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News Stories Archives - Since 1998
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A Green Roboadvisor Builds a 2nd ETF
A Bay Area firm's team rolls out an actively managed bond fund...
MutualFundWire.com -
Monday, April 15, 2024
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A 16-Year Mercer Vet Joins a Consulting Firm Near Boston
The new hire allows the firm "to dedicate additional expertise in the Pooled Employer Plan (PEP) Market," according to their chief commercial officer...
401kWire.com -
Monday, April 15, 2024
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EBSA Proposes Voluntary Plan Data Submissions Alongside 5500s
The move is based on part of Secure 2.0 and comes after another part of the federal government declined to share some info with DoL...
401kWire.com -
Monday, April 15, 2024
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In Q1 2024, an RKer Added 56,000 Participants
A retirement plan recordkeeper's publicly traded parent offers its latest metrics across multiple business lines...
401kWire.com -
Monday, April 15, 2024
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Week In Preview, April 15 - April 21
This week, the teams at DCIIA, EBRI, ERIC, OneAmerica, Spark, and WIPN will host events...
401kWire.com -
Monday, April 15, 2024
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Week In Preview, April 15 - April 21
This week, the teams at ETF.com, IDC, IMEA, MFDF, MMI, and WE will host events...
MutualFundWire.com -
Monday, April 15, 2024
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Helping Clients Evaluate TPAs
Here are half a dozen ideas for KPAs looking to support plan sponsors weigh competing TPA options...
401kWire.com -
Thursday, April 15, 2021
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Two Years In, a Five-Fund Shop Reaches Out
An RIA is expanding the distribution scope of his subadvised mutual fund family...
MutualFundWire.com -
Thursday, April 15, 2021
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Reader Rating: 5
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In Texas, a 14-Year Industry Vet Joins T. Rowe
The new hire most recently spent more than six years with MassMutual...
401kWire.com -
Thursday, April 15, 2021
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Reader Rating: 3
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A $1.6B-AUA Massachusetts KPA Shop Sells
A PE-backed insurance brokerage snapped the firm up recently...
401kWire.com -
Thursday, April 15, 2021
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Reader Rating: 5
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Some Fundsters and Fund Firms Sign a Voting Rights Ad
More than 500 CEOs and companies put their names on a double-page ad yesterday...
MutualFundWire.com -
Thursday, April 15, 2021
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Next Up For an Insurance Brokerage: Association PEPs?
The firm's KPA arm is already launching a trio of pooled employer plans...
401kWire.com -
Thursday, April 15, 2021
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$218B Flows Out of the Giants
The M* team updates flows data for March 2020 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Wednesday, April 15, 2020
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Will Plan Sponsors React Like They Did In 2008?
A recordkeeping giant sees echoes of the last downturn in responses from employers about how they expect to handle the coronavirus crisis' economic fallout...
401kWire.com -
Wednesday, April 15, 2020
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A MEP Specialist Offers Crisis Relief
In efforts to provide some COVID-19 relief, a recordkeeping TPA is waiving some participant fees...
401kWire.com -
Wednesday, April 15, 2020
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A Texas Retailer's Match Takes a COVID-19 Hit
Another employer suspends their 401(k) matching program in light of the coronavirus pandemic...
401kWire.com -
Wednesday, April 15, 2020
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March and Q1 401k Trading Broke Records
Participants reacted to coronavirus-related market volatility...
401kWire.com -
Wednesday, April 15, 2020
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Geli Hires an Ameritas and Vanguard Alum
The new hire will lead retirement plan administration at SS&C...
401kWire.com -
Wednesday, April 15, 2020
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A Decade In, a Key Pimco Sales Chief Rises
The exec is one of three new managing directors at the fixed income mutual fund titan...
MutualFundWire.com -
Wednesday, April 15, 2020
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An AllianceBernstein ERISA Specialist Departs
The ERISA counsel was also a senior vice president. ..
401kWire.com -
Monday, April 15, 2019
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The Largest Firms Gobble 98 Percent of Flows
The M* team updates flows data for March 2019 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Monday, April 15, 2019
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Sullivan and Dougherty Unveil Financial Wellness Updates
These expansions come as part of Prudential’s effort to help plan sponsors promote financial wellness...
401kWire.com -
Monday, April 15, 2019
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Murphy Unveils a Digital Assistant Connection
The new account capabilities will incorporate several security measures to protect plan participants' information...
