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News Stories Archives - Since 1998
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USCF Wins With $852MM
The M* team updates U.S. flows data for March 2023 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Monday, April 24, 2023
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An AmericanTCS Vet Joins a Midwestern RKer
The new hire will serve as director of institutional sales for retirement plans...
401kWire.com -
Monday, April 24, 2023
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Reader Rating: 5
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A $55B-AUC Auto-Rollover Specialist Takes On Auto-Portability
Soon, the solution will go live for its recordkeeper allies and outside providers to test...
401kWire.com -
Monday, April 24, 2023
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Reader Rating: 5
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Spark and DCIIA Highlight Conflicting and Contradictory Views On DC Data Sharing
The new research comes out of workshops and focus groups that the Spark Institute and DCIIA folks teamed up on starting last year...
401kWire.com -
Monday, April 24, 2023
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Week In Preview, April 24 - April 30
This week, the teams at DCIIA, Fi360, NIPA, Qualified Plan Advisors, RPAG, and WIPN are hosting events...
401kWire.com -
Monday, April 24, 2023
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Week In Preview, April 24 - April 30
This week, the teams at Envestnet, IMEA, M*, MFDF, and WE are hosting events...
MutualFundWire.com -
Monday, April 24, 2023
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A WF Advisors MF Exec Rejoins a Consulting Firm
The executive most recently served as VP of mutual fund operations at the wirehouse...
MutualFundWire.com -
Friday, April 24, 2020
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A 25-Year Consulting Vet Joins a TPA
She has QKA and QPA retirement plan designations and wants you to call her, so you "can design a plan solution for your clients as well as help you retain and grow assets under management."..
401kWire.com -
Friday, April 24, 2020
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Scalia Confirms a Key DoL Departure
There is no official word yet on whom President Trump will pick as a successor...
401kWire.com -
Friday, April 24, 2020
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Hardship Withdrawals Increase By 56 Percent, But ...
The team at a giant bundled providers finds optimistic results in their first-quarter report amid the COVID-19 pandemic...
401kWire.com -
Friday, April 24, 2020
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A $3.6B Plan Sponsor Suspends Its Match
Word is that this big retailer is one of many companies making a big 401(k) cut in light of the ongoing coronavirus crisis...
401kWire.com -
Friday, April 24, 2020
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Reynolds Imagines a Post-COVID-19 Future
The Putnam chief talks with other Beantown CEOs about the coronavirus crisis and what comes next...
MutualFundWire.com -
Friday, April 24, 2020
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Case of the Week: Deferral Limits and Multiple Plans
ERISA consultants at the Retirement Learning Center Resource Desk regularly receive calls from financial advisors on a broad array of technical topics related to IRAs, qualified retirement plans and other types of retirement savings plans, including nonqualified plans, stock options, and Social Security and Medicare. We bring Case of the Week to you to highlight the most relevant topics affecting your business...
401kWire.com -
Wednesday, April 24, 2019
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Post-ETFs, a CT Shop Offers More Focus
The firm now offers sector-specific products with a twist...
MutualFundWire.com -
Wednesday, April 24, 2019
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Vestwell Teams Up On Target Date Strategies
The partnership combines 3(38) fiduciary services with M* target-date model portfolios...
401kWire.com -
Wednesday, April 24, 2019
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Plan Sponsors Shift to Retention as Baby Boomers Retire
New research shows how sponsors feel about participants staying in plans...
401kWire.com -
Wednesday, April 24, 2019
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Reader Rating: 3
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Will Deutsche Merge DWS With a $785B Shop?
Rumors heat up about two multinational banking giants and their asset management arms...
MutualFundWire.com -
Wednesday, April 24, 2019
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From Retirement to Tourism: a 20-Year BPAS Vet Starts a New Biz
A BPAS product manager left the company and became the owner of an amusement park...
401kWire.com -
Wednesday, April 24, 2019
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Where One $20B Asset Manager Sees Strategic Opps
Fresh off of a private equity deal, a Midwestern shop's chief strategy officer talks about where the firm looks to develop products or do M&A...
MutualFundWire.com -
Tuesday, April 24, 2018
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Guillocheau Welcomes Two to an Ascensus Board
One independent director and one interested member join Ascensus Trust's board...
