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News Stories Archives - Since 1998
An Ex-SSGA Distro Leader Joins a B-D Giant
The veteran fundster sales exec serves as divisional manager in the East for a publicly traded broker-dealer...
MutualFundWire.com - Thursday, July 29, 2021 - Reader Rating: 5
A 4,400-Plan RKer Upgrades Online For Participants
The rollout comes as the provider, which had more than $5.7 billion in assets as of June 30, is poised to be acquired...
401kWire.com - Thursday, July 29, 2021
Crane Confirms an Ascensus-Aggregator Partnership
The aggregator's KPAs already have more than 900 plans and more than $3.75 billion in AUA on the recordkeeper's platform...
401kWire.com - Thursday, July 29, 2021 - Reader Rating: 5
Elmslie Welcomes an Eight-Year Empower Vet to Voya
The new Lone Star State hire joins the provider's small-market market corporate wholesaling team...
401kWire.com - Thursday, July 29, 2021
A $1.62T-AUM Giant's CEO and CFO Pass the Reins
A 24-year company veteran is poised to take over the asset manager at the beginning of next year...
MutualFundWire.com - Thursday, July 29, 2021
Sunwest Heads East ... By a Few Miles
The Arizona TPA's team moves into their new HQ...
401kWire.com - Thursday, July 29, 2021 - Reader Rating: 5
A Distro Startup Raises $2.5MM and Adds Three Sages
After closing a seed found, an ally to fundster gains directors and an advisor...
MutualFundWire.com - Wednesday, July 29, 2020 Views
13 Percent of Savers Stopped Or Cut By May
Yet twice as many said their financial situation has worsened...
401kWire.com - Wednesday, July 29, 2020
26 Years In, a Principal Vet Exits
The executive served in a variety of service, relationship management, and business development roles over the years...
401kWire.com - Wednesday, July 29, 2020
Johnson Picks Franklin's Post-Merger Distro Chief
News of the appointment comes as Franklin Templeton is poised to acquire Legg Mason...
MutualFundWire.com - Wednesday, July 29, 2020 Views - Reader Rating: 5
A KPA Acquirer's Retirement Chief Dies At 50
The executive spent 20 years in the brokerage world...
401kWire.com - Wednesday, July 29, 2020 - Reader Rating: 5
A Fall KPA Conference Transforms and Stretches Out
The event, which had been scheduled for three Sin City, will now be online over the course of two months...
401kWire.com - Wednesday, July 29, 2020
An Ex-Senior Director at Principal Switches Sides
This exec is becoming a financial advisor...
MutualFundWire.com - Monday, July 29, 2019 Views
A BPG KPA Hires and Rises to Partner
The advisory firm's retirement chief has been promoted...
401kWire.com - Monday, July 29, 2019
An RIA Launches a DC Product Eight Years in the Making
A midwestern RIA offers a new kind of retirement plan: defined outcome. ..
401kWire.com - Monday, July 29, 2019
DoL Expands MEPs on Two Fronts
This morning the regulatory agency's team finalized one rule and asked for more comments on a related issue...
401kWire.com - Monday, July 29, 2019
Week In Preview, July 29-August 4
This week the teams at Rekon, Resources, and WiPN are all hosting events, and two providers' parents are releasing earnings...
401kWire.com - Monday, July 29, 2019
Week In Preview, July 29-August 4
This week, the teams at Expect Miracles and IMEA are hosting events, and a plethora of asset managers and asset managers' parents are releasing earnings...
MutualFundWire.com - Monday, July 29, 2019 Views - Reader Rating: 3
Forgetting to File a 5500 Will Cost Plan Sponsors More
The DoL is increasing penalties for retirement plan mea culpas. ..
401kWire.com - Friday, July 29, 2016
Three Factors Drove This ETF Shop's Deal
MFWire digs into why a Big Apple startup's chief sold a minority stake to a private equity-backed mutual fund shop...
MutualFundWire.com - Friday, July 29, 2016 Views
Eye for Earnings -- July 29, 2016
The newest quarterly results for publicly-traded companies in the industry! ..
MutualFundWire.com - Friday, July 29, 2016 Views
One-Quarter of Retirees Are At Risk of Depleting 401k Assets
A new study by Vanguard surveys household withdrawal activity from financial accounts into retirement savings accounts...
401kWire.com - Friday, July 29, 2016
TIAA Named Sole RKer to an Ivy League U
Many of the same mutual fund options will be offered at a lower share class. ..
