Quantcast
The MFWire
Manage Email Alerts | Sponsorships | About MFWire | Who We Are

Subscribe to MFWire.com's News Alerts [click]

Rating:Rydex Lands 401k Distribution Deal Not Rated 2.0 Email Routing List Email & Route  Print Print
Wednesday, September 12, 2007

Rydex Lands 401k Distribution Deal

News summary by MFWire's editors

Rydex Investments has achieved a coup in the distribution of their ETFs. Eight of its ETFs have been added to the platform of Invest n Retire, a retirement provider based in Portland. "As investors have become familiar with the benefits offered by exchange traded funds, including affordability and transparency, we've seen an overwhelming demand for ETF exposure within qualified accounts," says Tim Meyer, ETF business manager at Rydex Investments.


ROCKVILLE, MD--(Marketwire - September 12, 2007) - Investors seeking the benefits of exchange traded fund investing within a tax-deferred retirement plan now have more options. Rydex Investments today announced the availability of eight ETFs in Invest n Retire (INR) retirement plans. A market leader in using ETFs in qualified accounts, INR provides advanced technology that enables investors to own whole and fractional shares of ETFs in their retirement portfolios without incurring the expense of opening a separate, self-directed brokerage account.

"As investors have become familiar with the benefits offered by exchange traded funds, including affordability and transparency, we've seen an overwhelming demand for ETF exposure within qualified accounts," says Tim Meyer, ETF business manager at Rydex Investments. "We're pleased to partner with Invest n Retire so that investors now have a cost-effective way to access Rydex ETFs within a tax-deferred retirement plan."

With over $5 billion in ETF assets under management, Rydex's lineup of approximately two dozen exchange traded products offers a wide range of investment options, including broad market, style, sector and currency exposures. Currently, the following Rydex ETFs are available in Invest n Retire plans:

Fund Name
Rydex S&P Equal Weight ETF (AMEX: RSP)
Rydex S&P 500 Pure Growth ETF (AMEX: RPG)
Rydex S&P 500 Pure Value ETF (AMEX: RPV)
Rydex S&P MidCap 400 Pure Growth ETF (AMEX: RFG)
Rydex S&P MidCap 400 Pure Value ETF (AMEX: RFV)
Rydex S&P SmallCap 600 Pure Growth ETF (AMEX: RZG)
Rydex S&P SmallCap 600 Pure Value ETF (AMEX: RZV)
Rydex Russell Top 50® ETF (AMEX: XLG)


"Rydex is a leader in innovation of investment options, having introduced many industry firsts: the first leveraged equity fund, the first leveraged fixed-income fund, the first inverse equity fund, the first inverse fixed-income fund, the first funds to price twice daily," says Darwin Abrahamson, CEO of Invest n Retire, LLC. "I am excited to add Rydex ETFs from a firm that has been a leader in innovation of specialized investments."

About Invest n Retire, LLC

Invest n Retire‚ LLC (INR)‚ located in Portland, Oregon‚ was founded in response to the overwhelming demand for leading edge technology that can deliver financial tools and services to 401(k) plans. INR's uniquely designed system (patent pending) for managing tax-deferred retirement plans addresses and solves two major problems: (i) the move from defined benefit‚ profit sharing‚ and money purchase plans to defined contribution plans which forces employees to become investment experts and (ii) the high costs associated with the traditional investment options offered to employees.

INR's proprietary system includes asset allocation models designed by the plan's financial consultant‚ portfolio rebalancing‚ online enrollment‚ investment education‚ daily valuation‚ and investment options which include an array of exchange-traded funds (ETFs) and Dimensional Fund Advisors institutional index funds. For more information visit www.investnretire.com.

About Rydex Investments

Rydex Investments continues to drive change in the financial industry by introducing investment products and services that challenge conventional thinking, empower investors and provide essential new options for uncertain market conditions. Rydex manages approximately $15 billion in assets via more than 80 mutual funds and exchange traded products.

