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News Stories Archives - Since 1998
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Ascensus Works On a December Newport Launch
The provider's team is rolling out another pooled employer plan this month...
401kWire.com -
Thursday, December 11, 2025
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Berns Launches ETF #34 and Preps a Currency Fund
The folks at a Gotham fund firm are rolling out one ETF and prepping another...
MutualFundWire.com -
Wednesday, December 11, 2024
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Reader Rating: 1
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Transamerica Preps a New Year's PEP
The expected launch date of this PEP is on January 1 of next year...
401kWire.com -
Wednesday, December 11, 2024
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Reader Rating: 1
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Gallagher's $12B Target Has a KPA Aggregator
The deal is expected to close next year, in the first quarter...
401kWire.com -
Wednesday, December 11, 2024
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Reader Rating: 1
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Bologna Promotes an RVP Who Joined In March
The move comes after an Ascensus DVP shifted over the summer...
401kWire.com -
Wednesday, December 11, 2024
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Reader Rating: 1
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Stanek Celebrates a $1.8B-AUM Duo, And ...
Two of a Midwestern AM's funds gain their five-year track records, and another PM is joining the team that runs those funds...
MutualFundWire.com -
Wednesday, December 11, 2024
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Reader Rating: 1
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A 70-Practice Aggregator Begins a CRM Migration
Watch for the PE-backed firm's team to continue bringing teams onto the new system next year...
401kWire.com -
Wednesday, December 11, 2024
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Reader Rating: 1
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A USN and Morgan Stanley Vet Enters the ETF Biz
He's teaming up with a shop near Gotham to launch a fund...
MutualFundWire.com -
Monday, December 11, 2023
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Reader Rating: 1
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Marino Hires a 17-Year Broadridge-Matrix Vet
The new hire will serve as director of biz dev at an advisor-focused conference organizer...
401kWire.com -
Monday, December 11, 2023
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Reader Rating: 1
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What's Next For an Ascensus Interim C-Suiter?
The executive temporarily stepped into a key role last summer...
401kWire.com -
Monday, December 11, 2023
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Reader Rating: 1
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MMA Adds a New Interactive Service For Retirement Plans
The new service includes addressing audit letters from DoL...
401kWire.com -
Monday, December 11, 2023
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Reader Rating: 1
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Week In Preview, December 11 - December 17
This week, the teams at Broadridge, DCIIA, DoL, Faegre Drinker, NAPA, P&I, RPAG, Spark, TRAU, and WIPN will host events...
401kWire.com -
Monday, December 11, 2023
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Reader Rating: 1
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Week In Preview, December 11 - December 17
This week, the teams at MFDF, MMI, RiverNorth, and TrueShares will host events...
MutualFundWire.com -
Monday, December 11, 2023
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Reader Rating: 1
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An ETF Startup Pushes For the Energy Horizon
A Philly firm rolls out its first fund, with help from ETC...
MutualFundWire.com -
Friday, December 11, 2020
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Reader Rating: 1
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EBSA Tweaks and Finalizes Another ESG-Related Rule
This time the DoL unit is taking on plan proxy voting and other shareholder rights...
401kWire.com -
Friday, December 11, 2020
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Reader Rating: 1
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A 338 Branches Into the Cloud to Support Providers
A Texas shop's new offering is for recordkeepers, DC I-Os, and KPAs...
401kWire.com -
Friday, December 11, 2020
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Reader Rating: 1
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Envestnet Connects With a Robo RKer
The partnership starts with 3(38) services...
401kWire.com -
Friday, December 11, 2020
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Reader Rating: 1
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What Do FAs Read?
Erdos and Morgan shares results from its seventh annual study...
MutualFundWire.com -
Friday, December 11, 2020
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Reader Rating: 1
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Neese Passes the NTSA Reins
The 403(b)-focused trade group is about to welcome a new chief...
401kWire.com -
Friday, December 11, 2020
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Reader Rating: 1
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A $99B-AUM Shop Buys an Alt Credit Specialist
The deal is expected to close early next year...
MutualFundWire.com -
Wednesday, December 11, 2019
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Reader Rating: 1
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In 2020, This 401k Startup Will Extend Its TPA and IRA Reach
Raising more capital and adding another office may also be in the cards for the online, micro-market-focused provider...
401kWire.com -
Wednesday, December 11, 2019
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Reader Rating: 1
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Now the Pru Team Lands a Patent
The provider's new patent involves a predictive modeling tool...
