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Schwab Asset Management [view profile

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211 Main Street San Francisco CA 94105 ph: 800-648-5300
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News Stories Archives - Since 1998
32 Percent of 401ks AUA Is Now In ... Two categories of funds now account for 60 percent of all 401(k) assets at one large- and mega-market provider... 401kWire.com - Friday, December 8, 2023
471,303 Participants and Counting A state treasurer's team reveals updated metrics on its SARP... 401kWire.com - Friday, December 8, 2023
Inflows Shrink By $10.8B, Thanks to Money Funds The LSEG Lipper folks reveal the latest weekly U.S. fund flows data... MutualFundWire.com - Friday, December 8, 2023
Three Things to Check On Going Into 2023 A DC I-O chief talks to my colleague Andrew about some issues KPAs may want to address with clients going into the new year... 401kWire.com - Thursday, December 8, 2022
What's Next For a $494MM-AUM, 7-Fund Startup? Thematic funds, active funds, and models are some of the coming attractions for a Midwestern, activist, anti-ESG asset manager... MutualFundWire.com - Thursday, December 8, 2022
Is a $706B-AUA RKer Slimming Down? Word is that a private equity-backed provider is doing layoffs... 401kWire.com - Thursday, December 8, 2022
Vote Now! Today's 10 New Nominees Are ... We need your help! The 401kWire team is once again working on a list of the Most Influential People In Defined Contribution... 401kWire.com - Thursday, December 8, 2022
A CEO Will Exit a $180B-AUMA RKer A 24-year company veteran is stepping up on an interim basis... 401kWire.com - Thursday, December 8, 2022
Two Years, $63MM In AUM A Sunshine State subadvisor's team celebrates their first ETF's cotton anniversary... MutualFundWire.com - Thursday, December 8, 2022
Five Years In, a Client Relations Vet Leaves T. Rowe The executive most recently served as client engagement channel manager for retirement at the provider... 401kWire.com - Thursday, December 8, 2022
A $63B-AUM Shop Welcomes a Project Manager The new hire previously worked at Buckle and Brighthouse... MutualFundWire.com - Wednesday, December 8, 2021
OneAmerica Hires In San Diego The new hire will cover Arizona, southern California, Las Vegas, and New Mexico... 401kWire.com - Wednesday, December 8, 2021 - Reader Rating: 1.8
A Midwestern RKer Hires In the Northwest The new hire previously spent 19 years with Transamerica... 401kWire.com - Wednesday, December 8, 2021 - Reader Rating: 5
In the Midwest, an RKer Teams Up to Launch a 2nd Product This time, the provider is building an open architecture product... 401kWire.com - Wednesday, December 8, 2021 - Reader Rating: 3
The Most Influential Female Fundster of 2021 An international newspaper recognizes the 25 most influential women of the year... MutualFundWire.com - Wednesday, December 8, 2021
Adapting to the DoL's Cybersecurity and ESG Updates ERISA attorneys weigh in on two big initiatives from the regulator... 401kWire.com - Wednesday, December 8, 2021 - Reader Rating: 5
Ohl Expands Her Reach As Lincoln Reorgs The insurer is combining retirement plan services with another business to create a new unit... 401kWire.com - Tuesday, December 8, 2020 - Reader Rating: 1
An Insurer Integrates DC and DB Their aim is to simplify the experience for both participants and plan sponsors... 401kWire.com - Tuesday, December 8, 2020
Szilagyi Hires an Insti Sales Exec The new addition to the Catalyst team will focus on the large RIA, private bank, TAMP, and trust channels... MutualFundWire.com - Tuesday, December 8, 2020
NAPA Delays the 2021 Summit Yet the 401(k) industry's biggest conference is still expected to be an in-person event next year... 401kWire.com - Tuesday, December 8, 2020
A $328B-AUM Firm's Star Steps Back The change is scheduled to take effect in March... MutualFundWire.com - Tuesday, December 8, 2020
Two Years In, a DC I-O Vet Exits Lord Abbett The exec previously worked at Fidelity, Franklin, and MFS... 401kWire.com - Tuesday, December 8, 2020
Is This What Auto-Enrollment 2.0 Looks Like? John Hancock has rolled out a new auto-enrollment option for large plans, and they have another trick up their sleeve for next year. Watch for them to bring both offerings downmarket, too... 401kWire.com - Friday, December 8, 2017 - Reader Rating: 5