401kWire.com - Friday, July 29, 2016 - Reader Rating: 5
Is BlackRock Moving?
Larry Fink's team is reportedly looking at three locations for possibly moving their HQ...
MutualFundWire.com - Friday, July 29, 2016 Views
Kevin Rafferty Hires Former SunGard COO at VMS
Vertical Management Systems, Inc. brings on a new chief revenue officer...
401kWire.com - Wednesday, July 29, 2015
Union Remains Wired with Hancock
A former NY Life client sticks with its recordkeeper. ..
401kWire.com - Wednesday, July 29, 2015
Matthews Finds Voya's Next Intermediary Distro Chief From Within
The asset management arm of the New York City-based former ING subsidiary has named a successor to Mark Spina, who left seven months ago...
MutualFundWire.com - Wednesday, July 29, 2015 Views
Redhawk Wealth Advisors' Names New President
A full-service RIA based in Minneapolis, Minnesota, confirmed the appointment of..
401kWire.com - Wednesday, July 29, 2015
Ascensus Introduces a 529 Partnership
Ascensus, Inc. just announced a new partnership...
MutualFundWire.com - Wednesday, July 29, 2015 Views
Gallagher Promotes Two of Its Own
Moving on up.....
401kWire.com - Wednesday, July 29, 2015
Kravitz Unveils a New Plan Design Option
a SoCal TPA that specializes in cash-balance retirement plans, recently introduced a new plan design option that allows retirement plan sponsors to offer.....
401kWire.com - Wednesday, July 29, 2015
Meet CapGroup's Triumvirate
The third-largest mutual fund company in the world has a new chairman ... and a new inner circle of three...
MutualFundWire.com - Wednesday, July 29, 2015 Views - Reader Rating: 1
Is W&R Getting Ready to Trim the Ivy?
Updated | After the B-D's first three mutual fund PM non-retirement departures in a decade, insiders and outsiders alike wonder what's next...
MutualFundWire.com - Tuesday, July 29, 2014 Views - Reader Rating: 1
11-k Update for the Week of July 29, 2014
The seventh installment of 401kWire's distillation of disclosures and amendments to the plans that committee members have made since December 31, 2012...
401kWire.com - Tuesday, July 29, 2014
The Retirement Advisor Council Revamps Its Look
The move comes after the council's annual meeting last month...
401kWire.com - Tuesday, July 29, 2014
401k Advisors Integrates Into NFP
Giovinazzo and Della Vedova have also aligned with their parent's B-D...
401kWire.com - Tuesday, July 29, 2014
Natixis Finds Its Emerald City, Without Leaving Beantown
Asset manager plans to relocate its headquarters to high-tech tower that, when built, will be the greenest building in Boston...
MutualFundWire.com - Tuesday, July 29, 2014 Views
Retirement Savings Optimism Is Flimsy On Both Sides of the Pond
Execs at SSgA company look to help plan sponsors re-design plans to accommodate the 'saver' self-perception...
401kWire.com - Tuesday, July 29, 2014
NAGDCA Confers 2014 Plan Design Accolades
...for its annual Leadership Recognition Awards...
401kWire.com - Tuesday, July 29, 2014
Joe Sullivan Steals a Page from Sean Healey
When Legg Mason acquires, it buys firms outright. CEO Sullivan wants to change the paradigm and leave target boutiques with skin in the game...
MutualFundWire.com - Tuesday, July 29, 2014 Views
NFP Wins Over an RPAG and Financial Telesis Exec
As the sale of FTI looms, an exec chooses sides...
401kWire.com - Tuesday, July 29, 2014 - Reader Rating: 3
Gabelli Pledges $15MM to a Business School
Gamco chairman is an alum of this Northeastern school...
MutualFundWire.com - Monday, July 29, 2013 Views
ASPPA Wants Schedule C Updated
The trade group wants to change the Form 5500...
401kWire.com - Monday, July 29, 2013
A B-D Trade Group Gathers Fund Selectors
Brokerage execs meet up to twice a year to gossip about you...
MutualFundWire.com - Monday, July 29, 2013 Views
ICI Protests Eminent Domain
A list of companies are asking Congress to forbid eminent domain and the negative impacts it will have on the housing market. ..
MutualFundWire.com - Monday, July 29, 2013 Views - Reader Rating: 1
Water Oak Adjusts All Asset
The board of trustees of the Northern Lights Fund Trust II has approved certain principal investment strategy changes to Water Oak Advisors' WOA All Asset I. [SEC Filing]...