401kWire.com -
Monday, April 15, 2019
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Oakford, Kading, and Others Team Up for Advisor-Focused HSAs
The new program aims to change the conversation about HSAs. ..
401kWire.com -
Monday, April 15, 2019
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Week In Preview, April 15-21
This week the Expect Miracles team is running the Boston Marathon...
MutualFundWire.com -
Monday, April 15, 2019
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Reader Rating: 5
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Week In Preview, April 15-21
The industry calendar is a bit quiet this week...
401kWire.com -
Monday, April 15, 2019
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Is Retirement the New Healthcare?
A trade group chief warns that rank-and-file members of Congress are taking a keen interest in the retirement plan space, with a specific interest in an increasingly publicized issue: the coverage gap...
401kWire.com -
Sunday, April 15, 2018
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Graff Calls Out Big Paper
The ARA chief is teaming up with Paul Schott Stevens to take another kind of default: physical 401(k) disclosures...
401kWire.com -
Sunday, April 15, 2018
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Reader Rating: 5
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J.P. Morgan Brings On American Funds Vet
This wholesaler's next move is to the giant bank's asset management arm. ..
401kWire.com -
Friday, April 15, 2016
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Legg Mason Invests in a Retirement Plan Startup
The multi-boutique mutual fund shop is betting on a new venture to help tackle the retirement plan coverage crisis...
MutualFundWire.com -
Friday, April 15, 2016
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Reader Rating: 3
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Kleinschmidt Bets on an EZ Way to Expand Coverage
Legg Mason is teaming up with an open-architecture RKer and a startup...
401kWire.com -
Friday, April 15, 2016
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Reader Rating: 4.5
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Happy Trails to This Indiana KPA
Upon her retirement, the void this KPA leaves is now filled by three. ..
401kWire.com -
Friday, April 15, 2016
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Empower Retains a $252MM Beauty Plan
Ed Murphy's Empower curls up with a 401(k) plan of a beauty supply provider...
401kWire.com -
Friday, April 15, 2016
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KPAs Are Two-Stepping Their Way to Nashville This Weekend
Attendees at the NAPA Summit will have a chance to earn an industry credential. ..
401kWire.com -
Friday, April 15, 2016
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Ex-Transamerica Retirement Chief Questions DoL's Fiduciary Rule
Stig Nybo speaks out.....
401kWire.com -
Friday, April 15, 2016
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Reader Rating: 3.5
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How Are Student Loans Affecting Retirement Savings?
Recent research from Morningstar's Hellowallet explains whether or not it is better to prioritize paying off student loans before retirement savings...
401kWire.com -
Friday, April 15, 2016
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What Will Larry Fink Tell the Class of 2016?
The BlackRock chief will return to his alma mater later this spring to help shape young minds as they enter the workforce...
MutualFundWire.com -
Friday, April 15, 2016
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Reynolds Picks a Chief For His Second Asset Manager
Putnam isn't the only U.S. investing shop in the Great-West family...
MutualFundWire.com -
Friday, April 15, 2016
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Musto Takes Over a New Unit For Reynolds
Great-West Financial now breaks down into three major divisions...
401kWire.com -
Friday, April 15, 2016
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Reader Rating: 5
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The DoL Has Spoken
Hear what the DOL has to say about the highly anticipated fiduciary proposal...
401kWire.com -
Wednesday, April 15, 2015
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Reader Rating: 2
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Lawton Brings an ETF Shop Into NYLIM's MainStay
Updated | The now-closed deal adds $1.7 billion to the insurer asset management arm's $310 billion in AUM...
MutualFundWire.com -
Wednesday, April 15, 2015
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That GE Deal Doesn't Involve GE Asset Management
Last week the giant company unveiled plans to mostly divest from a financial unit. Yet the unit that houses its mutual fund and subadvisory businesses is staying put...
MutualFundWire.com -
Wednesday, April 15, 2015
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An Ivy League Titan Consolidates Its $4.4B Plans
The university now has a single retirement plan provider...
401kWire.com -
Wednesday, April 15, 2015
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A Washington RIA Adds a Chief KPA
A 401(k) plan advisor based in the Evergreen State cruised on over to an RIA...
401kWire.com -
Wednesday, April 15, 2015
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Could Increased Financial Awareness for Women Lead to Better Planning?
