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News Stories Archives - Since 1998
The 2 Titans Add $83B, Despite Slowing Industry Inflows
The M* team updates U.S. flows data for November 2025 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com - Tuesday, December 23, 2025
Ferrigno and Co Are Fully Embracing Artificial Intelligence
The vWise chief talks about the participant engagement fintech's newest offering...
401kWire.com - Tuesday, December 23, 2025
Census Wizardry Brings Together ASC and Another 401k Fintech
The product is intended to benefit TPAs...
401kWire.com - Tuesday, December 23, 2025
Vestwell, FuturePlan, and Freedom Advisors Prep a New Year's Launch
The three firms are teaming up on a planned pooled employer plan...
401kWire.com - Tuesday, December 23, 2025
More Than $2T In 11 Months
An industry research team offers October data on one side of the asset management industry...
MutualFundWire.com - Tuesday, December 23, 2025
With $465MM, a Gotham ETF Newcomer Wins
The M* team updates U.S. flows data for November 2024 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com - Monday, December 23, 2024 Views - Reader Rating: 1
In PA, a Hancock Alum Joins Principal
The new hire is also a recent NAPA award winner and will join WIPN's board next month...
401kWire.com - Monday, December 23, 2024 - Reader Rating: 1
With Its Far and Away Largest Deal Yet, a TPA Nears 10K Plans, And ...
The latest merger puts a new CEO atop the PE-backed acquirer...
401kWire.com - Monday, December 23, 2024 - Reader Rating: 1
A 7YO Fund Shifts to SMID
A small cap equity index ETF is being transformed by a Midwestern fund firm...
MutualFundWire.com - Monday, December 23, 2024 Views - Reader Rating: 1
A Planned Dental PEP Fizzles
The PEP's expected launch date was in June. ..
401kWire.com - Monday, December 23, 2024 - Reader Rating: 1
Merry Christmas and Happy Hanukkah!
401kWire will be closed on Monday in observance of the Christmas Day market holiday...
401kWire.com - Friday, December 23, 2022 - Reader Rating: 1
Congress SECUREs a Present For the 401k Biz
The bill passed the House today as part of the omnibus appropriations bill, and now it awaits President Biden's signature. Here are some initial reactions from retirement plan industry insiders and trade groups...
401kWire.com - Friday, December 23, 2022 - Reader Rating: 1
Merry Christmas and Happy Hanukkah!
MFWire will be closed on Monday in observance of the Christmas Day market holiday...
MutualFundWire.com - Friday, December 23, 2022 Views - Reader Rating: 1
A Maryland Shop Teams Up On Benchmarking
They're partnering up with a Wyoming firm to help advisors and their fiduciary clients..
401kWire.com - Friday, December 23, 2022 - Reader Rating: 1
Equity MF Outflows Fall 89 Percent
The Refinitiv Lipper folks reveal the latest weekly U.S. fund flows data...
MutualFundWire.com - Friday, December 23, 2022 Views - Reader Rating: 1
A West Coast Provider Offers Its New Stable Value Pinnacle
A bundled provider's team is rolling out a new quartet of stable value offerings...
401kWire.com - Friday, December 23, 2022 - Reader Rating: 1
Merry Christmas and Happy Kwanzaa!
MFWire will be closed tomorrow in observance of the Christmas Day market holiday...
MutualFundWire.com - Thursday, December 23, 2021 Views - Reader Rating: 1
Merry Christmas and Happy Kwanzaa!
401kWire will be closed tomorrow in observance of the Christmas Day market holiday...
401kWire.com - Thursday, December 23, 2021 - Reader Rating: 1
Lincoln Connects PathBuilder Income to an 11-Year Ally
The partnership will help the provider's team make the TDF-retirement income combo product available through more recordkeeping platforms...
401kWire.com - Thursday, December 23, 2021 - Reader Rating: 1
Why This 30-Year-Old TPA Is Merging
The deal is expected to close at the end of the month...
401kWire.com - Thursday, December 23, 2021 - Reader Rating: 1
An Insurer Leads the Active Pack With $3.5B
The M* team updates U.S. flows data for November 2021 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com - Thursday, December 23, 2021 Views - Reader Rating: 1
An $185B-AUM Fund Firm Adds Dedicated Focus On 321s and 338s
A DC I-O brings over an analyst from the recordkeeping biz to help beef up his support for outsourced investment fiduciaries...