For more complete information regarding Rydex funds, call 800.820.0888 or visit www.rydexinvestments.com for a prospectus. Investors should carefully consider the investment objectives, risks, charges and expenses of a fund carefully before investing. The fund's prospectus contains this and other information about the fund. Please read the prospectus carefully before you invest or send money.  

Edited by: Erin Kello


Stay ahead of the news ... Sign up for our email alerts now
CLICK HERE

2.0
 Do You Recommend This Story?



GO TO: MFWire
Return to Top
 News Archives
2025: Q1
2024: Q4Q3Q2Q1
2023: Q4Q3Q2Q1
2022: Q4Q3Q2Q1
2021: Q4Q3Q2Q1
2020: Q4Q3Q2Q1
2019: Q4Q3Q2Q1
2018: Q4Q3Q2Q1
2017: Q4Q3Q2Q1
2016: Q4Q3Q2Q1
2015: Q4Q3Q2Q1
2014: Q4Q3Q2Q1
2013: Q4Q3Q2Q1
2012: Q4Q3Q2Q1
2011: Q4Q3Q2Q1
2010: Q4Q3Q2Q1
2009: Q4Q3Q2Q1
2008: Q4Q3Q2Q1
2007: Q4Q3Q2Q1
2006: Q4Q3Q2Q1
2005: Q4Q3Q2Q1
2004: Q4Q3Q2Q1
2003: Q4Q3Q2Q1
2002: Q4Q3Q2Q1
 Subscribe via RSS:
Raw XML
Add to My Yahoo!
follow us in feedly


  1. MMI webinar - Enhancing the Advisor Experience, January 16
  2. MFDF webinar - AI and Fund Compliance, January 21
  3. MFDF In Focus - In Focus: Small Boards' Use of Skills Matrices, January 22
  4. IDC webinar - SEC Enforcement Trends: What Fund Directors Should Know, January 23
  5. ICI webinar - Legal and Compliance Career Opportunities in the Asset Management Industry, January 24
  6. FSI OneVoice 2025, Jan 27-29
  7. MFDF 2025 Directors' Institute, Jan 27-29
  8. Nicsa webinar - An Intro to Irish and Luxembourg Investment Platforms for US Asset Managers, January 29
  9. WE South - Dallas | Texas Stock Exchange, Politics, & Product Development, January 30
  10. 2025 ICI Innovate, Feb 3-5
  11. Nicsa webinar - AI In Operations: Boosting Productivity for Wealth & Asset Management Firms, February 5
  12. MFDF In Focus: Understanding Distribution - What the Data Can Tell You, February 6
  13. MFDF Director Discussion Series - Open Forum, February 10
  14. MFDF Director Discussion Series - Open Forum, February 11
  15. MMI Darden-in-Residence II, Feb 24-6
  16. 2025 MMI RIA Forum, February 27
  17. IDC Core Responsibilities of Fund Directors, February 27
  18. Citywire Scottsdale CIO Summit 2025, Feb 27-28
  19. Expect Miracles In Manhattan 2025, February 27
  20. T3 Technology Conference 2025, Mar 3-6
  21. IMEA Distribution Intelligence Summit, Mar 4-5
  22. Nicsa 2025 Strategic Leadership Forum, Mar 5-7
  23. Citywire Pro Buyer New York Due Diligence Retreat 2025, Mar 6-7
  24. MFDF 2025 Fund Governance & Regulatory Insights Conference, Mar 6-7
  25. MFDF 15(c) White Paper Webinar Series: Part 3 - Gartenberg Factors Analysis and Challenges, March 12
  26. ICI Investment Management Conference, Mar 16-19




©All rights reserved to InvestmentWires, Inc. 1997-2025
14 Wall Street | 20th Floor | New York, NY 10005 | P: 212-331-8968 | F: 212-331-8998
Privacy Policy :: Terms of Use