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News Stories Archives - Since 1998
Happy Labor Day Weekend!
MFWire will be closed on Monday in observance of the Labor Day market holiday...
MutualFundWire.com - Friday, September 1, 2023 Views
Happy Labor Day Weekend!
401kWire will be closed on Monday in observance of the Labor Day market holiday...
401kWire.com - Friday, September 1, 2023
T. Rowe's Pagano Hires Five and Keeps Hunting
The core market RPS sales chief says he plans to add eight more senior sales executives and a divisional sales manager by the end of 2023...
401kWire.com - Friday, September 1, 2023 - Reader Rating: 1
What's Next After USRBP's August Acquisition?
Meg Schneider talks about the deal and hints at many more to come...
401kWire.com - Friday, September 1, 2023
Will the SEC Accept Bitcoin ETPs? Brace For a Big October Week
In the space of seven days in October, the regulatory agency is scheduled to face at least seven deadlines related to deciding whether or not to approve proposed spot bitcoin exchange-traded products...
MutualFundWire.com - Friday, September 1, 2023 Views
A Fido Arm Hires an Ex-Relius Sales Leader
The executive spent nine years with the fintech giant, focusing on its Relius platform..
401kWire.com - Friday, September 1, 2023 - Reader Rating: 5
Helping Plan Sponsors Calm Rattled Participants
A recordkeeper chief offers some tips to KPAs helping clients reassure participants amid volatile markets and scary world news...
401kWire.com - Thursday, September 1, 2022
Via Deal 11, a 33-Year-Old Shop Enters the ETF Biz
The team at a $3.2-billion-AUM, publicly traded mutual fund firm is preparing to adopt an ETF...
MutualFundWire.com - Thursday, September 1, 2022 Views
Negative DC Activity Spikes In the Public Sector
An insurer's retirement plan chief talks about Americans' falling retirement confidence and how his team is tackling the challenge...
401kWire.com - Thursday, September 1, 2022
$11.4B, 3,000-Plus Plans, and 246,000 Participants In Six Months
A bank's recordkeeping arm now serves more than 5.9 million participants and $421 billion in AUA...
401kWire.com - Thursday, September 1, 2022 - Reader Rating: 4
Post-Acquisition, a CRO Rises and Hires, And ...
The team is working on adding retirement income to their 401(k) managed account offering...
401kWire.com - Thursday, September 1, 2022
In 2023, a Fund Watcher Will Combine Two Systems
The combined ratings system will include the same scale but a new name and two new datapoints...
MutualFundWire.com - Thursday, September 1, 2022 Views
Post-Merger, a Custodian's new CMO Preps a Brand Update
The Midwestern firm's newest C-suite addition most recently served in a similar position at a credit union...
401kWire.com - Thursday, September 1, 2022
A $1.1B-AUM Global Fund Celebrates 15 Years
One of the mutual fund's original co-PMs still manages it alongside a newer PM hire...
MutualFundWire.com - Wednesday, September 1, 2021 Views - Reader Rating: 5
A 22,000-Plan Startup Replaces a C-Suiter
The new hire started last month at the Bay Area-based micro- and small-market-focused 401(k) provider...
401kWire.com - Wednesday, September 1, 2021
A Cali AMA Shop Plugs Into iJoin
Steve McCoy teams up with a 401(k) managed account shop...
401kWire.com - Wednesday, September 1, 2021
Minsky Hires an Industry Research Vet
An executive joins a DC trade group's staff...
401kWire.com - Wednesday, September 1, 2021
A $4.1T-AUM Titan Is Hiring Thousands, But ...
Most of the new roles will not be investment ones...
MutualFundWire.com - Wednesday, September 1, 2021 Views
Near Chi-Town, Another Goldleaf Alum Joins a TPA
The industry veteran now serves as a regional sales director, covering Illinois, Indiana, Iowa, Minnesota, Nebraska, North Dakota, South Dakota, and Wisconsin...
401kWire.com - Wednesday, September 1, 2021
A Big Apple Startup Preps Its First ETF
The fund is expected to launch sometime this month...
MutualFundWire.com - Tuesday, September 1, 2020 Views - Reader Rating: 5
Help Participants Laugh About Beneficiaries!
The PSCA folks are preparing for 401(k) Day 2020...
401kWire.com - Tuesday, September 1, 2020
Fewer, Bigger Loans
A big bundled provider highlights July trends...
