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MFS Investment Management [view profile

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500 Boylston St Boston MA 02116 ph: 800-637-2929
http://www.mfs.com - SEC Filings

Fund Profiles

People Profiles
40. Marty Beaulieu (2009)	3. Jim Davey (2008)	6. Jeffrey Carney (2008)
23. Jim Davey (2006)	11. Robert Wuelfing (2006)	47. Mike Falcon (2007)
54. Jamie Ohl (2008)	53. Jim Davey (2008)	54. Cynthia Hayes (2007)
28. Joe Ready (2007)	93. Don Salama (2007)	18. Jim Davey (2010)
74. James Brockelman (2007)	29. Jude Metcalfe (2009)	16. Bob Wuelfing (2008)

Most Recent Stories - Past 20 Days
Hartford Names its Mutual Fund Chief The insurer turns to a company insider for the post... MutualFundWire.com - Monday, August 23, 2010
Hartford Restructures its Sales Force More details have emerged on the reorganization at the Hartford... MutualFundWire.com - Wednesday, August 25, 2010
Jim Davey Steps into a New Role The Hartford executive has a new post at the Connecticut-based insurer... 401kWire.com - Monday, August 23, 2010
Hartford Taps Transamerica Vet to Lead Mid-Market Sales The provider is making its push into the middle-market with a new hire... 401kWire.com - Friday, August 27, 2010
Hartford Looks to Fill a Vacant Wholesaler Spot The Connecticut-based insurer is looking to fill a wholesaler position in the Northwest.. 401kWire.com - Friday, August 27, 2010 - Reader Rating: 2.5

News Stories Archives - Since 1998
Hartford Unveils a New Org Structure The firm on Thursday outlined its new structure at an investor meeting in New York City... MutualFundWire.com - Thursday, April 01, 2010
DWS Scudder Hires Four for Distribution Team The new recruits join DWS Scudder's financial advisor division... MutualFundWire.com - Monday, January 28, 2008
The Hartford Says "Prepare" The Constitution State insurance provider launches a marketing campaign to encourage Baby Boomers to plan for their retirement. .. 401kWire.com - Wednesday, March 14, 2007 - Reader Rating: 3
Advisors Pick the Best Asset Manager Web Sites Kasina and Horsesmouth unveil the results of their What Advisors Do Online report... MutualFundWire.com - Wednesday, October 28, 2009 - Reader Rating: 2
Hartford Slims Down Again The division which includes mutual funds cuts a number of positions... MutualFundWire.com - Tuesday, July 21, 2009
Which Fund Firms Excel at Connecting with Advisors? Cogent releases the findings of its Advisor Touchpoints report... MutualFundWire.com - Wednesday, November 04, 2009 - Reader Rating: 4
Fidelity Loses a Fortune 50 Plan Sponsor A $14 billion plan is moving away from Fidelity to another recordkeeper. .. 401kWire.com - Monday, March 22, 2010 - Reader Rating: 4
Deeper Ties with Edward Jones Creates Sales Jobs at a Boston Fund Firm The fund firm is searching for four additional wholesalers to focus on Edward Jones... MutualFundWire.com - Friday, January 15, 2010
Fund Companies Get Gold Stars John Hancock bagged two of the top awards at the 13th annual STAR awards. Fidelity, Vanguard and Ariel were among the others who took home prizes... MutualFundWire.com - Monday, October 26, 2009
Which Fund Firms Do Best in DC Plans? Just a handful of fund firms dominate the 401k scene. Don't expect the Pension Protection Act to shake up the rankings... MutualFundWire.com - Monday, April 30, 2007 - Reader Rating: 2.74
New York Life Picks its New Retirement Chief New York Life taps a Fidelity alum to succeed Don Salama, who was promoted to a new position... 401kWire.com - Monday, January 25, 2010 - Reader Rating: 3.67
Hartford Reorgs The Connecticut-based firm unveiled a new organizational structure on Thursday... 401kWire.com - Thursday, April 01, 2010 - Reader Rating: 2.67
Hartford Makes its DC Move The provider seals one of the largest deals of the year. The target is a surprise to some industry insiders... 401kWire.com - Thursday, December 13, 2007 - Reader Rating: 4.77
UPDATE 1 \| Done Deal: San Fran Fund Shop Steps Forward to Gain Sales Access The Getty-backed fund shop has inked a deal to place another two dozen funds under its umbrella... MutualFundWire.com - Wednesday, June 04, 2008 - Reader Rating: 3.5
Wellington's Marketing Maven Moves On The Boston firm's director of marketing services bids adieu after nearly 20 years at the company... MutualFundWire.com - Thursday, January 28, 2010 - Reader Rating: 5
