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News Stories Archives - Since 1998
Spears and Minard Unveil ETF #2 An AMG shop's team is preparing out to roll out another exchange-traded fund later this week... MutualFundWire.com - Monday, September 8, 2025
Henderson Brothers Teams Up For a New PEP The Pennsylvania RIA will offer investment advisory services for a 403(b) offering expected to roll out next month... 401kWire.com - Monday, September 8, 2025 - Reader Rating: 5
1Y In, Robinson Streamlines a $75B-AUMA RKer's Brand The updates include a relocated, redesigned website, a shortened name, a new logo, and more... 401kWire.com - Monday, September 8, 2025
McCoy Manifests an Illinois Alliance A participant engagement specialist teams up to participants consolidate their retirement accounts... 401kWire.com - Monday, September 8, 2025
Week In Preview, September 8 - September 15 The teams at ASEA, ASPPA, FIS, NAPA, WIPN, Spark, and DCIIA will host events.. 401kWire.com - Monday, September 8, 2025
Week In Preview, September 8 - September 15 This week, the teams at ICI, WE, MFDF, and MMI will host events... MutualFundWire.com - Monday, September 8, 2025
The World Turned Upside Down This week Novo and his team at Galaxy Financial partnered with Leshner's Superstate and changed TradeFi forever; Goone is gone and Newns has moved on to something new... MutualFundWire.com - Monday, September 8, 2025
The World Turned Upside Down This week Novo and his team at Galaxy Financial partnered with Leshner's Superstate and changed TradeFi forever; Goone is gone and Newns has moved on to something new... 401kWire.com - Monday, September 8, 2025
With a New ETF, an MA Shop Stacks Stocks and Futures The new fund comes seven months after the launch of a similar fund that stacks bonds and futures... MutualFundWire.com - Friday, September 8, 2023
Beyond 401k Day 2023 Recordkeeper insiders talk about what's next after the annual holiday... 401kWire.com - Friday, September 8, 2023
How Are RKers Celebrating 401k Day 2023? Provider insiders talk with 401kWire about how they're commemorating the holiday... 401kWire.com - Friday, September 8, 2023
A $15B-AUMA Aggregator's Chief Adds Two Leaders, And ... An EFE veteran will fill one of the new positions, while an advisor who joined via acquisition will take the other new spot... 401kWire.com - Friday, September 8, 2023
A 401k Unicorn Exceeds $10B In AUA The eight-year-old provider's team added more than 14,500 plans last year, and participants contributed $2 billion... 401kWire.com - Friday, September 8, 2023
Industry Inflows Rise to $9.6B The LSEG Lipper folks reveal the latest weekly U.S. fund flows data... MutualFundWire.com - Friday, September 8, 2023
A Look Under the Hood of Daily Valuation Accounting My colleague Andrew talks to an RKer chief about how that side of the business works... 401kWire.com - Thursday, September 8, 2022
A $1B-AUM Shop Targets the Crypto Winter A four-year-old firm's team rolls out a fund that bets against a fund from another shop... MutualFundWire.com - Thursday, September 8, 2022
A 3.1MM-Participant RKer Implements New Tech, And ... The team has already rolled out the upgrade for their mutual fund NAV platform, and they'll do so next year for their group annuity platform... 401kWire.com - Thursday, September 8, 2022
A Quant Leader Joins a 401k Managed Account Shop's Acquirer The new hire will lead quantitative strategy for the fintech... 401kWire.com - Thursday, September 8, 2022
Four RKers Win On a 2022 List A business magazine teams up with a workplace culture specialist to recognize 100 employers in financial services and insurance... 401kWire.com - Thursday, September 8, 2022
Four Weeks, $319MM In AUM An anti-ESG startup's team lays claim to their flagship's launch being the biggest non-seeded ETF launch of the year... MutualFundWire.com - Thursday, September 8, 2022
Stable Value Marketshare Creeps Up As 401k Trading Plummets Participant trading fell to the second lowest level on record... 401kWire.com - Thursday, September 8, 2022
Fundsters Gather to Support the Surfside Victims An industry charity event will be held tomorrow in south Florida... MutualFundWire.com - Wednesday, September 8, 2021 - Reader Rating: 5
401k Loan Prevalence Keeps Falling New data underscores how a shrinking percentage of participants have outstanding 401(k) loan balances... 401kWire.com - Wednesday, September 8, 2021
Three of the Fastest Growing 401k Players A business pub recognizes thousands of businesses, including several in the DC space... 401kWire.com - Wednesday, September 8, 2021 - Reader Rating: 4
Ubiquity Launches a Product For Solopreneurs The new offering bundles in 3(38) services from a familiar ally... 401kWire.com - Wednesday, September 8, 2021
Three Years, $1B In AUM This ETF's AUM has jumped more than five fold so far this year... MutualFundWire.com - Wednesday, September 8, 2021 - Reader Rating: 5