401kWire.com -
Wednesday, December 11, 2019
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Reader Rating: 1
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A 401k Wholesaling Vet Joins a $2.6B-AUM RIA
The Midwestern firm serves as a 3(38) and 3(21) investment fiduciary...
401kWire.com -
Wednesday, December 11, 2019
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Reader Rating: 1
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A Founder of a $1.2T-AUM Titan Dies
The retired fundster died last weekend at the age of 84...
MutualFundWire.com -
Wednesday, December 11, 2019
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Reader Rating: 1
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Post-Spinoff, a Provider's Chief Boosts Its Online Voice
A micro-market 401(k) team is launching a blog and amping up their presence...
401kWire.com -
Wednesday, December 11, 2019
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Reader Rating: 1
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DiSalvo Resurfaces, At an Acquirer With an Edge
Micah DiSalvo is back, as the chief revenue officer at a PE-backed shop...
401kWire.com -
Tuesday, December 11, 2018
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Reader Rating: 1
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Mertens Takes a New Career Lane
David Mertens picks up new roles almost two years into retirement...
MutualFundWire.com -
Tuesday, December 11, 2018
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Reader Rating: 1
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A Financial Engines Alum Joins Custodia's Leadership Team
Custodia's Ruble hires a chief marketing officer...
401kWire.com -
Tuesday, December 11, 2018
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Reader Rating: 1
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Stadion's MacMillan Hires in Maine
Ex-Financial Engines joins the Stadion team...
401kWire.com -
Tuesday, December 11, 2018
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Reader Rating: 1
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A 20-Year MassMutual Vet Joins Transamerica
The new hire now serves as director of client engagement...
401kWire.com -
Tuesday, December 11, 2018
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Reader Rating: 1
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Two Years In, a Fund Firm Agrees to Settle a Proprietary Funds 401k Suit
The case has been settled to go to trial next week...
401kWire.com -
Tuesday, December 11, 2018
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Reader Rating: 1
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An Appeals Court Agrees to Revive a 2015 Stock Drop Case
An appeals court intends to revive a case against IBM...
401kWire.com -
Tuesday, December 11, 2018
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Reader Rating: 1
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After the Ninth Circuit Balks, Schlichter Calls for a Rehearing
Jerry Schlichter files a petition for rehearing after an appellate court declines to step in to 401(k) fee suit. ..
401kWire.com -
Tuesday, December 11, 2018
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Reader Rating: 1
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403b Plan Sponsors Are Boosting Plan Design
New 403(b) research highlights an increased emphasis on plan design features...
401kWire.com -
Tuesday, December 11, 2018
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Reader Rating: 1
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A 48-Year-Old TPA Sells to TRA
With the close of the deal, the Wisconsin-based acquirer now has people in 32 states...
401kWire.com -
Tuesday, December 11, 2018
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Reader Rating: 1
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Four Fund Firms Are Repeatedly Among the Best Workplaces
More than two dozen mutual fund shops landed on the latest edition of a trade publication's list...
MutualFundWire.com -
Tuesday, December 11, 2018
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Reader Rating: 1
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Outside NYC, a 40-Year-Old TPA Shifts
A former NRP affiliate finds an RIA/OSJ but sticks with his B-D...
401kWire.com -
Tuesday, December 11, 2018
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Reader Rating: 1
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Participants Demand More Attention and More Features
In the 5th re-iteration of their study beginning in 2013, the study survey responses from a broader age range between 25-65. ..
401kWire.com -
Monday, December 11, 2017
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Reader Rating: 1
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Pentegra Joins a KPA-Focused Group
The recordkeeper is now a member of a service provider council over in East Granby, Connecticut. ..
401kWire.com -
Monday, December 11, 2017
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Reader Rating: 1
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Andrew Rogers Returns, Leading a Fintech Company
The former Gemini chief is teaming up with a familiar investor and taking over a shop that's trying to bring SMAs to the masses...
MutualFundWire.com -
Monday, December 11, 2017
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Reader Rating: 1
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What Happens After the PSCA Joins the ARA?
The plan sponsor trade group's chairman explains what's next after the impending deal...
401kWire.com -
Monday, December 11, 2017
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Reader Rating: 1
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Week In Preview, December 11-17
SIFMA and T. Rowe are both hosting Gotham events this week, and the Expect Miracles Foundation is looking for distance runners...
MutualFundWire.com -
Monday, December 11, 2017
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Reader Rating: 1
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What Will This RKer's National Sales Chief Aspire to Next?