401kWire.com -
Tuesday, April 24, 2018
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Reader Rating: 2.67
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Is Participant Interest in Annuities on the Rise?
An annual study from EBRI has introduced a new series of questions focused on future retirees plans for DC assets in retirement and current retirees decisions in retirement...
401kWire.com -
Tuesday, April 24, 2018
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Zambito Hires an LPL Alum For a New GRP Post
The new hire has 22 years of experience in the financial services industry...
401kWire.com -
Tuesday, April 24, 2018
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A Midwestern Fund Firm's C-Suite Expands and Contracts
One top exec is moving on and will not be replaced, while another is joining in a newly created role...
MutualFundWire.com -
Tuesday, April 24, 2018
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Reader Rating: 5
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What One Bank Looks For When Buying 401k Biz
This RKer's parent is still open to M&A after its fourth recent purchase in the space...
401kWire.com -
Tuesday, April 24, 2018
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Michael Sanford is Ready For the Next Move
Michael Sanford, a senior executive that has been working at Sapiens since March 2013, is ready to seek new job opportunity in the retirement marketplace...
401kWire.com -
Monday, April 24, 2017
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Reader Rating: 5
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Judy Mares Talks Retirement Post DoL
401kWire catches up with the former deputy assistant secretary. ..
401kWire.com -
Monday, April 24, 2017
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Commonwealth's Advisors Want ESG
Vice president of investment management and research at Commonwealth talks about in-demand products...
MutualFundWire.com -
Monday, April 24, 2017
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Unified Trust Appoints a New Digital Exec
The company recently filled a new position created to keep up with the digital age. ..
401kWire.com -
Monday, April 24, 2017
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Eye for Earnings - April 24, 2017
The latest earnings releases are here!..
MutualFundWire.com -
Monday, April 24, 2017
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Trust Builders Unveils New 403b and 457 Tool
A retirement investment firm for teachers and other public employees has just released an online retirement readiness tool for financial advisors!..
401kWire.com -
Monday, April 24, 2017
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Week In Preview: Early M* in Chitown, Gemini in the Big Easy
And those are just two of the industry events scheduled for the next five days...
MutualFundWire.com -
Monday, April 24, 2017
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Here's The Formula for an Optimal Plan
A New York based 401(k) plan advisory team has put together a white paper to help fiduciaries build an optimal retirement plan...
401kWire.com -
Sunday, April 24, 2016
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Principal's Distro Chief Departs
The insurance giant's freshly combined asset management and mutual fund arm is saying goodbye to a top exec...
MutualFundWire.com -
Friday, April 24, 2015
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Watching Apple's Watch: Voya Appears Ahead to be Ahead of Fidelity
No 401(k) recordkeepers launched anything on Apple Watch day, but some are working on their Watch apps. ..
401kWire.com -
Friday, April 24, 2015
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Lisa Jones Keeps the Reins
UniCredit is shaking up Pioneer's ownership structure. What does that mean on this side of the Atlantic?..
MutualFundWire.com -
Friday, April 24, 2015
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A Indiana RIA Adds a KPA
A 401(k) plan advisor (KPA) with more than 20 years of experience in the retirement services industry has changed firms...
401kWire.com -
Friday, April 24, 2015
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Recordkeepers Weigh In on DoL Proposal
Bill Yoerger tells us his thoughts...
401kWire.com -
Friday, April 24, 2015
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Watch Out! Open, Online Investing Hits Apple's Latest Must-Have Gadget
Fido, Schwab, and a social-networking-meets-investing startup all debuted apps today for the tech giant's big launch...
MutualFundWire.com -
Friday, April 24, 2015
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Oregon City Seeks Investment Consultant
City of Gresham needs investment consultant for its 457 plan. ..
401kWire.com -
Friday, April 24, 2015
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Paychex Welcomes a Retirement Plan Consultant
Paychex, the retirement services side of the payroll giant, recently welcomed a new retirement plan consultant to the crew...
401kWire.com -
Friday, April 24, 2015
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The Complicated Pioneer Deal Is Here: What Happens in the U.S.?
Thanks to breaking news -- UniCredit and Santander officially revealing their asset management merger plans -- we're changing up our usual morning blog format a bit...