An RPAG KPA Launches an Alliance The group affiliates with NFP Retirement and Kestra while still allowing advisors independence... 401kWire.com - Wednesday, September 8, 2021
A $1T-AUM Giant's Ex-Chief Prepares His Exit The news comes after a new CEO took over back in January... MutualFundWire.com - Tuesday, September 8, 2020
An Acquirer Predicts $160MM In Expense Synergies More details come out about a recordkeeper merger slated for next quarter... 401kWire.com - Tuesday, September 8, 2020
Onboarding Ops Hires Via VR? A Giant RKer Tries It Out The group also tried out VR tools for empathy training and retirement readiness... 401kWire.com - Tuesday, September 8, 2020
Week In Preview, September 8 - 13 This week, the teams at Bonhill, DiversityQ, Information Age, IWI, MFDF, and WealthManagement.com are hosting online events... MutualFundWire.com - Tuesday, September 8, 2020
Week In Preview, September 8 - 13 This week the teams at Advisor Perspectives, NAPA, and That401kSite.com are hosting online events... 401kWire.com - Tuesday, September 8, 2020
Empower Buys an Insurer's RKer For $3.35B The selling biz covers 26,000 plans, 2.5 million participants, and $167 billion in assets. The deal is expected to close in Q4... 401kWire.com - Tuesday, September 8, 2020 - Reader Rating: 2.5
An Industry Vet Joins Neuberger This new client advisor has more than 20 years of experience in the space... 401kWire.com - Friday, September 8, 2017
From Aon to Alight 401kWire talked with Alight on the recent rebranding process. .. 401kWire.com - Friday, September 8, 2017
Betterment's Chief Gathers Experts for 401k Day A panel at the roboadvisor's HQ talked about the trends and challenges in the industry. .. 401kWire.com - Friday, September 8, 2017
New Fund Fuss - September 8, 2017 A roundup of recent fund launches and other industry news... MutualFundWire.com - Friday, September 8, 2017
A Mutual Fund Legal Eagle Falls at 72 A prominent investment management industry lawyer who once helped run a piece of the SEC died over Labor Day weekend after a fall... MutualFundWire.com - Friday, September 8, 2017
Judge Orders Final Price Tag on Tibble vs. Edison The defendants will pay an additional $5.6 million. .. 401kWire.com - Friday, September 8, 2017
Three More Shops Can't Resist ETFs' Allure An ETF critic, a cryptocurrency-friendly startup, and an ETF strategist are all launching their own offerings... MutualFundWire.com - Friday, September 8, 2017
Encouraging Millennials To Save For Retirement How are you doing when it comes to getting millennials interested in retirement? If you are confused and do not know how to engage with millennials, here is a little cheat sheet to help get you up-to-date... 401kWire.com - Thursday, September 8, 2016
OneAmerica Expands Its Sales Team for the Central U.S. Region The new sales hire is an ADP alum. .. 401kWire.com - Thursday, September 8, 2016 - Reader Rating: 5
Who Will Lead Intermediary Distro For This $406B Asset Manager? Word is that this asset manager's global head of intermediary distribution is going to hire a chief for a newly created role this side of the pond... MutualFundWire.com - Thursday, September 8, 2016
Filings for Fundsters - September 8, 2016 A compilation of the latest SEC filings!.. MutualFundWire.com - Thursday, September 8, 2016
A New Retirement Advisor Shop Emerges in Arkansas Two retirement-focused executives have opened up a new shop in Arkansas. .. 401kWire.com - Thursday, September 8, 2016
Big Blue Scores Double Victory in Stock Drop Suits A judge has dismissed two lawsuits against IBM. .. 401kWire.com - Thursday, September 8, 2016
Custodia Financial Hires Two Senior Execs A firm dedicated to improving retirement outcomes just announced two new hires!.. 401kWire.com - Thursday, September 8, 2016
Kraft Heinz Goes to Fidelity The retirement plan underwent a blackout period earlier this summer. .. 401kWire.com - Thursday, September 8, 2016
You Have 12 Days to Bid For Pioneer UniCredit is reportedly soliciting non-binding offers for a "strategic partner" for its multinational asset manager... MutualFundWire.com - Thursday, September 8, 2016
Allianz Says Goodbye to a Key Fund Distro Exec A five-year company veteran is leaving the U.S. asset management arm of the German multinational... MutualFundWire.com - Tuesday, September 8, 2015
iShares Shutters 18 ETFs Most of the now-liquidated funds tracked indexes outside the U.S... MutualFundWire.com - Tuesday, September 8, 2015
This Oil Company Sticks With Its Recordkeeper A happy relationship continues..... 401kWire.com - Tuesday, September 8, 2015
Calls to Wells Fargo Jumped in August Blogs Ready Wells Fargo's retirement business head offers advice to retirement planners to weather market ups and downs as participants pick up the phone... 401kWire.com - Tuesday, September 8, 2015 - Reader Rating: 5