An independent, open architecture shop says goodbye to a key executive...
401kWire.com -
Friday, December 11, 2015
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Reader Rating: 1
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A Third-Party Researcher Hires a Top PowerShares Vet
An independent company driven by "a mission to democratize investment research" just added a CMO, and he's a fundster...
MutualFundWire.com -
Friday, December 11, 2015
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Reader Rating: 1
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An IndexIQ Bigwig Takes Over a Liquid Alts Effort
A $17B shop hires a head of liquid alternative strategies...
MutualFundWire.com -
Friday, December 11, 2015
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Reader Rating: 1
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This ERISA Consulting Firm Welcomes a Veteran Lobbyist
Pension Resource Institute, an ERISA consulting firm, expands its team...
401kWire.com -
Friday, December 11, 2015
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Reader Rating: 1
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Returns Drive Stable Value Use By Big Plan Sponsors; Yet Many Sponsors and KPAs Aren't In the Know
Updated | MetLife recently released its latest study surveying stable value and its performance...
401kWire.com -
Friday, December 11, 2015
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Reader Rating: 1
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Which ETF Players Are Growing Fastest?
The biggest players are still bringing in the most dollars, but several smaller shops racked up impressive proportional growth this year...
MutualFundWire.com -
Friday, December 11, 2015
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Reader Rating: 1
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Rethink Profitability With Four Rules
A Midwest-based provider offers some simple checks to help your streamline your practice...
401kWire.com -
Thursday, December 11, 2014
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Reader Rating: 1
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"Welcome to the Old Normal," Highland Tells the Press
Two of the asset manager's top execs, and a top exec at an affiliate, speak at a press luncheon near Wall Street...
MutualFundWire.com -
Thursday, December 11, 2014
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Reader Rating: 1
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Expect ETFs to Hit $2T Any Day Now
And that's just in the U.S. Watch for ETFs worldwide to hit $3 trillion in 2015...
MutualFundWire.com -
Thursday, December 11, 2014
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Reader Rating: 1
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MassMutual Finds Retirees Happier Than Expected
Journalists gathered in midtown Manhattan to hear Sarsynski and her team present some new data...
401kWire.com -
Thursday, December 11, 2014
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Reader Rating: 1
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This KPA Calls Dibs on NFP
...A 401(k) plan advisor in the Orange County area recently aligned with NFP Advisor Services as her new B-D...
401kWire.com -
Thursday, December 11, 2014
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Reader Rating: 1
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73 Percent of Higher Ed Participants Are Better Positioned
...according to the new study released by higher education-focused retirement plan provider TIAA-CREF...
401kWire.com -
Thursday, December 11, 2014
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Reader Rating: 1
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Has the LSE Found a Home For Russell's Asset Management?
Russell's indexing business has a new home. And it's new owner may have found a new home for the investment management side, too...
MutualFundWire.com -
Thursday, December 11, 2014
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Reader Rating: 1
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Borzi's New #2 Brings a Sponsor's Views to D.C.
Judy Mares, a former CIO for big-time plan sponsors, is now EBSA's deputy assistant secretary, second only to Phyllis Borzi. And, as a seasoned plan sponsor, she sports a unique outlook on 401k regulation. ..
401kWire.com -
Wednesday, December 11, 2013
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Reader Rating: 1
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Wilshire Replaces Its Funds Chief
As one top exec departs the consulting shop's asset management arm, another rises...
MutualFundWire.com -
Wednesday, December 11, 2013
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Reader Rating: 1
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Thomas Anoints American Century's Next Investing Chiefs
One company vet and one external will take co-CIO positions at the Midwestern mutual fund shop...
MutualFundWire.com -
Wednesday, December 11, 2013
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Reader Rating: 1
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Lincoln's Institutional Team Has a New Biz Dev Director
...and his name is Jonathan Gomes. ..
401kWire.com -
Wednesday, December 11, 2013
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Reader Rating: 1
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Mercer Hires a DC Sales Leader in the West
Mark Lawson will head up sales in the western U.S. ..
401kWire.com -
Wednesday, December 11, 2013
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Reader Rating: 1
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Wells' Ready Says 401k Participants Keep a Rosy Outlook
Well's Fargo institutional retirement chief explains survey results that point to 401k participants' buoyant optimism. ..
401kWire.com -
Wednesday, December 11, 2013
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Reader Rating: 1
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SunTrust Sets RidgeWorth Free
Updated | In a deal priced at up to $265 million, the bank-owned mutual fund shop will spin off...