401kWire.com - Tuesday, September 1, 2020
A Russell DC I-O Vet Joins Lazard
Updated | The new hire now reports to Charlie Burgdorf...
401kWire.com - Tuesday, September 1, 2020 - Reader Rating: 5
A Multinational AM Backer Adds a Marketing Chief
The firm has minority stakes in five U.S. shops. They have been hunting for a U.S. distribution platform to buy...
MutualFundWire.com - Tuesday, September 1, 2020 Views
"An Outpouring of Demand" Boosts a Fin Wellness Shop
A Silicon Valley firm's chief highlights their mid-pandemic growth...
401kWire.com - Tuesday, September 1, 2020
New Fund Fuss - September 1, 2017
A roundup of recent fund launches and other industry news...
MutualFundWire.com - Friday, September 1, 2017 Views
Gerstein Fisher Says Goodbye to a 401k Sales Vet
A distribution executive is moving on from the Gotham quant shop...
MutualFundWire.com - Friday, September 1, 2017 Views
Segal Secures Another SARP
The firm now works with two states leading the way to SARPs. ..
401kWire.com - Friday, September 1, 2017
CBO Considers Boosting the TSP
Two of the options suggest replacing the current pension. ..
401kWire.com - Friday, September 1, 2017
The SEC Enters the Fiduciary Fray
A new appointment in the SEC will lead the departments efforts to create a fiduciary rule of its own. ..
401kWire.com - Friday, September 1, 2017
The DoL Abandons Part of the Fidu Rule
The department will not enforce this much contested policy within its fiduciary reg. ..
401kWire.com - Friday, September 1, 2017
Remember F-Squared? The SEC Just Attacked an Old Client
Three years after the highflying ETF strategist's fall from grace, the regulatory agency is accusing an RIA of fraud in its F-Squared-powered book of business...
MutualFundWire.com - Friday, September 1, 2017 Views - Reader Rating: 4
See You Next Week and Enjoy Your Labor Day Weekend!
In light of Labor Day Weekend, 401kWire is not publishing a KPA column this week... as always e-mail me at lande@401kWire.com...
401kWire.com - Thursday, September 1, 2016
Ascensus Expands With Former DC I-O Specialist in the Great Plains
The Plains region is a new territory for Ascensus' sales team. ..
401kWire.com - Thursday, September 1, 2016 - Reader Rating: 5
Post-Voya, Becker Will Lead Another Asset Manager
Effective October 3, Voya's former investment management chief is taking over an investment manager within another publicly-traded insurer...
MutualFundWire.com - Thursday, September 1, 2016 Views
PSCA Bolsters Lobbying Presence Amid McHugh's Departure
The non-profit trade group has engaged a law firm to bolster its lobbying efforts on behalf of plan sponsors. ..
401kWire.com - Thursday, September 1, 2016
The Big Index Mutual Fund Four-Oh
40 years ago yesterday, Vanguard debuted the first index mutual fund...
MutualFundWire.com - Thursday, September 1, 2016 Views
This AZ KPA Changes Shop
A 401(k) plan advisor (KPA) with more than 20 years of financial services experience has joined a new firm to focus on providing advice on retirement income, wealth preservation, and financial planning...
401kWire.com - Thursday, September 1, 2016
A Fixed Income Specialist Takes Over Voya IM
Alain Karaoglan picks a successor for Jeffrey Becker, chief for the asset management arm of the publicly-traded company that pitches itself as America's Retirement Company...
MutualFundWire.com - Thursday, September 1, 2016 Views
SPARK Issues New Guidelines for RKers
So what's the deal with guaranteed income? ..
401kWire.com - Tuesday, September 1, 2015
Wells Fargo Sees an Advantage In a Trimmer Fund Brand
The giant bank is tweaking its mutual fund branding, effective in December...
MutualFundWire.com - Tuesday, September 1, 2015 Views
Colleagues Step In After a PM's Cycling Accident
A trio takes over a $380MM mutual fund in their injured coworker's stead, for now...
MutualFundWire.com - Tuesday, September 1, 2015 Views
Who will RK This $460MM Combined Plan?
Will they stay true to Pru or go with Fido? ..
401kWire.com - Tuesday, September 1, 2015 - Reader Rating: 5
A Washington, DC-Based RKer Appoints a New SVP and CFO
ICMA-RC brings on its newest member, serving as senior vice president and chief financial officer...