MutualFundWire.com - Monday, July 29, 2013 Views
Ariel Rebrands an International Fund
Effective September 30, Ariel International Equity Fund [profile] will change its name to Ariel International Fund. [SEC Filing]...
MutualFundWire.com - Monday, July 29, 2013 Views
DFA Cuts Fees on a Large Cap Fund
Effective August 1, the rate of the administrative fee to be paid to Dimensional Fund Advisors [profile] by the U.S. Large Company Portfolio will be reduced from five basis points to 3.5 bps of the portfolio’s average daily net assets on an annualized basis. In addition, the advisor has contractually agreed to reduce the fee waiver expense limit from ten bps to eight bps of the portfolio’s average daily net assets on an annualized basis. [SEC Filing]...
MutualFundWire.com - Monday, July 29, 2013 Views
Franklin Closes an International Fund
Effective on or about June 3, the Franklin International Small Cap Growth Fund [profile] is closed to new investors, with limited exceptions. [SEC Filing]...
MutualFundWire.com - Monday, July 29, 2013 Views
Vanguard Merges Two Tax-Exempt Funds
On July 26, Vanguard's [profile] Florida Focused Long-Term Tax-Exempt Fund was slated to reorganize with and into the Vanguard Long-Term Tax-Exempt Fund. [SEC Filing]...
MutualFundWire.com - Monday, July 29, 2013 Views
PIMCO Reprices a Fund's A Shares
Pimco [profile] has amended the sales charges for the Short Duration Strategy Fund. The maximum deferred sales charge for Class A shares for the fund is 50 percent. [SEC Filing]...
MutualFundWire.com - Monday, July 29, 2013 Views
Advisors Preferred Will Shut Down a Global Fund Next Month
Effective immediately, the Advisors Preferred's [profile] Hundredfold Select Global Fund, a series of Northern Lights Fund Trust II, has terminated the public offering of its shares and will discontinue its operations effective August 29. [SEC Filing]...
MutualFundWire.com - Monday, July 29, 2013 Views
Raffety Revises Its Strategy For a Direxion Bond Fund
The board of trustees of the Direxion Funds, upon the recommendation of Rafferty Asset Management [profile], the advisor for the Dynamic HY Bond Fund, has approved a change in the fund’s principal investment strategy. [SEC Filing]...
MutualFundWire.com - Monday, July 29, 2013 Views
Salient Tweaks an Alt Fund
Salient Funds [profile] has amended the principal investment strategy for the Salient Alternative Beta Fund. [SEC Filing]...
MutualFundWire.com - Monday, July 29, 2013 Views
Loomis Sayles Adjusts a Fund's Pricing
Loomis Sayles [profile] has revised the portfolio fees and expenses for the AST Loomis Sayles Large-Cap Growth Portfolio. [SEC Filing]...
MutualFundWire.com - Monday, July 29, 2013 Views
Lewis is Hiring at Great-West
The recordkeeper is looking for two salespeople...
401kWire.com - Monday, July 29, 2013 - Reader Rating: 5
Schwab Places a Total Return Fund on Two Select Lists
The fund had recently hit its three-year mark...
MutualFundWire.com - Monday, July 29, 2013 Views
Three Things To Know From WisdomTree's Earnings
WisdomTree recently released earnings for the second quarter. ..
MutualFundWire.com - Monday, July 29, 2013 Views
NIPA Adds a Board Member
The trade group has a new director...
401kWire.com - Monday, July 29, 2013
SSgA Gave Main Street a Break on Muni ETFs
Barrons' Brendan Conway gave his interpretation of what the June State Street redemptions meant for retail investors. ..
MutualFundWire.com - Monday, July 29, 2013 Views
John Hancock Defeats a 401k Fee Suit, Again
A federal judge has dismissed charges against the bundled provider...
401kWire.com - Monday, July 29, 2013 - Reader Rating: 1
The Bright Spot of June? Long Short Credit Funds
Cerulli releases a report on the month of outflows...
MutualFundWire.com - Monday, July 29, 2013 Views
BlackRock Powers Fido's SelectCo Products
The Boston Behemoth files to launch 10 sector ETFs, sub-advised by the biggest ETF player in the biz...
MutualFundWire.com - Monday, July 29, 2013 Views
Aberdeen Outflows Reach $5 Billion
Aberdeen outflows went way over analyst estimates, Reuters and Bloomberg report...
MutualFundWire.com - Monday, July 29, 2013 Views
WSJ: WisdomTree "Killed It" in the Second Quarter
The Wall Street Journal gave a shout out to WisdomTree after a positive earnings report...