MutualFundWire.com -
Wednesday, December 11, 2013
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Reader Rating: 1
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Novarica Dives Into DC Tech and Business Trends
The consultancy highlights business and technology trends in the DC insurance realm. ..
401kWire.com -
Wednesday, December 11, 2013
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Reader Rating: 1
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What's An Aspire Co-founder's Top Secret Venture with a Private Equity Firm?
James Olson is up to something very big, and he's keeping it very quiet. ..
401kWire.com -
Wednesday, December 11, 2013
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Reader Rating: 1
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Picking Apart the Frankenstein's Monster of Fund Disclosures
The pub decries the kitchen sink approach to disclosing possible risks associated with a mutual fund...
MutualFundWire.com -
Wednesday, December 11, 2013
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Reader Rating: 1
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With Five Years Left of Buffett's Bet, Indexing Beats Hedge Funds of Funds
Rekenthaler highlights a famous wager...
MutualFundWire.com -
Wednesday, December 11, 2013
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Reader Rating: 1
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Regulators Heard Stevens' Volcker Rule Concerns
The long-awaited rule is here. And the head of the ICI seems happy...
MutualFundWire.com -
Wednesday, December 11, 2013
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Reader Rating: 1
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WSJ Sees Madoff's Legacy ... In Alts Mutual Funds
The national newspaper notes that liquid versions of alternative investments have been on the rise since the downfall of the infamous Ponzi schemer...
MutualFundWire.com -
Wednesday, December 11, 2013
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Reader Rating: 1
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Financial Finesse Talks Retirement by Age Groups
The trend of talking about generations continues...
401kWire.com -
Tuesday, December 11, 2012
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Reader Rating: 1
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A Fund Scribe Changes Beats
A funds industry reporter moves on to financial M&A coverage...
MutualFundWire.com -
Tuesday, December 11, 2012
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Reader Rating: 1
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EBSA Eases the Wind-Up Process for Bankrupt Companies' Plans
The agency has proposed a rule for bankrupt companies' 401(k) plans...
401kWire.com -
Tuesday, December 11, 2012
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Reader Rating: 1
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Fido Cuts Spartan Fund Fees and Minimums
Ned Johnson and his team are making their index mutual fund lineup cheaper and more accessible...
MutualFundWire.com -
Tuesday, December 11, 2012
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Reader Rating: 1
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Lincoln Taps DWS and Putnam Vets for Sales Jobs
They will be joining the institutional distribution team...
401kWire.com -
Tuesday, December 11, 2012
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Reader Rating: 1
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Salesperson Wanted for Private Wealth Channel
Exec will work to gain and maintain placement on research department platforms...
MutualFundWire.com -
Tuesday, December 11, 2012
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Reader Rating: 1
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SEC Names Schapiro's Advisor to a Funds Post
The newly appointed staffer will advise the Director of Investment management on funds and advisors...
MutualFundWire.com -
Tuesday, December 11, 2012
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Reader Rating: 1
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Tremko Expands USI Consulting in Texas
The retirement and investment services president is filling one new post and plans to add more next year...
401kWire.com -
Tuesday, December 11, 2012
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Reader Rating: 1
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Genworth Appoints a New Chief
The new CEO will take over in the new year...
MutualFundWire.com -
Tuesday, December 11, 2012
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Reader Rating: 1
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Fidelity Clients Top BrightScope's Best Plans List
The online plan rater has ranked the top 30 plans with $1B and up...
401kWire.com -
Tuesday, December 11, 2012
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Reader Rating: 1
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ProShares Flies with BATS
Firm would be second ETF issuer to list on the electronic exchange...
MutualFundWire.com -
Tuesday, December 11, 2012
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Reader Rating: 1
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Barron's Lauds a $5.7B-Inflow Invesco Fund
Yet the pub offers a note of caution with its praise...
MutualFundWire.com -
Tuesday, December 11, 2012
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Reader Rating: 1
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South Korea's Not Invited to Vanguard's ETF Party
The backlash over Vanguard's index switch continues...
MutualFundWire.com -
Tuesday, December 11, 2012
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Reader Rating: 1
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Chuck Jaffe Dons His Santa Cap
And hands out his annual lumps of coal list...
MutualFundWire.com -
Tuesday, December 11, 2012
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Reader Rating: 1
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Bloomberg Sees a "Vanguard Effect"
The pub calls the low-cost giant's dominance asymmetric warfare...