Pensionmark Welcomes a New EVP Troy Hammond, president and CEO of Pensionmark, just welcomed a new executive team member onboard... 401kWire.com - Tuesday, September 8, 2015
Gathering Left Behind Accounts Helps Parts (And RKers) Leaving retirement account balances behind in the prior plan upon job change (inertia � doing nothing) is the most frequently cited outcome across all generations, according to the findings in a recent study. .. 401kWire.com - Tuesday, September 8, 2015 - Reader Rating: 5
Uh Oh: Galvin Is Digging Into NAVgate Last week's BNY Mellon-SunGard mutual fund pricing crisis has caught the attention of the longtime would-be Spitzer of Massachusetts... MutualFundWire.com - Tuesday, September 8, 2015
A New OSJ Affiliation Happens For This Cali Advisor 401kWire has learned that a 401(k) plan advisor (KPA) based in San Luis Obispo, California area, has a new OSJ alignment... 401kWire.com - Tuesday, September 8, 2015
Two Partners Depart Lord Abbett The Garden State mutual fund shop's team said goodbye to a pair of execs last week... MutualFundWire.com - Monday, September 8, 2014
A $60B Sub-Advisor Broadens its Retail Platform Access Firm, which sub-advises some $60 billion of risk managed assets on roughly 50 mutual funds, will sell its five retail funds on more platforms this month... MutualFundWire.com - Monday, September 8, 2014
Another SoCal KPA Aligns With NFP A KPA does the math and decides to switch B-Ds... 401kWire.com - Monday, September 8, 2014
PowerShares Appoints a Chief Executioner Eight-year Invesco veteran is now in charge of ETF execution and liquidity services... MutualFundWire.com - Monday, September 8, 2014
Mingo's Next Big Thing Is Almost Here The vWise chief and his team are preparing a launch for October 1... 401kWire.com - Monday, September 8, 2014
Pentegra Outlines the SmartPath For Plan Sponsors The provider unveils a new brochures for employers with 401k plans... 401kWire.com - Monday, September 8, 2014
F-Squared Probe Drags Down Virtus Shares Investors have shied away from shares of Virtus Investment Partners after news broke Wednesday that it sub-advisor F-Squared had received a Wells notice from the SEC. .. MutualFundWire.com - Monday, September 8, 2014
Why Economists Should Stay in Their Ivory Towers An industry advocate attacks what he calls 'another savings initiative that would decimate  small business retirement plans... 401kWire.com - Thursday, September 8, 2011
See 2020 Join the industry's thought leaders to see the industry's future on October 4-5, 2011 at the Mandarin Oriental in Boston. .. MutualFundWire.com - Thursday, September 8, 2011
Cohen Lands in Milwaukee The fund service provider opens its first office outside Ohio... MutualFundWire.com - Thursday, September 8, 2011 - Reader Rating: 5
Leeb Rolls Out its Second Mutual Fund The New York-based firm launches a resources fund... MutualFundWire.com - Thursday, September 8, 2011
Another Fund Firm Exits the Bundled 401k Biz This mutual fund firm, like many others before it, has decided to focus its retirement plan efforts on the DC I-O business... 401kWire.com - Thursday, September 8, 2011 - Reader Rating: 3.25
Healthcare Participants Show Their Love for DC Plans The majority of participants in this subset participate in the retirement plans... 401kWire.com - Thursday, September 8, 2011
MassMutual Nabs a Pair of ING Alums They're building up their non-profit sales team... 401kWire.com - Thursday, September 8, 2011 - Reader Rating: 2.67
DoL Will Host a Fee Disclosure Webcast Will they reveal anything new, or just the inevitable?.. 401kWire.com - Thursday, September 8, 2011 - Reader Rating: 5
Bundled Providers Dominate the DC I-O Brand Landscape An industry research firm releases new data on what plan sponsors think about various investment managers... 401kWire.com - Thursday, September 8, 2011 - Reader Rating: 4
Gundlach Returns to the Stand The DoubleLine chief testifies again in his fight with his former employers... MutualFundWire.com - Thursday, September 8, 2011 - Reader Rating: 2
Ave Maria Funds Sets Up Shop in Ave Maria Schwartz Investment Counsel opens a branch office in southwest Florida... MutualFundWire.com - Thursday, September 8, 2011
Franklin Templeton Offers a Global Fund It will bet on a equity and fixed income securities... MutualFundWire.com - Thursday, September 8, 2011 - Reader Rating: 4
Vanguard Gives Participants Access to Retirement Income A new service provides retiring DC plan participants access to guaranteed income options... 401kWire.com - Wednesday, September 8, 2010
Turner Hires a Marketing Chief The Berwyn, Pennsylvania-based firm turns to an alumnus of an Old Mutual subsididary to fill the newly created position... MutualFundWire.com - Wednesday, September 8, 2010
