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News Stories Archives - Since 1998
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Week In Preview, February 9 - February 16
This week, the teams at Corebridge, Principal, DCIIA, ERIC, InvestorCOM, Spark, WIPN, PlanSponsor, and WP&BC will host events...
401kWire.com -
Monday, February 9, 2026
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Week In Preview, February 9 - February 16
This week, the teams at IDC, WE, MFDF, Expect Miracles Foundation, AMG, Morningstar, and IMEA will host events..
MutualFundWire.com -
Monday, February 9, 2026
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After 38 Years, a Russell C-Suiter Retires
The departing executive's successor, an 18-year company veteran, is based across the pond...
MutualFundWire.com -
Friday, February 9, 2024
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Reader Rating: 1
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OneDigital Hires a TIAA Vet, And ...
The recordkeeper's team has also brought on an RM in the Charlotte area...
401kWire.com -
Friday, February 9, 2024
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Reader Rating: 1
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Near Tahoe, a KPA Climbs Into the PEP Space
The advisor is preparing to do workshops, both in-person and virtual, to educate both current members of the chamber and non-members...
401kWire.com -
Friday, February 9, 2024
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Reader Rating: 1
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Abby Picks Kevin's Successor, But ...
The chief of the Boston Behemoth's recordkeeping business has been reassigned, and one of his lieutenants is taking over...
401kWire.com -
Friday, February 9, 2024
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Reader Rating: 1
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One TIAA Exec Will Lead ILI and IMS
Updated | A Nuveen veteran expands his role at its retirement plan provider parent...
401kWire.com -
Friday, February 9, 2024
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Reader Rating: 1
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Flows Sour By $66B
The LSEG Lipper folks reveal the latest weekly U.S. fund flows data...
MutualFundWire.com -
Friday, February 9, 2024
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Reader Rating: 1
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Thinking About the SECURE 2.0 Opportunity
My colleague Andrew shares some insights into how the new omnibus retirement law could boost plan launching...
401kWire.com -
Thursday, February 9, 2023
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Reader Rating: 1
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Joe Neuberger and a Vanguard Vet Take Over a Fund Firm
The Midwestern asset manager's founder is staying on as a PM at the 34-year-old shop...
MutualFundWire.com -
Thursday, February 9, 2023
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Reader Rating: 1
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RPAG Upgrades Online
The NFP arm's team is rolling out a new website...
401kWire.com -
Thursday, February 9, 2023
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Reader Rating: 1
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Saver Wins and New Incentives: A Look at Some SECURE 2.0 Bright Spots
An aggregator's team weighs in on the new omnibus retirement savings legislation...
401kWire.com -
Thursday, February 9, 2023
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Reader Rating: 1
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Definiti Buys a 600-Plan TPA
The deal closed at the end of 2022, and most of the team are expected to stay on board...
401kWire.com -
Thursday, February 9, 2023
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Reader Rating: 1
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O'Grady Picks NTAM's Next Chief
The publicly traded, institutional bank will have a new president for its asset management business...
MutualFundWire.com -
Thursday, February 9, 2023
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Reader Rating: 1
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Five Years In, a JPMAM Retirement Associate Moves Up
The executive now serves as vice president of retirement strategy and business management at the fund firm...
401kWire.com -
Thursday, February 9, 2023
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Reader Rating: 1
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A Product Strat SVP Joins a $102B-AUM Firm
The executive most recently spent nearly 11 years with Allianz Global Investors...
MutualFundWire.com -
Wednesday, February 9, 2022
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Reader Rating: 1
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"They Were My First Call"
A Midwestern KPA talks about her recent firm, OSJ, B-D, and RIA changes...
401kWire.com -
Wednesday, February 9, 2022
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Reader Rating: 1
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Participant Trading Jumps 36 Percent, But ...
401(k) participant trading volume is still down 29 percent year-over-year...
401kWire.com -
Wednesday, February 9, 2022
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Reader Rating: 1
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Three of the Best Places For KPAs to Work
A trade pub recognizes 75 firms, including several significant players in the retirement plan advisor space...
401kWire.com -
Wednesday, February 9, 2022
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Reader Rating: 1
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The Eight Most Admired RKers Are ...
A business magazine releases an annual list recognizing 333 companies around the world, including at least eight that are in the retirement plan recordkeeping business in the U.S...
401kWire.com -
Wednesday, February 9, 2022
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Reader Rating: 1
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The 16 Most Admired Fund Firms Are ...
A business magazine releases an annual list recognizing 333 companies around the world, including at least 16 that in the mutual fund business in the U.S...