Hartford Restructures its Sales Team The Connecticut-insurer forms a new distribution unit... 401kWire.com - Thursday, September 10, 2009 - Reader Rating: 5
The Wells Fargo Stagecoach Picks Up a DC Acquisition UPDATED\| Wells Fargo has agreed to purchase a DC recordkeeping business... 401kWire.com - Tuesday, April 28, 2009 - Reader Rating: 3.4
Hartford Preps a Strategic Marketing Push for its Fund Arm The insurer aims to define the value proposition for its advisor-sold mutual funds... MutualFundWire.com - Monday, August 17, 2009
Vanguard and Fido are the Stars, So Where Does Your Fund Firm Rank in Growth Potential? Cogent Research has applied its predictive model to fund firms to tease out which funds will be tomorrow's Stars, Leaders, Players or Drifters, based on their growth potential... MutualFundWire.com - Thursday, October 25, 2007 - Reader Rating: 5
Cigna Execs Win Key Jobs at Pru Early on the combination looked more like a merger than a takeover... 401kWire.com - Tuesday, February 03, 2004 - Reader Rating: 5
Retirement Advisors are not Just Advisors What's new in the 401k industry? Fundsters interested in the business should pay attention to the growing differences between intermediaries who specialize in the retirement plan business and those who simply dabble while hailing from the retail world... MutualFundWire.com - Friday, May 28, 2010 - Reader Rating: 4
Hartford Retirement May Dodge the Latest Bullet The insurer makes cuts in its investment products unit. Those cuts will likely bypass the qualified DC plan unit... 401kWire.com - Friday, July 17, 2009 - Reader Rating: 2.6
Hartford Moves to Bolster Distribution The Connecticut-based insurer unveils a new distribution arm for its investment and retirement products... MutualFundWire.com - Thursday, September 10, 2009 - Reader Rating: 4
Merrill Lynch Sold: Deal Brings BofA into 401k Bank of America has wanted to be in the 401k recordkeeping market for a couple years. Sunday night's strange and rushed deal is fulfilling that wish... 401kWire.com - Sunday, September 14, 2008 - Reader Rating: 4.5
UPDATE 17 \| The Q2 Earnings Reports Are In... The last of the earnings reports are trickling in... MutualFundWire.com - Tuesday, August 14, 2007 - Reader Rating: 3.13
Franklin, MFS Score Distribution Deals The two fund firms have secured spots on a no-transaction-fee mutual fund platform... MutualFundWire.com - Wednesday, October 07, 2009
The Hartford Consolidates its DC Platforms UPDATED\| The DC acquirer prepares to switch to a single retirement platform... 401kWire.com - Thursday, April 30, 2009 - Reader Rating: 2.67
Great-West Hires from Hancock, ING The Colorado-based plan provider has two new faces on its sales team... 401kWire.com - Wednesday, October 28, 2009 - Reader Rating: 3.2
MetLife Purchases Citi Unit For the fourth time this year a block of 401(k) plans is changing hands. This time retirement plans are not the deal driver... 401kWire.com - Monday, January 31, 2005
Ohl is Out: Hartford Anoints a New Retirement Chief Jamie Ohl is leaving the Hartford... 401kWire.com - Tuesday, July 27, 2010 - Reader Rating: 1
After a Stint at Hartford, an Exec Rejoins MFS The exec returns to the Boston fund firm in the newly created role of director of national accounts in the DC I-O group... 401kWire.com - Monday, October 19, 2009 - Reader Rating: 4.97
Two Hartford Funds Get Hitched Value Opportunities HLS will be folded into Value HLS... MutualFundWire.com - Wednesday, October 21, 2009 - Reader Rating: 5
Coming in June: Invesco and Gundlach A roundup of what will be happening in June... MutualFundWire.com - Tuesday, June 01, 2010
Falcon Leaves the Merrill Lynch Nest UPDATED \| Merrill Retirement will have a new top executive as two senior figures are moving out... 401kWire.com - Monday, April 28, 2008 - Reader Rating: 3.67
Mother Merrill Will Add 'Energy' to a Key Retirement Platform What's new in the 401k industry? A wirehouse reboots one of its retirement plan offerings as one of its own says goodbye. Meanwhile, Pimco pushes a non-traditional approach to target date funds... MutualFundWire.com - Friday, April 23, 2010
Hartford Taps a New Chief 401k Salesman The Connecticut-based insurer draws from its own ranks to fill the post... 401kWire.com - Friday, September 04, 2009