MutualFundWire.com -
Friday, April 24, 2015
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The fi360 Crowd Comes to Music City, USA
The fiduciary training and tools specialists and their advisor designees descend on the country music capital for their tenth annual conference...
401kWire.com -
Thursday, April 24, 2014
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Fido Reps Can Now Sell iShare Portfolios
Latest stage in alliance between Fidelity and BlackRock will allow Fidelity sales folk to develop packages of iShares products...
MutualFundWire.com -
Thursday, April 24, 2014
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A Stable Value Giant Ponders Tweaking a Traditional Piece of the Puzzle
Maintaining a big cash buffer isn't the only way to manage liquidity in a pooled stable value fund...
401kWire.com -
Thursday, April 24, 2014
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Reader Rating: 4
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John Hancock Hires a Mid-Market Distribution Head
A former Diversified distribution head joins John Hancock as head to mid-market distribution...
401kWire.com -
Thursday, April 24, 2014
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Reader Rating: 3.5
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VALIC and LPL Have a New DC Alliance
The plan provider linked into the giant B-D's participant advice platform. ..
401kWire.com -
Thursday, April 24, 2014
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Rothschild and Larch Lane Form a JV for Alt Mutual Fund
A French asset manager and American fund of funds team up to offer alternative multi-manager mutual fund...
MutualFundWire.com -
Thursday, April 24, 2014
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Amid DC Chatter, The Public-Sector Retirement Landscape Remains DB-Centric
...says a new report put out by the Center for Retirement Research at Boston College. ..
401kWire.com -
Thursday, April 24, 2014
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With Just a Week Left, Six Bidders Vie For Russell
Reuters says that four PE firms, a Canadian bank, and an indexer are all in the running for the asset manager/consultant/indexer...
MutualFundWire.com -
Thursday, April 24, 2014
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Reader Rating: 5
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A TPA Trade Group Partners With Castle Rock
The alliance brings Castle Rock's analytic platform to TPA members. ..
401kWire.com -
Thursday, April 24, 2014
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Montgomery Hires an ING Alum in Atlanta
The LPL- and RPAG-affiliated elite 401k advisor hires a DC service veteran...
401kWire.com -
Thursday, April 24, 2014
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A Champion Gymnast Replaces a Poached Marketing Fundster
Six months after an exec was kicked upstairs by its parent, an asset manager hires an NCAA champion...
MutualFundWire.com -
Wednesday, April 24, 2013
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PBS Attacks 401ks, As Expected
Frontline airs a laundry list of anti-401k complaints...
401kWire.com -
Wednesday, April 24, 2013
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Reader Rating: 4.8
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The Next Gig for the Week of April 24, 2013
Looking for your next job? Read up on all the latest job openings and career developments in the mutual fund industry...
MutualFundWire.com -
Wednesday, April 24, 2013
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Pru Execs Gather Advisors and Reporters For Chat and Chow
The bundled provided hosts a media dinner in midtown Manhattan...
401kWire.com -
Wednesday, April 24, 2013
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Reader Rating: 3.67
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A Boutique and its Parent Parade Their Precocious Toddler
A PM and his national sales director bang the drum for their three-year fund...
MutualFundWire.com -
Wednesday, April 24, 2013
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MassMutual Promotes an Ex-Hartford Exec in Texas
The firm promotes a sales director to managing director...
401kWire.com -
Wednesday, April 24, 2013
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Three Things to Know From Janus' Earnings
Weil outlines his plan for a comeback...
MutualFundWire.com -
Wednesday, April 24, 2013
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Ascensus Hires Two Wholesalers and Promotes One
The recordkeeper has three new regional VPs...
401kWire.com -
Wednesday, April 24, 2013
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Schwab Index Advantage Will Feature M*, Too
The Chicago-based firm will be a managed account provider...
401kWire.com -
Wednesday, April 24, 2013
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Americans' Retirement Confidence Rises
Also, some people actually did look at fee disclosure documents...
401kWire.com -
Wednesday, April 24, 2013
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Pimco Inches Toward Life After Gross
Bloomberg sees the mutual fund giant preparing for the eventual retirement of its star bond fund guru...
MutualFundWire.com -
Wednesday, April 24, 2013
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Fink Scraps BlackRock's Planned Corporate Bond Platform
The WSJ reports that the testing had not gone well...