401kWire.com - Tuesday, September 1, 2015
Cafaro Greenleaf Has a New Director of Business Development
An executive with more than 25 years of experience in US institutional pension marketplace sales, service and administration just joined a Red Bank, New Jersey-based 401(k) plan advisor (KPA) shop...
401kWire.com - Tuesday, September 1, 2015
After F-Squared's Fall, Which ETF Strategists Are Flying High?
M* releases Q2 2015 data on the ETF managed portfolio landscape...
MutualFundWire.com - Tuesday, September 1, 2015 Views
Indiana Advisor Switches OSJs
401kWire has learned that an Indiana 401(k) plan advisor (KPA) has done a OSJ switcheroo...
401kWire.com - Tuesday, September 1, 2015
Fidelity Consolidates a 401k Channel
The Boston Behemoth moves a former FIIS unit to a different arm of the company...
401kWire.com - Thursday, September 1, 2011 - Reader Rating: 5
A Public Company Hungers for 401k Deals
A back-office giant may buy in the defined contribution business again...
401kWire.com - Thursday, September 1, 2011 - Reader Rating: 5
Fido Lands a 403b Mandate in the Big Apple
Fidelity takes over a recordkeeping client from Prudential...
401kWire.com - Thursday, September 1, 2011
Schooner Acquires a Mutual Fund
The Radnor, Pennsylvania-based investment manager does a deal...
MutualFundWire.com - Thursday, September 1, 2011 Views - Reader Rating: 5
American Century Limits Access to its Growth Portfolio
The Kansas City, Missouri-based investment manager closed its nearly $14 billion growth strategy to new investors...
MutualFundWire.com - Thursday, September 1, 2011 Views
A New Exec Takes Over a Taft-Hartley GEM
A software specialist reports to a new chief...
401kWire.com - Thursday, September 1, 2011 - Reader Rating: 1
An Ex-TCW Exec Compares Gundlach to Cancer
TCW rests its case against its former CIO and star PM...
MutualFundWire.com - Thursday, September 1, 2011 Views
Pimco's Stock Funds Underwhelm the WSJ
The national paper profiles the bond mutual fund giant's efforts to play in the equity world, too...
MutualFundWire.com - Thursday, September 1, 2011 Views
Dreyfus Names its New Investment Chief
The exec will start his new role in November...
MutualFundWire.com - Thursday, September 1, 2011 Views
Performance Trust Jumps into the Mutual Fund Biz
The Chicago firm on Wednesday entered the '40 Act arena with the launch of its total return bond fund...
MutualFundWire.com - Wednesday, September 1, 2010 Views
American Beacon Unveils a Small-Cap Fund
The new offering is sub-advised by Evercore Asset Management...
MutualFundWire.com - Wednesday, September 1, 2010 Views
A Plan Provider Loses its Top Exec
Where will the DC veteran end up?..
401kWire.com - Wednesday, September 1, 2010 - Reader Rating: 2.75
An RIA Anticipates Growth Thanks to a 401k Referral Source
Two Cleveland-area firms partner in the defined contribution business...
401kWire.com - Wednesday, September 1, 2010
Wechsler Moves to a New Home
The New York City-based marketing specialist moves six blocks...
MutualFundWire.com - Wednesday, September 1, 2010 Views
MassMutual's Participants Beat the S&P
MassMutual's male participants fared better than their female counterparts last quarter...
401kWire.com - Wednesday, September 1, 2010 - Reader Rating: 1
Loomis Sayles Taps Talent from Wellington
The Natixis subsidiary turns to a Wellington alum for a newly created post...
MutualFundWire.com - Wednesday, September 1, 2010 Views
UMB Fund Services Trumpets its Client Wins
Executives at the Milwaukee-based fund servicer adds new clients and staff...
MutualFundWire.com - Wednesday, September 1, 2010 Views
A DC Vet Leads a CPA Firm to the 401k Biz
An accounting firm in the Northeast hires an advisor to start up a retirement plan practice for its RIA affiliate...
401kWire.com - Wednesday, September 1, 2010 - Reader Rating: 1
Janus Plans to Unveil New Global Offerings
The Colorado-based mutual fund firm reportedly plans to launch a series of new mutual funds outside of its traditional growth equity comfort zone...