MutualFundWire.com -
Tuesday, December 11, 2012
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Reader Rating: 1
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Adirondack Fund Passes $100MM
The fund has been open to investors since 2009...
MutualFundWire.com -
Tuesday, December 11, 2012
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Reader Rating: 1
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Milliman Wins a Taft-Hartley Contract
Milliman is 'raising the roof' with a new local union recordkeeping job..
401kWire.com -
Friday, December 11, 2009
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Reader Rating: 1
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Ex-Fidelity 401k Bigwig Joins Natixis' Fund Board
The former FESCo chief is now part of the board of trustees of the Natixis Funds, Loomis Sayles Funds and Hansberger International Series...
401kWire.com -
Friday, December 11, 2009
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Reader Rating: 1
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First Merc Names its Southwest Wholesaler
The MassMutual subsidiary appoints a wholesaler to cover Kansas, Nebraska, Oklahoma, New Mexico and West Texas...
401kWire.com -
Friday, December 11, 2009
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Reader Rating: 1
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Peter Smail Joins a Boston Firm's Fund Board
Peter Smail, who built Fidelity's bundled 401k business alongside Bob Reynolds, has joined a Boston firm's board of trustees...
MutualFundWire.com -
Friday, December 11, 2009
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Reader Rating: 1
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LPL's Retirement Unit Sees a Change at the Top
LPL's retirement solutions head left the firm this week...
401kWire.com -
Friday, December 11, 2009
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Reader Rating: 1
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DWS Hires a Bear Stearns Alum
DWS taps a former Bear Stearns sales executive as senior national account manager...
MutualFundWire.com -
Friday, December 11, 2009
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Reader Rating: 1
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CUNA Mutual Continues to Hunt
Coming off its summer purchase of CPI Qualified Plan Consultants, the Madison, Wisconsin-based recordkeeper is looking to do at least one more deal...
401kWire.com -
Friday, December 11, 2009
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Reader Rating: 1
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ING Adds to its Multicultural Sales Efforts
ING bolsters efforts to reach out to multicultural plan sponsors and participants. ..
401kWire.com -
Friday, December 11, 2009
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Reader Rating: 1
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Fetting Dismisses Talk of Going Private
The Legg Mason chief also talks about Bill Miller...
MutualFundWire.com -
Friday, December 11, 2009
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Reader Rating: 1
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Schwab Grows its ETF Lineup
After launching four ETFs in November, Schwab adds another two...
MutualFundWire.com -
Friday, December 11, 2009
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Reader Rating: 1
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It's Tad's Turn to Address TCW Fund Investors
Tad Rivelle is hosting a conference call Friday, three days after TCW's ousted CIO held a call with former and prospective investors...
MutualFundWire.com -
Friday, December 11, 2009
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Reader Rating: 1
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Foreign Regulators Tussle with Barclays
The British bank puts the brakes on a product that did not go to BlackRock with the BGI deal...
MutualFundWire.com -
Friday, December 11, 2009
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Reader Rating: 1
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Putnam Mulls Over Active ETFs
Bob Reynolds considers active ETFs while his competitors are launching funds...
MutualFundWire.com -
Friday, December 11, 2009
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Reader Rating: 1
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IRS Grants Some 403b Relief
The tax collecting agency tacks on a documentation grace period for non-profit DC plan sponsors who miss the January 1 new reg implementation deadline...
401kWire.com -
Thursday, December 11, 2008
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Reader Rating: 1
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Fink: BlackRock 'Downsized' 500
The chief of the fixed income specialist says many departing employees had part-time positions...
MutualFundWire.com -
Thursday, December 11, 2008
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Reader Rating: 1
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Vanguard Makes a Small-Cap Filing
The low-cost fund firm plans to offer a new index fund in the first quarter...
MutualFundWire.com -
Thursday, December 11, 2008
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Reader Rating: 1
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RiverSource Exec Ponders Sanctity of Money Fund NAVs
Nearly three months after one money market fund broke the buck, an asset management strategist wonders where the products are headed next...
MutualFundWire.com -
Thursday, December 11, 2008
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Reader Rating: 1
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Asset Manager Takes a Stab at Islamic ETF
A brand new firm aims for another exchange-traded niche...
MutualFundWire.com -
Thursday, December 11, 2008
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Reader Rating: 1
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Non-Equities and Target Date Funds Draw 98.6 Percent of Participant Flows
An industry consulting firm shares a peek at how DC investors were handling their money last quarter...