Updated | Research evaluates women's confidence about reaching retirement goals...
401kWire.com -
Wednesday, April 15, 2015
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The DoL's De-minimus Standard
A fiduciary guru offers his take on the DoL's big reveal yesterday of its latest fiduciary redefinition proposal and related prohibited transaction exemptions...
401kWire.com -
Wednesday, April 15, 2015
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Reader Rating: 5
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Sarsynski Trumpets MassMutual's DC I-O Charge
The Enfield, Connecticut-based recordkeeper is launching a brand new sales and operations team in the DC I-O marketplace!..
401kWire.com -
Wednesday, April 15, 2015
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Reader Rating: 5
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Rafferty Returns, to Oversee a Revolution and More
The SunGard veteran is taking over a firm that backs one of the newer 401k recordkeeping software players...
401kWire.com -
Wednesday, April 15, 2015
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Reader Rating: 4.2
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Fink the Lightning Rod Vs. Our Gambling Society
The chief of the world's largest asset manager pushes back against the world's activist shareholders, dividend jumps, and share buybacks...
MutualFundWire.com -
Wednesday, April 15, 2015
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TIAA-CREF Could Jump-Start Nuveen's DC Presence
The deal combines the fifth-biggest 401k asset manager with the 64th-biggest one...
401kWire.com -
Tuesday, April 15, 2014
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Reader Rating: 5
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Vanguard Wins the Flow Wars, Again. Pimco Loses
It's no surprise that the low cost fund giant garnered the most flows in March, but what's interesting are some of the others who gained, and lost heavily in that same time period...
MutualFundWire.com -
Tuesday, April 15, 2014
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The Kids Are Alright, At Least When It Comes to Prioritizing Saving
Pete Townsend may not have been too concerned with his retirement savings, but a new survey shows his grandkids probably are...
401kWire.com -
Tuesday, April 15, 2014
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Reader Rating: 5
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Invesco's New Voice Hails From Guggenheim
The team at the mutual fund shop welcomes a veteran media relations fundster in a newly-created role...
MutualFundWire.com -
Tuesday, April 15, 2014
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Reader Rating: 5
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Pardi Furthers BNY's Distribution Evolution
Asset giant hires sales veteran after a number of high profile executive moves...
MutualFundWire.com -
Tuesday, April 15, 2014
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The TDF Effect Boosts Participant Morale, Too
ING U.S. Investment Management highlights the positive effects TDFs have on 401(k) participants...
401kWire.com -
Tuesday, April 15, 2014
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Pru Lands a $200MM Midwestern 401k
The insurer and retirement plan provider is the new RKer for an auto manufacturer based in Michigan. ..
401kWire.com -
Tuesday, April 15, 2014
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Reader Rating: 5
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A Provider Support Shop Refreshes Its Public Face
A Boston-based firm unveils a new logo upon embarking on its second decade of business...
401kWire.com -
Tuesday, April 15, 2014
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BofA Wins a $1.5B 401k Duo
The plan provider won the jumbo plan from Fidelity. ..
401kWire.com -
Tuesday, April 15, 2014
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Nielsen Ups the Matchmaking Ante at Northern Lights
The distribution firm is thinking about building out an internal sales force...
MutualFundWire.com -
Tuesday, April 15, 2014
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Did Pimco's Odd Couple Split for El-Erian's Daughter?
Pimco's former CEO says his and Bill Gross's different styles worked, until last year...
MutualFundWire.com -
Tuesday, April 15, 2014
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Reader Rating: 3
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Minsky Has More In Mind for DCIIA's New Website
DCIIA's executive director plans to further build out the resource center on the association's new website. ..
401kWire.com -
Tuesday, April 15, 2014
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RPAG's Parent Goes Private
The power behind 401(k) Advisors and its affiliate finds $1.3 billion reasons to go to private equity...
401kWire.com -
Monday, April 15, 2013
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Nuveen Will Gain a Brokerage Sibling
The Chitown mutual fund shop's private equity parent does another deal...
MutualFundWire.com -
Monday, April 15, 2013
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ABC Defends Workplace Savings
Another study highlights the importance of 401(k)s...
401kWire.com -
Monday, April 15, 2013
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What Should "My Retirement Plan" Look Like?
The new online tool will be available to the public later in 2013...
