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News Stories Archives - Since 1998
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In the Midwest, an Ameritas Alum Joins USICG
The sales executive is based in Minnesota...
401kWire.com -
Friday, February 03, 2023
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A 33-Year Principal Vet Hands Off In Charlotte
A 15-year Wells Fargo veteran is stepping up in the departing exec's stead...
401kWire.com -
Friday, February 03, 2023
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A 16-Year DAC Vet Rises At Ascensus
The executive now serves as pooled plan specialist at the retirement plan provider...
401kWire.com -
Friday, February 03, 2023
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Cole Rises At a $641MM-AUM Startup, And ...
Watch for the Midwestern firm to launch a new product suite this spring...
MutualFundWire.com -
Friday, February 03, 2023
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Equity Funds Are the Sole, $637MM Bright Spot
The Refinitiv Lipper folks reveal the latest weekly U.S. flows data...
MutualFundWire.com -
Friday, February 03, 2023
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On MassMutual's DC I-O Team, an Ex-FA Rises
The industry veteran now serves as a regional managing director...
401kWire.com -
Friday, February 03, 2023
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New Allies Power an ESG ETF-of-ETFs
The launch comes half a year after one firm bought a 45-percent stake in the other...
MutualFundWire.com -
Thursday, February 03, 2022
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NAPA and NTSA Will Team Up In October
Folks with a pair of trade group siblings are launching a new conference...
401kWire.com -
Thursday, February 03, 2022
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A 22-Year T. Rowe Vet Joins MissionSquare
The executive will focus on marketing at the recordkeeper...
401kWire.com -
Thursday, February 03, 2022
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Schaaf Prepares to Pass the Reins
Principal's retirement chief will soon retire, and another executive will take over a business that serves more than 40,000 employers and 10 million individuals, including retirement plan participants...
401kWire.com -
Thursday, February 03, 2022
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Amid Leadership Changes, a $432B-AUM Firm Frees a Subsidiary
Both firms are making changes at the top. The spinoff deal, meanwhile, is expected to close by the end of next quarter...
MutualFundWire.com -
Thursday, February 03, 2022
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Reader Rating: 5
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With a New Hire, Smart Steps Up As a Fiduciary
The executive will spearhead that effort as the provider builds out one partnership and preps more...
401kWire.com -
Thursday, February 03, 2022
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A $25.9B-AUM UK Firm Hires In California
The exec previously worked with Royce, Pimco, Wamco, and Wilshire...
MutualFundWire.com -
Wednesday, February 03, 2021
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In New England, a $400MM Plan Sponsor Picks AIG
A health care system is going with a single provider for its 403(b) and 457(b) plans...
401kWire.com -
Wednesday, February 03, 2021
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Definiti Buys an OH TPA
The acquiree was launched nearly 25 years ago...
401kWire.com -
Wednesday, February 03, 2021
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Reader Rating: 1
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Pru Teams Up On a Managed Account Engine
They're pitching the offering as "a next-generation digital managed advice platform."..
401kWire.com -
Wednesday, February 03, 2021
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A Franklin Boutique Lifts Out a $2.7B-AUM Team
The deal includes a pair of PMs, a research associate, and a pair of mutual funds...
MutualFundWire.com -
Wednesday, February 03, 2021
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Near Philly, a KPA Vet Joins a 401k RIA
The shop is an RPAG affiliate and focuses on plans with under $100 million in assets...
401kWire.com -
Wednesday, February 03, 2021
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100,000-Plus FAs, 500-Plus AMs, 15 Employees
A giant TAMP has a new ally to fundsters and other asset managers. Who will fill her old shoes?..
MutualFundWire.com -
Monday, February 03, 2020
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After IRA Rollovers, a 401k Robo Plans More
The firm now has $4.3 billion in AUM for about 25,000 investors and a staff of 17 people...
401kWire.com -
Monday, February 03, 2020
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MassMutual Takes On Student Loan Refinancing
The bundled provider is bringing an existing partnership to its retirement plan and voluntary benefits businesses...
401kWire.com -
Monday, February 03, 2020
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M* Buys a Stable Value Watcher
The data will be accessible with Morningstar Direct and more...
401kWire.com -
Monday, February 03, 2020
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Reader Rating: 5
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Week In Preview, February 3-9
This week the teams at Charles Schwab, Expect Miracles, Federated Hermes, and FIASI are hosting events, and several fund firms (and parents of fund firms) are scheduled to release earnings reports...
MutualFundWire.com -
Monday, February 03, 2020
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Week In Preview, February 3-9
This week the teams at Charles Schwab and FIS are hosting events, and two recordkeepers' parents are scheduled to release earnings reports...