MutualFundWire.com - Monday, July 29, 2013 Views - Reader Rating: 5
Gross Refuses To Abandon TIPS
Despite all available evidence against TIPS, Gross still thinks inflation will move higher. Meanwhile, Gundlach continues to think otherwise...
MutualFundWire.com - Monday, July 29, 2013 Views
Rekenthaler: Failures Batter PM Psyches
Even PMs suffer from low self-esteem, according to Morningstar's John Rekenthaler...
MutualFundWire.com - Monday, July 29, 2013 Views
A Private Equity Firm Walks into The Mutual Fund Store
The private equity firm is making an investment in the RIA...
MutualFundWire.com - Friday, July 29, 2011 Views
American Century Switches Vendors
The Kansas City, Missouri-based fund shop taps a new sub-administrator and custodian. JPMorgan previously handled those duties...
MutualFundWire.com - Friday, July 29, 2011 Views
A Mega Plan Makes a Stable Value Switch
The plan sponsor picks a new stable value fund manager...
401kWire.com - Friday, July 29, 2011 - Reader Rating: 5
Hellman & Friedman Sheds its Stake in a Global Value Sub-Advisor
An institutional manager that sub-advises at least half a dozen mutual funds frees itself from a private equity firm...
MutualFundWire.com - Friday, July 29, 2011 Views
Barstein and Cormier Team Up Again
TRAU gains a sister organization dedicated to research...
401kWire.com - Friday, July 29, 2011 - Reader Rating: 1
A Report Offers Suggestions on How to Market to RIAs
FRC unveils some findings from its report on marketing to RIAs...
MutualFundWire.com - Friday, July 29, 2011 Views - Reader Rating: 3
Principal Aims to EASE Plan Sponsors' Burden
The Des Moines, Iowa-based plan provider's new program aims to shift the administrative hassles away from plan sponsors...
401kWire.com - Friday, July 29, 2011 - Reader Rating: 3.65
AutoNation Goes for a Drive with its New 401k Recordkeeper
The Florida-based plan sponsor switched providers for its $358 million plan earlier this year...
401kWire.com - Friday, July 29, 2011 - Reader Rating: 1
TCW Says Gundlach Stole Its 'Recipe for Kentucky Fried Chicken'
Attorneys for the mutual fund firm and others for the firm's former chief investment officer make their opening arguments...
MutualFundWire.com - Friday, July 29, 2011 Views - Reader Rating: 4
JPMorgan Plans to Limit Access to a Large-Cap Fund
The move will take effect in September...
MutualFundWire.com - Friday, July 29, 2011 Views
ETFs See $56B in Net Inflows in the First Half
If the pace continues, this would be the fifth straight year that ETFs will have more than $100 billion in positive cash flows, according to an SSgA report...
MutualFundWire.com - Friday, July 29, 2011 Views
Nuveen Cracks the Top 40 with its FAF Deal
The deal would create a combined mutual fund family with total AUM of $40.7 billion...
MutualFundWire.com - Thursday, July 29, 2010 Views
Nuveen-FAF Combo Creates DC Opps, Says Exec
A Nuveen exec says the deal creates "compelling distribution benefits."..
401kWire.com - Thursday, July 29, 2010
Ameriprise Continues Integrating Columbia, 'On Schedule and On Budget'
The insurance brokerage reports Q2 2010 earnings...
MutualFundWire.com - Thursday, July 29, 2010 Views
Hancock Promotes a TPA Specialist
John Hancock boosts Dallas market with a new TPA marketing director...
401kWire.com - Thursday, July 29, 2010
Lincoln Reports a DC Boost
The Philadelphia, Pennsylvania-based recordkeeper experiences growth in 2Q...
401kWire.com - Thursday, July 29, 2010
How Much is Nuveen Paying for FAF?
Nuveen execs talk about the transaction...
MutualFundWire.com - Thursday, July 29, 2010 Views - Reader Rating: 1
A Midwest Fund Firm is Sold
The deal is expected to close later this year...
MutualFundWire.com - Thursday, July 29, 2010 Views - Reader Rating: 2
An RKer Acquires in Albany
Updated | A producing, recordkeeping TPA does a deal in New York State...
401kWire.com - Thursday, July 29, 2010 - Reader Rating: 3
Goldman Prohibits S****y E-mails
The investment banking titan, fresh from settling with the SEC, takes steps against profanity...