401kWire.com -
Monday, April 15, 2013
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Schwab Sees Participant Growth
The recordkeeper sees a year-to-year increase in participant count..
401kWire.com -
Monday, April 15, 2013
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Vanguard Refocuses Delaplane on ERISA
The bundled provider hires a new top lobbyist...
401kWire.com -
Monday, April 15, 2013
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An RKer Reaches $2B
The firm has seen 37 percent growth since the beginning of last year...
401kWire.com -
Monday, April 15, 2013
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The Patent Police Confirm Broadridge's Claims
U.S. Patent office confirms validity of Broadridge's claims on "mutual fund mapping" technology...
MutualFundWire.com -
Monday, April 15, 2013
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Vanguard Hires a Lobbyist
The exec will lead the firm's government relations office in Washington, D.C...
MutualFundWire.com -
Monday, April 15, 2013
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WSJ Worries About Active Bond Mutual Funds
Three famous PMs get called out specifically. ..
MutualFundWire.com -
Monday, April 15, 2013
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Janus Gives Weil a 19-Percent Haircut
Investors pulled money out, and the boss is taking a hit...
MutualFundWire.com -
Monday, April 15, 2013
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Pioneer's CEO Pooh Poohs Talk of a Sale
Sandro Pierri tells FT "there will be no sell-off."..
MutualFundWire.com -
Monday, April 15, 2013
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M* Examines the Future of Fixed Income
Research firm devotes week to analyses, reports, and bond managers...
MutualFundWire.com -
Monday, April 15, 2013
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An ETF Shop Flexes Its Dividend Muscles
The shop preps three ETFs...
MutualFundWire.com -
Monday, April 15, 2013
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Vanguard Changes More Fees
Fund giant lowers fees on eight funds, raises them on three...
MutualFundWire.com -
Monday, April 15, 2013
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Deal Sends $515 Million of Assets to Federated
Federated Investors does another deal...
MutualFundWire.com -
Friday, April 15, 2011
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Spark Sees 20,000 New 401k Plans This Year
Spark and The Spark Institute releases its latest Marketplace Update...
401kWire.com -
Friday, April 15, 2011
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ADP Taps Talent from New York Life
ADP's new hire is leading a team of district managers selling 401k and Simple IRA products to small business clients...
401kWire.com -
Friday, April 15, 2011
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Reader Rating: 5
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Schwab Sees a Decline in Plan Participants
The San Francisco firm reveals numbers for Q1...
401kWire.com -
Friday, April 15, 2011
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It's Official: Grail Advisors is Sold
The transaction is expected to be complete next month...
MutualFundWire.com -
Friday, April 15, 2011
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BNY Mellon Moves 200 Jobs Out of Rhode Island
And relocates them to Westborough...
MutualFundWire.com -
Friday, April 15, 2011
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Reader Rating: 5
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12b-1 Reform May Not Come Until Next Year
The SEC reportedly said that any rule changes may not be addressed until 2012...
MutualFundWire.com -
Friday, April 15, 2011
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Allianz Closes a Small-Cap Fund to the 401k Crowd
The fund is closing its gates to some 401(k) and 529 plans as soon as practicable...
MutualFundWire.com -
Friday, April 15, 2011
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AllianceBernstein Hires a Caxton PM
The fund shop is looking to beef up it's long'/short portfolio with a new hire...
MutualFundWire.com -
Friday, April 15, 2011
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AMG Finishes a Mutual Fund Deal
Affiliated Managers Group on Thursday completed a $117 million transaction...
MutualFundWire.com -
Thursday, April 15, 2010
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Reader Rating: 3
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Tom Loch Leaves WMSI
The WMSI founder is moving on, starting up a new unit at a consulting firm...
401kWire.com -
Thursday, April 15, 2010
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Reader Rating: 3
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Top 40 Advisor: Richard Schwamb
This Long Island-based Merrill advisor lands in the top 40 DC advisors for 2009 as one of the ten finalists in the micro market...
401kWire.com -
Thursday, April 15, 2010
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Reader Rating: 1
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Three Consultants Attack Bond Funds for 'Systematically' Misreporting Their Foci
The fixed income mutual fund business faces criticism over the distinction between short-term and long-term bond funds...
MutualFundWire.com -
Thursday, April 15, 2010
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Yoerger Boosts AUL's DC Sales
The Midwest-based provider provides a glimpse into its 2009 numbers...