MutualFundWire.com -
Wednesday, April 24, 2013
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Are ETF Launches About to Get Easier?
The SEC reconsiders a five-year-old proposal for simple products...
MutualFundWire.com -
Wednesday, April 24, 2013
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A Fido 401(k) Vet Heads to American Funds
The City of Angels mutual fund titan hires a wholesaler in Texas...
401kWire.com -
Tuesday, April 24, 2012
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Reader Rating: 2.5
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A New Tool Helps Plan Sponsors Gauge Participant Satisfaction
The company’s new survey tool will enable plan sponsors to survey a range of participants...
401kWire.com -
Tuesday, April 24, 2012
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Reader Rating: 2.5
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On-the-Road Filming Begins on a 401(k) Documentary
A provider aims to draw attention to broken 401(k) eggs...
401kWire.com -
Tuesday, April 24, 2012
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Reader Rating: 3
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ETF Providers, Unite!
The National Exchange Traded Funds Association (NEFTA) will offer membership to any Exchange Traded Fund issuer or sponsor...
MutualFundWire.com -
Tuesday, April 24, 2012
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Marcks and Chetney Tell Senators About the 401(k)'s Future
A think tank gathers industry insiders and others together with two Senators...
401kWire.com -
Tuesday, April 24, 2012
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Reader Rating: 2.5
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BNY Mellon Goes Global with a Distribution Hire
BNY Mellon has tapped a private equity vet to head up its global distribution efforts...
MutualFundWire.com -
Tuesday, April 24, 2012
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Janus Gains AUM
The Colorado-based mutual fund firm releases its Q1 2012 earnings report...
MutualFundWire.com -
Tuesday, April 24, 2012
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Security Benefit Seals a Fiduciary Alliance
The retirement savings company will provide its clients with cost-free access to the latest fiduciary technology...
401kWire.com -
Tuesday, April 24, 2012
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Reader Rating: 3
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MFEA Tweets NYC
Fund marketers are staying socially connected in New York at the MFEA...
MutualFundWire.com -
Tuesday, April 24, 2012
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The Johnsons Will Accept Some Love From Boston
The Greater Boston Chamber of Commerce is about to give an award to the publicity-shy family behind Fidelity...
MutualFundWire.com -
Tuesday, April 24, 2012
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Nomura is "Less Than Happy," Shuts Down Two Funds in Four Months
The Japanese investment bank now has seven U.S. mutual funds with $252 million in combined assets...
MutualFundWire.com -
Tuesday, April 24, 2012
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T. Rowe's Net Rises But Falls Short
The Maryland-based mutual fund firm reports Q1 earnings...
MutualFundWire.com -
Tuesday, April 24, 2012
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Morningstar Sees Fund Fees Fall By Two BPs
And only the cheapest quintile of funds saw net inflows...
MutualFundWire.com -
Tuesday, April 24, 2012
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Prez Race Spotlight Hits Fidelity, Then Moves On
A disgraced Fidelity trader was a media meme, then he was not...
MutualFundWire.com -
Tuesday, April 24, 2012
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An Indie Recordkeeping Giant Adds ETFs and More
A DC provider beefs up its trading capabilities...
401kWire.com -
Friday, April 24, 2009
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A Boston Fund Firm Taps a New Northeast Division Sales Chief
The asset manager draws from within its ranks to fill the post...
MutualFundWire.com -
Friday, April 24, 2009
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The Rise of RIAs Shifts Fund Sales Strategy
Industry researchers tell Dow Jones about how mutual fund distribution is changing...
MutualFundWire.com -
Friday, April 24, 2009
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Reader Rating: 3
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ING's Retirement Chief Defends 401ks on CNBC
In the interview, Catherine Smith also reveals that ING has witnessed a jump of more than 200 percent in participant enrollment among teachers this year...
401kWire.com -
Friday, April 24, 2009
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Reader Rating: 4.5
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A New Fund Applies Long/Short Approach to ETFs
Updated | A Long Short manager launches a mutual fund...
MutualFundWire.com -
Friday, April 24, 2009
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A DC Trust Business Quintuples its Revenue
Retirement services booms at a trust company...