SunTrust Expands its 401k Offering Online The provider's new toolbox offers interactive educational resources tailored for each stage of retirement planning... 401kWire.com - Wednesday, September 8, 2010
How Do Plan Sponsors Pick QDIAs and What Makes DC I-O Firms Effective? An industry consulting firm prepares to ask those questions by polling investment-only managers, plan sponsors and intermediaries... 401kWire.com - Wednesday, September 8, 2010
How Do You Deal With 403b Providers Who Won't Share Data? A DC trade group issues its best practices for 403(b) plan sponsors... 401kWire.com - Wednesday, September 8, 2010
RS Investments Keeps its Eye Out for More Deals Fresh from completing the Oak Value deal, Terry Otton says RS Investments will consider adoptions, liftouts and acquisitions... MutualFundWire.com - Wednesday, September 8, 2010 - Reader Rating: 4
401k Cuts Juice Up a High Profile Strike A labor union balks at a contract that would, among other things, reduce the company match in its defined contribution plan... 401kWire.com - Wednesday, September 8, 2010
Axa Brings Retirement to Reality TV The insurer gauges retirement expectations and experiences via a reality show. .. 401kWire.com - Wednesday, September 8, 2010 - Reader Rating: 5
A Birmingham RKer Expands its Footprint in 'Big D' Benefit Consultants is taking over recordkeeping services for a Dallas-based TPA... 401kWire.com - Wednesday, September 8, 2010
Janus is Throwing its Hat into the Active ETF Ring Janus is getting into the active ETF business. .. MutualFundWire.com - Wednesday, September 8, 2010 - Reader Rating: 1
Nine Have Value Line's Pitchbook and One Is Not Getting It Value Line's board turns away a suitor for its asset management business... MutualFundWire.com - Wednesday, September 8, 2010
Pessimistic Investors Crowd Bear Market Funds A Bloomberg report says investors should be wary of highly leveraged, gimicky bear market funds. .. MutualFundWire.com - Wednesday, September 8, 2010
Kashkari Talks Global Equity at Pimco A wire service interviews the Goldman Sachs and U.S. Treasury alum about the bond fund firm's new push into stocks... MutualFundWire.com - Wednesday, September 8, 2010
Moody's Wants to Rate Money Funds Separately The ratings agency reportedly unveils a new, five-point scale with which to assess money market mutual funds... MutualFundWire.com - Wednesday, September 8, 2010
Wasatch Makes the Pitch for Long/Short Mutual Funds The Utah-based firm, which recently added a long/short fund to its product roster, has released a white paper touting the benefits of such offerings... MutualFundWire.com - Tuesday, September 8, 2009
Akre Aims to Add Analysts Fresh from launching his own mutual fund, the former sub-advisor of the FBR Focus Fund plans to expand his team... MutualFundWire.com - Tuesday, September 8, 2009
DoL Sues to Distribute an Abandoned 401k in Buffalo A $3,000 plan covering three participants gets attention from the Department of Labor... 401kWire.com - Tuesday, September 8, 2009 - Reader Rating: 5
Vanguard Snatches Target-Date Business from Fidelity Stanford University is set to swap Fidelity's Freedom Funds for Vanguard's Target Retirement Funds... 401kWire.com - Tuesday, September 8, 2009 - Reader Rating: 4.5
Gabelli Taps an Assistant for a $2 Billion Fund For the first time in 23 years, Mario Gabelli appoints an associate portfolio manager for the Gabelli Asset Fund... MutualFundWire.com - Tuesday, September 8, 2009
ING Defeats a 403b Kickback suit The provider and a teachers union beat back a class action, thanks to a federal judge... 401kWire.com - Tuesday, September 8, 2009
A DC Vendor Fights Accusations of Discrimination Will a retirement plan provider quash a lawsuit before it becomes a class action?.. 401kWire.com - Tuesday, September 8, 2009 - Reader Rating: 3
Even the Bear Can't Get Plan Participants to Budge The WSJ talks to industry insiders about participant asset allocation... 401kWire.com - Tuesday, September 8, 2009
Eaton Vance Builds on the Stimulus The Boston-based mutual fund firm plans a new fixed income fund... MutualFundWire.com - Tuesday, September 8, 2009
WSJ Has the Skinny on Fat-Tailed Distributions WSJ reporter Eleanor Laise features the new tools on Wall Street that assume market returns falling along a fat-tailed distribution... MutualFundWire.com - Tuesday, September 8, 2009
Value Hunter Jason Ronovech Provides a Window into His Paradigm The manager of the $116 million Paradigm Value Fund is the subject of Tuesday's WSJ Fund Track... MutualFundWire.com - Tuesday, September 8, 2009 - Reader Rating: 1
401k Producer Services Morphs its Branding Strategy Updated \| The plan advisor tools firm that Giovinazzo and Della Vedova built is shedding its brand... 401kWire.com - Monday, September 8, 2008 - Reader Rating: 1
Scheve's Departure Leads to Legg Mason Vet's Return Legg Mason is bringing back a company vet for the post... MutualFundWire.com - Monday, September 8, 2008