401kWire.com -
Monday, February 03, 2020
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A Fidelity Platform Exec Heads to Voya
The vice president of Fidelity FundsNetwork has left for Voya...
MutualFundWire.com -
Friday, February 03, 2017
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The Fiduciary Reg is Dead... For Now
Trump has signed an executive order delaying the implementation of the fiduciary reg...
MutualFundWire.com -
Friday, February 03, 2017
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Capitol Hill Responds to Trump's DoL Rule Delay
President Donald Trump signed an executive order delaying the Department of Labor fiduciary rule for 180 days, and Congress weighed in, mostly along partisan lines. ..
401kWire.com -
Friday, February 03, 2017
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Reader Rating: 4.5
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Filings for Fundsters - February 3, 2017
A compilation of the latest SEC filings!..
MutualFundWire.com -
Friday, February 03, 2017
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Trump Delays the DoL Fiduciary Rule
President Donald Trump takes a stand against the fiduciary rule. ..
401kWire.com -
Friday, February 03, 2017
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Reader Rating: 3.75
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Industry Reactions to DoL Fiduciary Rule Delay Are Mixed
President Trump today halted implementation of the Department of Labor fiduciary rule for 180 days with an executive order. ..
401kWire.com -
Friday, February 03, 2017
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Reader Rating: 4.5
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Today Could be Doomsday for the DoL's Fiduciary Rule
President Donald Trump is expected to issue an executive order on key financial regulations, including a delay to the DoL fiduciary rule. ..
401kWire.com -
Friday, February 03, 2017
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Fiduciary Reg-Less?
U.S. President Donald Trump is reportedly poised to tell the DoL to hold and reevaluate the controversial DoL rule...
MutualFundWire.com -
Friday, February 03, 2017
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Securian Retirement Plans Earn Two Honors
The firm's retirement plans division receives top marks from industry watchdogs. ..
401kWire.com -
Friday, February 03, 2017
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Reader Rating: 3
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TIAA-CREF Wins a $63MM 403(b) University Plan
A university based in Stevenson, Maryland has chosen TIAA-CREF to recordkeep its 403(b) plan...
401kWire.com -
Wednesday, February 03, 2016
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The City and County of San Francisco Seeks a 457 Consultant
The San Francisco Employees Retirement System seeks ..
401kWire.com -
Wednesday, February 03, 2016
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Lockton Welcomes a Kansas City-based KPA
With a sales-focused background, a KPA sets his sights on innovative products...
401kWire.com -
Wednesday, February 03, 2016
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Nally Helps 1,700 Advisors LINC Up In Orlando
The TD Ameritrade Institutional team kicks off their 20th annual national RIA conference today...
MutualFundWire.com -
Wednesday, February 03, 2016
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Abby Johnson, Larry Fink, and Tim Armour All Walk Into a Bank ...
The chiefs of the world's biggest mutual fund shops are working together to fight a common enemy: short-termism. Meanwhile, Fink writes to the S&P 500 chiefs yet again, for the same pro long-term-investing cause...
MutualFundWire.com -
Wednesday, February 03, 2016
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A PM Leaves a $4.4B T. Rowe Fund
The 30-year-old, bronze-rated mutual fund will be PMed by a T. Rowe veteran. Meanwhile, the exiting PM is staying with T. Rowe, too...
MutualFundWire.com -
Wednesday, February 03, 2016
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Wanted: More RKing and Tools Partners For Pershing
The BNY Mellon B-D and RIA clearing and support arm's 401k offering is here. What's next?..
401kWire.com -
Tuesday, February 03, 2015
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A Nevada University Searches For a DC Consultant
Responses to the RFP are due by February 26...
401kWire.com -
Tuesday, February 03, 2015
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Just How Problematic Is 401k Leakage?
The Center for Retirement Research at Boston College digs into the effects of loans, hardship withdrawals and cash outs...
401kWire.com -
Tuesday, February 03, 2015
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Obama Wants More Enforcement Dollars
Yesterday the U.S. President proposed a budget for fiscal 2016, with more money for the SEC, DoL and Treasury, as well as proposals that could impact large asset managers and retirement plan players...
MutualFundWire.com -
Tuesday, February 03, 2015
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Fidelity Bets On an Online, Advisor-Support Specialist
The Boston Behemoth doesn't do acquisitions often. This time the target is backed by an insurer...
MutualFundWire.com -
Tuesday, February 03, 2015
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Ric Edelman Appoints a New COO
...at his Virginia RIA...
401kWire.com -
Tuesday, February 03, 2015
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Tackle Cyber Security, and Do It Quietly
Banks and retailers aren't the only ones in hackers' sights. Fundsters are increasingly interested in protecting themselves and their clients, without making their firms targets...
