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News Stories Archives - Since 1998
With $377MM Per Fund, Bridge Builders Wins Q1 The M* team updates U.S. flows data for March 2025 for ETFs and long-term, open-end mutual funds... MutualFundWire.com - Thursday, April 24, 2025
Magnolia Hires an Ex-AI Marketing Chief The new hire comes from an AI startup... 401kWire.com - Thursday, April 24, 2025
Workers Smile On At Least 3 Types of Ret Income Options A Washington, D.C. think tank's team releases an annual report based on a survey of thousands of workers and retirees... 401kWire.com - Thursday, April 24, 2025
An Outsourced IRA Provider Prefills Auto-Rollover Forms The team is rolling out version 6.0 of their signature service... 401kWire.com - Thursday, April 24, 2025 - Reader Rating: 5
BlackRock, Research Affiliates, and 13 Other AMs Win Big In Gotham A trade pub's team hosted their 11th annual awards event last night, again in the Big Apple... MutualFundWire.com - Thursday, April 24, 2025
To Help Navigate Life's Uncertainties, T. Rowe Builds In Another Account Type The launch of the new offering follows the passage several years ago of Secure 2.0... 401kWire.com - Thursday, April 24, 2025 - Reader Rating: 5
Despite a $12B Drop, Active Inflows Continue The M* team updates U.S. flows data for March 2024 for ETFs and long-term, open-end mutual funds... MutualFundWire.com - Wednesday, April 24, 2024
After Five Years, a Wirehouse Retirement Chief Departs The move comes as another key leader at the giant B-D is on the rise... 401kWire.com - Wednesday, April 24, 2024
In the Midwest, an 11-Year Lincoln Vet Exits The retiring industry veteran served on the recordkeeper's sales team... 401kWire.com - Wednesday, April 24, 2024
VCs Bet Another $12MM On an RKer Startup The new funding round comes three years after the small-market 401(k) provider's team raised $2 million in seed funding... 401kWire.com - Wednesday, April 24, 2024
A Leveraged Index ETF Shop Leads With $1B The M* team updates U.S. flows data for March 2024 for ETFs and long-terrm, open-end mutual funds... MutualFundWire.com - Wednesday, April 24, 2024
A 12-Year Cuna Mutual Retirement Vet Exits In Cali The executive is based in the Bay Area of the Golden State... 401kWire.com - Wednesday, April 24, 2024
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
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 - Reader Rating: 5
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 - Reader Rating: 5
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
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
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
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
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
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
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
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
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
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
Post-ETFs, a CT Shop Offers More Focus The firm now offers sector-specific products with a twist... MutualFundWire.com - Wednesday, April 24, 2019
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
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 - Reader Rating: 3
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
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
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
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 - Reader Rating: 2.67
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
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
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 - Reader Rating: 5
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
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 - Reader Rating: 5
Judy Mares Talks Retirement Post DoL 401kWire catches up with the former deputy assistant secretary. .. 401kWire.com - Monday, April 24, 2017
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
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
Eye for Earnings - April 24, 2017 The latest earnings releases are here!.. MutualFundWire.com - Monday, April 24, 2017
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
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
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
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
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
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
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
Recordkeepers Weigh In on DoL Proposal Bill Yoerger tells us his thoughts... 401kWire.com - Friday, April 24, 2015
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
Oregon City Seeks Investment Consultant City of Gresham needs investment consultant for its 457 plan. .. 401kWire.com - Friday, April 24, 2015
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
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
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
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
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 - Reader Rating: 4
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 - Reader Rating: 3.5
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
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
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
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 - Reader Rating: 5
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
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
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
PBS Attacks 401ks, As Expected Frontline airs a laundry list of anti-401k complaints... 401kWire.com - Wednesday, April 24, 2013 - Reader Rating: 4.8
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
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 - Reader Rating: 3.67
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
MassMutual Promotes an Ex-Hartford Exec in Texas The firm promotes a sales director to managing director... 401kWire.com - Wednesday, April 24, 2013
Three Things to Know From Janus' Earnings Weil outlines his plan for a comeback... MutualFundWire.com - Wednesday, April 24, 2013
Ascensus Hires Two Wholesalers and Promotes One The recordkeeper has three new regional VPs... 401kWire.com - Wednesday, April 24, 2013
Schwab Index Advantage Will Feature M*, Too The Chicago-based firm will be a managed account provider... 401kWire.com - Wednesday, April 24, 2013
Americans' Retirement Confidence Rises Also, some people actually did look at fee disclosure documents... 401kWire.com - Wednesday, April 24, 2013
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
Fink Scraps BlackRock's Planned Corporate Bond Platform The WSJ reports that the testing had not gone well... MutualFundWire.com - Wednesday, April 24, 2013
Are ETF Launches About to Get Easier? The SEC reconsiders a five-year-old proposal for simple products... MutualFundWire.com - Wednesday, April 24, 2013
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 - Reader Rating: 2.5
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 - Reader Rating: 2.5
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 - Reader Rating: 3
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
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 - Reader Rating: 2.5
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
Janus Gains AUM The Colorado-based mutual fund firm releases its Q1 2012 earnings report... MutualFundWire.com - Tuesday, April 24, 2012
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 - Reader Rating: 3
MFEA Tweets NYC Fund marketers are staying socially connected in New York at the MFEA... MutualFundWire.com - Tuesday, April 24, 2012
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
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