MutualFundWire.com - Wednesday, September 1, 2010 Views
WSJ Highlights a $26B Closed-End Conundrum
The paper reports that there is still a surprising amount of auction paper held by closed-end funds...
MutualFundWire.com - Wednesday, September 1, 2010 Views
Morningstar Lights Up USAToday.com
The firm's star ratings now pop up on USA Today's online home...
MutualFundWire.com - Wednesday, September 1, 2010 Views
A High-Level Fidelity Exec Relinquishes His Post
The Boston Behemoth has tapped one of its own to replace Michael Clark, who has left due to medical reasons...
MutualFundWire.com - Tuesday, September 1, 2009 Views
Ameriprise Preps to Buy Columbia
Updated | BofA is about to seal the deal to sell its asset manager...
MutualFundWire.com - Tuesday, September 1, 2009 Views - Reader Rating: 4
A Los Angeles Fund Firm Scotches Talk of Private Equity Suitors
A C-level exec says he has not met with any private equity firm regarding the possibility of acquiring the asset manager...
MutualFundWire.com - Tuesday, September 1, 2009 Views
An Insurer Appoints a Retirement Distribution Chief
Lincoln fills the post with an ex-MetLife exec...
401kWire.com - Tuesday, September 1, 2009 - Reader Rating: 4.5
Ascensus 'kRuises' to a Milestone
The open architecture provider sees sponsors signing up for a PPA-boosted plan feature...
401kWire.com - Tuesday, September 1, 2009 - Reader Rating: 2
Hancock Lines Up Missing Participant Support
A custodian will enable TPAs to roll over plan assets to a Hancock money market fund...
401kWire.com - Tuesday, September 1, 2009
Citi Defeats a 401k Lawsuit
A federal judge dismisses a civil suit against the giant bank...
401kWire.com - Tuesday, September 1, 2009
Hartford Reopens Another Long-Closed Fund
A midcap mutual fund reopens...
MutualFundWire.com - Tuesday, September 1, 2009 Views
One Study Finds DC Plans Satisfying Most Participants
DB participants seem to be more satisfied in the survey than their more numerous DC brethren...
401kWire.com - Tuesday, September 1, 2009
LPL Beefs Up DC Support and Mulls Adding More Providers
Updated | Bruce Harrington already has four provider allies and a team of five supporting retirement plan advisors...
401kWire.com - Tuesday, September 1, 2009 - Reader Rating: 2.75
As Others Shrink their Fund Lineups, One Fund Firm More than Doubles its Own
A Texas-based asset manager adds three mutual funds...
MutualFundWire.com - Tuesday, September 1, 2009 Views - Reader Rating: 2
396 Funds Vanished from the Universe So Far This Year
This compares to 438 for the whole of last year...
MutualFundWire.com - Tuesday, September 1, 2009 Views - Reader Rating: 5
JPMorgan Passes $1 Billion in an 11-Month-Old Fund
The asset manager touts the success of a new a fixed income offering...
MutualFundWire.com - Tuesday, September 1, 2009 Views
Exec Goes from Goldman to Harvard and Back
The former head of Goldman's investment management division is rejoining the New York firm this month...
MutualFundWire.com - Tuesday, September 1, 2009 Views - Reader Rating: 5
Federated Completes the Final Touches on its Latest Deal
The Pittsburgh-based money manager finishes the acquisition of two Touchstone funds...
MutualFundWire.com - Tuesday, September 1, 2009 Views - Reader Rating: 1
Party May Be Over For Small-Cap Funds
The huge gains by small-cap funds could be a thing of the past, writes Sam Mamudi in Tuesday's Wall Street Journal Fund Track...
MutualFundWire.com - Tuesday, September 1, 2009 Views
Phoenix Picks Post Spin-Off Space
Phoenix Investment Partners has picked out a location for its headquarters when it becomes a separate company from The Phoenix Companies...
MutualFundWire.com - Monday, September 1, 2008 Views
ING Exec Moves to Hartford
A former vice chair and executive vice president of ING Investment Management is now with Hartford...
MutualFundWire.com - Monday, September 1, 2008 Views
East Coast Job Surfing
Find a new place for labor today. ..
MutualFundWire.com - Monday, September 1, 2008 Views
Clark Consulting Snaps Up Midwest TPA
TPA consolidation continues as the consulting firm purchases an Indiana-based TPA...
401kWire.com - Friday, September 1, 2006
DAC Sales Consultant Makes Move
The plan administrator's southwest regional rep takes a similar job at another provider...