MutualFundWire.com -
Tuesday, February 03, 2015
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This Alts Fund Pays for its Hedging
Larkin Point markets a two-month-old product that pays for much of its hedging costs via the systematic, and continuous, sales of options...
MutualFundWire.com -
Monday, February 03, 2014
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Reader Rating: 5
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M* Lures a Mutual Fund Reporter
The mutual fund ratings giant hires someone from the trade press...
MutualFundWire.com -
Monday, February 03, 2014
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A Trustodian Adds a 316 Service
A new affiliate of a recordkeeper can now handle outsourced administration of plans...
401kWire.com -
Monday, February 03, 2014
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Reader Rating: 5
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Hancock Lowers Its R6 Fees
John Hancock has reduced fees for many R6 shares, by an average 8 bps. ..
401kWire.com -
Monday, February 03, 2014
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FIA Hires, Expands to Maine
The $30 billion retirement plan RIA opened a new office. ..
401kWire.com -
Monday, February 03, 2014
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Reader Rating: 4.75
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Meet the Man Who Devised '401k'
Richard Stanger was the primary author of the sub-section of U.S. tax code, and Bloomberg offers a profile. ..
401kWire.com -
Monday, February 03, 2014
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Post-IPO, ING's Mason Invests in the Jumbo Biz
The retirement services arm of the now-publicly-traded giant welcomed a big new hire...
401kWire.com -
Monday, February 03, 2014
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Some Wall Flowers Have No Perks
American Funds is an example of the difficulties fund firms face getting dates at advisor dances...
MutualFundWire.com -
Monday, February 03, 2014
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Reader Rating: 2
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BofA Merrill Scores 2011 on Par with 2010 for 401ks
But the plan provider says more sponsors used its advice product last year than in 2010...
401kWire.com -
Friday, February 03, 2012
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Reader Rating: 3.5
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The WisdomTree Crowd Counts Down to an $81M Offering
A Big Apple mutual fund firm prices a secondary offering...
MutualFundWire.com -
Friday, February 03, 2012
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Castle Rock Scores an Epic Deal
The Rochester-based RKer is integrating Castle Rock's retirement platform onto its core recordkeeping system...
401kWire.com -
Friday, February 03, 2012
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The British Consultants Are Coming to Concord
A retirement plan actuarial and consulting firm outside Boston merges with the U.S. arm of a similar outfit in the U.K...
401kWire.com -
Friday, February 03, 2012
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Segal Buys Rogerscasey
The new entity is now known as Segal Rogerscasey...
401kWire.com -
Friday, February 03, 2012
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Reader Rating: 2
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Leuthold Hires a Wirehouse Alum to Reach B-Ds
The Minnesota tactical allocation mutual fund specialist brings a new managing director on board...
MutualFundWire.com -
Friday, February 03, 2012
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A Connecticut TPA Merges With a Local Ally
A 10-year partnership leads two firms to formally combine...
401kWire.com -
Friday, February 03, 2012
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B-D Gatekeepers' Influence Rises
A new Cerulli report highlights the importance of educating broker-dealers for asset managers...
MutualFundWire.com -
Friday, February 03, 2012
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Reader Rating: 5
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Ginger Brennan Switches Jobs
But she isn't wandering too far from the reservation...
401kWire.com -
Friday, February 03, 2012
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A Five-Star PM Departs Thornburg
Alexa Motoal is reportedly leaving the firm this year. ..
MutualFundWire.com -
Friday, February 03, 2012
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American Century and Baron Go Global
Both mutual fund firms launch global offerings. ..
MutualFundWire.com -
Friday, February 03, 2012
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Van Eck Lines Up Seven New Fixed Income ETFs
New Market Vectors offerings are in the pipeline...
MutualFundWire.com -
Friday, February 03, 2012
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Changes are Afoot at VantagePoint
The fund shop is cutting ties with some subadvisors as well as a PM...
MutualFundWire.com -
Friday, February 03, 2012
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Pentegra Buys Another Recordkeeper
The White Plains-based plan provider seals a deal in the South...
401kWire.com -
Thursday, February 03, 2011
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Reader Rating: 5
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Wells Fargo Makes an Advisor Connection
The plan provider has launched an online..
401kWire.com -
Thursday, February 03, 2011
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Reader Rating: 1
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Axa Rosenberg Entities Settle Securities Fraud Charges for $242 Million
The three entities settle SEC allegations that they concealed a significant error in the computer code of their quantitative investment model...
MutualFundWire.com -
Thursday, February 03, 2011
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Reader Rating: 5
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Top Advisor: Michael Goss
Fiduciary Investment Advisors..
