
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Understanding Bernstein's $70MM AB HQ Move
The Axa-controlled Gotham asset manager is shifting south, though it's not leaving the Big Apple behind entirely...
MutualFundWire.com -
Thursday, May 3, 2018
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PSCA Says Cheers to This Year's Conference
The 70th annual PSCA conference ended on a fun note with a show from the "Retireholi(k)s." ..
401kWire.com -
Wednesday, May 3, 2017
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Reader Rating: 4
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Truscott Rallies Fundsters to Strengthen the Retirement System
The Columbia Threadneedle chief and current ICI board chair speaks at the trade group's giant annual GMM...
MutualFundWire.com -
Wednesday, May 3, 2017
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An ESG Guru Builds a Putnam Team
Equity CIO Aaron Cooper makes a second big team change in as many months...
MutualFundWire.com -
Wednesday, May 3, 2017
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Senate Takes on State Run Plans Today
The Senate is scheduled to begin discussion on a key SARP resolution today. ..
401kWire.com -
Wednesday, May 3, 2017
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Mercer Has a New Prez
There are new faces among the ranks of New York-based investment consulting firm...
401kWire.com -
Wednesday, May 3, 2017
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Nuveen Expands Its DC I-O Team by Five
Nuveen, a global investment manager with an AUM upward of $906 billion, has expanded is DC I-O team by five!..
401kWire.com -
Wednesday, May 3, 2017
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Reader Rating: 3
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Retirement Cash Outs? There's a Clock for That
The Retirement Clearinghouse launched a live-counter that displays retirement savings cash outs. ..
401kWire.com -
Wednesday, May 3, 2017
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Clayton Is About to Take Over the SEC
Four months after being picked by then-President-elect Trump, the veteran Wall Street M&A attorney has been confirmed by the U.S. Senate...
MutualFundWire.com -
Wednesday, May 3, 2017
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Transamerica's Parent Buys a DC Biz Across the Pond
The business is about a tenth the size of its defined contribution retirement plan business here in the U.S...
401kWire.com -
Tuesday, May 3, 2016
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RBC GAM Welcomes a BNY Mellon Biz Dev Vet
A money market marketing exec joins the Canadian bank's U.S. asset management arm...
MutualFundWire.com -
Tuesday, May 3, 2016
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Who Wants To Be a SARP Provider?
Upon the inevitable issuance of this RFP, the plan provider will be on the hook for all the costs. ..
401kWire.com -
Tuesday, May 3, 2016
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How Necessary Are KPAs?
A senior KPA out of Chicago, Illinois blogs.....
401kWire.com -
Tuesday, May 3, 2016
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Reader Rating: 4
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The State of Re-Enrollment, Ten Years After PPA
JPMAM highlights a decade of progress, or lack there of.....
401kWire.com -
Tuesday, May 3, 2016
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Reader Rating: 4
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TDFs Are More Popular Among Younger Participants
ICI releases its latest study of more than 81,000 retirement plans in the year 2014...
401kWire.com -
Tuesday, May 3, 2016
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Reader Rating: 5
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Most Employees Are Clueless about Benefits
A new survey highlights what is called a need for more attention to, and innovation for, employee education about their retirement plans. ..
401kWire.com -
Tuesday, May 3, 2016
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Reader Rating: 5
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RCF Partially Reopens Sequoia
You can now buy the mutual fund's shares directly ... but not through FAs...
MutualFundWire.com -
Tuesday, May 3, 2016
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Seen and Heard at the ICI GMM
Updated | Fundsters gather in Washington, D.C. for the trade group's annual conference...
MutualFundWire.com -
Friday, May 3, 2013
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ADP Names a 401k Sales SVP
The firm has a new sales chief. ..
401kWire.com -
Friday, May 3, 2013
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Reader Rating: 2.29
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American Century Chooses Life Without LIVESTRONG
The shop is taking the charity's name out of its TDFs...
401kWire.com -
Friday, May 3, 2013
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Reader Rating: 3
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WSJ Ponders ING
The U.S. arm's IPO is mentioned as part of a broader story...
401kWire.com -
Friday, May 3, 2013
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Reader Rating: 2
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Stork and Reaper for the Week of May 3, 2013
Read up on all of the latest mutual fund product changes!..