401kWire.com - Thursday, December 23, 2021 - Reader Rating: 1
Two Ex-Gemini Bigwigs Align With Nottingham
One exec joins the mutual fund back office shop's leadership team, while the other signs on as a senior advisors...
MutualFundWire.com - Wednesday, December 23, 2020 Views - Reader Rating: 1
An 1,800-Plan RKer Hunts In Beantown and Gotham
The 33-year-old producing, recordkeeping TPA currently has about a dozen people focused on retirement plan sales...
401kWire.com - Wednesday, December 23, 2020 - Reader Rating: 1
100 Clients In Two Years
A big bundled provider crosses a milestone for a default investment option...
401kWire.com - Wednesday, December 23, 2020 - Reader Rating: 1
Vanguard Brings a Large Plan Offering Downmarket
The world's biggest mutual fund firm is making some of its offerings available to more plans...
401kWire.com - Wednesday, December 23, 2020 - Reader Rating: 1
Blass Bids Adieu
Three years in, the SEC's investment management division chief is preparing to say goodbye...
MutualFundWire.com - Wednesday, December 23, 2020 Views - Reader Rating: 1
Ameritas Upgrades and Adds
The Midwestern RKer's chief unveils a new offering and an enhanced one...
401kWire.com - Wednesday, December 23, 2020 - Reader Rating: 1
What Kills a Robo? A Fund Firm's Sibling Upgrades Its Answer
They're also looking to connect the program with SMA managers...
MutualFundWire.com - Monday, December 23, 2019 Views - Reader Rating: 1
A SoCal KPA Entrepreneur Dies
A service has been scheduled for next month...
401kWire.com - Monday, December 23, 2019 - Reader Rating: 1
A $15.1B-Asset RIA Buys a PA Shop With a Retirement Biz
The deal is expected to close on March 1 of next year and will boost the acquirer's location count to 31...
401kWire.com - Monday, December 23, 2019 - Reader Rating: 1
O'Hanley Adds Another Hat
The State Street Corporation CEO will take on the role of a retiring company veteran...
MutualFundWire.com - Monday, December 23, 2019 Views - Reader Rating: 1
A Robo-Retirement Income Launch Will Be 401k-Free, For Now
An RKer's publicly traded parent unveils a program to help individual investors generate income out of their savings...
401kWire.com - Monday, December 23, 2019 - Reader Rating: 1
This Institutional Asset Manager Is Now Two-Thirds Intermediary-Sold
In the past eight years, this shop has ramped up its work with advisors and other intermediaries ... yet it still has no wholesalers in the field...
MutualFundWire.com - Friday, December 23, 2016 Views - Reader Rating: 1
Oregon Treasury Asks for Feedback on SARP
As the state gets closer to launching its retirement plan, the State Treasury is reaching out to Oregonians for input. ..
401kWire.com - Friday, December 23, 2016 - Reader Rating: 1
Filings for Fundsters - December 23, 2016
A compilation of the latest SEC filings!..
MutualFundWire.com - Friday, December 23, 2016 Views - Reader Rating: 1
Morningstar's HelloWallet Launches a New Tool
Morningstar's HelloWallet arm has officially launched a new financial wellness tool.....
401kWire.com - Friday, December 23, 2016 - Reader Rating: 1
Delta Faces Another 401k Suit
Plan participants recently filed a complaint against the airline's 401(k) plan. ..
401kWire.com - Friday, December 23, 2016 - Reader Rating: 1
Pick for EBSA Head Remains Unclear
Speculation surrounds who will be the new Employee Benefits Security Administration chief. ..
401kWire.com - Friday, December 23, 2016 - Reader Rating: 1
Net Fund Creation Is Almost Zero For 2016
It looks like fundsters are no longer creating more mutual funds than they destroy, except .....
MutualFundWire.com - Friday, December 23, 2016 Views - Reader Rating: 1
Schlichter Goes After a PEO's $2B 401k
Were target fund violations the cause of this class action suit?..