401kWire.com -
Thursday, February 03, 2011
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Top Advisor: Ellen Lander
Renaissance Benefit Advisors (NFP)..
401kWire.com -
Thursday, February 03, 2011
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Reader Rating: 4
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Top Advisor: Tony Franchimone
Retirement Benefits Group/The Founders Group (LPL Financial Retirement Partners)..
401kWire.com -
Thursday, February 03, 2011
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Reader Rating: 1
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Hartford's Retirement Biz Reports a Robust Q4
The Hartford is going into the New Year with some momentum...
401kWire.com -
Thursday, February 03, 2011
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TD Ameritrade Settles with the SEC over Reserve YieldPlus Fund Sales
The brokerage firm will distribute $10 million to eligible customers who continue to hold the fund's shares...
MutualFundWire.com -
Thursday, February 03, 2011
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A 403b Pub Makes its Debut
The 403(b) magazine made its debut this week in Florida...
401kWire.com -
Thursday, February 03, 2011
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ING's Fiduciary Program Expands to the Non-Profit Markets
The plan provider is looking to broaden its sponsor clients with its fiduciary program...
401kWire.com -
Thursday, February 03, 2011
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Transamerica Hires a Wholesaler from Nationwide
The new hire is responsible for the Southern region...
401kWire.com -
Thursday, February 03, 2011
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MassMutual Retirement Makes its Debut on Facebook
The plan provider is looking to "friend" its participants...
401kWire.com -
Thursday, February 03, 2011
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Reader Rating: 2.5
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Senate Ponders 'Encouraging Better Retirement Decisions'
A journalist, a consultant and two academics will testify this afternoon before a Congressional committee...
401kWire.com -
Thursday, February 03, 2011
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Reader Rating: 3.33
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Morgan Stanley Smith Barney Powers Up Plan Benchmarking
The wirehouse teams up with with a benchmarking specialist for a new service...
401kWire.com -
Thursday, February 03, 2011
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Reader Rating: 1
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Lincoln's DC Flows are Hurt by a Large Plan in Q4
The plan provider had a forgettable Q4...
401kWire.com -
Thursday, February 03, 2011
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Pimco Privately Wages an 'All-Out War' Against Meredith Whitney, Reports Gasparino
Fox Business' Charlie Gasparino reports on the battle Pimco is waging against analyst Meredith Whitney...
MutualFundWire.com -
Thursday, February 03, 2011
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Reader Rating: 1
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How Much is BlackRock Paying Fink?
The largest asset manager in the world shells out stock to its founder...
MutualFundWire.com -
Thursday, February 03, 2011
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Gross Says Financial Services 'is Not God's Work'
The star Pimco manager shares his monthly investment outlook...
MutualFundWire.com -
Thursday, February 03, 2011
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Fidelity Tries to Motivate Investors with its New Program
The Boston Behemoth is making a concerted effort to reach out to investors with a new retirement income program...
MutualFundWire.com -
Thursday, February 03, 2011
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Bill Miller Returns to the Leaderboard
The mutual fund vet is off to a running start in the New Year..
MutualFundWire.com -
Thursday, February 03, 2011
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Putnam, T. Rowe and Aberdeen Top a List of Best Fund Families
Putnam goes from almost-worst to first in the Lipper/Barron's fund families survey...
MutualFundWire.com -
Wednesday, February 03, 2010
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Reader Rating: 5
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At Schwab, Mutual Funds Talk to Cox (For Clearing)
Jim McCool reorgs Schwab Institutional...
MutualFundWire.com -
Wednesday, February 03, 2010
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Asset Managers Don't Accept Your Friend Requests
A new study from kasina looks at the use, or lack there of, of social media in the asset management industry...
MutualFundWire.com -
Wednesday, February 03, 2010
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Eric Levy Lands
The former Mercer DC business head starts a new post leading DC product at a provider...
401kWire.com -
Wednesday, February 03, 2010
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Reader Rating: 1
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An Insurer Reorgs Retirement Under a Distribution Veteran
A DC provider puts its retirement businesses under one chief, one of its own top distribution executives...
401kWire.com -
Wednesday, February 03, 2010
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Reader Rating: 3
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Axa's Jumbo Plan DC Chief Jumps to a Top I-O Post
The former head of AXA's jumbo market business will lead institutional defined contribution investment-only at an asset manager...
401kWire.com -
Wednesday, February 03, 2010
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Putnam Beats Out Merrill in an RFP
Let's all go the lobby, and get ourselves a plan -- Putnam wins a contract with a theater chain...