MutualFundWire.com -
Wednesday, February 9, 2022
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Reader Rating: 1
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A 17-Year-Old Compliance Ally Extends Its Brand
A longtime ally to fundsters is streamlining his firm's branding to underscore its expanded suite of support...
MutualFundWire.com -
Tuesday, February 9, 2021
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Reader Rating: 1
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Cap Group Versus TDF Myths
The team at the mutual fund giant behind American Funds has kicked off a multi-channel marketing campaign targeted at plan sponsors, KPAs, and other financial advisors...
401kWire.com -
Tuesday, February 9, 2021
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Reader Rating: 1
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DCREC Presses 'Repeat'
The trade group reveals its 2021 leadership team...
401kWire.com -
Tuesday, February 9, 2021
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Reader Rating: 1
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Transamerica's Briggs Appoints Three Wholesalers
The trio includes one new hire and a pair of promoted internal wholesalers...
401kWire.com -
Tuesday, February 9, 2021
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Reader Rating: 1
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From 403b RKing to Ret Income Middleware
A retirement plan technology provider is pushing into the retirement income space to support 401(k) recordkeepers...
401kWire.com -
Tuesday, February 9, 2021
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Reader Rating: 1
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ETF-Connected PE Buys ETF.com
The buyer already backs another ETF-focused website on the other sides of the Atlantic and the Pacific...
MutualFundWire.com -
Tuesday, February 9, 2021
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Reader Rating: 1
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Through a Transformative Shift, an Alts Tech Company Enters the Mutual Fund Biz
Meet the Big Apple startup that is merging with Altegris...
MutualFundWire.com -
Friday, February 9, 2018
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Reader Rating: 1
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At Least 25 Plan Sponsors Enhanced 401ks After Tax Reform
Following December's tax reform, several companies have announced changes to their 401(k) benefits. Here's the most up-to-date list...
401kWire.com -
Friday, February 9, 2018
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Reader Rating: 1
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Nuveen's Donnelly and Kremenstein Hire Four
Three of the new hires recently joined the TIAA subsidiary's DC I-O team...
401kWire.com -
Friday, February 9, 2018
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Reader Rating: 1
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Randy Long Reveals Two SageView Target Expansion Markets
The SoCal firm is still on the hunt for more KPAs, he says, pointing to a pair of areas in particular...
401kWire.com -
Friday, February 9, 2018
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Reader Rating: 1
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Victory IPOs On a Rough Day
The private-equity-backed, multi-boutique asset manager listed its shares on the Nasdaq yesterday...
MutualFundWire.com -
Friday, February 9, 2018
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Reader Rating: 1
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Hailer Passes the Baton at Natixis
The multinational asset manager has new chiefs on both sides of the pond...
MutualFundWire.com -
Thursday, February 9, 2017
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Reader Rating: 1
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Are Your Plan Sponsors Actually Happy With Your Service? Or is it Just You?
How do your plan sponsors feel about you? Are they actually happy with your service? Or do you think they are happy?..
401kWire.com -
Thursday, February 9, 2017
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Reader Rating: 1
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The New Fund Fuss - February 9, 2017
The latest funds making their grand debut!..
MutualFundWire.com -
Thursday, February 9, 2017
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Reader Rating: 1
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Envestnet Partners with TRAU for Advisor Education
Envestnet and TRAU have created a new educational program for advisors. ..
401kWire.com -
Thursday, February 9, 2017
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Reader Rating: 1
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LFG Names New Tax-Exempt Vice President
The industry veteran was most recently with Vanguard. ..
401kWire.com -
Thursday, February 9, 2017
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Reader Rating: 1
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IMCA Gathers During a Big Apple Blizzard
The investment management consulting trade group kicks off its 2017 investment advisor forum today...
MutualFundWire.com -
Thursday, February 9, 2017
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Reader Rating: 1
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An Upstate New York KPA Shop Gets Realistic with Participants
Strategic Retirement Group surveys participants to highlight bias...
401kWire.com -
Tuesday, February 9, 2016
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Reader Rating: 1
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A Multinational Asset Manager's Americas Chief Will Step Down
Word is that the executive plans to stay on for the next few months...
MutualFundWire.com -
Tuesday, February 9, 2016
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Reader Rating: 1
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Expect Miracles in Manhattan 2016, In Pictures
Last month more than 300 fundsters and their allies converged in midtown Manhattan to network and raise money for the fight against cancer...
MutualFundWire.com -
Tuesday, February 9, 2016
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Reader Rating: 1
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T. Rowe Declares Victory in a Patent Lawsuit
The publicly-traded mutual fund shop's chief legal counsel confirms the end of a court fight involving T. Rowe's bundled 401(k) business...