401kWire.com - Wednesday, December 23, 2015 - Reader Rating: 1
Merrill Lynch Adds an MA KPA Team
This KPA team is optimistic after moving over from Morgan Stanley...
401kWire.com - Wednesday, December 23, 2015 - Reader Rating: 1
Manning and Napier Invests In a Traditional Shop and Hungers For Alts
The Empire State asset manager is making its second acquisition ever, and integration is top of mind. Yet watch for more deals further down the line...
MutualFundWire.com - Wednesday, December 23, 2015 Views - Reader Rating: 1
Eaton Vance Navigates a Key Branding Change
The publicly-traded mutual fund shop unifies the branding for one of its latest ventures...
MutualFundWire.com - Wednesday, December 23, 2015 Views - Reader Rating: 1
Ohl Makes a High-Level Change at Lincoln
Word is that more changes are in the works for the insurer's retirement plan business...
401kWire.com - Wednesday, December 23, 2015 - Reader Rating: 1
The IRS Repackages Its Retirement Plan News
The tax collectors have announced its plans to consolidate their retirement plan, governmental news...
401kWire.com - Wednesday, December 23, 2015 - Reader Rating: 1
Pimco's Chief Quant Tries Something New
A 16-year veteran of the SoCal bond fund giant is saying goodbye...
MutualFundWire.com - Wednesday, December 23, 2015 Views - Reader Rating: 1
Just How Widespread Are Various 401k Plan Design Features?
A new BrightScope and ICI report analyzes deep into 401(k) plans designs and its key features...
401kWire.com - Wednesday, December 23, 2015 - Reader Rating: 1
Obama Has a Retirement-Flavored Christmas Gift ... For a Firm That Sold Its RKer Years Ago
Bloomberg reports that the U.S. Treasury has chosen a custodian for the myRA program...
401kWire.com - Tuesday, December 23, 2014 - Reader Rating: 1
MainStay Lands an Insti Intermediary Channel Chief
Stephen Fisher hires an iShares alum for a key new role at the New York mutual fund arm...
MutualFundWire.com - Tuesday, December 23, 2014 Views - Reader Rating: 1
$2 Trillion and Counting
ETFs pass a big milestone in the U.S...
MutualFundWire.com - Tuesday, December 23, 2014 Views - Reader Rating: 1
401k Assets Rise, But Mutual Funds' Slice Slims
The ICI offers data on total retirement savings assets and more as of the end of Q3...
401kWire.com - Tuesday, December 23, 2014 - Reader Rating: 1
New York Life Sells RPS
Updated | The mutual insurer is leaving the bundled retirement plan business...
401kWire.com - Tuesday, December 23, 2014 - Reader Rating: 1
The Importance of Minimizing Participants' Biases
A Canadian bank's retirement services unit releases a new whitepaper on the subject… ..
401kWire.com - Tuesday, December 23, 2014 - Reader Rating: 1
Rhode Island's Next Governor Picks a Fido Vet
A fundster is poised to take over the New England state's department of administration...
MutualFundWire.com - Tuesday, December 23, 2014 Views - Reader Rating: 1
Like a Gator, Two GSAM Alums Hunt for Quality
The two PMs, through their burgeoning firm, have unveiled a second fund devoted to investing in what they deem are quality companies...
MutualFundWire.com - Monday, December 23, 2013 Views - Reader Rating: 1
An ETF Business Rests in PAX
A socially responsible shop merges an ETF with a mutual fund, to create yet a third...
MutualFundWire.com - Monday, December 23, 2013 Views - Reader Rating: 1
Nationwide Retirement Looks to Fill a Top Post
With Rob Bilo moving over to head up a new team, his job will be up for grabs. ..
401kWire.com - Monday, December 23, 2013 - Reader Rating: 1
Jaffe Lambastes More Dumb Dumbs
MarketWatch columnist announces the second round of his Lump of Coal awards...
MutualFundWire.com - Monday, December 23, 2013 Views - Reader Rating: 1
Is Woolford’s Invesco Departure an “Early Christmas Gift?"
Initially, investors worried when Neil Woodford announced he was leaving Invesco. Now, one analyst shrugs it off. ..
MutualFundWire.com - Monday, December 23, 2013 Views - Reader Rating: 1
Bloomberg Announces Its 2013 ETF Awards
The newswire points out the best, the worst and what’s worth noting next year...