MutualFundWire.com -
Friday, May 3, 2013
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Updated | Jeff Carney Resurfaces, North of the Border
Fundsters tell MFWire that the former Fido, Putnam and Schwab bigwig is taking a high-level gig with a Canadian mutual fund shop...
MutualFundWire.com -
Friday, May 3, 2013
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Fundsters, Focus on Client Problems!
Top distribution leaders want fund industry to provide more education, advice and focus on client problems...
MutualFundWire.com -
Friday, May 3, 2013
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Kmak and Co Launch a Prospecting Tool
Fiduciary Benchmarks debuts a tool to help advisors lead in to benchmarking...
401kWire.com -
Friday, May 3, 2013
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Reader Rating: 3.71
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Saving For Retirement is Still Popular
Fewer people stopped saving last year...
401kWire.com -
Friday, May 3, 2013
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The WSJ Predicts Scaled-Back Money Fund Reform
Could a smaller set of reforms be in the future?..
MutualFundWire.com -
Friday, May 3, 2013
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DFA Loses a Board Member After Teachers Attack
The board member founded a conservative think tank...
MutualFundWire.com -
Friday, May 3, 2013
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Bloomberg Loves Franklin
And PM Michael Hasenstab, too...
MutualFundWire.com -
Friday, May 3, 2013
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ING's IPO Gains Ink
The offering got some coverage in the financial press...
MutualFundWire.com -
Friday, May 3, 2013
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A Mutual Fund Shop's Sibling Buys an LA B-D
The combined B-Ds will boast $43.5 billion in client assets and 465 advisors...
MutualFundWire.com -
Friday, May 3, 2013
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White Keeps Mum on Money Fund Reform
The new SEC chief speaks to fundsters at the ICI GMM in Washington, D.C...
MutualFundWire.com -
Friday, May 3, 2013
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Guardian Wins Over a Hancock Sales Vet
A retirement plan wholesaler fills a newly created post at the insurer...
401kWire.com -
Thursday, May 3, 2012
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Reader Rating: 4
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Hancock's Mutual Fund Sales Turn Around
The Beantown mutual fund shop's Canadian parent reports Q1 earnings...
MutualFundWire.com -
Thursday, May 3, 2012
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Are You in the Dementia Business?
BlackRock's annual media breakfast took an unusual twist...
401kWire.com -
Thursday, May 3, 2012
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Reader Rating: 5
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Hancock Retirement Hits a New Record
The bundled provider's Canadian parent reports Q1 earnings...
401kWire.com -
Thursday, May 3, 2012
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Reader Rating: 3
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Eagle Hires a Sales Exec in California
The mutual fund arm of Raymond James adds to its institutional team...
MutualFundWire.com -
Thursday, May 3, 2012
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UMB Wins a BFDS Mutual Fund Client
The Wisconsin bank's fund services unit takes over transfer agency duties for six mutual funds...
MutualFundWire.com -
Thursday, May 3, 2012
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Transamerica Trains TPAs
The retirement services company offers TPAs training on developing their brand...
401kWire.com -
Thursday, May 3, 2012
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Reader Rating: 1
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When Do Women Defer More Than Men?
A giant retirement plan provider tries "to better understand women's distinct needs" when it comes to saving for retirement...
401kWire.com -
Thursday, May 3, 2012
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Reader Rating: 3.5
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MarketWatch Says Yes to BlackRock and T. Rowe
A MarketWatch columnist ponders publicly traded mutual fund firms...
MutualFundWire.com -
Thursday, May 3, 2012
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Reader Rating: 1
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Franklin Reports "Good But Not Great" Earnings
The California mutual fund firm's inflows fall short of expectations...
MutualFundWire.com -
Thursday, May 3, 2012
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Legg's Expected Results Frustrate Fetting
The Old Line State mutual fund firm reports its earnings...
MutualFundWire.com -
Thursday, May 3, 2012
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Pimco Total Return Grows Bigger Than Ever
Bill Gross' flagship fund now weighs in at $258.7 billion...
MutualFundWire.com -
Thursday, May 3, 2012
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Starting Your Own Fund Family: Hire a Custodian
Step Five in MFWire.com's eight-step primer on starting your own mutual fund family is hiring a transfer agent. Be sure to read the other steps...