401kWire.com -
Tuesday, February 9, 2016
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Reader Rating: 1
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Lincoln Welcomes A Northeast Wholesaler
Lincoln Financial Group brings a new member on to its sales team...
401kWire.com -
Tuesday, February 9, 2016
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Reader Rating: 1
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J.P. Morgan Turns Its Focus to Laws and Regs With New Hire
The DC I-O firm has tapped a retirement attorney as its new ERISA strategist. ..
401kWire.com -
Tuesday, February 9, 2016
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Reader Rating: 1
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Nestle Awards A Sweet Deal Again
A four billion dollar plan sponsor remains stucks on its recordkeeper this Valentines. ..
401kWire.com -
Tuesday, February 9, 2016
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Reader Rating: 1
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A $4B 457 Seeks a Consultant
A midwestern State seeks DC consultants help...
401kWire.com -
Tuesday, February 9, 2016
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Reader Rating: 1
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A Chitown Asset Manager's Parent Freezes Hiring and Comp
A bank that offers its own mutual funds and ETFs and services those of others is taking across-the-board belt-tightening measures...
MutualFundWire.com -
Tuesday, February 9, 2016
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Reader Rating: 1
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DC I-O Will Be Manning's Primary Driver of Growth in 2015
The upstate NY mutual fund shop's chief discusses the firm's Q4 2014 results and what's ahead for 2015...
401kWire.com -
Monday, February 9, 2015
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Reader Rating: 1
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These Merging Tobacco Companies Won't Combine Their 401ks
A pair of Carolinas plan sponsors is merging, but their retirement plans will remain separate...
401kWire.com -
Monday, February 9, 2015
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Reader Rating: 1
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Another Fund Firm Can Nearly Taste ETF Victory
The SEC looks poised to approve a Midwestern mutual fund shop's request to launch ETFs...
MutualFundWire.com -
Monday, February 9, 2015
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Reader Rating: 1
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Steinberg Plans a 50-Percent Increase In WisdomTree's Sales Force
The New York City-based ETF shop releases its Q4 2014 earnings...
MutualFundWire.com -
Monday, February 9, 2015
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Reader Rating: 1
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Americans Want DC Plans For Public Employees, Too
A new poll highlights Americans' feelings on retirement plans for government employees...
401kWire.com -
Monday, February 9, 2015
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Reader Rating: 1
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Carroll Finds a New Hancock RVP Within
The retirement plan services arm of the insurer promotes one of its own in the Southeast...
401kWire.com -
Monday, February 9, 2015
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Reader Rating: 1
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In Louisiana, a KPA Joins Pensionmark
Troy Hammond and his team welcomes a new affiliate to the crew...
401kWire.com -
Monday, February 9, 2015
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Reader Rating: 1
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Where Are Pimco's 401k Dollars Flowing?
Since Gross jumped, many retirement plans have moved money out of Pimco Total Return. Word is that multi-manager bond funds are winning a lot of that biz...
MutualFundWire.com -
Monday, February 9, 2015
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Reader Rating: 1
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209 401k Advisors Converge on the A
Cuna Mutual brings DC I-Os and advisors together for its annual Retirement Academy conference...
401kWire.com -
Sunday, February 9, 2014
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Reader Rating: 1
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Putnam Sees a Drop in Assets
But flows dipped for the Boston-based fund shop...
MutualFundWire.com -
Thursday, February 9, 2012
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Reader Rating: 1
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Commodity-Using Funds Face New Oversight
As expected, the CFTC decides to again requiring registration from mutual funds with commodities-based derivatives...
MutualFundWire.com -
Thursday, February 9, 2012
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Reader Rating: 1
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Foxhall Preps New Products and Expands
The Connecticut-based mutual fund firm is on the expansion trail...
MutualFundWire.com -
Thursday, February 9, 2012
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Reader Rating: 1
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Principal Snags a Legg Mason Wholesaler
The provider is ramping up its TPA business in the Southeast...
401kWire.com -
Thursday, February 9, 2012
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Reader Rating: 1
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Which ETF Provider Has a Market Cap of $734M?
An ETF specialist completes a secondary offering and watches its share price rise...
MutualFundWire.com -
Thursday, February 9, 2012
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Reader Rating: 1
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Hancock Funds Breaks a Record
The firm's 2011's sales hit their "highest level ever."..
MutualFundWire.com -
Thursday, February 9, 2012
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Reader Rating: 1
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Hancock Reports Dips in Retirement Sales and AUM
It's because of the "sluggish economy" and "unfavorable investment returns."..