Bond Is Back ... In the ETF Biz Bruce Bond and John Southard have taken over a Midwestern ETF startup and are building it out... MutualFundWire.com - Friday, December 8, 2017
A Boston Firm Creates Its Own Hybrid RIA Technology, data and analytics provide these advisors a superior understanding of each client's unique needs, according to their CEO... 401kWire.com - Friday, December 8, 2017
ETF Shops' Stocks Beat the Market ... So What? Fundsters, be warned that the public continues to be confused about your firms' valuations when the good times keep rolling... MutualFundWire.com - Friday, December 8, 2017
A Southeast Senior RM Leaves OneAmerica There is now an opening at OneAmerica in the Southeast... 401kWire.com - Friday, December 8, 2017 - Reader Rating: 4.71
Solving the Retirement Crisis One Student Loan Payment at a Time Student loan benefits are relatively new to the business world. Here are some people and companies KPAs can turn to so that they can help their plan sponsor clients help their participants manage their student loan debt... 401kWire.com - Thursday, December 8, 2016
OBEC Narrows Choices The search for an investment consultant is down to three finalists. .. 401kWire.com - Thursday, December 8, 2016 - Reader Rating: 1
Trump May Tap Fast-Food CEO to Head DOL An official announcement could be made later today that Andy Pudzer will be nominated as Secretary of Labor. .. 401kWire.com - Thursday, December 8, 2016 - Reader Rating: 5
Mutual Fund Milestones - December 8, 2016 A round-up of the mutual fund industry's latest accomplishments!.. MutualFundWire.com - Thursday, December 8, 2016
Airbus DS Chooses Consultant After issuing an RFP and narrowing choices, a final decision is made. .. 401kWire.com - Thursday, December 8, 2016
Survey Finds Health Care Costs Are Future Retirees' Biggest Fear A recent Nationwide poll shows a significant increase in future health care costs among those approaching retirement... 401kWire.com - Thursday, December 8, 2016 - Reader Rating: 4.25
The New Fund Fuss - December 8, 2016 The latest funds making their debut!.. MutualFundWire.com - Thursday, December 8, 2016
Transamerica Parent Company Details U.S. Changes Aegon executive management will provide further details to achieve 2018 financial targets at a conference today. .. 401kWire.com - Thursday, December 8, 2016 - Reader Rating: 1
Equinox Exits a Non-MF Business Equinox has agreed to sell its Frontier Funds... MutualFundWire.com - Thursday, December 8, 2016
As the Buyer Works on Funding, Pioneer Fights Possible Defections Amundi is reportedly trying to raise up to $2.15 billion next year to finance its bid for the multinational asset manager owned by UniCredit. Meanwhile, its target has reportedly suspended two high profile PMs in Europe... MutualFundWire.com - Thursday, December 8, 2016
71 Percent Failed Fisher's 401k IQ Quiz There seems to be a startling knowledge gap among Americans when it comes to their 401(k) plans offered by their employer... 401kWire.com - Thursday, December 8, 2016
Lincoln Financial Sales Director Joins GRP Former Lincoln regional sales director, Matt Rivers, joins Global Retirement Partners as senior vice president of business consulting... 401kWire.com - Thursday, December 8, 2016 - Reader Rating: 5
Who Will Lead Transamerica Retirement In 2016? Industry insiders are abuzz about big changes looming at the recordkeeper... 401kWire.com - Tuesday, December 8, 2015 - Reader Rating: 4.5
Fido's Mirchandani Sees Five Winds of Change Buffeting Advisors The Boston Behemoth's clearing and custody chief speaks in south Florida at the eighth annual MarketCounsel summit... MutualFundWire.com - Tuesday, December 8, 2015
This Is How RIAs' Future Looks From Miami Beach MarketCounsel bigwigs predict consolidation and technological boosts and call for a new SRO as they open up the RIA ally's eighth annual conference... MutualFundWire.com - Tuesday, December 8, 2015
Introducing A New Media Service for Employers A new media service for employers comes to the 401(k) industry... 401kWire.com - Tuesday, December 8, 2015 - Reader Rating: 3