MutualFundWire.com - Thursday, July 29, 2010 Views - Reader Rating: 1
Gross: Pimco Pulls In Nearly $1 Billion a Week
Bill Gross talks to Bloomberg. ..
MutualFundWire.com - Thursday, July 29, 2010 Views - Reader Rating: 4
U.S. News Skeptically Examines 12b-1 Reform
A mainstream pub takes a look at the possible implications of the proposal the SEC put forth last week...
MutualFundWire.com - Thursday, July 29, 2010 Views - Reader Rating: 5
Artio's AUM and Income Dip
The New York-based mutual fund firm reports Q2 2010 earnings...
MutualFundWire.com - Thursday, July 29, 2010 Views
Fido Signs a 10-Year Deal for Office Space
The Boston Behemoth has reportedly signed a lease for 220,000 square feet of office space in North Carolina...
MutualFundWire.com - Thursday, July 29, 2010 Views
Hatteras Hires a Sub-Advisor
Hatteras Alternative Mutual Funds awards a sub-advisory mandate...
MutualFundWire.com - Thursday, July 29, 2010 Views
A Superstar PM Warms Up to 'Under the Weather' Stocks
Thursday's Wall Street Journal Fund Track features the stock picks of a famed PM...
MutualFundWire.com - Thursday, July 29, 2010 Views
Hartford's Retirement Unit Posts a $40 Million Net Loss
Deposits totaled $1.8 billion during the second quarter...
401kWire.com - Wednesday, July 29, 2009 - Reader Rating: 5
Lincoln's DC Income Falls 31 Percent in Q2
Gross deposits are down 13 percent, but total net flows surged 39 percent...
401kWire.com - Wednesday, July 29, 2009
An Ex-ING Ops Exec Steps Forward
Forward Management taps a former ING COO as senior vice president of operations...
MutualFundWire.com - Wednesday, July 29, 2009 Views - Reader Rating: 5
ING Says it Has 'Further Streamlined' its Retirement Services Structure
UPDATED| ING reveals the reporting structure following the departure of Sandy McCarthy...
401kWire.com - Wednesday, July 29, 2009 - Reader Rating: 3
Gross Says High Fees Buy Hope, Not Performance
Bill Gross rails against high fees in his latest note to investors...
MutualFundWire.com - Wednesday, July 29, 2009 Views - Reader Rating: 1
Fido Seals Another IPO Deal
A month after it linked arms with private-equity giant KKR, Fidelity enters into a similar agreement with Deutsche Bank...
MutualFundWire.com - Wednesday, July 29, 2009 Views
Inspira Hires a Fidelity Alum
The rollover specialists add an industry veteran to their sales team...
401kWire.com - Wednesday, July 29, 2009
Bitter Aftertaste from 2008 is Seen to Spur Turnover Action
401kExchange's Mid-Year Provider Ratings show a big decline in plan sponsor satisfaction with their providers. Plan sponsors' frustration, says Fred Barstein, could translate to more recordkeeper changes starting this fall...
401kWire.com - Wednesday, July 29, 2009 - Reader Rating: 5
A $240 Million Plan Hires a Michigan Advisor
A DC-focused consulting firm works with a nearby public plan sponsor...
401kWire.com - Wednesday, July 29, 2009
Ex-ING DC I-O Chief Lands a New Gig
The former head of ING's DC I-O business is now at a Cambridge-based consulting firm...
401kWire.com - Wednesday, July 29, 2009
Calamos is the Latest to Banish B Shares
The Illinois-based firm will cease offering B shares starting Friday...
MutualFundWire.com - Wednesday, July 29, 2009 Views
Invesco Aims a New Share Class at a Specific Niche
The fund firm preps a new class for five of its funds...
MutualFundWire.com - Wednesday, July 29, 2009 Views
BrightScope Dashes Out a New Offering for Plan Sponsors
The benchmarking specialists officially unveil a new online application...
401kWire.com - Wednesday, July 29, 2009 - Reader Rating: 4
Once on Hold, an AMG Deal is Now a Go
With the markets improving, AMG is moving ahead with its deal to buy a New Jersey investment manager...
MutualFundWire.com - Wednesday, July 29, 2009 Views
Kennedy Says He's Open-Minded Toward ETFs
Wednesday's WSJ Fund Track features T. Rowe Rowe Price CEO James Kennedy...
MutualFundWire.com - Wednesday, July 29, 2009 Views
A Federal Court Sends a New Jersey 401k Thief to Prison for Five Years
Seven rollover fraudsters have already been sentenced, and an eighth just plead guilty...