A Janus Portfolio Manager Picks a New Path Two of the Denver-based fund firm's offerings will lose a co-manager later this month... MutualFundWire.com - Monday, September 8, 2008
Two SoCal TPAs Find a New Home Updated \| About 2,800 plans change hands in a dual deal as one DC provider wraps up its divestment strategy... 401kWire.com - Monday, September 8, 2008
MassMutual Unwraps TPA Registered Product The Springfield, Massachusettts-based plan provider launches a product that officials say will broaden opportunities for TPAs... 401kWire.com - Monday, September 8, 2008
JPMorgan Creates Tool for Advisors Vetting Target Dates How does one sort out the expanding universe of target-date funds? David Musto and his team at JPMorgan offer up a solution... 401kWire.com - Monday, September 8, 2008 - Reader Rating: 4
New Platform Takes NPH Advisors Online The Santa Monica, California-based indie B-D launches a new, online, portfolio management solution for its advisors... MutualFundWire.com - Monday, September 8, 2008
UMB Appoints a Distribution Services Director UMB Fund Services has hired a CUNA Mutual and Ziegler alum as senior vice president and director of distribution services... MutualFundWire.com - Monday, September 8, 2008 - Reader Rating: 5
Wachovia Offers Free Retirement Consultation The bank-owned plan provider launches a new service for participants... 401kWire.com - Monday, September 8, 2008 - Reader Rating: 3
DC Money Attracts Media Giant Updated \| A news website and a magazine unveil a joint venture that could be of interest to retirement plan providers... 401kWire.com - Monday, September 8, 2008 - Reader Rating: 2.5
Allianz and Pimco Tap a Transfer Agent Allianz Funds and Pimco Funds have selected a back-office provider to perform recordkeeping and shareholder services functions starting next month... MutualFundWire.com - Monday, September 8, 2008
Brokers, ARS Fill Special WSJ Section Some articles featured in the monthly section in the Journal on the mutual fund industry feature stray a bit from the world of open and closed-end funds... MutualFundWire.com - Monday, September 8, 2008
Lauricella Smiles On Open-End Buy-Write The Wall Street Journal takes a look at an investing strategy more often in the closed-end side of the business... MutualFundWire.com - Monday, September 8, 2008
Matrix Investment Chief Gains Fund Track Space Tennille Tracy devotes the Monday Fund Track column to the stockpicking strategy of the CIO of Matrix Asset Advisors... MutualFundWire.com - Monday, September 8, 2008
BGI Hires a Morgan Stanley Vet for a Key ETF Post Barclays Global Investors brings in a Morgan Stanley vet... MutualFundWire.com - Monday, September 8, 2008
Which Fund Firms Bet the Most on Fannie and Freddie? With the government stepping in to rescue the ailing mortgage lenders, the spotlight turns to the fund firms that stocked up the most on Fannie and Freddie in the second quarter... MutualFundWire.com - Monday, September 8, 2008
Mutual Funds and ETFs Unite! How do funds of ETFs stack up against the other options?.. MutualFundWire.com - Monday, September 8, 2008
Evergreen Scraps a Fund Line Evergreen plans to liquidate one line of funds-of-funds that it launched barely two years ago, while reopening two other funds in its lineup... MutualFundWire.com - Monday, September 8, 2008
Providers Get The Nod For Web Sites Research firm Dalbar has awarded the Seal of Excellence for Communications to two DC providers for their plan sponsor and participant Web sites. .. 401kWire.com - Friday, September 8, 2006 - Reader Rating: 2
Spark Institute Airs Concerns Over Banc One Distribution Plan The lobby group is calling for changes to the proposed distribution plan... 401kWire.com - Friday, September 8, 2006 - Reader Rating: 3
Hancock To Name New Sales Chief Soon The Boston-based firm will soon announce its choice for Peter Gordon's replacement... 401kWire.com - Friday, September 8, 2006
Happy 401k Day What providers are doing to get participants thinking about 401(k) plans... 401kWire.com - Friday, September 8, 2006
Bear Stearns Case May Show BDs' Complicity in Timing A former Bear Stearns supervisor is claiming that the brokerage firm made him a fall guy for activity higher ups knew of and approved of... MutualFundWire.com - Friday, September 8, 2006 - Reader Rating: 2
Bear Stearns Case May Show BDs' Complicity in Timing A former Bear Stearns supervisor is claiming that the brokerage firm made him a fall guy for activity higher ups knew of and approved of... MutualFundWire.com - Friday, September 8, 2006
WSJ: Time for Restitution Maybe the fund scandals really are entering the final stretch. Friday's Wall Street Journal Fund Track column provides some proof in the debate by running a piece on the logistical challenges of reimbursing harmed shareholders. It even states that the "next stage in the saga of the mutual-fund scandal of recent years is about to begin." If anyone knows the mind of Eliot Spitzer, it is the folks at the WSJ; they do, afterall, seem to have an inside pipeline to Spitzer's office... MutualFundWire.com - Friday, September 8, 2006