401kWire.com -
Friday, April 24, 2009
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Reader Rating: 3
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A Plan Producer Flies Back to Oppenheimer
A retirement plan advisor down South returns to the wirehouse...
401kWire.com -
Friday, April 24, 2009
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TIAA-CREF Puts Seven Index Funds Into a Hat and Pulls Out Only Two
The higher-education-focused financial services firm merges away five funds...
MutualFundWire.com -
Friday, April 24, 2009
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Reader Rating: 5
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A Fund Baron is Close to Resolving a Wall Problem
The founder and CEO of a mutual fund firm is in the news, but it doesn't involve fund performance or AUM...
MutualFundWire.com -
Friday, April 24, 2009
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WSJ Sees a Bright Spot in Janus' Numbers
In Friday's Fund Track, Sam Mamudi points out that the news that came out of Janus on Thursday wasn't all bad...
MutualFundWire.com -
Friday, April 24, 2009
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A Fund Headed for Liquidation Gets Another Shot at Life
The Touchstone fund will have a new sub-advisor...
MutualFundWire.com -
Friday, April 24, 2009
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T. Rowe Pushes Two Expansions to the Back Burner
In the wake of revealing layoffs alongside its Q1 earnings, the Maryland money manager delays a pair of projects...
MutualFundWire.com -
Friday, April 24, 2009
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Federated's Q1 Net is Down 35 Percent
Q1 was also Federated's best quarter for net fixed-income sales in more than five years, according to the company's CEO...
MutualFundWire.com -
Friday, April 24, 2009
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Lurito Departs American Century
Less than two years after joining the Kansas City-based firm, American Century's CIO of U.S. growth-stock funds has moved on...
MutualFundWire.com -
Friday, April 24, 2009
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Schwab is on Pace for $6B in TPA NNAs, Exec Says
The TPA business has registered a compounded annual growth rate of 31 percent over the last five years...
401kWire.com -
Thursday, April 24, 2008
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Reader Rating: 1
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Newly Rebranded Fund Family Seeks Recognition
RidgeWorth is embarking on a media push to promote its new name...
MutualFundWire.com -
Thursday, April 24, 2008
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Buffett-esque Fund to Reopen for the First Time in 26 Years
Ruane, Cunniff & Goldfarb will reopen the Sequoia Fund next month...
MutualFundWire.com -
Thursday, April 24, 2008
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Reader Rating: 5
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DC VP Steps Up at Aon
Aon has promoted a vice president in its defined contribution team...
401kWire.com -
Thursday, April 24, 2008
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Reader Rating: 1
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Draft Time at JPMorgan
JPMorgan is adding some more Bear Stearns executives to its team...
MutualFundWire.com -
Thursday, April 24, 2008
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Fido Brokerage Businesses Report Strong Q1
The three Fidelity brokerage units reported first quarter numbers...
MutualFundWire.com -
Thursday, April 24, 2008
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Micro Market Provider Bags More Payroll Partnerships
Updated | A California firm signs more distribution deals...
401kWire.com -
Thursday, April 24, 2008
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Reader Rating: 3
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T. Rowe Target Funds See Net Inflows of $2.8B in Q1
Assets in target-date funds represent 13 percent of mutual fund AUM at the Baltimore firm...
401kWire.com -
Thursday, April 24, 2008
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Reader Rating: 5
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Vanguard Plans its Second Global Index Fund
It seems Vanguard is putting more focus on global investing...
MutualFundWire.com -
Thursday, April 24, 2008
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Reader Rating: 3.5
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Money-Market Funds Add $1.63 B in Latest Week
In the week ended Tuesday, net assets in money-market funds totaled $3.45 trillion...
MutualFundWire.com -
Thursday, April 24, 2008
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Reader Rating: 4.33
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Nasdaq To Freeze DB Plan
The Nasdaq Stock Market will instead offer an enhanced 401(k) plan...
401kWire.com -
Tuesday, April 24, 2007
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Triarc Aquires Deerfield in Restructuring Move
Triarc Companies announced today that a definitive agreement has been entered into in which Deerfield Triarc Capital Corp. will acquire Deerfield, a Chicago-based fixed income asset manager in which Triarc owns a controlling interest...