Experts Anticipate A Spike in Auto-Enrollment by 2019 A new Transamerica study surveys industry experts across the nation..... 401kWire.com - Tuesday, December 8, 2015
Meet Pimco's New Brain Trust, Complete With an Ex Prime Minister and Two Former Central Bank Chiefs Doug Hodge amps up Ben Bernanke's support of the fixed income titan by creating a new advisory board, led by Bernanke and full of other connected bigwigs, including a different kind of PM... MutualFundWire.com - Tuesday, December 8, 2015
A $3B Illinois Plan Will Work With Empower The freshly-rebranded and freshly-merged provider lands a big win in the Midwest... 401kWire.com - Monday, December 8, 2014 - Reader Rating: 4.6
IndexIQ and MainStay Are "Right In Sync" The liquid alt ETF shop's chief talks about the deal with the New York Life unit. The deal is slated to close in the first half of 2015... MutualFundWire.com - Monday, December 8, 2014
There's Some New Global Equity Indexes In Town The Morningstar team has something for your global and international equity folks to benchmark against... MutualFundWire.com - Monday, December 8, 2014
Westminster Welcomes a Morgan Stanley Alum The Rochester-based consulting firm welcomes a new key hire to the collaborative... 401kWire.com - Monday, December 8, 2014
80 Percent of Employers Are Making 401k Contributions ...according to Brightscope's and ICI's new study... 401kWire.com - Monday, December 8, 2014 - Reader Rating: 5
Mesirow Hires a Retirement Alliance Alum Reporting to Dicenso, this new key hire is responsible for developing new relationships with recordkeepers, TPAs, broker-dealers, advisors, as well as DC I-O firms. .. 401kWire.com - Monday, December 8, 2014 - Reader Rating: 5
401k, the Disruptor A new list ranks the popular defined contribution savings plan structure as the 27th most innovative idea of the past 85 years... MutualFundWire.com - Monday, December 8, 2014
A Hedgie Thinks Outside of the BlackBox One hedge fund manager thinks mutual funds are the perfect platform to market a market neutral fund... MutualFundWire.com - Thursday, December 8, 2011 - Reader Rating: 5
Momma Mia! Global X's Latest Fund Targets Greece Then firm is hoping its new offering doesn't end up a Greek trajedy... MutualFundWire.com - Thursday, December 8, 2011
A Neuberger Vet Follows the Yellow Brick Road The executive left Neuberger Berman in the spring... MutualFundWire.com - Thursday, December 8, 2011
Retirement Plans Rake in $49M for Hartford The insurer talks about the future of its DC business... 401kWire.com - Thursday, December 8, 2011
A Long-time TIAA-CREF Client Reups The relationship spans 25 years... 401kWire.com - Thursday, December 8, 2011
Fedway Mixes a Diversified Plan The plan provider is toasting a new mandate win in the corporate DC space... 401kWire.com - Thursday, December 8, 2011
RPAG Doubles its Spring Sessions The SoCal-based network of retirement plan advisors plans four training events for April... 401kWire.com - Thursday, December 8, 2011
ExpertPlan Takes Over 2,000 Plans A Lone Star State provider teams up with the outsourced recordkeeper... 401kWire.com - Thursday, December 8, 2011
Hartford Doubles Down With Wellington Updated \| The insurer outsources the rest of its mutual fund sub-advising to the institutional giant... MutualFundWire.com - Thursday, December 8, 2011
Kuhns Signs on A Plan Sponsor The Portland, Oregon-based consulting stop has signed on someone to cover Chicagoland... 401kWire.com - Thursday, December 8, 2011
KPERS Will Roll Out a 401k in 2013 New participants will defer six percent of their salaries into the plan and sponsors will match that 100% over an eight year period... 401kWire.com - Thursday, December 8, 2011 - Reader Rating: 5
The SEC Balks at Blessing Complex ETFs That is bad news for BlackRock and Vanguard Group... MutualFundWire.com - Thursday, December 8, 2011 - Reader Rating: 5
When Does Passive Beat Active? Morningstar offers its take on the never-ending debate... MutualFundWire.com - Thursday, December 8, 2011
Vanguard ETFs Continue to Outsell iShares and SSgA The ETF crew at Vanguard continued to outsell their rivals in November. SSgA ETF sales came in a strong second... MutualFundWire.com - Thursday, December 8, 2011 - Reader Rating: 3