401kWire.com -
Thursday, February 9, 2012
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Reader Rating: 1
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Fido's Participants Take to Saving
Fidelity Investments today released its latest data on 401(k) savings and behaviors, which were a bit surprising but in a good way...
401kWire.com -
Thursday, February 9, 2012
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Reader Rating: 1
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NEPC Brings Back a Familiar Face
He comes from the private equity world...
401kWire.com -
Thursday, February 9, 2012
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Reader Rating: 1
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Global X Launches 'An All Seasons' ETF
It will comprise of a mix oF securities and fixed-income holdings...
MutualFundWire.com -
Thursday, February 9, 2012
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Reader Rating: 1
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Two Bidders Walk Away From Deutsche Bank
A third bidder is reportedly about to leave the auction for the German bank's non-European and non-Asian asset management business...
MutualFundWire.com -
Thursday, February 9, 2012
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Reader Rating: 1
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Schwab and Federated Take a Money Fund Hit
Concerns over money market regs take its toll on the firms' stock prices. ..
MutualFundWire.com -
Thursday, February 9, 2012
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Reader Rating: 1
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Kmak Strikes a Deal With Kublin
FBi and BPAS enter into a partnership to give plan sponsors even more bang for their buck...
401kWire.com -
Wednesday, February 9, 2011
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Reader Rating: 1
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Greenwich Advisors Pulls the Plug on its Mutual Fund
The 3 1/2-year-old fund is headed for closure...
MutualFundWire.com -
Wednesday, February 9, 2011
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Reader Rating: 1
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Forward Rolls Out a Commodity Long/Short Fund
With the launch, the San Francisco-based fund firm now offers a total of 10 mutual funds with alternative strategies...
MutualFundWire.com -
Wednesday, February 9, 2011
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Reader Rating: 1
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Fuse Moves
The research firm relocates from Boston to Needham...
MutualFundWire.com -
Wednesday, February 9, 2011
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Reader Rating: 1
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CPI to Unveil a New Office, Wholesaler
The Great Bend, Kansas-based firm is looking to open a new office in the Southwest...
401kWire.com -
Wednesday, February 9, 2011
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Reader Rating: 1
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Varnhagen Takes on an Additional Role
Michele Varnhagen is expanding her role on George Miller's staff. ..
401kWire.com -
Wednesday, February 9, 2011
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Reader Rating: 1
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Metcalfe Officially Welcomes Farmakis to His Team
The ExpertPlan vet has found a new home at DST...
401kWire.com -
Wednesday, February 9, 2011
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Reader Rating: 1
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Top Advisor: Ken Catanella
The Catanella Group/UBS Institutional Consulting..
401kWire.com -
Wednesday, February 9, 2011
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Reader Rating: 1
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Top Advisor: Kyle Posvistak
401(k) Advisors/RPAG..
401kWire.com -
Wednesday, February 9, 2011
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Reader Rating: 1
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Eaton Vance's Faust Talks About His ETF Deal
The top executive of the Boston-based asset manager discusses why he acquired the intellectual property of Managed ETFs LLC last November...
MutualFundWire.com -
Wednesday, February 9, 2011
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Reader Rating: 1
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Alpine Woods and its Chief Settle With the SEC for $715K
The Empire State mutual fund settles with regulators over alleged non-disclosure of IPO trading impact...
MutualFundWire.com -
Wednesday, February 9, 2011
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Reader Rating: 1
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WSJ Spotlights Go-Anywhere Bond Funds
Products from Pimco, JPMorgan and Harbor are mentioned in today's WSJ Fund Track...
MutualFundWire.com -
Wednesday, February 9, 2011
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Reader Rating: 1
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Two Fund Families are Now One
The marriage of PNC and Allegiant funds became complete this week...
MutualFundWire.com -
Tuesday, February 9, 2010
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Reader Rating: 1
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Pimco's Distributor Taps Two ETF Sales Pros
Allianz Global Investors Distributors adds two ETF sales specialists and an RIA consultant to its ranks...
MutualFundWire.com -
Tuesday, February 9, 2010
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Reader Rating: 1
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Hartford Rings Up Record Sales
The Connecticut-based insurer posted record plan sales in the final three months of 2009. ..
401kWire.com -
Tuesday, February 9, 2010
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Reader Rating: 1
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BofA Merrill Plans to Unveil a New Plan Evaluation Program Next Week
Bank of America Merrill Lynch Retirement is reporting a substantial increase in positive participant activity, spurring the bank to unveil a new plan evaluation program...