MutualFundWire.com - Monday, December 23, 2013 Views - Reader Rating: 1
Memorial to Be Held for Former T. Rowe CEO
Curran “Cub” Harvey had served as president, subsequently CEO, of T. Rowe in early 1980s...
MutualFundWire.com - Monday, December 23, 2013 Views - Reader Rating: 1
Top 10 Questions to Ask When Creating a '40 Act Mutual Fund
In this guest column, Eddie Lund of Gemini Fund Services lists frequently asked questions by hedge fund managers interested in launching a mutual fund...
MutualFundWire.com - Friday, December 23, 2011 Views - Reader Rating: 1
Federated Does a Deal in London
Terms of the transaction were not made public...
MutualFundWire.com - Friday, December 23, 2011 Views - Reader Rating: 1
Manning & Napier Execs Get Gift of Gab for X-Mas
The quiet period for the firm will end next Wednesday...
MutualFundWire.com - Friday, December 23, 2011 Views - Reader Rating: 1
Pensionmark Picks Peters
The SoCal advisory firm adds a third Texas location to its young network of retirement plan specialists...
401kWire.com - Friday, December 23, 2011 - Reader Rating: 1
Newport Beach Puts Out an RFP
Final bids are due in early January...
401kWire.com - Friday, December 23, 2011 - Reader Rating: 1
Sentinel Connects With SmartPhones and Payroll
The Bay State RKing TPA unveils a new partnership and some new technology...
401kWire.com - Friday, December 23, 2011 - Reader Rating: 1
An Accused Killer Taps His 401k
To pay for his lawyer...
401kWire.com - Friday, December 23, 2011 - Reader Rating: 1
Bragg Switches Service Providers
The Charlotte-based firm has a new transfer agent, fund accountant and administrator...
MutualFundWire.com - Friday, December 23, 2011 Views - Reader Rating: 1
Volcker Comment Period Will be Extended
Comments will run until February 13...
MutualFundWire.com - Friday, December 23, 2011 Views - Reader Rating: 1
Uncertainty Sidelines Active ETF Players
Canada's Globe and Mail looks at the issue...
MutualFundWire.com - Friday, December 23, 2011 Views - Reader Rating: 1
"The Markets Have Gone Crazy"
Jack Bogle remains unafraid to state his opinion...
MutualFundWire.com - Friday, December 23, 2011 Views - Reader Rating: 1
Bloomberg Wants Money Fund Flaws Fixed
Watch out. Thought leaders want money funds straight-jacketed...
MutualFundWire.com - Friday, December 23, 2011 Views - Reader Rating: 1
FUSE 2010 Recap: A Period of Reassessment, Reevaluation, and Redefinition
Fuse Research Network looks back on the key themes of the year...
MutualFundWire.com - Thursday, December 23, 2010 Views - Reader Rating: 1
Glynn and Roberts Join Forces
Two industry veterans team up with a former B-D bigwig to create a new, specialty consulting firm...
401kWire.com - Thursday, December 23, 2010 - Reader Rating: 1
Life after JPMorgan: Eve Guernsey Joins a Fund Board
Eve Guernsey will join a fund board effective January 1, 2011...
MutualFundWire.com - Thursday, December 23, 2010 Views - Reader Rating: 1
Fidelity Taps an Evergreen Alum for a C-Level Role
The new hire joined FMR last month...
MutualFundWire.com - Thursday, December 23, 2010 Views - Reader Rating: 1
Russell to Name its DC Head Next Month
Russell Investments will choose a leader for its DC segment as part of a reorg within the company's institutional business in the Americas...
401kWire.com - Thursday, December 23, 2010 - Reader Rating: 1
Borzi Sets a Date for Fiduciary Talk
The labor department will conduct a public hearing in March on its proposed rule on the definition of fiduciary...
401kWire.com - Thursday, December 23, 2010 - Reader Rating: 1
Bond Fund Investors Continue to Yank their Money
Last week saw the biggest outflows from bond funds in more than two years...
MutualFundWire.com - Thursday, December 23, 2010 Views - Reader Rating: 1
Rydex SGI's Product Launch Catches the WSJ's Eye
In today's WSJ Fund Track, John Spence writes about five new ETFs from Rydex SGI...