Fundsters Gear Up for Industry Night in the Big Apple The Alliance of Financial Leaders will host its industry night tomorrow in Manhattan... MutualFundWire.com - Wednesday, December 8, 2010 - Reader Rating: 5
Paradigm Turns to a Third-Party Distributor The Albany, New York hired a third-party firm earlier this year to distribute its mutual funds... MutualFundWire.com - Wednesday, December 8, 2010
Matrix Will Say Goodbye to Another Key Exec The head of one arm of the soon-to-be-acquired firm will leave after helping with the transition... 401kWire.com - Wednesday, December 8, 2010 - Reader Rating: 1.5
Joel Greenblatt Brings His Magic to Mutual Funds The author of the bestseller The Little Book that Beats the Market has entered the mutual fund business... MutualFundWire.com - Wednesday, December 8, 2010
And George Miller's Replacement is.... The Republican conference chooses new leaders for the House Education and Labor and Ways and Means committees... 401kWire.com - Wednesday, December 8, 2010 - Reader Rating: 4
Newkirk Beefs Up its Participant Fee Disclosure Services Newkirk says it will have no problem meeting the DOL's disclosure requirements deadline. .. 401kWire.com - Wednesday, December 8, 2010
Researchers Turn Their Hearts and Wallets into a Company The duo behind Hearts and Wallets have formalized their collaboration with the launch of a new firm... 401kWire.com - Wednesday, December 8, 2010 - Reader Rating: 2
Another Name Crops Up as a Possible Pioneer Bidder There's some chatter about Pioneer Investments coming from across the pond... MutualFundWire.com - Wednesday, December 8, 2010
TCW-Gundlach Divorce Catches the Justice Department's Eye The Justice Department is reportedly investigating the feud between TCW and its former CIO, now CEO of DoubleLine... MutualFundWire.com - Wednesday, December 8, 2010 - Reader Rating: 5
ICI Weighs in On High Frequency Trading ICI's general counsel is voicing his converns over high frequency trading. .. MutualFundWire.com - Wednesday, December 8, 2010
For OppFunds, Digital Marketing is No Longer Pluto The fund company is targeting advisors with QR ads. .. MutualFundWire.com - Wednesday, December 8, 2010
Middle-Class Participants Have a Dim Outlook on Retirement Wells Fargo reveals findings from its survey of 1,800 middle-class plan participants... 401kWire.com - Wednesday, December 8, 2010 - Reader Rating: 4
Janus Suit Could Divide the Supremes The Supreme Court justices reportedly signaled they are divided on the issue... MutualFundWire.com - Wednesday, December 8, 2010
Is Fidelity's Blue Chip Fund Somewhat a Misnomer? In today's WSJ Fund Track, Jon Kamp notes that Fidelity's blue chip growth fund goes beyond blue-chip stocks. .. MutualFundWire.com - Wednesday, December 8, 2010
Caltech Goes with a Single Provider for its Retirement Plans The university consolidates recordkeeping of its retirement plans with one provider... 401kWire.com - Tuesday, December 8, 2009 - Reader Rating: 2
AMG Continues to Sniff Around for Deals Affiliated Managers Group's finance chief says the firm's deal spending this year was 'less than we imagined.'.. MutualFundWire.com - Tuesday, December 8, 2009 - Reader Rating: 5
T. Rowe Wants to Launch Active ETFs The Baltimore firm on Friday filed an exemptive relief application with the SEC... MutualFundWire.com - Tuesday, December 8, 2009
Sieg Reorgs BofA's Retirement Leadership Team New business head Andy Sieg is putting his stamp on the retirement division... 401kWire.com - Tuesday, December 8, 2009 - Reader Rating: 4
Plan Sponsors and Participants 'Stayed the Course' During the Turmoil A majority of plan sponsors hunkered down and weathered the financial storm during 2008 and 2009, making fewer changes than expected to their 401(k) and profit sharing plans, while participants continued to contribute, according to a newly released PSCA study... 401kWire.com - Tuesday, December 8, 2009
BrightScope Lists its Top 30 401k Plans Saudi Arabian Oil Company leads the pack... 401kWire.com - Tuesday, December 8, 2009 - Reader Rating: 5
vWise Takes its Next Step The California-based recordkeeper is adding vWise's SmartPlan Enterprise offering as part of its participant education program. The contract isn't the only thing new for vWise... 401kWire.com - Tuesday, December 8, 2009