401kWire.com -
Tuesday, February 9, 2010
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Reader Rating: 1
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Tom Bailey's Baby Turns 40
Janus' $8.6 billion flagship fund celebrated its 40th birthday last Friday...
MutualFundWire.com -
Tuesday, February 9, 2010
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Reader Rating: 1
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Roche Bros. is Done Shopping for a New 401k Provider
The Wellesley Hills, Massachusetts-based supermarket chain has tapped a new provider for its $93 million plan...
401kWire.com -
Tuesday, February 9, 2010
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Reader Rating: 1
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Lincoln's DC Unit Swings to a Profit, But Sees Deposits Drop
In the final quarter of 2009, Lincoln posted $33 million in income from DC operations. Gross deposits, however, fell seven percent from a year earlier...
401kWire.com -
Tuesday, February 9, 2010
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Reader Rating: 1
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For an Equity Fund, Blood is Not Thicker than Water
Transamerica is replacing an in-house manager as the sub-advisor to its equity fund...
MutualFundWire.com -
Tuesday, February 9, 2010
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Reader Rating: 1
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WSJ Finds Few Bond Funds with Exposure to Greece, Portugal
The Journal investigates U.S. bond funds holding debt from economically unstable European countries like Greece and Portugal...
MutualFundWire.com -
Tuesday, February 9, 2010
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Reader Rating: 1
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Hartford Chalks Up More than $3 Billion of Fund Deposits for the Third Straight Quarter
The Connecticut company's mutual fund business had a good quarter...
MutualFundWire.com -
Tuesday, February 9, 2010
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Reader Rating: 1
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FRC Buyer's Legal Adviser Reveals Itself
Nearly three months after news of FRC's sale to Mercatus Partners broke, Mercatus' legal adviser is trumpeting its role in the deal...
MutualFundWire.com -
Monday, February 9, 2009
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Reader Rating: 1
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Voyageur Renames its Money Market Funds, Makes an Institutional Push
The Minneapolis-based investment manager drops the Tamarack name from its money market funds and makes its foray into the institutional realm...
MutualFundWire.com -
Monday, February 9, 2009
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Reader Rating: 1
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CUNA Mutual Inches Closer to its First 401k Purchase
The Wisconsin-based plan provider, in the midst of a push to grow its presence in the 401k market, is about to make an offer for a 401k recordkeeper...
401kWire.com -
Monday, February 9, 2009
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Reader Rating: 1
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Chief SEC Enforcer Heads Out
The regulatory agency confirmed reports that the director of the division of enforcement is on her way out, but who will take her place...
MutualFundWire.com -
Monday, February 9, 2009
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Reader Rating: 1
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A Brokerage Giant Prepares an ETF of Its Own
There will soon be a brand new player in the world of exchange-traded funds...
MutualFundWire.com -
Monday, February 9, 2009
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Reader Rating: 1
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A Media Company Lures an Ex-Dreyfus Chief
The former top exec at Dreyfus and Scudder recently landed at a Manhattan media company.
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MutualFundWire.com -
Monday, February 9, 2009
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Reader Rating: 1
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Target Date-Target Risk Combo Funds Gain Access to Their First Recordkeeper
An open architecture provider is the first to add a set of Old Mutual funds to its platform...
401kWire.com -
Monday, February 9, 2009
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Reader Rating: 1
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Web-based RKer Adds More Advisor and Payroll Partners
An outsourced DC provider continues to land co-branded distribution deals...
401kWire.com -
Monday, February 9, 2009
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Reader Rating: 1
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Schwab: Techies and High Rollers Participate the Most
The brokerage giant releases new data on 401k participation and deferral rates across various industries and salaries...
401kWire.com -
Monday, February 9, 2009
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Reader Rating: 1
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Participation Dropped Even as the Good Times Rolled
EBRI takes a look at 2006 Census data...
401kWire.com -
Monday, February 9, 2009
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Reader Rating: 1
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Hancock is Hiring
The Boston-based plan provider adds eight regional vice presidents and 10 associates for its internal sales desk. It plans to further increase the size of its sales team...
401kWire.com -
Monday, February 9, 2009
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Reader Rating: 1
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An Ex-Legg Mason Exec Joins Van Kampen
Van Kampen brought on board a former Legg Mason executive to lead its product and marketing efforts...
MutualFundWire.com -
Monday, February 9, 2009
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Reader Rating: 1
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Nine More Advisor Teams Line Up With Chetney
NRP adds retirement-focused advisors across the country...