Putnam Continues its Hiring Spree The Beantown-based fund company has three new faces in its DC team... 401kWire.com - Thursday, November 19, 2009 - Reader Rating: 3.14
Republicans' 401k Conspiracy Theory May Benefit Fund Firms Over Insurers What's new in the 401k industry? A growing political and media fight over an alleged plot to nationalize 401k may give an edge to mutual fund firms over insurance as they struggle to retain assets from retiring baby boomers... MutualFundWire.com - Friday, May 14, 2010
An Insurer Appoints a Retirement Distribution Chief Lincoln fills the post with an ex-MetLife exec... 401kWire.com - Tuesday, September 01, 2009 - Reader Rating: 4.5
Hartford Brings an Ex-401k Chief Back Above Retirement Updated \| John Walters, the head of wealth management, will leave the insurer tomorrow... 401kWire.com - Wednesday, June 30, 2010 - Reader Rating: 3.5
Sun Rising on More Recordkeeper Deals More deals may be in the works as providers seek to exit the retirement red zone and enter 401k heaven... 401kWire.com - Thursday, December 13, 2007 - Reader Rating: 5
Nationwide, Hartford 401(k) Sales Up Nationwide attributes strong 401(k) sales to trust product... 401kWire.com - Thursday, August 05, 2004 - Reader Rating: 4
ERISA Attorneys Attack the Principal Again A West Coast class action law firm files a suit against the provider over alleged fiduciary breach related to the management of an investment option... 401kWire.com - Monday, December 28, 2009 - Reader Rating: 3.29
Hartford Avoids 401k Trial with a $13.78 Million Payout The provider agrees to a settlement over DC revenue sharing... 401kWire.com - Wednesday, February 17, 2010 - Reader Rating: 3.67
Hartford Hires a DC Marketing Vet The investment management arm of the insurer adds an experienced retirement exec to its ranks... MutualFundWire.com - Thursday, February 26, 2009
Nuveen Reports Higher AUM for Q4 Nuveen has turned in its Q4 report card... MutualFundWire.com - Thursday, February 28, 2008 - Reader Rating: 2
Who Are 401k's Rising Stars? Watch these women as they climb up the DC industry ladder. The 401kWire's list of Rising Star Nominees includes women from across the industry... 401kWire.com - Monday, September 24, 2007 - Reader Rating: 3.2
Pru's Outsourcing Move Spares its DC Unit Updated \| Change is coming to part of the retirement services business at the provider... 401kWire.com - Tuesday, June 29, 2010 - Reader Rating: 5
Hartford Hunts for 401k Wholesalers Hartford is hiring -- the provider hopes to soon add three new wholesalers... 401kWire.com - Tuesday, April 06, 2010 - Reader Rating: 2.67
A New Alliance Shifts 8,000 DC Plans to Hartford Updated \| A DC I-O player leaves the bundled business behind... 401kWire.com - Wednesday, September 23, 2009 - Reader Rating: 3.6
11k Filings Index -- H-J .. 401kWire.com - Wednesday, July 08, 1998 - Reader Rating: 3
Hartford Makes its Move at Merrill PRG's Alliance Business UPDATED\| After months of speculation, Merrill has a deal in hand for its Princeton Retirement Group alliance business... 401kWire.com - Thursday, December 20, 2007 - Reader Rating: 5
FRC: Advisors Want Wholesalers Who Understand Advisors want asset management wholesalers with solutions and understanding, not product pushers. That's just one of the findings of a new research report released by Financial Research Corporation and Horsesmouth... MutualFundWire.com - Friday, July 13, 2007 - Reader Rating: 3.33
Industry Insiders Steady Themselves for a Mega Deal Another sale of a 401k business is in the works and may be completed any day. The deal would potentially create the fifth largest 401k recordkeeper... 401kWire.com - Thursday, June 08, 2006 - Reader Rating: 3.8
The Hartford Prospects for 401k Sales Pros The company is searching for wholesalers in two Southwest areas... 401kWire.com - Wednesday, May 26, 2010 - Reader Rating: 2
Twitter? Unintended Consequences. Fund Leaders Share Their Thoughts Bridget Macaskill, Bill McNabb, Greg Johnson and Hartford's John Walters tell ICI members where they see the industry going... MutualFundWire.com - Thursday, May 06, 2010
Is 401k a Brand Wasteland? An industry consulting firm sees big opportunities for DC providers to differentiate themselves in a maturing industry... 401kWire.com - Thursday, June 10, 2010 - Reader Rating: 3.62