401kWire.com - Wednesday, July 29, 2009 - Reader Rating: 4
Calamos Still Swims Even As its Revenues Take a Dive
Profits have declined marginally amid a steep drop in revenues at the Naperville, Illinois-based asset manager...
MutualFundWire.com - Wednesday, July 29, 2009 Views
Fidelity Secures a Contract Renewal in its Home State
The Massachusetts Educational Financing Authority has decided to continue its relationship with Fidelity through at least 2014...
MutualFundWire.com - Wednesday, July 29, 2009 Views
Retirement Providers Safe from SoCal Shakes
UPDATED | An earthquake hit Southern California Tuesday morning, but retirement plan providers have not reported any issues...
401kWire.com - Tuesday, July 29, 2008
Pimco to Test Drive a New Vehicle
The fixed income giant plans to roll out a batch of bond ETFs...
MutualFundWire.com - Tuesday, July 29, 2008 Views - Reader Rating: 4
Top Natixis Exec Sees a Big Retirement Opp
The CEO of Natixis Global Associates talks about the Boston firm's retirement push...
401kWire.com - Tuesday, July 29, 2008 - Reader Rating: 4
'Cash Balance 101' Hits an iPod Near You
A California-based TPA reaches out to sponsors and intermediaries to teach them about hybrid plans...
401kWire.com - Tuesday, July 29, 2008
Northern Trust Makes Room for a New Role
Northern Trust has created a new position in its institutional asset servicing team...
MutualFundWire.com - Tuesday, July 29, 2008 Views
Chao and Cox Pledge to Share Data
The two regulatory chiefs give an official stamp of approval to their joint efforts in the retirement space...
401kWire.com - Tuesday, July 29, 2008
Maxim Make a Trio of New Hires
The company is expanding its its institutional sales and trading group...
MutualFundWire.com - Tuesday, July 29, 2008
Fidelity Stands by its Rollover Ad
The Boston Behemoth is not following in the footsteps of TIAA-CREF, which is yanking its TSP rollover ad upon the request of Sen. Kohl...
401kWire.com - Tuesday, July 29, 2008
New England Electrical Workers Switches DC Providers
The New England Electrical Workers have replaced their DC provider with another one based in Massachusetts...
401kWire.com - Tuesday, July 29, 2008
Fund Invests in a Novel Take on Congress
The fund applies Thomas Paine's philosophy to investing...
MutualFundWire.com - Tuesday, July 29, 2008 Views
Acquisitions Boost Hartford's Q2 Results
Thanks in large part to the Connecticut-based plan provider's December shopping spree, second quarter deposits are up 72 percent...
401kWire.com - Tuesday, July 29, 2008 - Reader Rating: 5
A New Fund Legend is Born
Richard Widows declares the manager of the CGM Focus Fund a legend...
MutualFundWire.com - Tuesday, July 29, 2008 Views
Insurers Try Out Jargon-Free Annuity Docs
In Tuesday's WSJ Fund Track Daisy Maxey focuses on a pilot program by insurance groups that are aiming to present annuity information minus the jargon...
MutualFundWire.com - Tuesday, July 29, 2008 Views
Feds Throw Plan Trustee in the Slammer
The trustee embezzled more than $1.3 million from the company plan...
401kWire.com - Friday, July 29, 2005
Preventing Faulty Defaults
Though target-maturity funds are the rage, sponsors are still shying away from using the funds as a default investment options...
401kWire.com - Friday, July 29, 2005 - Reader Rating: 5
Are Payroll Providers Poised to Reap Small Biz Opps?
Two integrated providers weigh in...
401kWire.com - Friday, July 29, 2005 - Reader Rating: 3
Pru Lassos Public Sector Exec
The new hire comes from an insurance company rival...
401kWire.com - Friday, July 29, 2005 - Reader Rating: 2
BGI Readies Commodities Fund
Investors looking for a way into the hot commodities sector may soon see an opportunity from Barclays Global Investors .....
MutualFundWire.com - Friday, July 29, 2005 Views
Manager Swaps: WM Group, Van Kampen, Morgan Stanley
The WM Group looks for a manager for its Equity Income Fund, while Morgan Stanley hires away a team from 1838 Investment Advisors .....
MutualFundWire.com - Friday, July 29, 2005 Views
Alliance Acquisition Boost Federated's AUM
Assets under management soared 14 percent thanks to the Pittsburgh, Pennsylvania-based fund firm's acquisition of Alliance Capital's cash management business. Nevertheless, Federated's earnings report disappointed analysts .....