401kWire.com -
Thursday, December 11, 2008
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Reader Rating: 1
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Publisher Taps Great-West
A mid-sized plan sponsor moves one of its retirement plans to the Colorado-based provider...
401kWire.com -
Thursday, December 11, 2008
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Reader Rating: 1
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Mid-Size Plan Sponsor Folds Match in Half
At least one employer shrinks its matching DC contributions without cutting them completely...
401kWire.com -
Thursday, December 11, 2008
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Reader Rating: 1
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AIG's Top Exec Says Tough Markets Could Delay Asset Sales
The fate of AIG Retirement could be known later rather than sooner...
401kWire.com -
Thursday, December 11, 2008
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Reader Rating: 1
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House Passes Minimum Distribution Moratorium
George Miller joined hands with both Democrats and Republicans to push through a bill to provide tax relief for some aging participants...
401kWire.com -
Thursday, December 11, 2008
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Reader Rating: 1
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Claymore Takes to the Skies for its New ETF
The Lisle, Illinois-based firm plans to launch an airline ETF...
MutualFundWire.com -
Thursday, December 11, 2008
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Reader Rating: 1
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SmartMoney Puts Reopened Funds in the Spotlight
SmartMoney's Rob Wherry lists the reopened small cap funds that he believes will do well when the market regains confidence...
MutualFundWire.com -
Thursday, December 11, 2008
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Reader Rating: 1
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Treasury Plunge Drives Two Money Funds to Close
The WSJ examines the impact of falling Treasury yields on some money market funds...
MutualFundWire.com -
Thursday, December 11, 2008
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Reader Rating: 1
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DB Consultants Ask Senate Finance Committee for Help
Pension Protection Act provisions could strangle DB plans unless they are loosened warn pension plan actuaries...
401kWire.com -
Thursday, December 11, 2008
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Reader Rating: 1
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A Firsthand Way to Help the Environment
Firsthand Capital Management today launched the Firsthand Alternative Energy Fund...
MutualFundWire.com -
Tuesday, December 11, 2007
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Reader Rating: 1
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It's Time to Vote!
Who are the most influential people in the 401k industry? It's time to tell us!..
401kWire.com -
Tuesday, December 11, 2007
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Reader Rating: 1
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Two Fund Companies Invest to GROW
U.S. Global Investors has received a significant investment from two asset management companies...
MutualFundWire.com -
Tuesday, December 11, 2007
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Reader Rating: 1
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NYSE Opens Beijing Office
The NYSE has opened its first office in Beijing...
MutualFundWire.com -
Tuesday, December 11, 2007
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Reader Rating: 1
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GAO: Replacement Rates Look Dire
A new study worries about post-Boomers' 401k savings.
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401kWire.com -
Tuesday, December 11, 2007
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Reader Rating: 1
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DailyAccess Connects to a Rollover Provider
Nearly a year and a half after announcing the formation of their relationship, the Southern TPA has gone live with its integration with a rollover provider's platform...
401kWire.com -
Tuesday, December 11, 2007
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Reader Rating: 1
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West Coast Provider to Launch a New TPA Platform
A California-based provider plans to come out with a new platform for TPAs next month...
401kWire.com -
Tuesday, December 11, 2007
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Reader Rating: 1
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Citi Plucks Pandit for CEO Position
Citigroup has decided that only one of its own is fit to fill Chuck Prince's shoes...
MutualFundWire.com -
Tuesday, December 11, 2007
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Reader Rating: 1
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Fed Gives Rate a Modest Cut
The Fed has done it again, cut its interest rate that is...
MutualFundWire.com -
Tuesday, December 11, 2007
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Reader Rating: 1
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Thain Brings Over NYSE Exec to Head Merrill Communications
Margaret D. Tutwiler, executive vice president, Global Communications and Government Relations at the NYSE Euronext is planning to join John Thain at Merrill...
MutualFundWire.com -
Tuesday, December 11, 2007
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Reader Rating: 1
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Hancock Fills a Senior Sales Support Role
The Boston-based provider has brought in an MFS veteran as senior vice president of sales development services...
401kWire.com -
Tuesday, December 11, 2007
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Reader Rating: 1
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Television Giant Chooses Deutsche
A Big Apple television network moves its stable value fund.
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401kWire.com -
Tuesday, December 11, 2007
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Reader Rating: 1
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Death and ETN Taxes
The capital gains tax advantage enjoyed by exchange traded notes may soon come to an end...