Beverly Hills Rep Jumps to First Republic A financial consultant in A.G. Edward's Beverly Hills office is making the move to Century City to work for First Republic Securities... MutualFundWire.com - Friday, September 8, 2006
Credit Suisse Buys Down Under The Swiss bank is buying a stake in an Aussie brokerage firm to ensure distribution for its investment banking efforts... MutualFundWire.com - Friday, September 8, 2006 - Reader Rating: 3
Morgan Stanley Lands Merrill, UBS Reps The wirehouse takes four brokers from two of its rivals. The hires are in Florida, North Carolina and Chicago... MutualFundWire.com - Friday, September 8, 2006
Northern Trust Plan Expansion in Ireland The back office company is opening an office in a second city in Ireland as it preps the ground for rapid expansion... MutualFundWire.com - Friday, September 8, 2006
NASD Investigates Late Trading at MetLife B-Ds The NASD is investigating three MetLife broker-dealer subsidiaries for late trading mutual funds.. MutualFundWire.com - Thursday, September 8, 2005 - Reader Rating: 4
PSCA Seeks Help for Katrina Victims The plan sponsor trade group has offered its suggestions to the IRS on ways to help Katrina's victims... 401kWire.com - Thursday, September 8, 2005 - Reader Rating: 1
MGM Promises to Fund 401k of Gulf Coast Workers The casino operator will continue to pay workers for the next 90 days, including making contributions to their 401k accounts... 401kWire.com - Thursday, September 8, 2005
JP Morgan Makes Main Street Bid JP Morgan has finished retooling its fund business after its merger with Bank One and is readying a new strategy to grow assets under management ..... MutualFundWire.com - Thursday, September 8, 2005 - Reader Rating: 2.33
Fido Launches Paul McCartney Ad Campaign The recordkeeper urges people to never stop doing what they love... 401kWire.com - Thursday, September 8, 2005
Five on Their Way up at Ibbotson Five insiders get promoted... 401kWire.com - Thursday, September 8, 2005
Trust Co's Marketing Exec Jumps Ship The person leaves after just one year... 401kWire.com - Thursday, September 8, 2005
FIRSCo Hires SVP From JP Morgan RPS The new hire joins from a Midwest-headquartered rival... 401kWire.com - Thursday, September 8, 2005 - Reader Rating: 5
New Engemann Targets HNW Investors with Funds Engemann Asset Management has tapped a new senior vice president to oversee its wealth advisory business. Olivier F. Cornet has joined the subsidiary of Phoenix Investment Partners and will be responsible for building and managing relationships with high-net-worth clients. Cornet joined Engemann from Northern Trust. .. MutualFundWire.com - Thursday, September 8, 2005
Schwab Adds to Fund Lineup Charles Schwab Investment Management is readying another in-house fund based on its proprietary Equity Ratings system ..... MutualFundWire.com - Thursday, September 8, 2005
CSAM Hires Sales Head Credit Suisse Asset Management has named Michael Baldinger head of U.S. sales ..... MutualFundWire.com - Thursday, September 8, 2005
Fidelity Says Love Me Do Fidelity Investments has landed ex-Beatle Paul McCartney for a national television campaign beginning on Thursday night ..... MutualFundWire.com - Thursday, September 8, 2005
ETrade Backs Online 9/11 Memorial ETrade Financial has decided to donate $514,000 raised by its employees and customers to aid with the development of an online September 11 memorial, called The Living Memorial... MutualFundWire.com - Wednesday, September 8, 2004
American Century Sets Targets for Savers The firm introduced five new target-dated mutual funds... 401kWire.com - Wednesday, September 8, 2004
Hartford Investment Management Adds Two Alison Murdoch and Ray Uy join Hartford Investment Management’s international investment team. Murdoch will cover credit research in the UK and Europe, while Uy will manage non-dollar credit portfolios and international trading... MutualFundWire.com - Wednesday, September 8, 2004
Fund Firm Sets Sights on BD Channel Rydex is continuing its push into the BD channel with new share classes and other initiatives... MutualFundWire.com - Wednesday, September 8, 2004 - Reader Rating: 3
Ibbotson Appoints CIO Ibbotson Associates appointed Dr. Peng Chen as the company's chief investment officer. He has been with the company since 1997, and he will continue to oversee the research group. In his new role, he will also set the company's asset allocation and investment decision-making processes... MutualFundWire.com - Wednesday, September 8, 2004
Rydex Continues Sales, Educational Push Changes are afoot at the Rockville, Maryland-based fund firm... MutualFundWire.com - Wednesday, September 8, 2004 - Reader Rating: 3.12