MutualFundWire.com -
Tuesday, April 24, 2007
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Look Out! Conway's Taking State Street into the Fray
There's another player on the retirement income field with a whole new strategy. State Street's Gary Conway is making an aggressive play for his place in the sun...
MutualFundWire.com -
Tuesday, April 24, 2007
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Reader Rating: 3
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Bisys Group's Sale Reportedly is Hitting Snags
Buyers are taking a pass on buying Bisys Group, reports an M&A industry trade publication. That may mean the deal that will go down most easily is a break-up, something that for now is unpalatable to Bisys' brass...
401kWire.com -
Tuesday, April 24, 2007
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Reader Rating: 1
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401k Software Maker Unveils New Platform
A TPA focused recordkeeping software provider is rolling out an ASP version of its platform based on a Microsoft standard...
401kWire.com -
Tuesday, April 24, 2007
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Trade Group Banks on BISYS
A Mount Rushmore State association becomes the outsourced recordkeeper's newest distribution partner.
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401kWire.com -
Tuesday, April 24, 2007
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Legg Loses Mason's Successor
Raymond Mason won't get a chance to retire after all. Today, the heir apparent at the Baltimore-based asset manager said that he did not want the top job meaning that the Legg Mason chairman and CEO must remain on the job...
MutualFundWire.com -
Tuesday, April 24, 2007
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NPH Chalks Up Record Revenues
NPH reported revenues of more than $135 million during the first three months of 2007...
MutualFundWire.com -
Tuesday, April 24, 2007
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Reader Rating: 3
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TradeStation Revenues Hit Record
TradeStation Group, Inc. posted record net revenues of $35.3 million, and record daily average revenue trades of over 70,000 for the 2007 first quarter...
MutualFundWire.com -
Tuesday, April 24, 2007
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Reader Rating: 3
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Sanders Morris Harris Rechristens Self
Sanders Morris Harris Group Inc.'s broker-dealer subsidiary has been renamed SMH Capital...
MutualFundWire.com -
Tuesday, April 24, 2007
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Reader Rating: 3
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Fido is the Target of Protesters' Ire
Somtimes being one of the biggest fund firms on the block brings attention, at times too much attention.This morning the group divestfordarfur.org, part of Save Darfur organization, took their battle with Fidelity to the street, Wall Street that is...
MutualFundWire.com -
Tuesday, April 24, 2007
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Reader Rating: 1.58
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Fidelity Willing To Stay One Exec Short...
Two weeks after Cynthia Egan's departure, Fidelity's Retirement Income Advantage program continues on auto-pilot. Is the Boston Behemoth trying to tell us something?..
MutualFundWire.com -
Tuesday, April 24, 2007
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EBSA Asks: What Do You Want to Disclose?
The DoL unit prepares to publish an official RFI Wednesday.
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401kWire.com -
Tuesday, April 24, 2007
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Casino Firm Bets On New Administrator
The Las Vegas company has a new administrator for its $160 million 401(k) plans...
401kWire.com -
Tuesday, April 24, 2007
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BofA is Top Price Warrior
Bank of America is tops when it comes to getting the best prices for stock managers when it comes to trading....
MutualFundWire.com -
Tuesday, April 24, 2007
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Evergreen Lures Star Portfolio Manager
Wachovia's asset management unit has brought in a former Pioneer Investments portfolio manager...
MutualFundWire.com -
Tuesday, April 24, 2007
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Reader Rating: 3.33
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Wells Fargo Bundles for Badger State MDs
The Twin Cities-based provider lands a multi-plan contract.
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401kWire.com -
Tuesday, April 24, 2007
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Big Apple Asset Manager Targets 401k Market
A New York-based asset management firm hopes to capture 401(k) assets with the rollout of nine ETF-based mutual funds...
401kWire.com -
Tuesday, April 24, 2007
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Shopping with Federated
The Pittsburgh-based fund firm turns its attention to the international stocks aisle as it seeks to fill its shopping cart...
MutualFundWire.com -
Tuesday, April 24, 2007
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Reader Rating: 3.33
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CitiStreet Offers Income Distribution Product
A new solution offers plan participants access to low-cost, institutionally priced fixed annuities...
401kWire.com -
Monday, April 24, 2006
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Securian Unveils Auto Features
The plan provider bets a more full-service approach will make participants out of employees who have limited interest in financial management.