MutualFundWire.com -
Tuesday, December 11, 2007
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Reader Rating: 1
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Jaffe Fills Fund Industry Stockings with Lumps of Coal
Today Chuck Jaffe put out part one of his 12th annual Lump of Coal Awards list...
MutualFundWire.com -
Tuesday, December 11, 2007
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Reader Rating: 1
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Janus' Stock Thrives Amid Market Turbulence
The best-performing asset management stock in the January-November period is Janus Capital, The Wall Street Journal reported...
MutualFundWire.com -
Tuesday, December 11, 2007
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Reader Rating: 1
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Stable Value No Longer Default Default?
The DoL doesn't look ready to give safe harbor to capital preservation options as default investment choices, and the industry is fighting back. But has the market already spoken?
..
401kWire.com -
Monday, December 11, 2006
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Reader Rating: 1
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JPMorgan Makes Investment-Only Push
The money center bank's asset management arm has loaded the first bullet in its six shooter targeting advisors and TPAs...
401kWire.com -
Monday, December 11, 2006
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Reader Rating: 1
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Florida Plan Sponsor Ends 16-Year Run With Fidelity
The St. Augustine, Florida-based firm has gone with a new recordkeeper for its $100 million plan...
401kWire.com -
Monday, December 11, 2006
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Reader Rating: 1
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LA Times Takes Aim At 401k Theft
One of the reporters behind the series of articles on 401k fees is back with another story that deals with 401ks, this time focusing on theft...
401kWire.com -
Monday, December 11, 2006
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Reader Rating: 1
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Hartford Sees A Rosy 2007
The Connecticut-based insurer expects full-year retirement plan sales and deposits to come in at between $5.5 billion and $6.5 billion, and is building a new campus for its Harttford Life operations, of which its retirement business is a part...
401kWire.com -
Monday, December 11, 2006
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Reader Rating: 1
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Galvin Goes After Pru
Massachusetts regulators file formal charges against the company and names three former employees...
MutualFundWire.com -
Thursday, December 11, 2003
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Reader Rating: 1
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Participant Loses Suit Over Dropped Options
A participant has lost a suit brought after his employer dropped to investment options from its 401k plan...
401kWire.com -
Thursday, December 11, 2003
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Reader Rating: 1
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Vanguard Awards Billion Dollar Mandate
The Valley Forge fund complex brings some Christmas cheer to L.A...
MutualFundWire.com -
Thursday, December 11, 2003
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Reader Rating: 1
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Clay Plans Sale of Eaton Vance Shares
The shares could bring more than $300 million at current prices...
MutualFundWire.com -
Thursday, December 11, 2003
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Reader Rating: 1
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MassMutual Adds Some Mo
A manufacturing company from the Mid-West signs up...
401kWire.com -
Thursday, December 11, 2003
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Reader Rating: 1
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SEC Charges Fund Company With Mispricing
Activities in two high yield bond funds are being scrutinized...
MutualFundWire.com -
Thursday, December 11, 2003
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Reader Rating: 1
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Alliance Considers Fee Cut to Please Spitzer
Fees and a restructuring of its fund boards are on the table in the negotiations between Alliance, Spitzer and the SEC...
MutualFundWire.com -
Thursday, December 11, 2003
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Reader Rating: 1
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Minnesota Life Loses Counsel
35-year veteran of the company dies suddenly...
401kWire.com -
Thursday, December 11, 2003
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Reader Rating: 1
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Nationwide COO to Retire
The current top financial officer at the firm will take over from Gasper...
401kWire.com -
Thursday, December 11, 2003
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Reader Rating: 1
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Park Avenue Funds Names Next President
Guardian names its successor to Frank Jones who retires at the end of 2002...
MutualFundWire.com -
Wednesday, December 11, 2002
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Reader Rating: 1
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Guardian Group Pensions Gets New Boss
The Group Pensions unit at the insurer is reporting in to Gary Lenderink...
401kWire.com -
Wednesday, December 11, 2002
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Reader Rating: 1
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Franklin and Harvard in Row
The fight between the university and the fund firm is over how to handle the discount in the Dragon Fund share price...
MutualFundWire.com -
Wednesday, December 11, 2002
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Reader Rating: 1
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Text of Franklin Templeton Response to Harvard
The following is the text of the letter Franklin Templeton drafted in response to the proxy backed by Harvard University that would terminate it as advisor to the Dragon Fund...
MutualFundWire.com -
Wednesday, December 11, 2002
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Reader Rating: 1
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Huntington Taps Back Office
The deal has brought 23 funds with $2.7 billion to the fund accountant...