Hartford Continues to Evaluate its RK Platforms The Connecticut-based insurer continues to maintain two platforms... 401kWire.com - Wednesday, July 15, 2009
Virtus Secures $30 Million The asset manager uses $15 million to pay other debts... MutualFundWire.com - Friday, September 04, 2009
A.G. Edwards & Wachovia Could Create Fund Distribution Giant Putting the two sales forces together will likely be a boon for the broker-sold fund families on their platforms. Still, mutual funds have been anything but good to A.G. Edwards in recent years... MutualFundWire.com - Thursday, May 31, 2007 - Reader Rating: 3
Edward Jones Taps a DC Chief, Looks to Partner The brokerage giant brings a retirement veteran on-board... 401kWire.com - Tuesday, March 10, 2009 - Reader Rating: 4
A Key Exec is Leaving Virtus The exec, who played a key role in Virtus' spin-off from Phoenix Companies, is leaving in June... MutualFundWire.com - Monday, April 19, 2010
A Provider Goes on Trial for DC Revenue Sharing A class action suit against a bundled provider and an asset manager is progressing, even after a partial settlement... 401kWire.com - Wednesday, January 27, 2010 - Reader Rating: 2
Great-West Taps Two for Sales Roles The plan provider appoints two former Hartford employees to its team of wholesalers... 401kWire.com - Thursday, January 22, 2009
Hartford's Retirement Unit Posts a $40 Million Net Loss Deposits totaled $1.8 billion during the second quarter... 401kWire.com - Wednesday, July 29, 2009 - Reader Rating: 5
Hartford is On Fund Track to $100 Billion The WSJ takes a look at the aggressive goals top management has handed to The Hartford's mutual fund team, and why they are optimistic... MutualFundWire.com - Tuesday, August 25, 2009 - Reader Rating: 3
Most Advisors Rate Their Key DC Providers Well A 401(k) Exchange - SPARK Research Group survey rates the primary DC providers of advisors. But in the apples and oranges DC world, finding the very best remains an art... 401kWire.com - Wednesday, June 11, 2003 - Reader Rating: 4
A Boston Fund Firm Expands its DC Team The asset manager adds Hartford and AllianceBernstein alums to its DC group... 401kWire.com - Tuesday, December 01, 2009
A Fund Firm's Parent Refuses Bailout Cash The U.S. Treasury preliminarily approves sending billions to six insurers, but at least one of them doesn't want the money... MutualFundWire.com - Friday, May 15, 2009
Morgan Stanley Deepens its Relationship with a Plan Provider Morgan Stanley advisors and their clients now have access to three offerings from the plan provider... 401kWire.com - Monday, March 23, 2009 - Reader Rating: 4
The Hartford Revamps a Fund The Connecticut-based insurer renamed its global equity fund the global research fund last Friday, December 11, after lowering its fees and expenses in November... MutualFundWire.com - Thursday, December 17, 2009
JOBS! Guardian Life is hiring. Any questions?.. 401kWire.com - Tuesday, April 24, 2001 - Reader Rating: 3
Hartford Hires a BNY Mellon Veteran Hartford brings in a BNY Mellon veteran as sector head of municipal finance... MutualFundWire.com - Tuesday, February 02, 2010
ING Wins Big with Kentucky In this week's 401k Round Up, some providers boost their DC I-O staff while others see personnel retreat... MutualFundWire.com - Thursday, April 01, 2010
One Client Pulls a Million Participants From DST The outsourced recordkeeper suffered a major hit last year due to a single conversion away from TRAC... 401kWire.com - Thursday, January 29, 2009
A Plan Provider Lands DC Distribution through BofA/Merrill The DC plan provider gets access to BofA/Merrill Lynch's 15,000 advisors... 401kWire.com - Monday, May 04, 2009
Will Sun Life Retirement Go Home (With Some New Friends)? Updated \| Sun Life reportedly looms over the Hartford... 401kWire.com - Wednesday, March 04, 2009
Financial Crisis Rocks Retirement Income Players In what should be their glory days, the stocks of some insurers hoping to provide retirement income are under siege... 401kWire.com - Wednesday, November 12, 2008 - Reader Rating: 4.5
A Plan Provider Clinches a Spot on Smith Barney's Platform UPDATED\| A provider's 401k products for small and mid-sized plans are now offered through Smith Barney FAs... 401kWire.com - Monday, April 06, 2009 - Reader Rating: 4
Guardian Lures a Hartford Fund Sales Vet On Board A familiar face in the fund industry is taking over sales for Guardian's RS Funds. .. MutualFundWire.com - Wednesday, November 05, 2008