MutualFundWire.com -
Tuesday, May 3, 2011
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What is Paychex Banking On with its Latest Deal?
The giant payroll provider just snapped up a second 401(k) provider...
401kWire.com -
Tuesday, May 3, 2011
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Reader Rating: 1
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Strategic Insight Ranks the 25 Fastest-Growing Fund Firms
The New York-based fund research firm IDs the rapidly-growing companies in the fund space...
MutualFundWire.com -
Tuesday, May 3, 2011
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RPAG Rolls Out and Upgrades a New Tool
Thr tools is designed to make provider searches more effcient for RPAG advisors...
401kWire.com -
Tuesday, May 3, 2011
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Reader Rating: 1.29
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Pioneer Has Something in Common with OppFunds, Franklin
Pioneer taps the PR firm used by Franklin Templeton and OppenheimerFunds...
MutualFundWire.com -
Tuesday, May 3, 2011
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Mutual Fund Bigwigs Land on a 'Most Influential' List
Investment Advisor magazine reveals its list of the 25 most influential people for advisors...
MutualFundWire.com -
Tuesday, May 3, 2011
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Paychex Buys an Outsourced RKer
Updated | A web-based 401k provider sells to the payroll giant...
401kWire.com -
Tuesday, May 3, 2011
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Reader Rating: 2
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Bloomberg Attacks Bear Funds
The wire service wonders whether or not these niche mutual funds are worth it over the long haul...
MutualFundWire.com -
Tuesday, May 3, 2011
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Legg Follows the Sun
The former CEO of Legg Mason Capital Management has joined the SunTrust board...
MutualFundWire.com -
Tuesday, May 3, 2011
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The Fund Biz is 'Not in a State of Decline'
Where is the mutual fund industry heading?..
MutualFundWire.com -
Tuesday, May 3, 2011
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Wedding Bells Ring for DST and a DC Vendor
Industry whisperings of a DST deal comes to fruition...
401kWire.com -
Tuesday, May 3, 2011
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Reader Rating: 4.22
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Lord Abbett Unveils an Inflation Focused Fund
The Jersey City-based mutual fund firm broadens its roster of taxable fixed income funds...
MutualFundWire.com -
Tuesday, May 3, 2011
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Kranefuss Leaves BlackRock
The man who built iShares into an ETF giant has left BlackRock...
MutualFundWire.com -
Monday, May 3, 2010
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Fundsters Prepare to Descend on D.C.
Here's a look at what's going on in the mutual fund community this month...
MutualFundWire.com -
Monday, May 3, 2010
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Van Eck Rolls Out Y Shares
The New York firm began offering Y shares in all its mutual funds on Monday...
MutualFundWire.com -
Monday, May 3, 2010
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A Senior BofA Merrill Retirement Exec Departs
The company is now searching for two new retirement leadership positions...
401kWire.com -
Monday, May 3, 2010
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Reader Rating: 3
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MassMutual Makes a Trio of Retirement Personnel Additions
The company makse a few changes to the sales and client management teams...
401kWire.com -
Monday, May 3, 2010
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Reader Rating: 1
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DoL's Retirement Income RFI Ignites Opposition to 'Government Takeover' of 401ks
Updated | Today is the last day to comment on the questions EBSA asked on retirement income. At least 600 comments have been filed so far...
401kWire.com -
Monday, May 3, 2010
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Hewitt Says Four in Five Workers Aren't Saving Enough
The consulting company has a new report which tells workers how much they need to be saving to retire comfortably...
401kWire.com -
Monday, May 3, 2010
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Ave Maria's Adviser Launches Fund No. 6, Cuts Fees on Two Funds
The Michigan-based firm rolled out its sixth mutual fund offering and lowered the management fee for two funds, including the flagship Ave Maria Catholic Values Fund...
MutualFundWire.com -
Monday, May 3, 2010
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Schwab Pulls the Plug on the Laudus Rosenberg Funds
The San Francisco fund firm plans to liquidate the funds this summer...
MutualFundWire.com -
Monday, May 3, 2010
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Nationwide's Arvia Pushes Guaranteed Income within 401ks
Nationwide's retirement chief on Monday unveiled a proposal that would provide an incentive for plan sponsors to use the match to purchase a guaranteed stream of income payments to participants.