MutualFundWire.com - Friday, July 29, 2005 Views - Reader Rating: 2.33
Dimensional Co-Founder to Retire
Rex Sinquefield co-chairman of Dimensional Fund Advisors and index investing pioneer, plans to retire at the end of this year .....
MutualFundWire.com - Friday, July 29, 2005 Views
Fund Attorneys Join US Bancorp
New hires will serve as general counsel, chief compliance officer for the asset manager...
MutualFundWire.com - Thursday, July 29, 2004 Views
Layoffs At Schwab Not Hitting RPS . . .
. . . yet. The recent announcement does not affect Retirement Plan Services at the company, but the division is going through its own cost analysis...
401kWire.com - Thursday, July 29, 2004 - Reader Rating: 3.5
Amvescap: Trying Just as Hard as They Can
Chief executives from AIM and its parent discussed the efforts they are taking to settle with regulators and stop asset hemorrhaging...
MutualFundWire.com - Thursday, July 29, 2004 - Reader Rating: 3.5
Enron Objects to Plan Participant Payout
The bankrupt company and its creditors object to a proposed distribution of $85 million to employees who lost money in company stock...
401kWire.com - Thursday, July 29, 2004 - Reader Rating: 5
Morningstar Scores Another Deal
Union Bank of California signed a deal to offer guidance and advice to plan participants...
401kWire.com - Thursday, July 29, 2004 - Reader Rating: 3
Schwab to Shutter 53 Branches
The discount brokerage hopes to cut costs by $150 million to $200 million...
MutualFundWire.com - Thursday, July 29, 2004 Views - Reader Rating: 2.5
ReFlow Builds Team
The fund services firm adds sales and marketers and brings an academic on board...
MutualFundWire.com - Tuesday, July 29, 2003 Views
RBC Affiliates Outsource Shareholder Services
Two units of the Royal Bank of Canada have awarded an outsourcing contract for $12 billion worth of funds...
MutualFundWire.com - Tuesday, July 29, 2003 Views
GIS Adds Reporting Tools for Hedge Funds
The firm has paired with CorrectNet to add reporting tools for its clients...
MutualFundWire.com - Tuesday, July 29, 2003 Views
Oak Value Executives to Discuss Plans
Top officials of the firm have set a special conference call for Thursday to discuss the issues raised by the death of George Brumley...
MutualFundWire.com - Tuesday, July 29, 2003 Views
Schwab RT Adds Paperless Rollover Tool
The Schwab recordkeeping platform adds a tool to ease the IRA rollover process...
401kWire.com - Tuesday, July 29, 2003 - Reader Rating: 3
Nurses Want Pensions, Not 401k
The volatility of 401k plans is causing nurses to seek better DB coverage...
401kWire.com - Tuesday, July 29, 2003 - Reader Rating: 4
National Welders Taps Provider
The North Carolina-based sponsor sends its plan to a New England-based provider...
401kWire.com - Tuesday, July 29, 2003
Sponsors, But Not Participants, Stick With 401k
The number of plans continues to grow, even while the number of those participating fall...
401kWire.com - Tuesday, July 29, 2003 - Reader Rating: 5
Risky Business
A firm develops its educational strategy to help participants understand risk...
401kWire.com - Monday, July 29, 2002
Invesco Targets Great and Small
The firm is expanding its system so that it can net clients in a variety of spaces...
401kWire.com - Monday, July 29, 2002
Thinking 529 Thoughts
BabyMint and Financial Research Associates sponsored a college savings plan summit in New York City. Here is what was discussed...
MutualFundWire.com - Monday, July 29, 2002 Views
Morningstar Makes Style Switch
The Chicago researcher has made some modifications to DataLab...
MutualFundWire.com - Monday, July 29, 2002 Views
Transitioning for MF Firms
There are two new products out there from two separate companies designed to help asset managers ease into the wrap account arena...
MutualFundWire.com - Monday, July 29, 2002 Views
A Little Piece of History
All that is left of Enron are the memories -- and some cool stuff to sell...
MutualFundWire.com - Monday, July 29, 2002 Views
Equity Redemptions Take Off
In a sign of the times, money is on the move from equities to bonds...
MutualFundWire.com - Monday, July 29, 2002 Views
Babson Reopens the Doors to Enterprise
After quarters of declines and heavy outflows Babson Enterprise has opened its doors again...