MutualFundWire.com - Thursday, December 23, 2010 Views - Reader Rating: 1
Bob and Abby are on the Same Team
The Boston Herald's Jessica Van Sack writes about a group of Massachusetts business bigwigs working with Gov. Patrick to make the state more business-friendly...
MutualFundWire.com - Thursday, December 23, 2010 Views - Reader Rating: 1
Morningstar Ties in to an Online RKer
A provider adds a managed account and investment selection service to its platform...
401kWire.com - Wednesday, December 23, 2009 - Reader Rating: 1
Touchstone Taps a Wholesaler in Florida
The Cincinnati-based firm turns to a Rydex alum for the post...
MutualFundWire.com - Wednesday, December 23, 2009 Views - Reader Rating: 1
Vanguard Reveals New Numbers
The Pennsylvania-based firm, which on Wednesday started rolling out a summary prospectus, shares fund flow data...
MutualFundWire.com - Wednesday, December 23, 2009 Views - Reader Rating: 1
Shareholders Give Their Blessing to Consultants' Marriage
The deal is expected to close January 1...
401kWire.com - Wednesday, December 23, 2009 - Reader Rating: 1
Kraft Wins a Partial Fee Suit Victory
Another Schlichter case moves along...
401kWire.com - Wednesday, December 23, 2009 - Reader Rating: 1
FRC Eyes a Slice of the Big Apple
The Boston-bsaed research firm is looking to set up shop in Manhattan next year...
MutualFundWire.com - Wednesday, December 23, 2009 Views - Reader Rating: 1
Heartland is Hiring
The Milwaukee-based value shop is adding to its sales and marketing team...
MutualFundWire.com - Wednesday, December 23, 2009 Views - Reader Rating: 1
Beyond Freedom: Will Fidelity Embrace Third-Party Target-Dates?
Updated | The Boston Behemoth is looking to make a decision on whether to add non-proprietary target-dates to its advisor-sold 401k platform by the end of the second quarter...
401kWire.com - Wednesday, December 23, 2009 - Reader Rating: 1
FAF is on the Hunt to Fill a Sales Management Post
The divisional wholesaler manager will oversee seven to 12 external wholesalers...
MutualFundWire.com - Wednesday, December 23, 2009 Views - Reader Rating: 1
Dwight Says Goodbye to One of its Founders
A stable value veteran starts a new firm outside the industry...
401kWire.com - Wednesday, December 23, 2009 - Reader Rating: 1
Bush Signs RMD Suspension for 2009
Retirees will get a break from having to pull funds from their 401k and IRA accounts for at least a year...
401kWire.com - Tuesday, December 23, 2008 - Reader Rating: 1
Financial Engines Still Eyes Retirement Income
Entering his second decade of dispensing accumulation advice to participants, Maggioncalda looks forward to helping out on the distribution side of the equation...
401kWire.com - Tuesday, December 23, 2008 - Reader Rating: 1
A Wachovia Vet Will Helm Wells Fargo's Retirement Services Group
UPDATED| A longtime Wachovia exec will head up the retirement services group when the deal closes. It is not yet known who will lead the institutional retirement business...
401kWire.com - Tuesday, December 23, 2008 - Reader Rating: 1
Janus Unshutters a Pair of Funds
The Denver fund firm has reopened two funds...
MutualFundWire.com - Tuesday, December 23, 2008 Views - Reader Rating: 1
Cieszko is Departing Evergreen
The exec who was supposed to succeed Dennis Ferro as CEO at yearend is leaving...
MutualFundWire.com - Tuesday, December 23, 2008 Views - Reader Rating: 1
Who are the 401(k) Industry's Most Influential?
Influence can come having the financial resources to buy a competitor or create and market a new product. It can stem from a new idea that is -- or will be -- widely adopted or authoring a piece of legislation that changes the industry. It can also be as simple as holding the respect of one's peers so one's ideas can be widely spread and acted upon.

We will be listing ten of the top influencers each day starting with numbers 50 to 41...