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401kWire.com -
Monday, May 3, 2010
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Reader Rating: 5
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A Weekend Wedding for Two I-O Players
The billion-dollar nuptials were completed on Saturday...
401kWire.com -
Monday, May 3, 2010
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Reader Rating: 3
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Transamerica Taps a Nationwide VP for a Regional Job
Transamerica has a new wholesaler for its central region...
401kWire.com -
Monday, May 3, 2010
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Reader Rating: 2
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Stable Value Returns Will Fall, WSJ Warns
The paper notes the continuing difficulties in the wrap side of the niche DC asset class...
401kWire.com -
Monday, May 3, 2010
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Reader Rating: 2.5
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WSJ Tackles 403 Regs
How are participants and employers handling big changes on the non-profit side of the DC business?..
401kWire.com -
Monday, May 3, 2010
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Putnam Names Thompson's Replacement
The Boston fund firm draws from within its ranks to fill the job vacated by Chris Thompson, who jumped to Columbia Management in March...
MutualFundWire.com -
Monday, May 3, 2010
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Bells Ring for Ameriprise and Columbia
The firms seal their billion-dollar marriage over the weekend...
MutualFundWire.com -
Monday, May 3, 2010
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WSJ Ponders Criticism of Mutual Fund Directors
The paper also offers readers a quiz to test their knowledge of fund boards...
MutualFundWire.com -
Monday, May 3, 2010
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Coffee is Out (For Now), Bottled Water is in at Fido's Boston Offices
Amid the water problems facing Boston, Fidelity says its Beantown area offices are open today, but no coffee will be served...
MutualFundWire.com -
Monday, May 3, 2010
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What Makes a Top Bond Manager?
The WSJ takes a look at the investing strategies of a Franklin Templeton bond-man...
MutualFundWire.com -
Monday, May 3, 2010
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TCW Employees Gain a 20 Percent Stake and a Bigger Slice of Fees
TCW's CEO lays out a new compensation system...
MutualFundWire.com -
Monday, May 3, 2010
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Invesco Aim Rebrands
The Houston-based fund firm rechristens itself a few weeks before its union with Morgan Stanley's retail asset management business...
MutualFundWire.com -
Monday, May 3, 2010
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Tom Russo Wins Slowly and Steadily
The WSJ profiles the Gardner Russo & Gardner partner in today's Fund Track...
MutualFundWire.com -
Monday, May 3, 2010
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Bush Nominates Campbell As Assistant Labor Secretary
The acting assistant secretary of labor was chosen by the President as permanent head of EBSA...
401kWire.com -
Thursday, May 3, 2007
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Hancock Unveils New Annuity Offering
John Hancock is building a bigger, better annuity product but will investors beat a path to their door?
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MutualFundWire.com -
Thursday, May 3, 2007
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Ex-Pru Retirement Chief Takes CIO Job
A former head of Prudential Retirement is moving on to another division within the insurer...
401kWire.com -
Thursday, May 3, 2007
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Reader Rating: 5
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AIM DC Sales Vet Retires
One of AIM's wholesalers focusing on the DC market has left the firm...
401kWire.com -
Thursday, May 3, 2007
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Morningstar Profit Jumps 18 Percent In Q1
The Chicago-based firm posted net income of $15.8 million in the first quarter...
MutualFundWire.com -
Thursday, May 3, 2007
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New Lincoln Hire Will Focus On Recruitment on the West Coast
Lincoln Financial Network has tapped Tammy Robbins to serve as regional managing director for the West Coast...
MutualFundWire.com -
Thursday, May 3, 2007
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Reader Rating: 2.92
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Alternative Investments Lead Advisors to Call in Reinforcements
A new study by Cerulli Associates finds that the prevalence of alternative investments has led some advisors to turn to their broker-dealer firms for help in portfolio construction...
MutualFundWire.com -
Thursday, May 3, 2007
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Morgan Stanley Takes an Affinity to Someone Else's Investment Team
Morgan Stanley Investment Management has reportedly hired Affinity Investment Advisors' investment management team...
MutualFundWire.com -
Thursday, May 3, 2007
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IBM Reportedly Switching Recordkeepers
Big Blue is said to have tapped a replacement for Hewitt as the provider of its $26-billion 401(k) plan...