MutualFundWire.com -
Wednesday, December 11, 2002
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Reader Rating: 1
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Ameritrade Confirms Brokerage Option Deal
Ameritrade and ExpertPlan close on deal to provide a self-directed brokerage option to ExpertPlan clients...
401kWire.com -
Wednesday, December 11, 2002
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Reader Rating: 1
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National City Outlines Outsourcing Decision
Though business realities forced its hand, the provider shopped for the deal it wanted...
401kWire.com -
Wednesday, December 11, 2002
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Reader Rating: 1
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Fidelity Offers Up Plan Sponsor Workstation Enhancements
The Boston Behemoth is tying together all of its benefit services for sponsors with the Web tool...
401kWire.com -
Wednesday, December 11, 2002
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Reader Rating: 1
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BoNY Steps Up to Jumbo Plans
The bank is upgrading its back office technology to make a run at the large plan market. It adds that reports of layoffs are wildly inaccurate...
401kWire.com -
Wednesday, December 11, 2002
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Reader Rating: 1
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Hewitt Adds Heft to its 401k Biz
The Midwest benefits consulting and outsourcing firm closes a deal to recordkeep for some 400 clients and 130,000 participants...
401kWire.com -
Wednesday, December 11, 2002
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Reader Rating: 1
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Alger is Back
Despite losses during the terrorist attack on the World Trade Center, the firm is back as the sole sub-advisor for a Skandia fund...
MutualFundWire.com -
Tuesday, December 11, 2001
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Reader Rating: 1
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Reach Out and Touch Your Field Force
Northwestern Mutual has a new website to support its financial advisors...
MutualFundWire.com -
Tuesday, December 11, 2001
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Reader Rating: 1
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Putnam Merges Units
The firm is looking at retirement services as a whole...
MutualFundWire.com -
Tuesday, December 11, 2001
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Reader Rating: 1
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Targeting the Unemployed
How do you rollover your DC assets if you have been laid-off? Lamaute Capital looks to provide the answer...
401kWire.com -
Tuesday, December 11, 2001
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Reader Rating: 1
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Putnam Combines Units
The firm is looking at retirement services as a whole...
401kWire.com -
Tuesday, December 11, 2001
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Reader Rating: 1
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Vendor Replaces Closed Fund
Transamerica is offering Oppenheimer Global to replace Janus Worldwide...
401kWire.com -
Monday, December 11, 2000
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Reader Rating: 1
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Calvert On the Hunt for New Exec
The firm looks to add experienced hands in equities oversight as its offerings grow...
MutualFundWire.com -
Monday, December 11, 2000
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Reader Rating: 1
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Who Would be Mackenzie's White Knight
Competitors doubt that the Canadian fund firm will find a buyer to rescue it from a hostile takeover. ..
MutualFundWire.com -
Monday, December 11, 2000
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Reader Rating: 1
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Sponsor Calls for Advice
Chip maker and cell phone giant Motorola has tapped an advice provider for its 72,000 participants...
401kWire.com -
Monday, December 11, 2000
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Reader Rating: 1
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Wirehouse Signs With Web Market Place
Palo Alto-based 401Konnect has inked a deal with a Boston-based wirehouse to provides its service to another 600 brokers...
401kWire.com -
Monday, December 11, 2000
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Reader Rating: 1
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Even Scrooge Could Appreciate This Charity Fund
Oppenheimer has forged a new tool which offers more tax-saving options but less control over giving...
MutualFundWire.com -
Monday, December 11, 2000
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Reader Rating: 1
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December 11, 2000
New CEO at Morningstar ... Fund Firms Top Fund Picks ... Private Equity for 401k Investors ... ETFs Just a Wrinkle...
401kWire.com -
Monday, December 11, 2000
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Reader Rating: 1
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December 11, 2000
New CEO at Morningstar ... Fund Firms Top Fund Picks ... Private Equity for 401k Investors ... ETFs Just a Wrinkle...
MutualFundWire.com -
Monday, December 11, 2000
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Reader Rating: 1
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Week of Dec. 7, 1998
The Weekly RFP Roundup
Our weekly look at the week in searches. Plus, a small company steps up to a 401k plan for the first time and some low-hanging fruit...
401kWire.com -
Friday, December 11, 1998
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Reader Rating: 1
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New Software for 401k Look-Alike Plans
American Financial Systems is releasing a new software system for non-qualified executive deferral plans.
..
401kWire.com -
Friday, December 11, 1998
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Reader Rating: 1
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