Advisors Vote American Funds as Best Marketers The latest installment of FRC's advisor insight study unveils the ten top asset management marketers as picked by 1361 advisors and branch managers, with American Funds, Franklin Templeton, and Fidelity taking top honors.. MutualFundWire.com - Tuesday, December 8, 2009
Three More Gundlach Lieutenants Bid Adieu to TCW More managing directors have left TCW on the heels of Jeff Gundlach's ouster... MutualFundWire.com - Tuesday, December 8, 2009 - Reader Rating: 2
Old Mutual Dangles a 'Zero Fee, Zero Cost' ETF Old Mutual Global Index Trackers on Tuesday took the wraps off the GlobalShares FTSE Emerging Markets Fund... MutualFundWire.com - Tuesday, December 8, 2009
Eisenstadt is Out at Value Line The 87-year-old research chairman says he was let go last Friday... MutualFundWire.com - Tuesday, December 8, 2009
WSJ Spotlights Mutual Fund Do-Gooders As part of its Investing in Funds monthly report, the Wall Street Journal takes a closer look at mutual funds that give a portion of their profits to charities... MutualFundWire.com - Tuesday, December 8, 2009
Investors Look to the Next Frontier The Wall Street Journal dissects frontier market investing in their monthly fund section.. MutualFundWire.com - Tuesday, December 8, 2009
Emerging Market Funds Bounce Back from the Dubai Jolt In the Tuesday edition of the WSJ Fund Track, John Spence notes that Dubai's Thanksgiving credit disaster bruised a number of large emerging market funds and that those funds have since recovered... MutualFundWire.com - Tuesday, December 8, 2009
An Analyst Upgrades Waddell & Reed's Stock A Sandler O'Neill & Partners analyst upgraded Waddell & Reed stock, saying the firm's overall investment performance remains strong... MutualFundWire.com - Monday, December 8, 2008
A Merrill Vet Will Lead BofA's Institutional Retirement Biz A longtime Merrill Lynch exec will oversee the 401k business as part of his duties when the BofA-Merrill deal closes, according to a recent internal memo... 401kWire.com - Monday, December 8, 2008
A Fund Firm Breathes Life Into New Distribution Software A DC provider combines three tools into a new offering for advisors... 401kWire.com - Monday, December 8, 2008
ICI Hires a New Chief Spokesperson The mutual fund trade group has a new head of media relations... MutualFundWire.com - Monday, December 8, 2008
Pru Will Continue to Participate in the Money Fund Program Prudential's funds will continue to take part in the Treasury Department's Temporary Guarantee Program for money market funds... MutualFundWire.com - Monday, December 8, 2008
Cormier: Is the 401k Value Proposition in Crisis? The DC research guru urges advisors to behave like decision architects while recognizing and improving their product personality... 401kWire.com - Monday, December 8, 2008
BlackRock Names Novick's Successor The New York money manager has tapped an exec to succeed Barbara Novick at the helm of the accounts management group... MutualFundWire.com - Monday, December 8, 2008
Hartford Forecasts '09 Plan Flows Company executives shared their projections for plan deposits and net flows and outlined plans for the coming year... 401kWire.com - Monday, December 8, 2008
First American Taps a New 401k Sales Head The Minneapolis-based fund firm hires a Pioneer and Bisys alum to lead sales efforts in the 401k and sub-advisory channels... 401kWire.com - Monday, December 8, 2008
401k Fees TV Report Lands an Emmy A program you might remember from the summer gains some recognition... 401kWire.com - Monday, December 8, 2008
Waggoner Looks at How the Bear Market Shook Up the Fund World USA Today's John Waggoner takes a look at how the bear market has impacted the mutual fund arena... MutualFundWire.com - Monday, December 8, 2008
Hennessy's Full-Year Earnings Fall By More than Half The decline in AUM dragged down the Novato, California-based fund firm's earnings for its fiscal 2008 ended September 30... MutualFundWire.com - Monday, December 8, 2008
Newborn ETFs Struggle to Catch Fire More than 150 ETFs were born in 2008, and many of them are struggling to attract assets, The WSJ's Eleanor Laise reports... MutualFundWire.com - Monday, December 8, 2008