401kWire.com -
Thursday, May 3, 2007
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Reader Rating: 5
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Muni Funds Step into the Spotlight
Municipal bond funds are becoming more popular as the retiring boomers look for more conservative investments to sustain them through their later years...
MutualFundWire.com -
Thursday, May 3, 2007
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The Principal Targets Advisors for Rollovers and Retail
The Principal aims to add value to its relationships with advisors by getting them on board with a newly "streamlined" set of retail asset allocation products...
401kWire.com -
Wednesday, May 3, 2006
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Firm Offers Advisors Auto Enroll Alternative
A small Cleveland firm has rolled out a turnkey product based on the idea that employees, with a little encouragement, will take the initiative to join a plan...
401kWire.com -
Wednesday, May 3, 2006
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Reader Rating: 5
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Ameriprise is a Seller
The carve out from American Express has pulled the trigger on a deal that sends its 401(k) operations to Wachovia...
401kWire.com -
Wednesday, May 3, 2006
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Reader Rating: 4.67
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Putnam Q1 Revenues Dip 13%
Revenues at Putnam Investments slid 13 percent to $345 million in the first quarter, according to a news release on Wednesday. Boston-based Putnam, a subsidiary of Marsh & McLennan Cos.,ended the quarter with average assets under management of $190 billion, down from $204 billion in the same period last year...
MutualFundWire.com -
Wednesday, May 3, 2006
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Heritage Funds Added to Retirement Platform
The Heritage Family of Funds are the latest products to be offered on the platform of CPI Qualified Plan Consultants, a Great Bend, Kansas-based TPA undergoing an ongoing expansion of its fund selection...
MutualFundWire.com -
Wednesday, May 3, 2006
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Reader Rating: 2.33
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Federated Outsources SMA Biz
Federated Investors has hired a unit of Citigroup to be the service provider for its retail separately managed accounts business...
MutualFundWire.com -
Wednesday, May 3, 2006
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Alaska Vote May Happen Wednesday
Alaskan legislators are expected to decide as soon as tomorrow whether the state will start a new defined contribution plan for its workers...
401kWire.com -
Tuesday, May 3, 2005
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MetLife Partners for Rollover IRAs
The plan provider has tapped a custodian to handle EGTRAA mandated rollovers...
401kWire.com -
Tuesday, May 3, 2005
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Trade Groups Encourage Comments on Timing Regs
Spark Institute and the NDCC are providing help for plan sponsors to make comments on the proposed anti-market timing rules for funds...
401kWire.com -
Tuesday, May 3, 2005
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Reader Rating: 4
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Newport Names Consulting Services Head
The Orlando-based plan provider has tapped a consulting veteran to oversee its 401k-related non-qualified plan consulting business...
401kWire.com -
Tuesday, May 3, 2005
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House Retirement Bill May be Tied to Social Security Reform
The debate over Social Security may hit home with the retirement industry as a leading Republican in the House mulls tying the issues and tax reform together...
401kWire.com -
Tuesday, May 3, 2005
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Sauter's Role at Vanguard Shifts
It is the end of an era at Vanguard. Gus Sauter, the portfolio manager for the firm's index funds stepped down last week as the day-to-day manger of the funds. He relinquished the duties as part of an effort to focus on acting as Vanguard's chief investment officer...
MutualFundWire.com -
Tuesday, May 3, 2005
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Fidelity Shakeup: Smail Leaves FESCo
His replacement is someone Fidelity watchers have been watching closely. Reynolds also takes new responsibilities...
401kWire.com -
Tuesday, May 3, 2005
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Reader Rating: 3
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Canary Day One: Opening Arguments and Sleepy Jurors
The first day of the Sihpol case is over as lawyers finish their openings and call their first witness. Can the lawyers keep the jury awake over the next eight weeks?..
MutualFundWire.com -
Tuesday, May 3, 2005
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Fidelity Honchos Play Musical Chairs
Three of the top dogs at Fidelity have new roles at the Boston Behemoth...