401kWire.com -
Wednesday, February 03, 2010
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Reader Rating: 2.6
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Lincoln Takes Advantage of a New 401k Style
The freshly-independent provider makes a DC move...
401kWire.com -
Wednesday, February 03, 2010
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Reader Rating: 3
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Goldman Allocates a New Offering to the ETF World.
The New York City investment bank launches its latest mutual fund...
MutualFundWire.com -
Wednesday, February 03, 2010
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Russell Converses About Retirement Innovation
The manager of managers and consulting firm hopes conversation on investment topics will lead to financial innovation...
401kWire.com -
Wednesday, February 03, 2010
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Reader Rating: 1
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MassMutual Participants Get Educated
MassMutual is happy about its participant activity as participants pay more attention to savings...
401kWire.com -
Wednesday, February 03, 2010
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Reader Rating: 1
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Are Boston's Big Three Losing Power?
Boston's traditional top three fund companies have lost significant market share over the past decade...
MutualFundWire.com -
Wednesday, February 03, 2010
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Reader Rating: 1
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Fidelity Simplifies Tradings Fees
The Journal picks up on Fidelity's initiative to cut online trading fees and offer new ETFs commission free..
MutualFundWire.com -
Wednesday, February 03, 2010
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Reader Rating: 5
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Alger Recruits a DWS Alum to Work With B-Ds
The New York-based mutual fund firm adds to its national accounts team...
MutualFundWire.com -
Wednesday, February 03, 2010
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Lord Abbett Names Leader of Domestic Equity PMs
The Jersey City fund firm drew from its own ranks to fill the newly created post...
MutualFundWire.com -
Tuesday, February 03, 2009
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Will Solis Be DoL Chief By Week's End?
Watch for a Senate committee to vote soon on the Labor Secretary nominee...
401kWire.com -
Tuesday, February 03, 2009
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Great-West Taps Hancock and Principal Vets for its Sales Team
The two fill newly created sales posts at Great-West...
401kWire.com -
Tuesday, February 03, 2009
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Fidelity Begins its Second Round of Cuts
It was not immediately clear how the cuts affect Fidelity's 401(k) unit...
401kWire.com -
Tuesday, February 03, 2009
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Reader Rating: 3
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A Fido Exec Takes Over Putnam's DC Biz
Updated | Bob Reynolds and Jeff Carney open up about their DC strategy as another former executive at the Boston Behemoth follows Reynolds to a position at the asset manager now owned by Power Financial...
401kWire.com -
Tuesday, February 03, 2009
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Reader Rating: 3
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PlanTools Finds a New Home
Updated | Another DC tools specialist buys the McHenry subsidiary...
401kWire.com -
Tuesday, February 03, 2009
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The Ax Falls at Fido
The second round of a two-part headcount reduction begins today...
MutualFundWire.com -
Tuesday, February 03, 2009
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Reader Rating: 5
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UPS Halts its Match Delivery
The Atlanta-based shipping firm has joined the list of plan sponsors suspending their match amid hard times...
401kWire.com -
Tuesday, February 03, 2009
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PNC Financial Plans to Cut 5,800 Jobs
The Pittsburgh firm plans to slash 5,800 jobs after its acquisition of Allegiant Asset Management parent National City Bank...
MutualFundWire.com -
Tuesday, February 03, 2009
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New Online Interactive Participant Education Caters to Advisors
A Southern California firm launches the next generation of its video-based program, this time focusing on non-TPA intermediaries...
401kWire.com -
Tuesday, February 03, 2009
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Reader Rating: 2
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Missouri Regulators Slap a Fine on Chicken Little Fund Group Founder
Missouri regulators fined the owner of Chicken Little Fund Group for alleged securities fraud and other violations...
MutualFundWire.com -
Tuesday, February 03, 2009
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And Then There Were Three ... Wirehouses?
The two banks reportedly hold merger talks regarding their broker-dealers...
401kWire.com -
Tuesday, February 03, 2009
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Reader Rating: 3.5
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UBS and Wachovia Size Each Other's Wirehouses Up
UBS and Wachovia reportedly hold merger talks regarding their broker-dealers...
MutualFundWire.com -
Tuesday, February 03, 2009
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Value Hunters Carry a Longer Shopping List
The WSJ's Sam Mamudi chats with value-fund managers, whose investing options have grown sharply amid the fall in stock prices...
MutualFundWire.com -
Tuesday, February 03, 2009
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Nationwide Finds Super Bowl to be a Good Bet
At $5 million a minute a Super Bowl advertisement does not come cheap. But that is not stopping Nationwide from taking the plunge again this year...