401kWire.com -
Thursday, April 15, 2010
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Schwab Steadies Participant Count in Q1
The brokerage giant actually added 4,000 participants in the first three months of 2009...
401kWire.com -
Thursday, April 15, 2010
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Schwab Sets Aside $11 Million as the YieldPlus Trial Looms
Separately, the brokerage giant faces arbitration claims totaling $34 million over the same fund...
MutualFundWire.com -
Thursday, April 15, 2010
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Alternatives, Not Mutual Funds, Dominate Asset Manager Mergers
Alternative asset management acquisitions are on the rise, according to a new study...
MutualFundWire.com -
Thursday, April 15, 2010
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Reader Rating: 5
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Hancock Find a Regional Sales Manager Within
Long-time employee's territory will switch from San Diego to Chicago...
401kWire.com -
Thursday, April 15, 2010
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Wells Fargo Picks a Processor
The growing provider needs help proportionate to its scale...
401kWire.com -
Thursday, April 15, 2010
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DGHM Hires Dunn, Forms a Fund
The Boston firm brings on a sales VP...
MutualFundWire.com -
Thursday, April 15, 2010
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Eaton Vance Tackles Real Return
The Boston-based mutual fund firm unveils its latest offering...
MutualFundWire.com -
Thursday, April 15, 2010
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Fidelity Mulls Replacing One Top Exec with Two
The Boston Behemoth is reportedly considering replacing Rodger Lawson with two execs...
MutualFundWire.com -
Thursday, April 15, 2010
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Lawson May Cut Bonuses and Raises at Fido
UPDATED| The Boston Behemoth continues to adjust to the market downturn...
MutualFundWire.com -
Wednesday, April 15, 2009
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Reader Rating: 5
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Mansueto Reaches Into the Subcontinent
Morningstar opens up operations in another Asian country...
MutualFundWire.com -
Wednesday, April 15, 2009
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Aston Taps Lake Partners to Sub-Advise its New Fund
The Chicago firm has turned to Lake Partners to sub-advise an alternative strategy fund...
MutualFundWire.com -
Wednesday, April 15, 2009
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Eaton Vance Adds a DC I-O Wholesaler
The Boston asset manager expands its DC I-O and sub-advisory sales team with a hire in the West...
401kWire.com -
Wednesday, April 15, 2009
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Reader Rating: 5
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Economy Fails to Shake Participants' Commitment to Retirement Saving
The Transamerica Center for Retirement Studies found that plan participants are still committed to saving for retirement despite the tough times...
401kWire.com -
Wednesday, April 15, 2009
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Reader Rating: 4
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A TPA Outsources 1099Rs To a Nearby Specialist
A plan distributions processor lands another industry client...
401kWire.com -
Wednesday, April 15, 2009
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A Legg Mason Exec Gives an Update on the Planned Fund Overhaul
Legg Mason plans to bring its proposals before fund boards next month...
MutualFundWire.com -
Wednesday, April 15, 2009
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A Provider Helps 403b Plan Sponsors Practice
The provider seeks to help plan sponsors deal with the new reporting requirements...
401kWire.com -
Wednesday, April 15, 2009
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91 Plans Switched to Schwab in Q1
UPDATED| Also during the first quarter, Schwab rolled out a new outsourcing program for TPAs...
401kWire.com -
Wednesday, April 15, 2009
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Reader Rating: 4
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Ward Harris Returns to His Own Firm, With a Twist
The Rogerscasey exec moves and starts a new affiliate for his own consulting firm...
401kWire.com -
Wednesday, April 15, 2009
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American Funds Plans to Trim its Money Market Fund Roster
The Los Angeles-based fund firm is merging two money market funds into a new fund and plans to convert another to a short-term tax-exempt bond fund...
MutualFundWire.com -
Wednesday, April 15, 2009
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Emerging-Market ETFs Gain Favor with Investors
Emerging-market ETFs saw net inflows of $3.35 billion since the start of March, Kejal Vyas notes in Wednesday's WSJ Fund Track column...
MutualFundWire.com -
Wednesday, April 15, 2009
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Hartford to Offer RI Product in its Own Plan
The Hartford will add its retirement income product as an investment option in its 401k plan, which is recordkept by Fidelity...