MutualFundWire.com -
Tuesday, May 3, 2005
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Reader Rating: 2.33
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Morningstar IPO Finally Done
Morningstar has found its price. The Chicago-based firm sold its shares to the public at $18.50, a price at the high end of the expected range set by underwriter WR Hambrecht & Co. The auction defied some analysts who predicted that slack demand would mean the shares would head out of the gate at the low end of the price range...
MutualFundWire.com -
Tuesday, May 3, 2005
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Company Stock Lands SPX in Court
The sponsor remains viable and the stock price is well above its lows, but participants are suing anyway...
401kWire.com -
Monday, May 3, 2004
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Intelligence Service Helps TPAs Play Winning Defense
Which sponsors are thinking of dumping their TPA? A new service will identify them for TPAs before the competition does...
401kWire.com -
Monday, May 3, 2004
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Reader Rating: 3.5
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Strong ERISA Expert Moves On
The director of ERISA Services has taken a post at Charles Schwab Corporate Services...
401kWire.com -
Monday, May 3, 2004
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Reader Rating: 4.57
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Insurer Provides Advice Tool
Nationalwide Financial adds an advice tool to help advisors recommend investments...
MutualFundWire.com -
Monday, May 3, 2004
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Reader Rating: 4
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ING Pitches Fund to Worried Investors
ING rolls out tenth iteration of a five-year guarantee fund...
MutualFundWire.com -
Monday, May 3, 2004
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Reader Rating: 1.5
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Amvescap Replaces Jennings
The recordkeeper has named two executives to take over for Joe Jennings following his departure...
401kWire.com -
Monday, May 3, 2004
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Integrity Bolsters Fund Lineup
The public fund firm readies two new bond funds for its lineup...
MutualFundWire.com -
Monday, May 3, 2004
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Burnham Taps Subadvisor for Financials Fund
The fund firm goes to its ranks of existing stable of subadvisors to run its newest fund...
MutualFundWire.com -
Monday, May 3, 2004
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Fund Appeals to Patriotism
The Florida-based Timothy Plan introduces a fund for patriots...
MutualFundWire.com -
Monday, May 3, 2004
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Reader Rating: 4
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Two to Tango
Software firm teams up with a RIA giant on the distribution tip.
..
401kWire.com -
Thursday, May 3, 2001
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Reader Rating: 3
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Wiesenberger Sweetens Honey for Advisors
With funds scrambling to find the ultimate lure for advisors, Wiesenberger has a shiny new bell...
MutualFundWire.com -
Thursday, May 3, 2001
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Reader Rating: 3
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Skandia Hands Off Sub-Account
Lord Abbett takes a seat to a new manager for a variable annuity portfolio...
MutualFundWire.com -
Thursday, May 3, 2001
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Reader Rating: 3
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A 529 Contribution Limit Jumps Up
Merrill changes plan conditions to ease college savings inflows.
..
MutualFundWire.com -
Thursday, May 3, 2001
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Reader Rating: 3
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Guardian Eyes the Big Boys
The insurer wants its distribution to do well, so it's seeking to partner with the major wirehouses...
401kWire.com -
Thursday, May 3, 2001
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Reader Rating: 3
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Merrill Vice Chair to Retire
Merrill's Steffens to Retire..
401kWire.com -
Thursday, May 3, 2001
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Reader Rating: 3
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Merrill Vice Chair to Retire
Liberty's stock dives on news ... Bjurman confirms fund closing ... Merrill's Steffens to Retire...
MutualFundWire.com -
Thursday, May 3, 2001
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Reader Rating: 3
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Rydex Fills Marketing and Sales Slots
Rydex taps Foliofn for a new marketing exec, but still has five postions open...
MutualFundWire.com -
Thursday, May 3, 2001
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Reader Rating: 3
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Performance-Free Marketing?
In a numbers-driven world, who says you have to push performance? One Beltway boutique sure doesn't...
MutualFundWire.com -
Thursday, May 3, 2001
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Reader Rating: 3
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Another Player in the Small Plan Space
The competition heats up in the small plan arena as MFS joins the fray...
401kWire.com -
Thursday, May 3, 2001
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Reader Rating: 3
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Busy Day In Kansas
Security Benefit launches two mutual funds and five variable annuities...
MutualFundWire.com -
Wednesday, May 3, 2000
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Reader Rating: 3
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Pyramid Gives Bank Clients a "Suite" Deal
Pyramid launches retirement suite to Ohio bank for participant and sponsor clients...