401kWire.com -
Monday, February 9, 2009
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Reader Rating: 1
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Fidelity Makes Portfolio Manager Changes
The Journal notes that Fidelity has started replacing managers at funds that fared badly in 2008...
MutualFundWire.com -
Monday, February 9, 2009
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Reader Rating: 1
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Deutsche Exec Will Take Over SEC Enforcement
An ex-prosecutor reportedly will take a top spot at the regulatory agency...
MutualFundWire.com -
Monday, February 9, 2009
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Reader Rating: 1
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New York Life Lassoes an Ex-Pru Exec
The exec will head up the participant communications group, the rollover strategy team and the participant service center...
401kWire.com -
Monday, February 9, 2009
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Reader Rating: 1
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At Calamos, There's Still Such Thing as a Free Lunch
Calamos' founder and CEO talks to The Tribune about how his firm is coping with the market downturn. He also said he copes to continue the company tradition of providing free lunch to employees...
MutualFundWire.com -
Monday, February 9, 2009
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Reader Rating: 1
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The Reserve Distributes Some More Sunshine
The Big Apple money fund manager finishes liquidating another municipal money fund...
MutualFundWire.com -
Monday, February 9, 2009
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Reader Rating: 1
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Fees Are Too Low, Not Too High
A reader takes issue with the growing number of politicians and journalists accusing the retirement industry of fee gouging even while they fail to understand the industry's economics...
401kWire.com -
Friday, February 9, 2007
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Reader Rating: 1
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SunGard Rolls With IRA Specialist
The SunGard alliance was one of four deals the rollover provider inked last week...
401kWire.com -
Friday, February 9, 2007
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Reader Rating: 1
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Genworth Hints at More Takers for its DC Annuity Product
The insurer claims that five plan sponsors are in the process of adding the annuity product to their 401(k) plans...
401kWire.com -
Friday, February 9, 2007
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Reader Rating: 1
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Rule On Cross-Trading Exemption Out Next Week
An interim final rule on the cross-trading exemption in the Pension Protection Act will be published on Monday...
401kWire.com -
Friday, February 9, 2007
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Reader Rating: 1
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Gallagher Orders Out For BD
The Prairie State firm turns to a national network to handle its broker-dealer needs...
401kWire.com -
Friday, February 9, 2007
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Reader Rating: 1
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Bigger Budget Proposed for EBSA
The President's spending plan included a $13.9-million increase in EBSA's budget...
401kWire.com -
Friday, February 9, 2007
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Reader Rating: 1
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Judge Gives O.K. to Kmart Settlement
Another plan sponsor mauled by the 2000-02 bear market is putting its 401k class action behind itself...
401kWire.com -
Thursday, February 9, 2006
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Reader Rating: 1
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Loan Outsourcer Eyes More TPAs
401kLoans has allied with another technology firm as part of a bid to reach more third-party administrators...
401kWire.com -
Thursday, February 9, 2006
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Reader Rating: 1
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House GOP Taps Boehner Successor
The identity of the next chair of the House Ed & the Workforce Committee is now a safe bet...
401kWire.com -
Thursday, February 9, 2006
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Reader Rating: 1
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Nationwide Retirement Sales Up Seven Percent
Private sector plans a drove growth in 2005 at Nationwide. Company officials point sales by The 401(k) Company as another high point...
401kWire.com -
Thursday, February 9, 2006
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Reader Rating: 1
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Nationwide Sales Chief Takes New Assignment
Michael Butler is giving up the reins as Nationwide's 401(k) sales chief and staying on with the insurer in a different role...
401kWire.com -
Thursday, February 9, 2006
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Reader Rating: 1
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New York Bank Sends Plans to Bisys
For the second time this week there is news that a 401(k) provider is hiring an outsourced recordkeeper...
401kWire.com -
Thursday, February 9, 2006
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Reader Rating: 1
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Igloo Cool With New Administrator
The Texas-based ice chest maker has tapped a new provider for its $23 million plan...
401kWire.com -
Thursday, February 9, 2006
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Reader Rating: 1
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Barclays: Lifecycle Assets Nearly Doubled in '05
Assets in Barclays Global Investors target-date lifecycle strategies expanded nearly 100 percent in 2005, the fastest clip since the funds' inception in 1993...
401kWire.com -
Thursday, February 9, 2006
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Reader Rating: 1
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American Century Places its Bet on Lance
Advisors who sell American Century's mutual funds may want to get a yellow bracelet in case they get a chance to meet up with bicycle racing legend Lance Armstrong...