401kWire.com -
Tuesday, April 15, 2008
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Wachovia Wholesaler Moves to Putnam
Putnam has brought on board an eight-year Wachovia vet as senior vice president and regional sales director...
401kWire.com -
Tuesday, April 15, 2008
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Reader Rating: 1
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Ghosts of Bear Past Will Haunt JPMorgan
JPMorgan will be dealing with a little more than it bargained for when it integrates Bear Stearns...
MutualFundWire.com -
Tuesday, April 15, 2008
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Reader Rating: 1
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Florida B-D Gets Finra OK to Resume Operations
A Jesup & Lamont b-d subsidiary is back up and running...
MutualFundWire.com -
Tuesday, April 15, 2008
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Arrow Unveils New Hires
Arrow Funds has made a spate of new hires and is still in the market for a few more...
MutualFundWire.com -
Tuesday, April 15, 2008
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Reader Rating: 4.71
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Russell Launches RI Funds
The Tacoma-based firm has taken the wraps off a batch of retirement income funds...
401kWire.com -
Tuesday, April 15, 2008
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AXA Taps CMO for its Corporate Markets Unit
Bill McDermott has made another high-level hire for the corporate markets group...
401kWire.com -
Tuesday, April 15, 2008
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Watson Wyatt Names Director of Retirement Consulting
The firm has appointed an exec to handle the duties formerly held by Syl Schieber, who left the Watson Wyatt in the fall of 2006...
401kWire.com -
Tuesday, April 15, 2008
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Schwab Participant Count Hits 1.27M
Company officials said 38 plans converted to Schwab in the first quarter...
401kWire.com -
Tuesday, April 15, 2008
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JanusINTECH Expands Global Consultant Relations Team
JanusINTECH Institutional has hired a vice president and director of Consultant Relations...
MutualFundWire.com -
Tuesday, April 15, 2008
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Sentinel Completes Citizens Acquisition
Sentinel Investments is officially in the SRI business...
MutualFundWire.com -
Tuesday, April 15, 2008
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Auction-Rate Gridlock Gives Brokers a New Reason to Switch Firms
Brokers have one more reason to consider jumping firms...
MutualFundWire.com -
Tuesday, April 15, 2008
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Power CEO Defends Putnam Progress
All is well at Putnam, says Jeffrey Orr...
MutualFundWire.com -
Tuesday, April 15, 2008
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WSJ Looks at Agri ETFs
In the Tuesday edition of the WSJ Fund Track column, John Spence takes a look a the agriculture-focused products that have sprouted in the ETF field...
MutualFundWire.com -
Tuesday, April 15, 2008
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Reader Rating: 2
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Hello, GAMCO
The board of directors of Gabelli Asset Management plan to ask shareholders to approve a name change to GAMCO Investors in a meeting on May 10 .....
MutualFundWire.com -
Friday, April 15, 2005
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HNI Corp.
The sponsor intends to combine two 401(k) plans...
401kWire.com -
Friday, April 15, 2005
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Schroeder Boosts Large Cap Team
Schroder Investment Management has bumped up its large cap equity team by four .....
MutualFundWire.com -
Friday, April 15, 2005
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New Platform in the Works at Payroll Provider
Another player joins the open architecture game...
401kWire.com -
Friday, April 15, 2005
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Reader Rating: 2.5
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Micro Market RIA Hangs a Shingle
A new investment advisory firm has opened its doors in Chicago...
401kWire.com -
Friday, April 15, 2005
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Schwab's Plan Assets Drop
Schwab CS gathers $1.7 billion in plan assets this quarter...
401kWire.com -
Friday, April 15, 2005
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Reader Rating: 3.5
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401k Sales Program Expands Ops
West Coast-based providers and wholesalers now have a new opportunity to reach 401(k) advisors...
401kWire.com -
Friday, April 15, 2005
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Reader Rating: 3
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The WSJ Takes a Tumble
Fund companies thinking about that full-page ad in the Wall Street Journal may want to consider an online ad, instead...
MutualFundWire.com -
Friday, April 15, 2005
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Reader Rating: 4
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Schwab's Quarterly Fund Assets Drop
Charles Schwab's mutual fund assets totaled $280 billion at the end of the first quarter, down from $283 billion at the end of the fourth quarter but up four percent from $268 billion at the same period last year .....