Tech Startup Taps Bisys Vet A business development executive from Bisys will focus on bringing alliance partners a simpler rollover solution from his new employer. .. 401kWire.com - Wednesday, September 8, 2004
ING Says Any Reimbursements Not Material Any reimbursements ING makes to fund shareholders for allowing improper trades will not materially affect the the Dutch insurer’s U.S. business, reports Reuters citing an SEC filing. ING also stated that it has substantially completed an internal review of inappropriate trading in its products. .. MutualFundWire.com - Wednesday, September 8, 2004
Pentegra Gets Aggressive The provider is bringing on a new chief marketing officer to carry out a new proactive marketing strategy... 401kWire.com - Wednesday, September 8, 2004
Mellon Buys Ocean State Money Manager Dreyfus-parent Mellon Financial will close a deal to acquire the Providence Group Investment Advisory Company in the fourth quarter. The high net worth group will add $750 million in assets and a Rhode Island presence... MutualFundWire.com - Wednesday, September 8, 2004
Ibbotson Appoints New CIO The head of research at the financial model maker is being promoted... 401kWire.com - Wednesday, September 8, 2004
TPA Expands in Sunshine State CPI Qualified Plan Consultants opened their tenth regional office... 401kWire.com - Wednesday, September 8, 2004 - Reader Rating: 4.5
AMRO Clients Pick Up Toolbox Option Two clients have opted for managed accounts from 401k Toolbox... 401kWire.com - Wednesday, September 8, 2004
Investors Shrug Off Probe at Bear Stearns. But Should They? Bear Stearns� shares are up 12 percent this year making it the best performing broker-dealer stock, according to TheStreet.com. But shareholders may want to take a second look. .. MutualFundWire.com - Wednesday, September 8, 2004
Getting Traction Vanguard's shot back in the index fund price war triggered by Fidelity last week hit home this morning in the Wall Street Journal. Jonathan Clements, the papers personal finance columnist, takes up Vanguard's theme and warns investors to be careful before they buy Fidelity's price reduced index funds lest they find themselves ’’checking into the roach motel.’’.. MutualFundWire.com - Wednesday, September 8, 2004
Bank of America Promises Restitution The firm is the second saying it will repay fund investors... MutualFundWire.com - Monday, September 8, 2003 - Reader Rating: 1
Legg Mason on Spitzer List The Baltimore fund firm was among those receiving a subpoena last week... MutualFundWire.com - Monday, September 8, 2003
Provider Offers Sponsors Fiduciary Help Another bundled vendor has created a free fiduciary tool for plan sponsors... 401kWire.com - Monday, September 8, 2003
Rollover Systems Adds Merrill Lynch to Network The rollover specialists says that it has signed up Merrill Lynch as part of its network... 401kWire.com - Monday, September 8, 2003
Janus Moves to Save Face The fund firm came out with an action-focused plan today to save its reputation... MutualFundWire.com - Monday, September 8, 2003
GoldK Cuts Ties to STC Other clients of Security Trust stay onboard with the trust firm in wake of Spitzer allegations... MutualFundWire.com - Monday, September 8, 2003 - Reader Rating: 4.25
Bay State Requests Info From Eaton Vance Massachusetts officials make inquires at fund firms about timing trades at Pru office in Boston... MutualFundWire.com - Monday, September 8, 2003
Three Fidelity Funds Get New PMs Two of the openings were created by the departure of a Tokyo-based fund manager... MutualFundWire.com - Monday, September 8, 2003
Schwab Unveils Advice ... for Free Charles Schwab partners with a local advice provider to be the backbone for its new service... 401kWire.com - Monday, September 8, 2003 - Reader Rating: 4
US Attorney Plans to Join the Hunt James Comey may soon become a familiar name to fund executives... MutualFundWire.com - Monday, September 8, 2003
Subadvisor Switch Gabelli's GAMCO Investors knocks T. Rowe Price as subadvisor for an American Skandia fund... MutualFundWire.com - Friday, September 8, 2000 - Reader Rating: 3
Manager Brings Partners Sales and Marketing Closer Phoenix Investment Counsel is organization its staff of 22 sales and marketing staffers into a new group to deepen its market penetration... 401kWire.com - Friday, September 8, 2000 - Reader Rating: 3
Management Firm Brings Partners Sales and Marketing Closer Phoenix Investment Counsel is organization its staff of 22 sales and marketing staffers into a new group to deepen its market penetration... MutualFundWire.com - Friday, September 8, 2000 - Reader Rating: 3
Stable Value Rates for Sep. 1, 2000 .. 401kWire.com - Friday, September 8, 2000 - Reader Rating: 3