MutualFundWire.com -
Thursday, February 9, 2006
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Reader Rating: 1
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Top Industry M&A Banker Says Adieu to Namesake
Donald H. Putnam, co-founder, chief executive officer and managing director at Putnam Lovell NBF leaves amid controversy, reports one industry source...
MutualFundWire.com -
Wednesday, February 9, 2005
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Reader Rating: 1
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US Bank Names Salesman
A veteran of the company joins the business development group...
401kWire.com -
Wednesday, February 9, 2005
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Reader Rating: 1
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Former BGI CEO Steps in at HP
Patricia Dunn, the ex-CEO of Barclays Global Investors and current vice chairman at BGI, was named the non-executive chairman of the board at Hewlett-Packard following Carly Fiorina's departure. She has been a director at HP since 1998...
MutualFundWire.com -
Wednesday, February 9, 2005
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Reader Rating: 1
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VC Commits Funding to ETF Upstart
The provider has plans to launch new funds and build a sales team with the capital infusion...
MutualFundWire.com -
Wednesday, February 9, 2005
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Reader Rating: 1
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BoA Reaches Final Settlement
BoA and Columbia entities finalize earlier settlements with regulators...
MutualFundWire.com -
Wednesday, February 9, 2005
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Reader Rating: 1
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CSAM Drops Money Market Fund Fees
Credit Suisse Asset Management has lowered the fees on all classes of its Credit Suisse Institutional Prime Portfolio Money Market Fund. The waiver, effective February 1, will lower fees by five basis points. As a result, the expense ratio for the fund's Class A shares is now 15 basis points...
MutualFundWire.com -
Wednesday, February 9, 2005
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Reader Rating: 1
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Think Twice Before Sending EGTRRA Rollovers Elsewhere
Are 401(k) providers making a strategic mistake? While EGTRRA account's low balances may seem unappealing, new research is showing that they may be a golden opportunity...
401kWire.com -
Wednesday, February 9, 2005
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Reader Rating: 1
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How to Deal with QDROs
While Qualified Domestic Relations Order (QDRO) compliance is nothing new, a recent survey sheds light on how sponsors continue to deal with the necessary nuisance...
401kWire.com -
Wednesday, February 9, 2005
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Reader Rating: 1
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Circle Trust CEO Puts Worries to Bed
Graham reassures pension clients and says the firm is not a target as CTC's parent company admits an SEC investigation is ongoing...
401kWire.com -
Wednesday, February 9, 2005
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Reader Rating: 1
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Who Wants to Buy Riggs?
Some one is bidding for Riggs Bank, but the Washington Post won't say whom.
..
401kWire.com -
Wednesday, February 9, 2005
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Reader Rating: 1
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Transamerica Lands SMA Slots
Tacoma, Washington-based Russell Investment Group has awarded two large-cap equity mandates to Transamerica Investment Management. Transamerica will manage the Large Cap Diversified Plus Mix and Large Cap Growth Diversified Plus Mix of Russell's separately managed account program...
MutualFundWire.com -
Wednesday, February 9, 2005
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Reader Rating: 1
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2004's Asset Allocation Winners
What are these companies doing differently?..
MutualFundWire.com -
Wednesday, February 9, 2005
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Reader Rating: 1
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Could Fremont Funds Have a Buyer?
Word is that the San Francisco fund firm has a taker after being on the block for more than a year...
MutualFundWire.com -
Monday, February 9, 2004
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Reader Rating: 1
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Nesbitt Resigns From Wilshire
Another top executive resigns his post as the SEC probes pay-for-play at consultants...
401kWire.com -
Monday, February 9, 2004
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Reader Rating: 1
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ICI Backs Off Hard Close
The ICI comments on the SEC proposal for a 4 PM cutoff and it is not what was expected...
401kWire.com -
Monday, February 9, 2004
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Reader Rating: 1
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The Market Timing Wheel of Terror
That was how MFS executives colorfully described the harm active traders brought to their funds...
MutualFundWire.com -
Monday, February 9, 2004
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Reader Rating: 1
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Senators Unveil Fund Bill Barring 12b-1s
Senators Fitzgerald, Collins and Levin aim at cleaning fund distribution with their new bill...
MutualFundWire.com -
Monday, February 9, 2004
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Reader Rating: 1
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More Changes at the Top at MFS
MFS Investments is losing another top executive. This time the company says it is to retirement as Shames steps down as chairman...
MutualFundWire.com -
Monday, February 9, 2004
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Reader Rating: 1
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SEC Mulls Charges Against Two Franklin Execs
Franklin is not saying who the two are. One likely is Post. Galvin filings show Chuck Johnson and at least four others were aware of the Calugar agreement...