401kWire.com - Saturday, December 23, 2006 - Reader Rating: 1
SEC Sends Alger Wells Notice for Christmas
Perhaps they would have preferred coal. It looks more as if the SEC will take action against the advisor and distributor to the Alger Funds. The New York fund shop said Thursday that the SEC staff had issued it a Wells Notice on December 16. The SEC sends Wells Notices after its staff recommends enforcement action against a target in order for the target to respond...
MutualFundWire.com - Friday, December 23, 2005 - Reader Rating: 1
Fidelity Gets Spooky
A former CIA director has signed on as the Boston Behemoth's independent chairman. Fidelity Investments' independent trustees voted Robert M. Gates to the post on December 16. He takes over from Marvin L. Mann, who resigned after reaching the board's mandatory retirement age of 72 and had held the post since 2001...
MutualFundWire.com - Friday, December 23, 2005 Views - Reader Rating: 1
Upstate NY Firm Plans First Fund
Pleasantville, New York-based Illington Fund Management is planning to launch its first mutual fund. The Albany, New York-based fund firm until now has focused on institutional clients through hedge funds and managed accounts...
MutualFundWire.com - Friday, December 23, 2005 Views - Reader Rating: 1
Vanguard Subadvisor Plans End to Soft Dollars
Wellington Management is taking a page out of the Fidelity playbook and unbundling its research purchases from its trading. The asset manager and Vanguard ally would be the fourth firm to publicly make this move along with Janus, MFS and Fidelity...
MutualFundWire.com - Friday, December 23, 2005 Views - Reader Rating: 1
Can You Get More Workers to Max Out?
Providers are seeking ways to encourage more participants to maximize their deferrals, but they may be running into natural limits...
401kWire.com - Friday, December 23, 2005 - Reader Rating: 1
Van Kampen Merges 1838 Fund
One of Morgan Stanley's fund arms is leveraging an adoption to add a new international growth fund share class. Van Kampen Investments is converting the 1838 International Equity Fund into I shares of its International Growth Fund...
MutualFundWire.com - Friday, December 23, 2005 Views - Reader Rating: 1
American Funds Growing in Scottsdale
The sponsor of the American Funds is moving its Arizona call center to permanent digs. The Capital Group Companies will employ 500 workers at the permanent Scottsdale, Arizona location, up from the 275 that it now employs...
MutualFundWire.com - Friday, December 23, 2005 Views - Reader Rating: 1
PIMCO Says IRS Rule is No Problem
PIMCO said it can continue to run its Commodity Real Return Strategy Fund using current investment policies without falling out of step with a recent IRS ruling...
MutualFundWire.com - Friday, December 23, 2005 Views - Reader Rating: 1
Rumored Deal Would Move Sponsors a Second Time
A group of large plan sponsors woke up this morning only to hear that their provider may sell, again...
401kWire.com - Friday, December 23, 2005 - Reader Rating: 1
Roth Adopters Exceed Expectations, Says M&I
Marshall & Ilsley says that Roth 401(k) signups are going better than expected...
401kWire.com - Friday, December 23, 2005 - Reader Rating: 1
Wilmington Uses New Funds to Become Trendy
Wilmington Trust has hit two trend with its seven newly added mutual funds. It is turning to asset allocation funds and a fund that invests in ETFs in a bid to extend its reach to a wider swath of investors...
MutualFundWire.com - Friday, December 23, 2005 Views - Reader Rating: 1
A Holiday Checklist for Fiduciaries
Make sure you plan sponsor clients have their bases covered and have a Merry Christmas!..
401kWire.com - Thursday, December 23, 2004 - Reader Rating: 1
ADP is Shopping for X-Mas
The retirement plan administrator is in the market to do deals and add valume to its platform...
401kWire.com - Thursday, December 23, 2004 - Reader Rating: 1
Pay-to-Play on Wall Street Week
One of the pension whistle-blowers is paying a Christmas visit to the elves on the PBS stock market series...
401kWire.com - Thursday, December 23, 2004 - Reader Rating: 1
SEC Files Charges Against Brokerage
CEO of Las Vegas-based firm reportedly made millions from improper trading schemes...
MutualFundWire.com - Tuesday, December 23, 2003 Views - Reader Rating: 1
Principal Finds More Timing
The company promises restitution...