Hartford Rings Up Record Sales The Connecticut-based insurer posted record plan sales in the final three months of 2009. .. 401kWire.com - Tuesday, February 09, 2010 - Reader Rating: 2
An Insurer Touts Growth in its Retirement Business The Hartford is highlighting its retirement successes... 401kWire.com - Tuesday, May 19, 2009 - Reader Rating: 3
The Hartford is a Buyer People have been waiting on pins and needles for Hartford to make an M&A move. Today it made one, though it's not the deal people expected... 401kWire.com - Wednesday, December 12, 2007 - Reader Rating: 4.75
UBS Hunts for a Veteran DC Sales Exec The firm is looking to fill a DC sales and marketing post... 401kWire.com - Tuesday, February 23, 2010
Jim and Jamie Lead the Hartford Contingent to NYC Hartford bigwigs are in New York on Thursday to unveil findings from the firm's fourth annual retirement and investment survey... 401kWire.com - Thursday, December 03, 2009 - Reader Rating: 3.25
More Details Emerge on Hartford Reorg Hartford provides additional details on the new organizational structure of its recently formed employer markets group... 401kWire.com - Monday, November 24, 2008 - Reader Rating: 3
The Standard Appoints Four to its Sales Team Coming on board the company's sales team is a group of new pension consultants.. 401kWire.com - Thursday, March 18, 2010 - Reader Rating: 2
Great-West Goes After Start-Up Plans The Greenwood, Colorado-based plan provider has a product out for businesses with at least five employees... 401kWire.com - Monday, June 29, 2009 - Reader Rating: 4
Hartford Names Davey's Successor UPDATED\| The path of the just-promoted exec took her through Hewitt and VALIC before landing her in the top spot at Hartford Retirement... 401kWire.com - Thursday, November 06, 2008 - Reader Rating: 5
Ameritrade and Persumma Sittin' in a Tree? SEC Wags Finger at Funds ... I, Investbot ... AmEx Pumps Its Retirement Tools ... ByAllAccounts, They've Moved! ... US Bancorp Christened Today ... American Stag ... Ameritrade and Persumma Sittin' in a Tree?.. 401kWire.com - Tuesday, February 27, 2001 - Reader Rating: 3
Great-West Adds a Midwest Wholesaler Great-West expands its sales team with the addition of a Hartford alum... 401kWire.com - Wednesday, February 24, 2010
Hartford Adds More to Wellington's Plate The insurer is deepening its reliance on Wellington... MutualFundWire.com - Friday, July 16, 2010
Hancock Gains DC Access to a Giant Brokerage Updated \| The insurer inks a distribution partnership for its retirement plan unit... 401kWire.com - Tuesday, September 15, 2009
DeCamillo Decamps; Mother Merrill Seeks a New Hand A former Merrill retirement leader is taking a marketing job at another provider.. 401kWire.com - Monday, April 19, 2010 - Reader Rating: 3
Lincoln Alum Joins a Non-Producing TPA A non-recordkeeping firm brings on its first sales and marketing chief... 401kWire.com - Friday, July 17, 2009 - Reader Rating: 5
JPMorgan Names Head of Institutional Sales The Kansas City-based provider has tapped one of its own for the job. In addition, it also hired Sun Life and American Century vets for two posts... 401kWire.com - Monday, June 16, 2008
BofA Merrill Reboots MLConnect Andy Sieg and his team reboot the advisor-sold, small plan DC product at BofA Merrill. Watch for Sieg to changes to the alliance partner list for the offering... 401kWire.com - Thursday, June 03, 2010 - Reader Rating: 3.5
Pru Retirement Reorgs Bundled Segments The insurer responds to the maturing market by combining its three segments under one head. It also lassoes a new client relations chief from Hartford... 401kWire.com - Friday, October 27, 2006 - Reader Rating: 4.67
Investor Study Shows Loyalty to Advisors However, many investors would not mind hearing more from their financial advisors... 401kWire.com - Tuesday, June 10, 2003 - Reader Rating: 4
401k Ducks as Hartford Swings the Axe The company plans to cut 500 jobs this month and make additional layoffs next year... 401kWire.com - Wednesday, November 05, 2008 - Reader Rating: 3
Hartford Wants More Hires for More Regions The Connecticut-based insurer is now seeking to fill five sales director positions.. 401kWire.com - Friday, May 28, 2010 - Reader Rating: 4

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