MutualFundWire.com -
Friday, April 15, 2005
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Who Wants to be CEO of Amvescap?
Wannabes had better act fast. The UK-based parent to Amvescap Retirement and AIM Investments has already engaged a search firm in its hunt for a new CEO .....
MutualFundWire.com -
Friday, April 15, 2005
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ProFunds in Stadium Naming Bid
ProFunds Advisors of Bethesda, Maryland may be in the right place and the right time to win a bid for the RFK Stadium in Washington, D.C...
MutualFundWire.com -
Friday, April 15, 2005
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Chicago Bank in Talks to Sell its 401k Business
Harris Trust & Savings is close to inking a deal that would put its recordkeeping business in new hands...
401kWire.com -
Thursday, April 15, 2004
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Reader Rating: 3.75
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TPAs Say No to Redemption Fees
Many in the retirement industry support redemption fees in practice but fear the headaches of implementation...
401kWire.com -
Thursday, April 15, 2004
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Reader Rating: 4
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Better Advisors, Fund Scandals Keep Sponsors Looking
Search activity stayed high in March and remains well-above 2003 levels as sponsors have more reasons to shop...
401kWire.com -
Thursday, April 15, 2004
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Hedge Fund Financier Faces Two Class Actions
Two identical class action suits target the man who arranged financing for Canary and Samaritan...
MutualFundWire.com -
Thursday, April 15, 2004
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Reader Rating: 5
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May Court Date Set for Mutuals.com Execs
The only fund industry executives facing Federal charges face their next hearing date in May...
MutualFundWire.com -
Thursday, April 15, 2004
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Reader Rating: 5
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Pioneer Hiring Creates COO Opening at AdvisorCentral
The chief operations officer at the Boston-based advisor portal decamps to Pioneer...
MutualFundWire.com -
Thursday, April 15, 2004
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USA Today Puts Putnam Culture In Its Spotlight
Haldeman is working hard to eliminate the divisive practices implemented by Lasser. Opens up executive dining to all comers...
MutualFundWire.com -
Thursday, April 15, 2004
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Reader Rating: 5
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2002 Was a Mixed Bag for the Marketplace
UPDATED: A new Spark industry study profiles the DC space and includes a survey of advisors to boot...
401kWire.com -
Tuesday, April 15, 2003
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Reader Rating: 3.5
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Merrill Offers Custom Online Service
The provider links with an industry tech vendor for custom communications...
401kWire.com -
Tuesday, April 15, 2003
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Reader Rating: 4
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Ayco is Sold
A Wall Street giant snaps up the planning firm. Ayco has 401k partnerships with Milliman USA and Cigna...
401kWire.com -
Tuesday, April 15, 2003
-
Reader Rating: 2.33
|
Delaware Lands Alliance Marketer
The new hire will act as product manager for college savings plans...
MutualFundWire.com -
Tuesday, April 15, 2003
-
Reader Rating: 5
|
RS Names Co-Manager of Net Fund
The form promotes an analyst as the third portfolio manager for the fund...
MutualFundWire.com -
Tuesday, April 15, 2003
|
Consultant Offers Private Label 529 Site
The new site promises a turnkey solution to college savings providers and brokerages...
MutualFundWire.com -
Tuesday, April 15, 2003
-
Reader Rating: 4
|
Ice Cream Co. to Convert
Friendly Ice Cream selects a new recordkeeper for its DC plan. It is slated to convert this summer...
401kWire.com -
Tuesday, April 15, 2003
-
Reader Rating: 4
|
Fund Industry Gets Career Site
A new Web site intends to offer fund professionals a place to hone their career and find employment...
MutualFundWire.com -
Tuesday, April 15, 2003
-
Reader Rating: 5
|
Janus Chairman Defends Disclosure
Rowland explains the tax breaks Janus earned by delaying Whiston appointment...
MutualFundWire.com -
Tuesday, April 15, 2003
-
Reader Rating: 2
|
More Multi-emp DB Plans Stand Under-funded
Poor market performance and changing demographics may further reduce multi-employer average funded ratios...
401kWire.com -
Tuesday, April 15, 2003
-
Reader Rating: 4
|
Aloha Airlines in Vendor Search
Honolulu, Hawaii-headquartered Aloha Airlines is in a 401(k) vendor search, a consultant with knowledge of the plan told the 401kWire.com. The sponsor has 4 401(k) plans...