T. Rowe's Net Rises But Falls Short The Maryland-based mutual fund firm reports Q1 earnings... MutualFundWire.com - Tuesday, April 24, 2012
Morningstar Sees Fund Fees Fall By Two BPs And only the cheapest quintile of funds saw net inflows... MutualFundWire.com - Tuesday, April 24, 2012
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
An Indie Recordkeeping Giant Adds ETFs and More A DC provider beefs up its trading capabilities... 401kWire.com - Friday, April 24, 2009
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
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 - Reader Rating: 3
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 - Reader Rating: 4.5
A New Fund Applies Long/Short Approach to ETFs Updated \| A Long Short manager launches a mutual fund... MutualFundWire.com - Friday, April 24, 2009
A DC Trust Business Quintuples its Revenue Retirement services booms at a trust company... 401kWire.com - Friday, April 24, 2009 - Reader Rating: 3
A Plan Producer Flies Back to Oppenheimer A retirement plan advisor down South returns to the wirehouse... 401kWire.com - Friday, April 24, 2009
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 - Reader Rating: 5
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
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
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
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
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
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
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 - Reader Rating: 1
Newly Rebranded Fund Family Seeks Recognition RidgeWorth is embarking on a media push to promote its new name... MutualFundWire.com - Thursday, April 24, 2008
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 - Reader Rating: 5
DC VP Steps Up at Aon Aon has promoted a vice president in its defined contribution team... 401kWire.com - Thursday, April 24, 2008 - Reader Rating: 1
Draft Time at JPMorgan JPMorgan is adding some more Bear Stearns executives to its team... MutualFundWire.com - Thursday, April 24, 2008
Fido Brokerage Businesses Report Strong Q1 The three Fidelity brokerage units reported first quarter numbers... MutualFundWire.com - Thursday, April 24, 2008
Micro Market Provider Bags More Payroll Partnerships Updated \| A California firm signs more distribution deals... 401kWire.com - Thursday, April 24, 2008 - Reader Rating: 3
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 - Reader Rating: 5
Vanguard Plans its Second Global Index Fund It seems Vanguard is putting more focus on global investing... MutualFundWire.com - Thursday, April 24, 2008 - Reader Rating: 3.5
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 - Reader Rating: 4.33
Nasdaq To Freeze DB Plan The Nasdaq Stock Market will instead offer an enhanced 401(k) plan... 401kWire.com - Tuesday, April 24, 2007
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
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 - Reader Rating: 3
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 - Reader Rating: 1
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
Trade Group Banks on BISYS A Mount Rushmore State association becomes the outsourced recordkeeper's newest distribution partner. .. 401kWire.com - Tuesday, April 24, 2007
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
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 - Reader Rating: 3
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 - Reader Rating: 3
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 - Reader Rating: 3
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 - Reader Rating: 1.58
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
EBSA Asks: What Do You Want to Disclose? The DoL unit prepares to publish an official RFI Wednesday. .. 401kWire.com - Tuesday, April 24, 2007
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
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
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 - Reader Rating: 3.33
Wells Fargo Bundles for Badger State MDs The Twin Cities-based provider lands a multi-plan contract. .. 401kWire.com - Tuesday, April 24, 2007
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
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 - Reader Rating: 3.33
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
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. .. 401kWire.com - Monday, April 24, 2006
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
S&P Expands Education on Retirement Income The company's marketing and education arm responds to the industry's focus on asset distribution. .. 401kWire.com - Monday, April 24, 2006
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
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 - Reader Rating: 2.33
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. .. MutualFundWire.com - Monday, April 24, 2006
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
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
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
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
Cigna Offers Guidance Tool Participants get an asset allocation recommendation and an auto-rebalancing feature... 401kWire.com - Thursday, April 24, 2003 - Reader Rating: 4
Oberweiss Will Close Fund The Micro-Cap fund will close at the end of May... MutualFundWire.com - Thursday, April 24, 2003
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
Fund Firm Adds Multi-manager Feature OppenheimerFunds adds new enhancements to its 401(k) program... 401kWire.com - Thursday, April 24, 2003 - Reader Rating: 5
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
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 - Reader Rating: 4.5
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
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 - Reader Rating: 3
Value Gets Spun Banc One pitches a value message to the press... MutualFundWire.com - Tuesday, April 24, 2001 - Reader Rating: 3
New Sales Chief at Pru The firm has tapped a new head for its national sales department... MutualFundWire.com - Tuesday, April 24, 2001 - Reader Rating: 3
Retirement Bill on the Move Will Congress raise the ceiling on 401k participants' savings?.. 401kWire.com - Tuesday, April 24, 2001 - Reader Rating: 3
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 - Reader Rating: 3
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 - Reader Rating: 3
On the Lookout for Advice Global technology firm hunts for advice provider... 401kWire.com - Tuesday, April 24, 2001 - Reader Rating: 3
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 - Reader Rating: 3
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 - Reader Rating: 3
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 - Reader Rating: 3
JOBS! Guardian Life is hiring. Any questions?.. 401kWire.com - Tuesday, April 24, 2001 - Reader Rating: 3
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 - Reader Rating: 3
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 - Reader Rating: 3
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 - Reader Rating: 3
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 - Reader Rating: 3
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 - Reader Rating: 3
April 24, 2000 Faith in the Old Economy ... Pax joins computer recycling effort ... Core funds... 401kWire.com - Monday, April 24, 2000 - Reader Rating: 3
April 24, 2000 Faith in the Old Economy ... Pax joins computer recycling effort ... Core funds... MutualFundWire.com - Monday, April 24, 2000 - Reader Rating: 3
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 - Reader Rating: 3
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 - Reader Rating: 3
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 - Reader Rating: 3

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