401kWire.com - Friday, September 1, 2006 - Reader Rating: 1
Ed Jones to Pay $127.5 Million to Settle Fund Cases
The St. Louis brokerage firm has negotiated a settlement with clients who sued over its failure to disclose revenue sharing deals with fund firms...
MutualFundWire.com - Friday, September 1, 2006
Ed Jones to Pay $127.5 Million to Settle Fund Cases
The St. Louis brokerage firm has negotiated a settlement with clients who sued over its failure to disclose revenue sharing deals with fund firms...
MutualFundWire.com - Friday, September 1, 2006 Views
MidFirst Bank Taps BD for Private Label Deal
The bank will offer a third-pary's brokerage services to customers in Arizona as it makes a push into the state...
MutualFundWire.com - Friday, September 1, 2006
SWS Group Profits Jump
The holding company points to its clearing arm and retail brokerage units as strong performers in 2006...
MutualFundWire.com - Friday, September 1, 2006
Ameristock To Launch Fixed-Income ETFs
Ameristock is looking to launch a batch of exchange traded funds that will mirror Ryan ALM's Treasury indexes...
MutualFundWire.com - Friday, September 1, 2006 Views
Real Estate Slump Spells Opportunity For TCW Group
TCW Group is planning to launch a fund that will invest in distressed mortgage-backed securities...
MutualFundWire.com - Friday, September 1, 2006 Views
Weisel Partners Hires Institutional Sales Head
The investment bank has tapped a CIBC veteran for the post...
MutualFundWire.com - Friday, September 1, 2006 - Reader Rating: 3
Judge Orders Pennsylvania Trustee to Pay up
The fiduciary failed to forward contributions to the company's 401k plan...
401kWire.com - Thursday, September 1, 2005
Celebrating 401k Day, In-House
A provider incents its own employees to pay attention to retirement...
401kWire.com - Thursday, September 1, 2005 - Reader Rating: 2
ExpertPlan Implements Advice Tool
The recordkeeper has begun signing up clients for its advice tools...
401kWire.com - Thursday, September 1, 2005
Fidelity Tweaks Bond Index Fund
Fidelity has made one of its bond funds a lot more accessible .....
MutualFundWire.com - Thursday, September 1, 2005 Views
AIG Hires Alternative Investment Exec
AIG’s alternative investment group, AIG Global Investment Group, has brought on a private equity executive. Robert Thompson will serve as senior managing director of AIG Global, based out of New York .....
MutualFundWire.com - Thursday, September 1, 2005 Views
TIAA-CREF’s Fee Hike Gets Rebuffed
Shareholders of several TIAA-CREF funds have rejected a proposal to raise advisory fees for the funds .....
MutualFundWire.com - Thursday, September 1, 2005 Views
Calamos Equips Wholesalers
Calamos Investments has equipped its wholesaling force with Pyxis Mobile's enterprise data-enabled wireless handhelds...
MutualFundWire.com - Thursday, September 1, 2005 Views - Reader Rating: 4
Morningstar, ING Clash over Disclosure
Morningstar thinks ING is hiding something. The research firm is telling investors not to invest in ING mutual funds because the fund firm, which is being investigated by regulators over trading abuses, has not disclosed which funds were affected and whether managers were involved. ING replies that there is no more to disclose...
MutualFundWire.com - Wednesday, September 1, 2004 - Reader Rating: 5
Investor Slaps Suit on OppenheimerFunds
An investor filed suit on Tuesday in a Manhattan federal court alleging that OppeheimerFunds used assets from the funds to pay for distribution of its funds...
MutualFundWire.com - Wednesday, September 1, 2004 Views
More Uproar in Store for Mile High?
Invesco Funds had to fight tooth-and-nail to rename Denver’s beloved Mile High Stadium to Invesco Field at Mile High. But as the Invesco brand wanes, will AIM be the new name? ..
MutualFundWire.com - Wednesday, September 1, 2004 Views - Reader Rating: 3
What Will ExpertPlan Do With Its Latest Round of Financing?
Some cash will go towards launching new products...
401kWire.com - Wednesday, September 1, 2004 - Reader Rating: 4.4
Bigwigs Reflect on Scandalous Year for Fund Industry
Spitzer is likely to leave the clean up to other regulators; the head NASD enforcement says more cases are likely; and an academic says the reforms have not gotten to the heart of the problems...