401kWire.com -
Thursday, April 15, 1999
-
Reader Rating: 3
|
Gabelli and Citigroup People Moves
The ceo of Citigroup Global Consumer Group will retire and an asset-gatherer joins GAMCO...
MutualFundWire.com -
Thursday, April 15, 1999
-
Reader Rating: 3
|
SVA April 8, 1999
Rates on new GICs descended by an average of 9 basis point since last week.
Weekly Bullet GIC/BIC Statistics from FCM
Rates as of April 8, 1999*
|
Compound |
3 Year |
5 Year |
7 Year |
10 Year |
|
High |
5.99 |
6.33 |
6.29 |
6.46 |
|
Average |
5.67 |
5.87 |
5.98 |
6.17 |
|
Low |
5.13 |
5.40 |
5.57 |
5.67 |
|
Treasuries |
4.94 |
5.01 |
5.05 |
5.12 |
|
Spread |
1.05 |
1.32 |
1.24 |
1.34 |
|
Issuers |
21 |
21 |
19 |
10 |
|
Simple |
3 Year |
5 Year |
7 Year |
10 Year |
|
High |
5.96 |
6.29 |
6.23 |
6.37 |
|
Average |
5.61 |
5.81 |
5.90 |
6.07 |
|
Low |
5.12 |
5.30 |
5.45 |
5.67 |
|
Treasuries |
4.94 |
5.01 |
5.05 |
5.12 |
|
Spread |
1.02 |
1.28 |
1.18 |
1.25 |
|
Issuers |
24 |
24 |
20 |
12 |
..
401kWire.com -
Thursday, April 15, 1999
-
Reader Rating: 3
|
Fleet Sails with New Tech
Boston, Massachusetts-headquartered Fleet Bank will deploying a number of products from Pyramid Digital Solutions for its 401(k) plan services...
401kWire.com -
Thursday, April 15, 1999
-
Reader Rating: 3
|
Sales Manager Promoted at MainStay
National sales manager at MainStay Funds has been promoted to a liaison role with retirement plan consultants...
MutualFundWire.com -
Thursday, April 15, 1999
-
Reader Rating: 3
|
Clinton Unveils USA Details
USA account matching will be integrated into the current 401(k) system. This is just one of the new plan's details the White House provided yesterday...
MutualFundWire.com -
Thursday, April 15, 1999
-
Reader Rating: 3
|
Clinton Unveils USA Details
USA account matching will be integrated into the current 401(k) system. This is just one of the new plan's details the White House provided yesterday...
401kWire.com -
Thursday, April 15, 1999
-
Reader Rating: 3
|
Odd Lots, April 15, 1999
Fidelity's disappearing bottom line ... Lisanti lands on two feet...
MutualFundWire.com -
Thursday, April 15, 1999
-
Reader Rating: 3
|
401k's Pass Trillion Mark; Stable Value & Co. Stock Suffer Net Outflows
Last December the 401kWire predicted that 401(k) plan assets had reached the $1 trillion mark -- a nice round figure that serves as a key mile marker of this bull market. Recently, the Spectrem Group seconded our analyses when it estimated that total 401(k) assets had reached $1.08 trillion by the end of March. Still, considering current cash flows into mutual funds, the double digit return provided by stocks in the first quarter, and that Spectrem estimated assets at $985 billion at year end, the trillion dollar figure appears to be conservative...
401kWire.com -
Wednesday, April 15, 1998
-
Reader Rating: 3
|
Putnam Lures Fidelity Exec
Bradley Miller is filling the responsibilities at Putnam Investments that had been handled by Bruce George, according to spokesperson Matthew Keenan. Miller will serve as senior vice president and manager of defined contribution investment specialists and report to Daniel Kilcullen, chief of defined contribution services...
401kWire.com -
Wednesday, April 15, 1998
-
Reader Rating: 3
|
Northwest Utility to Start Search
Spokane, WA-located Washington Water Power Company has released an RFP for its 401(k) plan, Mary Trudel, qualified plans administrator, told the 401kWire; providers have placed bids, and the power company is reviewing its options. The plan currently offers employees ten mutual funds including a self-directed option. There are 1500 participants in the plan, and its estimated assets are $134 million...
401kWire.com -
Wednesday, April 15, 1998
-
Reader Rating: 3
|
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