Heebner is Hedging His Bets The noted CGM Funds PM is readying his first hedge fund and reallocating his funds to take advantage of bargains in financial stocks... MutualFundWire.com - Monday, December 8, 2008
Bent's Change in Path Set Money Fund on Course for its Fall The Wall Street Journal goes hunting for the inside story of the meltdown at The Reserve. So far, the story seems pretty straight forward... MutualFundWire.com - Monday, December 8, 2008
ERISA Budget Accounts: Part 2 If a plan's revenue sharing aren't being used to pay fees, where might they be going? .. 401kWire.com - Friday, December 8, 2006 - Reader Rating: 5
Russell Moves On From Russell Matt Russell has left his post as regional sales director at the Tacoma, Washington-based firm's retirement services unit. .. 401kWire.com - Friday, December 8, 2006 - Reader Rating: 3.5
Fido Sales Pro Sued After Jumping Court documents reveal a Midwestern provider smiting a sales VP only weeks after he made the move to Fidelity... 401kWire.com - Friday, December 8, 2006 - Reader Rating: 3.8
Putnam's Fate Still Up In The Air Marsh's CEO says a decision will be made by the end of the year or early next year... 401kWire.com - Friday, December 8, 2006 - Reader Rating: 5
Rollover Provider Appoints Sales Director The firm is also looking to make another sales hire within the first half of '07... 401kWire.com - Friday, December 8, 2006
Alliance Benefit Turns To Newkirk For Roth Materials Alliance Benefit outsources its Roth materials to one of the 401(k) communications specialists... 401kWire.com - Thursday, December 8, 2005 - Reader Rating: 5
Blog Based Advice? It Could Work Many participants ask coworkers how they should investment their 401k, so it only makes sense that some one at Yahoo! would ask everyone on the Web for the same advice... 401kWire.com - Thursday, December 8, 2005
Florida Retirement System Public Employees The state plan replaces State Street Bank & Trust as its master custodian... 401kWire.com - Thursday, December 8, 2005
Is What's Good for GM Bad for Pension Reform? For once, the automaker and the UAW share a common vision -- neither likes the House pension bill... 401kWire.com - Thursday, December 8, 2005
Franklin Templeton Makes Indian Alliance Franklin Templeton has signed on with a bank distribution partner for its Indian business. The San Mateo, California-based fund firm is already a major player in the Indian market, though the alliance should add to its bank channel distribution in India... MutualFundWire.com - Thursday, December 8, 2005 - Reader Rating: 2.33
Fidelity Looks Outside for Pyramis Hires Fidelity is continuing to build the staff of Pyramis Global Advisors, its just-created institutional asset management unit headed by Peter Smail. This week, Pyramis filled two senior posts, but it is still looking for a chief investment officer... MutualFundWire.com - Thursday, December 8, 2005
Morningstar Miffed at Ameriprise's Silence By settling with regulators last week, Ameriprise Financial, formerly American Express Financial Corp., probably hoped to put the market-timing issue all behind. But Morningstar is not letting the Minnesota-based investment adviser hear the end of it... MutualFundWire.com - Thursday, December 8, 2005
Funds Not Choice for Denver Shop Denver-based Choice Investment Management is throwing in the towel on its struggling mutual finds and turning its attention solely to hedge funds... MutualFundWire.com - Thursday, December 8, 2005
Tax-Managed Funds Catching On Flows into tax-efficient funds are catching the attention of the mainstream financial press. So far this year those specialist funds have pulled in a net $1.1 billion says FRC. That is already more than 50 percent than the $743 million pulled in by the category in all of 2005. Why the popularity?.. MutualFundWire.com - Thursday, December 8, 2005
H&R Block Sees End in Sight H&R Block is nearing settlement with the NASD over an investigation that advisors at the brokerage market timed mutual funds... MutualFundWire.com - Wednesday, December 8, 2004
Plan Costs Continue to Slide Not surprisingly, plan costs as a percent of assets continued their decline from 2001... 401kWire.com - Wednesday, December 8, 2004 - Reader Rating: 3
Bisys Wins Solo-K Mandate The outsourced recordkeeper adds a west coast insurer to its roster of one-person 401k plan clients... 401kWire.com - Wednesday, December 8, 2004 - Reader Rating: 3