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401kWire.com -
Monday, April 24, 2006
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Online Tool Helps Advisors Create Investment Policy Statements
The product promises to help advisors come up with the statements in minutes...
401kWire.com -
Monday, April 24, 2006
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S&P Expands Education on Retirement Income
The company's marketing and education arm responds to the industry's focus on asset distribution.
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401kWire.com -
Monday, April 24, 2006
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AUL Adds American Funds
The retirement services division of American United Life Insurance has added American Funds to its lineup...
MutualFundWire.com -
Monday, April 24, 2006
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Northern Trust Adds Emerging Markets Fund
Northern Trust, advisor to the Northern Funds family, on Monday announced the addition of an emerging markets fund to its line-up...
MutualFundWire.com -
Monday, April 24, 2006
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Reader Rating: 2.33
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TIAA-CREF Plans Fund Reorganization
TIAA-CREF is seeking shareholder approval of a plan to reorganize its funds as part of efforts to consolidate its operations.
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MutualFundWire.com -
Monday, April 24, 2006
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AARP Financial Rolls Out Three
On Monday, AARP Financial -- founded last year as a for-profit subsidiary of AARP -- officially launched its most recent products for the over-50 investor. The organization developed the three AARP Funds to replace Scudder offerings previously distributed by AARP.
..
MutualFundWire.com -
Monday, April 24, 2006
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Hewitt Adds Up to 600 Workers Via Deal
The big-name player is gearing up to absorb the 500-600 staff Atlanta NTRC facility...
401kWire.com -
Thursday, April 24, 2003
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Five Fund Brands Join Best of America VA
Nationwide has added a quintet of fund families to its variable annuity roster along with an inflation-protected fund...
MutualFundWire.com -
Thursday, April 24, 2003
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FITSCo Helps Sponsors Benchmark
The Boston Behemoth offers public sector and not-for-profit plan sponsors a way to better plan design and use...
401kWire.com -
Thursday, April 24, 2003
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Cigna Offers Guidance Tool
Participants get an asset allocation recommendation and an auto-rebalancing feature...
401kWire.com -
Thursday, April 24, 2003
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Reader Rating: 4
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Oberweiss Will Close Fund
The Micro-Cap fund will close at the end of May...
MutualFundWire.com -
Thursday, April 24, 2003
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Vision Funds to Swallow Ark Funds
The M&T Bank fund family will grow by 15 funds to accommodate the mergers...
MutualFundWire.com -
Thursday, April 24, 2003
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Fund Firm Adds Multi-manager Feature
OppenheimerFunds adds new enhancements to its 401(k) program...
401kWire.com -
Thursday, April 24, 2003
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Reader Rating: 5
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Securian Sells Funds
The Minnesota firm hands off its funds in exchange for $26 million and the chance to triple distribution of its VA products...
MutualFundWire.com -
Thursday, April 24, 2003
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Hewitt to Buy Northern Trust Retirement
Hewitt adds to its retirement outsourcing and consulting effort with its latest strategic move...
401kWire.com -
Thursday, April 24, 2003
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Reader Rating: 4.5
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Hancock Trims 280 Through Outsourcing Move
John Hancock Financial says it will save up to $90 million by outsourcing much of its technology support to IBM...
MutualFundWire.com -
Thursday, April 24, 2003
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Green Mountain Power Recharges Plan
The power company converts to a new 401(k) recordkeeper. Quality of service and flexible investment options are cited for its choice...
401kWire.com -
Thursday, April 24, 2003
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Reader Rating: 3
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Value Gets Spun
Banc One pitches a value message to the press...
MutualFundWire.com -
Tuesday, April 24, 2001
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Reader Rating: 3
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New Sales Chief at Pru
The firm has tapped a new head for its national sales department...
MutualFundWire.com -
Tuesday, April 24, 2001
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Reader Rating: 3
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Retirement Bill on the Move
Will Congress raise the ceiling on 401k participants' savings?..
401kWire.com -
Tuesday, April 24, 2001
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Reader Rating: 3
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Bowne Makes More Cuts
Another firm feels the pinch of the recession as it has to make additional staff reductions...