401kWire.com -
Wednesday, May 3, 2000
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Reader Rating: 3
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Delaware Plan Considering Change
The sponsor is making a periodic review...
401kWire.com -
Wednesday, May 3, 2000
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Reader Rating: 3
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Pyramid Gives Bank Clients a "Suite" Deal
Pyramid launches retirement suite to Ohio bank for participant and sponsor clients...
401kWire.com -
Wednesday, May 3, 2000
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Reader Rating: 3
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CLICK HERE for a comprehensive list of
the latest 3 months new funds filings.
New fund filing
information has been extracted by InvestmentWires, Inc. from Fund Filing,
an Internet SEC mutual fund filing research service of Strategic Insight
Electronic Products, Inc. available by separate subscription. For more
information go to
FundFiling.com...
MutualFundWire.com -
Wednesday, May 3, 2000
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Reader Rating: 3
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Prudential Restructuring Will Affect Funds
Prudential is re-positioning its asset management divisions, with several units merged into its subsidiary, Jennison Associates...
MutualFundWire.com -
Wednesday, May 3, 2000
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Reader Rating: 3
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SunAmerica Makes a Sale
SunAmerica has sold some of its assets to this retirement provider...
401kWire.com -
Wednesday, May 3, 2000
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Reader Rating: 3
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May 3, 2000
Getting Active Online ... Morningstar matters ... Biotech blues ... RS opens and closes...
401kWire.com -
Wednesday, May 3, 2000
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Reader Rating: 3
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May 3, 2000
Getting Active Online ... Morningstar matters ... Biotech blues ... RS opens and closes...
MutualFundWire.com -
Wednesday, May 3, 2000
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Reader Rating: 3
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TAG On: Planning for the Short Year
What to do when calculating eligiblity and there is a short plan year...
401kWire.com -
Wednesday, May 3, 2000
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Reader Rating: 3
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Revolutionary Increase in VA Sales?
Computer Sciences Corporation (CSC) has introduced an e-business solution, intended to expedite service between insurance companies and distributors. ..
MutualFundWire.com -
Monday, May 3, 1999
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Reader Rating: 3
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Fido Targets Nurses
Fidelity may be on to something here. Instead of looking at all participants as a whole, the Boston Behemoth is breaking them down into their respective niches. In this case, the firm is looking to boost retirement savings among nurses...
401kWire.com -
Monday, May 3, 1999
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Reader Rating: 3
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Susan Kaplan
Although her investment management expertise is what brings clients to see Susan Kaplan, CFP, of Kaplan Financial Services, Wellesley, Mass., Kaplan stresses that she is, at heart, a financial planner. "We do comprehensive financial planning for all the clients we take on," she says...
MutualFundWire.com -
Monday, May 3, 1999
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Reader Rating: 3
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ABR Purchased
Mergers and acquisitions, there's no stopping them. The latest firm to be caught up in this trend is ABR Information Services, Inc. (Nasdaq: ABRX) of Tampa, Florida. Currently, Minneapolis, Minnesota-headquartered Ceridian Corporation (NYSE: CEN) is acquiring the firm through a stock purchase...
401kWire.com -
Monday, May 3, 1999
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Reader Rating: 3
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TAG On: Refunds at Tax Time
We just discovered (April 30, 1999) that an employee had deferrals in excess of $10,000 for 1998. When we refund the excess, do we include the earnings?..
401kWire.com -
Monday, May 3, 1999
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Reader Rating: 3
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People on the Move
MainStay Funds distributor, NYLIFE Distributors, Inc. has hired a new national sales manager from New York-based Seligman Financial Services...
MutualFundWire.com -
Monday, May 3, 1999
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Reader Rating: 3
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Odd Lots, May 3, 1999
Waterhouse IPO set for July ... Wraps in Canadian sub ... Prof takes on 12b-1s ... Buffett finds few bargains ... Turns to REITs ... Who's behind plain speaking? ... Funds in the press...
MutualFundWire.com -
Monday, May 3, 1999
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Reader Rating: 3
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Stable Value on the Web
..
401kWire.com -
Monday, May 3, 1999
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Reader Rating: 3
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