401kWire.com - Tuesday, December 23, 2003 - Reader Rating: 1
Putnam Strategist Retires
Advisor packs it in after succesful run at the company...
401kWire.com - Tuesday, December 23, 2003 - Reader Rating: 1
Fidelity Closes Fund
Citing its desire to digest inflows, the Boston Behemoth shuts a fund down...
MutualFundWire.com - Tuesday, December 23, 2003 Views - Reader Rating: 1
Fund Software Company Makes Acquisition
The two firms to merge their software to offer suite of accounting and recordkeeping system products...
MutualFundWire.com - Tuesday, December 23, 2003 Views - Reader Rating: 1
Father of the 401k To Head New TPA
Pennslyvannia-based benefits company to launch new program in the new year...
401kWire.com - Tuesday, December 23, 2003 - Reader Rating: 1
Pilgrim Baxter Loses Mandate
Fund Replaces Embattled Mutual Fund Co...
MutualFundWire.com - Tuesday, December 23, 2003 Views - Reader Rating: 1
Winnick Will Pay Participants Directly
The Global Crossing chairman will send $25 million of make-good payments to participants, but the checks are not in the mail yet...
401kWire.com - Monday, December 23, 2002 - Reader Rating: 1
SunGard Eyes Solid Growth Outside the U.S.
In the second of a two-part series, executives from SunGard EBS discuss prospects for expansion in key regions around the globe...
401kWire.com - Monday, December 23, 2002 - Reader Rating: 1
Al Frank Drops Loads
The fund derived from the Prudent Speculator newsletter goes no-load...
MutualFundWire.com - Monday, December 23, 2002 Views - Reader Rating: 1
Investec Turns Eyes to Offshore Opps
The advisor to the Wired Index fund is shifting focus from buying a U.S. distributor to bulking up its offshore business...
MutualFundWire.com - Monday, December 23, 2002 Views - Reader Rating: 1
US Trust National Sales Head to Leave
The unit of Charles Schwab has tapped the head of its institutional and wrap businesses to take over the duties...
MutualFundWire.com - Monday, December 23, 2002 Views - Reader Rating: 1
Orbitex Retirement Unit On the Lookout for Sales Pros
The firm's retirement services unit, which recently hired a new sales manager, aims to hire two more...
401kWire.com - Monday, December 23, 2002 - Reader Rating: 1
Week of December 23, 1999
RFP Roundup

The Weekly Roundup is a regular column examining the RFPs that appeared on our pages and the pages of other publications this week...
401kWire.com - Thursday, December 23, 1999 - Reader Rating: 1
Elijah Drinks From Aeltus Cup
Aeltus Investment Management is beefing up its technology expertise by acquiring a stake in Elijah Asset Management, with other niche acquisitions planned for the future...
MutualFundWire.com - Thursday, December 23, 1999 - Reader Rating: 1
Pilgrim Closes Small Cap Fund
In a market of stocks rather than a stock market, triple digit gains are causing yet another fund to close to new investors...
MutualFundWire.com - Thursday, December 23, 1999 Views - Reader Rating: 1
Odd Lots, December 23, 1999
Bigger isn't less expensive ... Singapore banks attempt to lure public ... Scudder agrees to pay SEC fine...
MutualFundWire.com - Thursday, December 23, 1999 - Reader Rating: 1
Small Bytes: New CFO at MassMutual
This feature appears every Friday on the 401kWire.com to provide quick newsbites of what is happening in the defined contribution business. ..
401kWire.com - Thursday, December 23, 1999 - Reader Rating: 1
Cascade Releases New Version of Recordkeeping Server
Cascade Technologies, Inc. of Edison, New Jersey is introducing Passport 3.3, which is a client/server recordkeeping system. "This system is designed to streamline the process by which an account manager works on and identifies certain plans," Frank Russo, Cascade's director of research and development, told the 401kWire.com...
401kWire.com - Wednesday, December 23, 1998 - Reader Rating: 1
Scudder Strikes Again
Scudder Defined Contribution Services of Boston, Massachusetts has added eight new sponsors to its 401(k) client list. This brings in an extra $84 million in assets and approximately 3,500 participants to Scudder services...
401kWire.com - Wednesday, December 23, 1998 - Reader Rating: 1
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