MutualFundWire.com -
Monday, February 9, 2004
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Reader Rating: 1
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BISYS Hires New Sales Head
Most recently at the Mainstay Funds, the company's new head will oversee it wholesale desk...
401kWire.com -
Monday, February 9, 2004
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Reader Rating: 1
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Business Logic's Newest Venture
By partnering with a number of e-service providers, the software company hopes to speed up Web-based information. ..
401kWire.com -
Friday, February 9, 2001
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Reader Rating: 1
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Advisors to Get Another Small 401k
One of the major custodians for advisors expect to launch its 401k product by the end of the year...
401kWire.com -
Friday, February 9, 2001
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Reader Rating: 1
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Waterhouse Exec Moves to the Citi
Citi’s former Salomon unit taps Waterhouse exec to assist in build-out of separate account business; his replacement starts on Monday...
MutualFundWire.com -
Friday, February 9, 2001
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Reader Rating: 1
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No Schwab Bashing Here!
Waterhouse convention speaker delivers surprising message...
MutualFundWire.com -
Friday, February 9, 2001
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Reader Rating: 1
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Hartford Life Reorganizes
Soft sales in life insurance cause changes...
MutualFundWire.com -
Friday, February 9, 2001
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Reader Rating: 1
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Scudder Shake-Up
Scudder Kemper is restructuring its no-load funds, among other changes...
401kWire.com -
Wednesday, February 9, 2000
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Reader Rating: 1
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Scudder Shake-Up
Scudder Kemper is restructuring its no-load funds, among other changes...
MutualFundWire.com -
Wednesday, February 9, 2000
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Reader Rating: 1
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NSCC Platform Targeting Advisors On Hold
The Mutual Fund Processing Corporation will be making a final determination on its service after a board meeting in early March...
MutualFundWire.com -
Wednesday, February 9, 2000
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Reader Rating: 1
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e401k's First Inning
Fidelity reports on the progress of its online service for small plans...
401kWire.com -
Wednesday, February 9, 2000
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Reader Rating: 1
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Odd Lots, February 9, 2000
Scudder shake-up ... Marcus resigns ... Franklin Biotechnology closes ... Your strategy is all wrong...
401kWire.com -
Wednesday, February 9, 2000
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Reader Rating: 1
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Odd Lots, February 9, 2000
Scudder shake-up ... Marcus resigns ... Franklin Biotechnology closes ... Your strategy is all wrong...
MutualFundWire.com -
Wednesday, February 9, 2000
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Reader Rating: 1
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TAG On: Regulations on Electronic Transmission
What sponsors need to know about electronic transmission of information...
401kWire.com -
Wednesday, February 9, 2000
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Reader Rating: 1
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A GIC Switch
Washington, DC-based American Employers Retirement Trust (AERT) has moved its stable-value portfolio to the Trust Advisors Stable Value Plus Fund...
401kWire.com -
Wednesday, February 9, 2000
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Reader Rating: 1
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Oppenheimer Re-Launches Site
Oppenheimer has taken its advisor referral program online as part of a re-launching of its Web site...
MutualFundWire.com -
Wednesday, February 9, 2000
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Reader Rating: 1
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Short Takes: A 401k Best-Seller?
Just how many 401k millionaires are there? Clinton's budget and the missing USA, and 401komics...
401kWire.com -
Tuesday, February 9, 1999
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Reader Rating: 1
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Two Named to Head ERISA Council
Labor Secretary Alexis Herman has named Barbara A. Uberti as chair of the Advisory Council on Employee Welfare and Pension Benefits Plan. Dr. Thomas J. Mackell, Jr. has been named vice chair...
401kWire.com -
Tuesday, February 9, 1999
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Reader Rating: 1
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Marshfield Clinic Bundles
Marshfield, Wisconsin-located Marshfield Clinic has tapped The Northern Trust Company to provide outsourcing, communications, and investment management services for its 401(k) plan. The plan has $190 million in assets and close to 5,000 employees...
401kWire.com -
Tuesday, February 9, 1999
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Reader Rating: 1
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For Monday, February 9, 1998
Over the next few years, there is going to be a major debate over taxes, Representative Bill McCollum (R-FL) told attendees of the Investment Company Institute's Retirement Plan in his keynote address. Representative McCollum hopes to use this debate as an opportunity to bring together the constituencies with an interest in increasing savings and to direct the debate by emphasizing and promoting the advantages of a strong savings plan in the debate on tax reform. ..
401kWire.com -
Monday, February 9, 1998
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Reader Rating: 1
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