Pru Holds Tight to $82 MM Plan The incumbent makes a compelling case to one sponsor... 401kWire.com - Wednesday, December 8, 2004
Rollover Provider Adds More Options RolloverSystems gets two more providers to come on board... 401kWire.com - Wednesday, December 8, 2004
New Public Face at the ICI The ICI has hired F. Gregory Ahern as chief public communications officer. Ahern leaves a position as senior vice president of marketing and communications at New York money manager Jennison Associates. Prior to that, he worked at State Street Corporation... MutualFundWire.com - Wednesday, December 8, 2004
$2 MM Needed for Retirement? A Boston money manager polls investors on retirement issues... 401kWire.com - Wednesday, December 8, 2004
Funds Can Help During Tax Time It looks like funds can step in to help investors become more educated about taxes. According to a recent survey by Eaton Vance, most investors are interested in the tax implications of their investments, but lack understanding about the topic... MutualFundWire.com - Wednesday, December 8, 2004
Pershing Hires Schwab Exec The Bank of New York’s Pershing unit has hired a sales veteran from Charles Schwab Institutional. Paul Wichman, a twelve year veteran from Schwab, joins Pershing’s Investment Manager Services unit as a managing director... MutualFundWire.com - Wednesday, December 8, 2004 - Reader Rating: 2.33
Mega Pension Plans Gang up on Putnam Four pension plans are coming together to nominate their own board members... MutualFundWire.com - Monday, December 8, 2003 - Reader Rating: 4
A New Type of DC Plan May Give 401k Competition President Bush signed a new law today that created a new form of DC plan. Aetna is first off the block with a product... 401kWire.com - Monday, December 8, 2003 - Reader Rating: 5
Rating Agency Foresees Profits Pressure for Fund Advisors The white paper lays out the impact of the fund scandals as seen by a credit rating firm... MutualFundWire.com - Monday, December 8, 2003
SEC Staff Targets Boston Fund Firm They recommend the SEC take action against the firm for breaching its fiduciary duty... MutualFundWire.com - Monday, December 8, 2003 - Reader Rating: 5
Does Spitzer have a New (Non-Fund) Target? If he does it could offer a breather to the fund industry, but do not get your hopes up yet... MutualFundWire.com - Monday, December 8, 2003 - Reader Rating: 5
BGI Gets TIPSy in Time for X-Mas No, there was nothing added to the eggnog, the ETF specialist has just added another fund... MutualFundWire.com - Monday, December 8, 2003
Putnam Fires Troublemaking Plan The $40 million plan has 60 days to find a new provider... 401kWire.com - Monday, December 8, 2003 - Reader Rating: 4.67
Four Funds in Conseco's Crystal Ball The firm turns lemons into lemonade with its sub-advised funds... MutualFundWire.com - Friday, December 8, 2000 - Reader Rating: 3
Europe: The Next Advice Frontier A veteran of the U.S. Web advice wars has moved the front lines to Europe with a new venture. .. 401kWire.com - Friday, December 8, 2000 - Reader Rating: 3
Hancock Plates Up Five Funds for Board The company's board will consider five new products which, if approved, will be filed before the New Year... MutualFundWire.com - Friday, December 8, 2000 - Reader Rating: 3
AXA Rosenberg Sails to the New World with Discovery Ambitious quant modelers will broaden fund base in 2001 and end the year with an opening... MutualFundWire.com - Friday, December 8, 2000 - Reader Rating: 3
Stable Value Rates for December 8, 2000 .. 401kWire.com - Friday, December 8, 2000 - Reader Rating: 3
Credit Suisse Cuts 35; Two Marketers Walk CSAM takes in DLJ and cuts the chaff. A pair of execs hits the road... MutualFundWire.com - Friday, December 8, 2000 - Reader Rating: 3
December 8, 2000 Comparing 401k Providers ... Schwab & ETrade Open to Hacks ... Equity-Income Funds are Baaack ... Bear Funds on Rampage... 401kWire.com - Friday, December 8, 2000 - Reader Rating:* 3
December 8, 2000 Schwab & ETrade Open to Hacks ... Equity-Income Funds are Baaack ... Bear Funds on Rampage... MutualFundWire.com - Friday, December 8, 2000 - Reader Rating:* 3