MutualFundWire.com - Wednesday, September 1, 2004
Merrill Fund Shareholder Suit Dismissed
Shareholders of Merrill Lynch’s Focus Twenty Fund lost a suit alleging that the fund advisor was guilty of negligence and breach of fiduciary duty. But more importantly, the judge ruled that the plaintiffs made a fatal mistake by not bringing their case to the fund’s independent directors. Apparently, the plaintiffs’ argument that the fund board’s highly paid directors were not actually independent did not hold water...
MutualFundWire.com - Wednesday, September 1, 2004 Views
Kentucky DC Plan Cracks Down
The plan trustees take decisive action against participant market timing. Separately, it dumps four funds and puts two other funds on watch for underperformance...
401kWire.com - Wednesday, September 1, 2004 - Reader Rating: 5
UC Intros 457 Plan
University of California participants can now put away even more for retirement...
401kWire.com - Wednesday, September 1, 2004
House Asks GAO to Report on SEC
The GAO will issue a report in late September assessing the SEC’s information gathering ability, potential staff conflicts of interests, and ability of the agency to work with other regulators...
MutualFundWire.com - Wednesday, September 1, 2004 Views
T. Rowe Intro's Emerging Euro Fund
The no-load fund will focus on emerging markets in Europe and the Mediterranean basin...
MutualFundWire.com - Friday, September 1, 2000 Views - Reader Rating: 3
September 1, 2000
China plans open-end funds ... Financial planners rank first ... Fidelity slips in asset gathering ... Are ETFs and HOLDRS more tax efficient? ... The load v. no load debate...
MutualFundWire.com - Friday, September 1, 2000 - Reader Rating: 3
September 1, 2000
China plans open-end funds ... Financial planners rank first ... Fidelity slips in asset gathering ... Are ETFs and HOLDRS more tax efficient? ... The load v. no load debate...
401kWire.com - Friday, September 1, 2000 - Reader Rating: 3
New S&P Retirement Head
Standard & Poor's, a unit of McGraw-Hill, Inc. (NYSE: MHP), has named Alina Swanson to the post of vice president of retirement planning services...
401kWire.com - Wednesday, September 1, 1999 - Reader Rating: 3
Sentinel Launches New Fund
The Vermont fund company is inaugurating a growth fund that will be based on the Barra Index...
MutualFundWire.com - Wednesday, September 1, 1999 Views - Reader Rating: 3
BT Aussie Buy Complete
The deal is complete! Principal Financial Group now owns Bankers Trust Australia Group...
MutualFundWire.com - Wednesday, September 1, 1999 - Reader Rating: 3
Odd Lots, September 1, 1999
McCall feud over ... A merger with a twist ... Vanguard's computer glitch ... Creating attention by boosting commissions ... Miami judge closes fund...
MutualFundWire.com - Wednesday, September 1, 1999 - Reader Rating: 3
Pin-Wheel Spins
St. Louis, Missouri-located Color Art, recently purchased by The Mail-Well Print Group (NYSE: MWL), is changing its entire 401(k) plan which was handled by Vanguard. As of December, the plan will be in the care of Putnam, Ursula Gray, benefits analyst at Mail-Well, told the 401kWire.com...
401kWire.com - Wednesday, September 1, 1999 - Reader Rating: 3
Participants React!
For most 401(k) plan participants, yesterday marked the second greatest one day decline in stock prices that they had seen. Not surprisingly, there is evidence that it also marked as one of the largest days for 401(k) activity. Yet, 401(k) providers, such as Fidelity and T. Rowe Price, reported to us that their overall investor base was very concerned but not panicking...
401kWire.com - Tuesday, September 1, 1998 - Reader Rating: 3
TAG On: Designing a Plan for a Low Wage Employer
When is it worth telling a client to exclude highly compensated employees from its 401k plan? ..
401kWire.com - Tuesday, September 1, 1998 - Reader Rating: 3
Illinois Sponsor in Finals
North Riverside, IL-headquartered Edward Don & Company is in the finalist stages of choosing a new provider for its 401(k) plan, Todd McEvilly, human resources manager, told the 401kWire. The plan has $22 million in assets with 700 participants. ..
401kWire.com - Tuesday, September 1, 1998 - Reader Rating: 3
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  1. WE South - Agentic AI for Financial Services: executive breakfast, workshop & roundtable, September 2
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