MutualFundWire.com - Thursday, July 29, 1999 - Reader Rating: 3
SVA July 22, 1999
Treasury rates were down an average of 9 basis points from last week while GIC rates came down by an average of 8 basis points.

Weekly Bullet GIC/BIC Statistics from FCM

Rates as of July 22, 1999*

Compound Rates 3 Year 5 Year 7 Year 10 Year
High 6.53 6.70 6.87 7.01
Average 6.24 6.46 6.62 6.83
Low 5.93 6.19 6.31 6.59
Treasuries 5.46 5.53 5.58 5.65
Spread 1.07 1.17 1.29 1.36
Issuers 20 20 16 8
Simple Rates 3 Year 5 Year 7 Year 10 Year
High 6.53 6.69 6.78 6.93
Average 6.20 6.40 6.52 6.70
Low 5.75 5.95 6.10 6.31
Treasuries 5.46 5.53 5.58 5.65
Spread 1.07 1.16 1.20 1.28
Issuers 25 25 17 10

*All rates are for non-benefit responsive, investment-only contracts with a value of $5 million. Rates are net of all expenses, with no commissions payable. Treasury quotes are for close of business Wednesday.

Source: Fiduciary Capital Management

..

401kWire.com - Thursday, July 29, 1999 - Reader Rating: 3
Wireless Acquisition
Tulsa, Oklahoma-headquartered Lowrance Electronics (Nasdaq: LEIX) is being acquired by Magellan GPS. The acquisition, slated for completion by September, will conclude Lowrance's relationship with 401(k) provider Equitable Life Assurance Co., Human Resources Coordinator Carolyn Cox, told the 401kwire.com...
401kWire.com - Thursday, July 29, 1999 - Reader Rating: 3
Goldman and Amex Follow Up Fund Distribution With VA
In March, Goldman Sachs and American Express allied to offer Goldman's funds through AEFA's advisors -- now the companies are offering a new Goldman variable annuity product...
MutualFundWire.com - Thursday, July 29, 1999 - Reader Rating: 3
Keeping Accounts on the Net
A new recordkeeping company has emerged in the last nine months to offer 401(k) plans services on the Internet. The firm is Digital Retirement Solutions (DRS), and it is located in Longmont, Colorado...
401kWire.com - Thursday, July 29, 1999 - Reader Rating: 3
Invesco Exec Leaves to Head New AMP Global Division
The chief investment officer of Invesco Global is leaving to head the global asset management operations for one of Australia's biggest fund managers...
MutualFundWire.com - Thursday, July 29, 1999 - Reader Rating: 3
Odd Lots July 29, 1999
Going public while core business lags ... E*Trade signs on the dotted online ... Sorting through the hype ... 50% of funds bleed assets...
MutualFundWire.com - Thursday, July 29, 1999 Views - Reader Rating: 3
Strong Juices Its Web Offerings
Now that most providers have online services, it is getting to be the time for them to start implementing new features to them. One such firm to do so is Strong Funds as it carves out specific spaces for small business owners and plan participants...
401kWire.com - Thursday, July 29, 1999 - Reader Rating: 3
Another Departure from Spectrem's Access Research Group
Acquisitions are never easy affairs, especially when the value of the acquired company is primarily intellectual. The latest example is provided by the Spectrem Group's purchase of Access Research (Windsor, Conn.) in May of 1997. ..
401kWire.com - Wednesday, July 29, 1998 - Reader Rating: 3
Week of August 2, 1998
August 3, 1998. Business Week.
According to Mike McNamee, the majority of employees left to their own devices in managing their portfolios are finding the task time-consuming, complicated, and frustrating. In his commentary "401(k) Do-It-Yourselfers Could Use Some Help," McNamee states that sponsors are now responding to their participants' frustration by hiring people to offer those individuals advice on their portfolios. But some employees are still having difficulty; and thus the multifund, or fund of funds, provides an alternative solution. Statistics show that multifunds have proven profitable for many individuals (selected multifunds performed better than 78% of the do-it-yourself portfolios). The multifund continues to be a relatively simple solution for those who, whether by choice or not, remain somewhat ignorant of the 401(k) industry...

401kWire.com - Wednesday, July 29, 1998 - Reader Rating: 3
First Data Confirms WySTAR Purchase
As originally reported in Monday's 401k Buzz column (See Summer Lovin’) First Data has purchased Watson Wyatt Worldwide’s WySTAR software unit. First Data confirmed the purchase yesterday in a press release...
401kWire.com - Wednesday, July 29, 1998 - Reader Rating: 3
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