Kelmoore Gets Passport Pix for New Fund The covered options strategist rings in the true Millennium with a hedging fund and plans to go abroad. .. MutualFundWire.com - Friday, December 8, 2000 - Reader Rating: 3
Bringing Logical Information to Advisors MultiLogic will soon be offering Internet-based software designed to assist financial advisors with specific product advice about mutual funds... MutualFundWire.com - Wednesday, December 8, 1999 - Reader Rating: 3
The J.P. Morgan\|American Century Shuffle J.P. Morgan\|American Century Retirement Plan Services has named Melissa J. Hooker vice president and director of sales and marketing, a spokesperson with the vendor told the 401kWire.com... 401kWire.com - Wednesday, December 8, 1999 - Reader Rating: 3
State Street and Citigroup Form Joint Retirement Venture Updated The two firms are forging a new venture to offer retirement plan services... MutualFundWire.com - Wednesday, December 8, 1999 - Reader Rating: 3
Public Fund Companies Continue to Underperform If one were to have the choose to invest in mutual funds or the stock of those funds' companies, the fund idea has certainly proved more lucrative for the last few years... MutualFundWire.com - Wednesday, December 8, 1999 - Reader Rating: 3
Odd Lots December 8, 1999 Latin America gets hot, hot, hot ... Citigroup and State Street form CitiStreet ... Fund gives away goodies... MutualFundWire.com - Wednesday, December 8, 1999 - Reader Rating: 3
State Street and Citigroup Form Joint Retirement Venture What a difference a day makes! Just when you figured it was going to be a leisurely holiday season -- bam! -- comes the kind of news that has retirement professionals working late into the night trying to develop a new marketing strategy. That's right, Virginia, there is another large vendor in the 401(k) market! It goes by the name of CitiStreet, and it is a joint venture between Citigroup (NYSE: C) and State Street Corporation (NYSE: STT)... 401kWire.com - Wednesday, December 8, 1999 - Reader Rating: 3
Firstlogic Taps Provider La Crosse, Wisconsin-based Firstlogic, Inc., a software firm, has bundled its 401(k) plan with Strong Retirement Plan Services. The plan has approximately 270 participants and $7 million in assets... 401kWire.com - Wednesday, December 8, 1999 - Reader Rating: 3
Strong Wins New Business Five sponsors of 401(k) plans have tapped Strong Retirement Plan Services to provide bundled service. The total assets in the five plans are just shy of $25 million. 1,900 participants are involved... 401kWire.com - Tuesday, December 8, 1998 - Reader Rating: 3
Big Blue Rejects REIT Other reports to contrary, Armonk, New York-headquartered IBM (NYSE: IBM) will not be searching for a REIT fund to add to its 401(k) plan, according to the latest buzz in the marketplace. Big Blue's board of directors were advised of adding the REIT but decided not to pursue such a fund at this time, according to the contention. The 401kWire.com tried to contact Jim Rich, senior investment strategist at the sponsor, but his voice mailbox was full so we could not leave a message. E-mail messages to Rich have not been answered... 401kWire.com - Tuesday, December 8, 1998 - Reader Rating: 3
TAG On: Hardship Distribution Rules I have a client who is going to establish a 401(k) plan effective 1/1/99. Is it permissible to provide for the withdrawal of matching and non-matching [profit sharing] contributions in the event of financial hardship?.. 401kWire.com - Tuesday, December 8, 1998 - Reader Rating: 3
Shake-Up for Strong's Fixed Income Team Strong Funds of Menomonee Falls, Wisconsin is reorganizing the managers for its fixed income portfolio. Lyle J. Fitterer will be assuming management responsibilities in Strong's Institutional Business Group. He had been co-manager of the Strong Advance Fund (STADX) and the Strong Short-Term Fund (SSTBX)... 401kWire.com - Tuesday, December 8, 1998 - Reader Rating: 3
Marshall & Ilsey to Launch Web Site for 401(k) Clients Marshall & Ilsley Corp. intends to launch a World Wide Web site to allow 401(k) clients to access their accounts and make transaction over the Internet in 1998. Last week the bank opened a similar site for its retail clients at www.marshallfunds.com. .. 401kWire.com - Monday, December 8, 1997 - Reader Rating: 3

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