401kWire.com -
Friday, February 03, 2006
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CheckFree Adds State Street Vet to Board
A well-known name in the fund industry is taking a board seat with a well-known company in the separately managed account space. CheckFree said Friday that its shareholders elected C. Kim Goodwin as its newest director replacing Lewis Levin...
MutualFundWire.com -
Friday, February 03, 2006
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Combs Responds to House Dems
The EBSA head sends a letter to Reps. George Miller and Ed Markey detailing the status of the DoL's efforts on "pay-to-play" for consultants...
401kWire.com -
Friday, February 03, 2006
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T. Rowe Signs Riepe As Consultant
Jim Reipe may not need a new office for his retirement years. T. Rowe Price said this week that it has tapped its former vice chairman as consultant...
MutualFundWire.com -
Friday, February 03, 2006
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Boehner’s Win Leaves House Cupboards Bare
John Boehner's election as the House Majority Leader likely marks a changing of the guard in who writes the pension bills in the House...
401kWire.com -
Friday, February 03, 2006
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Armstrong To Freeze Pension Plan
The manufacturer joins the freeze bandwagon...
401kWire.com -
Friday, February 03, 2006
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Janus' InTech Deal Shows the Value of a Clean Name
Janus Capital Group has increased its holding in its Intech subsidiary raising a big question. Is InTech overpriced, or are Janus' shares marked down to far?..
MutualFundWire.com -
Friday, February 03, 2006
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NorCal Fund Firm Goes Shopping
One firm looks to add assets through acquisitions.
..
MutualFundWire.com -
Thursday, February 03, 2005
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IXIS Launches Second Multi-Manager Fund
IXIS Asset Management Advisors has introduced another fund geared towards investors looking for "institutional-quality" funds. The money manager opened the IXIS Equity Diversified Portfolio, an advisor-sold fund, at the end of January following last year's launch of the CDC IXIS Moderate Diversified Portfolio...
MutualFundWire.com -
Thursday, February 03, 2005
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Reader Rating: 2.33
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ING Awards Subadvisor Three Fund Mandates
ING Funds is giving investors more value. The fund family has rolled out a line of value funds called ING Value Choice. The line is composed of three new funds and one existing fund. NWQ Investment Management, a Los Angeles-based money manager and affiliate of Nuveen Investments, will subadvise all four of the value funds...
MutualFundWire.com -
Thursday, February 03, 2005
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TIAA-CREF Adds Branches
The education specialist targets college towns nationwide...
401kWire.com -
Thursday, February 03, 2005
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AUL Chooses Outsourcing Partner
The plan provider outsources the production of its participant statements...
401kWire.com -
Thursday, February 03, 2005
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Regulators Draw Battle Lines over Pension Reform
Public pension officials and state regulators are up in arms over Schwarzenegger's push for 401(k)-like accounts...
401kWire.com -
Thursday, February 03, 2005
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Reader Rating: 4
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South Carolina Gov. Proposes DC System
Another state governor is looking for a way to shrink his state's runaway pension liabilities...
401kWire.com -
Thursday, February 03, 2005
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Reader Rating: 4
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Magna International Inc.
The Principal has deepened its relationship with the Aurora, Ontario-headquartered automotive systems and parts maker by landing its deferred profit sharing plan (DPSP)...
401kWire.com -
Thursday, February 03, 2005
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DoL Sues West Virginia Sponsor
A sponsor allegedly failed to remit contributions for four years...
401kWire.com -
Thursday, February 03, 2005
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Mid-Atlantic Area 457 up for Grabs
Final proposals are due by the end of this month...
401kWire.com -
Thursday, February 03, 2005
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Cigna Execs Win Key Jobs at Pru
Early on the combination looked more like a merger than a takeover...
401kWire.com -
Tuesday, February 03, 2004
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Reader Rating: 5
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Total Benefits Firm Eyes 401k Cross Selling Opps
A health and welfare plan and group life specialist is now helping plan sponsors with their 401k plans...
401kWire.com -
Tuesday, February 03, 2004
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Reader Rating: 5
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Davis Selected Manager Makes Court Appearance
Feinberg takes the stand as a witness in the Kozlowski trial...
MutualFundWire.com -
Tuesday, February 03, 2004
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Fund Site Finds Spitzer Mistakes
The NYAG Web site is found to be out of date when it comes to some basic investor info...
MutualFundWire.com -
Tuesday, February 03, 2004
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Reader Rating: 4
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ING Launches New Fund
Aeltus has been tapped to subadvise...
MutualFundWire.com -
Tuesday, February 03, 2004
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DST Adds Search Tool To Its 529 platform
Other enhancements include access to information about plans around the country...