September 8, 2000 Are Large Cap Gains Payout Becoming a Black Eye? ... Invesco To Shutter Two Funds ... Software is The Next HOLDR ... MFS Loves Tech ... Are Bond Funds Back?.. 401kWire.com - Friday, September 8, 2000 - Reader Rating: 3
September 8, 2000 Are Large Cap Gains Payout Becoming a Black Eye? ... Invesco To Shutter Two Funds ... Software is The Next HOLDR ... MFS Loves Tech ... Are Bond Funds Back?.. MutualFundWire.com - Friday, September 8, 2000 - Reader Rating: 3
First Union Faces New Lawsuit It seems that Charlotte, North Carolina-headquartered First Union can't stay out of the courts. In May, former employees of Signet -- a bank in Richmond, Virginia that is now a unit of First Union -- filed a suit over alleged mishandlings of the company 401(k) plan. Now 18 current and former employees of the vendor are claiming that the firm was more interested profits than its employees when administering the plan. The Washington, D.C. law firm of Sprenger & Lang is representing both sets of plaintiffs... 401kWire.com - Wednesday, September 8, 1999 - Reader Rating: 3
Van Kampen and Former CIO Settle With SEC The former chief investment officer of Van Kampen Funds and the funds' advisor are neither admitting nor denying wrong-doing but have agreed to be censured and fined... MutualFundWire.com - Wednesday, September 8, 1999 - Reader Rating: 3
Pru Inks New Distribution Agreements Several recent distribution agreements will broaden the exposure of the Prudential mutual fund family through four financial services firms... MutualFundWire.com - Wednesday, September 8, 1999 - Reader Rating: 3
Pru on New 401k Platform Prudential Investments in Newark, New Jersey and ReliaStar of Minneapolis, Minnesota have inked a new deal whereby Pru funds will be available through ReliaStar's ChoiceOne 401(k) group annuity. ChoiceOne is tarted toward small and mid-sized sponsors... 401kWire.com - Wednesday, September 8, 1999 - Reader Rating: 3
TAG On: Discretionary Matching The Technical Answer Group, Inc. (TAG) is a weekly guest on the 401kWire.com site. TAG provides technical answers and supporting research for professional firms and individuals that administer, sell or sponsor qualified employee benefit plans. The following question was asked by a TAG Subscriber and includes the TAG answer:.. 401kWire.com - Wednesday, September 8, 1999 - Reader Rating: 3
Pimco's New CIO Pimco has promoted a former operations chief from its' Pimco Global unit to chief information officer of its largest investment management arm... MutualFundWire.com - Wednesday, September 8, 1999 - Reader Rating: 3
Odd Lots, September 8, 1999 Post merger woes ... Behind the scenes ... Cooking up some old fashioned disclosure ... First Union charged with 401(k) abuse... MutualFundWire.com - Wednesday, September 8, 1999 - Reader Rating: 3
401(k) Day September 8, 1998 Does Hallmark know? The PSCA has proclaimed this day, near Labor Day, 401(k) Day. The idea is for plan sponsors to get the word out about profit-sharing and 401(k)'s. Get your 401(k) Day shopping done early... 401kWire.com - Tuesday, September 8, 1998 - Reader Rating: 3
Ryan Labs Market Data -- June 1998 June Data.. 401kWire.com - Tuesday, September 8, 1998 - Reader Rating: 3
New Online Service for Employees of Small Businesses One of the trends we have been following at the 401kWire is the lack of defined contribution services available to smaller plans. For many vendors, small plans just are not profitable. And those plans that do have services usually do not have access to same level of sophistication that larger plans have. But, the Internet is being used increasingly to bring quality 401(k) services to smaller shops. For instance, the 401kWire has reported that Daily Access Concepts has introduced a recordkeeping application online. And now www.401ktalk.com, the brainchild of Judd/Roberts LLC, is offering education to participants in cyberspace... 401kWire.com - Tuesday, September 8, 1998 - Reader Rating: 3
Workers Better Off with Privatized Social Security "The [Social Security] payroll tax is a tax aimed directly at union workers," contends Michael Tanner in a report for the conservative think-tank Cato Institute. In his report entitled "Union Workers Should Support Social Security Privatization", the director of health and welfare studies at the institute argues that a privatized social security is the best way to ensure that the bottom 50% of the American workforce has the opportunity to save for a comfortable retirement... 401kWire.com - Tuesday, September 8, 1998 - Reader Rating: 3
Auto Dealer Drives Away with New 401k Harrisburg, PA-based Sutliff Chevrolet Co. has selected Prudential to be the provider for its 401(k) plan, John Patton, human resources manager, told the 401kWire. The plan has $6 million in assets with 212 participants... 401kWire.com - Tuesday, September 8, 1998 - Reader Rating: 3

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