MutualFundWire.com -
Tuesday, April 24, 2001
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Reader Rating: 3
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Bowne Makes More Cuts
Another firm feels the pinch of the recession as it has to make additional staff reductions...
401kWire.com -
Tuesday, April 24, 2001
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Reader Rating: 3
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On the Lookout for Advice
Global technology firm hunts for advice provider...
401kWire.com -
Tuesday, April 24, 2001
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Reader Rating: 3
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Hancock Prowls for Acquisition
After months of unsuccessful hunting, the Boston firm may finally have
something to sink its teeth into...
MutualFundWire.com -
Tuesday, April 24, 2001
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Reader Rating: 3
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Janus Parent Below Expectations
Stillwell earnings below expectations... But DST did meet expectations... Can rolling back on cell phones cut costs? ... Scudder adds to online education ... Deep cuts at Morgan Stanley ... Layoffs at T. Rowe...
MutualFundWire.com -
Tuesday, April 24, 2001
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Reader Rating: 3
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Janus Parent Below Expectations
Stillwell earnings below expectations... But DST did meet expectations... Can rolling back on cell phones cut costs? ... Scudder adds to online education ... Deep cuts at Morgan Stanley ... Layoffs at T. Rowe...
401kWire.com -
Tuesday, April 24, 2001
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Reader Rating: 3
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JOBS!
Guardian Life is hiring. Any questions?..
401kWire.com -
Tuesday, April 24, 2001
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Reader Rating: 3
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Are Active Traders Throwing in the Towel?
Even for trader-friendly funds, the market's horse latitudes have stilled the waters, but the wind may never pick up...
MutualFundWire.com -
Tuesday, April 24, 2001
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Reader Rating: 3
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Another Firm Goes Wireless
TeamVest and MobileHWY have formed an alliance to offer wireless 401(k) account information for participants. The system utilizes the Wireless Application Protocol, and it is called Team401k-wireless...
401kWire.com -
Monday, April 24, 2000
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Reader Rating: 3
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457 Plan Seeks Fund
The Deferred Compensation Plan for Employees of the City of New York is seeking investment management services for its small-cap equity fund. The plan has $575 million in assets with 102,000 participants...
401kWire.com -
Monday, April 24, 2000
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Reader Rating: 3
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SSRM CEO Leaves for Start-Up
State Street Research & Management Company, one of MetLife's asset management subsidiaries, has lost its president and chief executive to Redwood, an Internet software start-up...
MutualFundWire.com -
Monday, April 24, 2000
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Reader Rating: 3
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401k Transactions Moving Online
Principal Financial reports that Internet use among its 401(k) clients was up -- way up -- for 1999...
MutualFundWire.com -
Monday, April 24, 2000
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Reader Rating: 3
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April 24, 2000
Faith in the Old Economy ... Pax joins computer recycling effort ... Core funds...
401kWire.com -
Monday, April 24, 2000
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Reader Rating: 3
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April 24, 2000
Faith in the Old Economy ... Pax joins computer recycling effort ... Core funds...
MutualFundWire.com -
Monday, April 24, 2000
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Reader Rating: 3
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Sponsors Moving Online
The Principal Financial Group of Des Moines, Iowa reports that there was record volume for online transactions among its 401(k) plans for 1999. The vendor noted that 12,000 sponsors were using the Web for cash and data transactions. This figure is up 700% in one year...
401kWire.com -
Monday, April 24, 2000
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Reader Rating: 3
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Schwab’s 401k Solution May Lie in Brokerage Accounts
When Schwab made its first big push into the 401(k) arena by purchasing Hampton and Trustmark, it had its sights set on becoming one of the five largest vendors in the market. Obviously, that is a goal that is not going to be met. Schwab is now refocusing its efforts on marketing to smaller plans through a network of third-party administrators (TPA's) and pushing its brokerage capabilities to larger plans...
401kWire.com -
Friday, April 24, 1998
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Reader Rating: 3
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Sponsor Spotlight: Are Sponsors Worried About Mergers?
Merger-mania -- it's sweeping the nation. Even the general press seems to have caught the fever with headline coverage of the recent bank mega-mergers. But beyond the glitz and the glamour, there are serious concerns about what these new mergers in the financial services industry mean. ..
401kWire.com -
Friday, April 24, 1998
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Reader Rating: 3
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