MutualFundWire.com -
Tuesday, February 03, 2004
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Torrid Technologies Updates Retirement Planning Tool
Newest feature allows users to plan for lump sum payments at retirement...
401kWire.com -
Tuesday, February 03, 2004
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Reader Rating: 5
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Veteran Vanguard Manager Retires
The head of the $19 billion Vanguard Windsor Fund to retire after thirty years...
MutualFundWire.com -
Tuesday, February 03, 2004
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SEC May Get Raise
Despite (or because of) being made to look out of touch by Spitzer & Co., the SEC gets more funding...
MutualFundWire.com -
Tuesday, February 03, 2004
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MFS Sees Slight Redemptions
The money pulled from the fund firm is still insignificant compared to its total asset base. Papers float Manning as possible fill-in for Ballen...
MutualFundWire.com -
Tuesday, February 03, 2004
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Seligman Hires Subadvisor
The New York-based fund firm hires taps one of Boston's oldest investment management firms for the job...
MutualFundWire.com -
Tuesday, February 03, 2004
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Rydex Hires Insurance Head From Putnam
The company lands industry vet to run its sales and marketing efforts...
MutualFundWire.com -
Tuesday, February 03, 2004
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SEC Looking Into Bank's Fund Unit
The SEC is investigating yet another firm for trading irregularities...
MutualFundWire.com -
Tuesday, February 03, 2004
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Federated Announces Sweeping Changes
The company takes a $20 million charge to fourth quarter earnings which include a $7.6 million restoration fund for investors...
MutualFundWire.com -
Tuesday, February 03, 2004
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Reader Rating: 3
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American Century Launches Advisor Funds
The Kansas City fund complex has formally joined the ranks of load fund families...
MutualFundWire.com -
Monday, February 03, 2003
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ING Outsources SMAs
The deal will send many ING operations staff to work for the outsourced provider...
MutualFundWire.com -
Monday, February 03, 2003
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New Mexico 529 Enrolls New Class
The program will be offering B shares along with revamped A and C shares. Salomon wins a place on the roster...
MutualFundWire.com -
Monday, February 03, 2003
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CRA RogersCasey Hedges Bets
The consultant has put together a unit covering alternatives...
401kWire.com -
Monday, February 03, 2003
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Milliman Looks to Perfect, not Dilute, its Model
The growing TPA, benefits-consulting concern remains focused on service quality and sticks to its knitting. It is not looking to cover all market segments...
401kWire.com -
Monday, February 03, 2003
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Reader Rating: 4
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Pru is Grinning
The firm is the first charter member of a coalition being created by Retirement Engineering...
401kWire.com -
Monday, February 03, 2003
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Reader Rating: 4.75
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Are ERSAs a Boom or a Bust?
The new savings structure will shake up the list of winners and losers in financial services...
401kWire.com -
Monday, February 03, 2003
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Reader Rating: 4.69
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ING Offers Sixth IPPF Fund
The firm starts offering its latest principal protection fund today...
MutualFundWire.com -
Monday, February 03, 2003
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Puerto Rico Bank Buys Florida TPA
The San Juan financial holding company pushes into U.S. mart with the move...
401kWire.com -
Monday, February 03, 2003
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LSAs May Replace 529 Plans
529 plans may have a much shorter lifespan as a species than the industry thought if LSAs become available...
MutualFundWire.com -
Monday, February 03, 2003
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2003 Will be the Year of the Fund
As expected, the House Financial Services Committee is preparing to make a review of the fund industry its top priority in 2003...
MutualFundWire.com -
Monday, February 03, 2003
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GM Adds Advice
The automaker has tapped one of the big three Web advisors for its participants...
401kWire.com -
Monday, February 03, 2003
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Reader Rating: 3.5
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DaimlerChrysler to Offer Dealer Plan
The global carmaker taps a large provider and its alliance partners for the 4,400-dealer U.S. program...
401kWire.com -
Monday, February 03, 2003
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Reader Rating: 3
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Second Chances
In brokerage news, Output Technology Solutions has found a way to help capture the accounts of potential clients who do not complete account registration processes...
MutualFundWire.com -
Thursday, February 03, 2000
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Reader Rating: 3
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CIGNA Expands Its Charter Family
CIGNA has launched nine new mutual funds as addition to its Charter Fund family to ease 401k rollovers...
MutualFundWire.com -
Thursday, February 03, 2000
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Reader Rating: 3
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Controversy Over Cash Balance Pensions
Congressman Bernie Sanders takes action (and provides information) about cash balance pensions...
401kWire.com -
Thursday, February 03, 2000
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Reader Rating: 3
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CIGNA Expands Its Charter Family
CIGNA has launched nine new mutual funds as addition to its Charter Fund family to ease 401k rollovers...
401kWire.com -
Thursday, February 03, 2000
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Reader Rating: 3
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Spiders, WEBS and Qubes ... Oh My!
Exchange traded index funds are being touted as the next big thing but their impact on the mutual fund business has yet to be determined. The MFWire.com has tracked down industry experts and financial advisors in order to ascertain their predictions...
MutualFundWire.com -
Thursday, February 03, 2000
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Reader Rating: 3
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Westin Hotel Launches Plan
Puerto Rican hotel chooses a provider for its first 401(k) plan...
401kWire.com -
Thursday, February 03, 2000
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Reader Rating: 3
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Odd Lots, February 3, 2000
T. Rowe kisses up to brokers ... Franklin Balance Sheet reopens ... Needles in haystacks...
401kWire.com -
Thursday, February 03, 2000
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Reader Rating: 3
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Odd Lots, February 3, 2000
T. Rowe kisses up to brokers ... Franklin Balance Sheet reopens ... Needles in haystacks...
MutualFundWire.com -
Thursday, February 03, 2000
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Reader Rating: 3
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Dillard's Selects Bundled Service
Little Rock, Arkansas-based Dillard's Inc. (NYSE: DDS), a department store chain, has tapped Merrill Lynch for bundled service for its 401(k) plan, a spokesperson with the provider told the 401kWire.com. The plan, consolidated from two previous plans, has 70,000 participants and close to $850 million in assets...
401kWire.com -
Wednesday, February 03, 1999
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Reader Rating: 3
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Industry Vet Joins Berger
Jack Thompson named executive vice president of The Berger Funds...
MutualFundWire.com -
Wednesday, February 03, 1999
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Reader Rating: 3
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TAG On: Loan Rollovers
An employee is moving from one company to another, and wants to transfer his outstanding loan to the new plan; in effect have the new plan administer his loan. Is this allowable?..
401kWire.com -
Wednesday, February 03, 1999
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Reader Rating: 3
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Griffin Corporation to Review Plan
Valdosta, Georgia-located Griffin Corporation will be reviewing its 401(k) plan this year, Theresea Lamie, corporate human resources director, told the 401kWire.com. The plan has approximately $11 million in assets with 250 participants...
401kWire.com -
Wednesday, February 03, 1999
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Reader Rating: 3
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Bramco Bundles With Diversified
Louisville, KY-located Bramco, Inc. has replaced Invesco, its former investment manager, and William M. Mercer, its former administrator, and bundled its $27 million 401(k) plan with Diversified Investment Advisors...
401kWire.com -
Tuesday, February 03, 1998
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Reader Rating: 3
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MFS Caters to Suiza Foods
Dallas, TX-based Suiza Foods Corporation has hired MFS Investment Management to be the bundled provider for its new $40 million employer-sponsored pension plan, according to a report in Pensions and Investments. The plan's assets are the amalgamation of the 401(k) plans of smaller business acquired by Suiza. The plan will include company stock as well as eight mutual funds. MFS will also serve as administrator and recordkeeper. MFS has not yet returned calls from the 401kWire...
401kWire.com -
Tuesday, February 03, 1998
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Reader Rating: 3
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Putnam and Franklin Find Sweet Home in Alabama
Birmingham, AL-based Brasfield & Gorrie will add the Franklin Balance Sheet Investment Fund, a small-cap equity fund, and the Putnam Voyager Fund, a mid-cap equity fund, to its current seven options, according to a report in Pensions and Investments. The company's plan is valued at $23 million. Officials at neither Franklin nor Putnam would comment on the new additions...
401kWire.com -
Tuesday, February 03, 1998
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Reader Rating: 3
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For Tuesday, February 3, 1998
There are more signs that the recent lull in the stock market may be coming to an end. Last night, the Asian stock markets continued to recover with the Maylasian market index gaining 23%. Yesterday the Standard & Poor's 500 broke the 1000 mark for the first time, adding confusion to trading floors that were unable to display four digits for the index. However, the odds are that most participants are not reacting to these events, or any of the events that rocked the markets in recent months, according to research conducted by Hewitt Associates...
401kWire.com -
Tuesday, February 03, 1998
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Reader Rating: 3
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TPA Creates Defined Contribution Affiliate
Local Third party administrators are continuing to eye the opportunities evolving in the mid-sized and small plan market. Yesterday, public accounting firm Plante & Moran formed an affiliate to provide retirement and cafeteria plan record-keeping services to clients. The affiliate will to provide consulting on defined contribution plans for its clients...
401kWire.com -
Tuesday, February 03, 1998
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Reader Rating: 3
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