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News Stories Archives - Since 1998
In CO, a 20-Year Invesco Vet Takes Over a Sales Team
He's joining a firm that connects FAs and investors with private equity...
MutualFundWire.com - Tuesday, June 02, 2020
DC Industry Leaders Speak Up As BLM Protests Continue
Retirement plan industry bigwigs weigh in as the protests and violence continue across the U.S...
401kWire.com - Tuesday, June 02, 2020 - Reader Rating: 5
Ward Passes Pru's Stable Value Torch
A Pru stable value alum returns to the team and takes over. ..
401kWire.com - Tuesday, June 02, 2020
PE Buys Into an Aggregator, Valuing It At $1.25B
A private equity firm makes a minority growth investment in a big, KPA-filled RIA...
401kWire.com - Tuesday, June 02, 2020
How Has the COVID-19 Crisis Hit Participant Confidence?
New research highlights challenges in retirement planning that have been underscored by the coronavirus pandemic...
401kWire.com - Tuesday, June 02, 2020
Fundster CEOs Address George Floyd's Death
Two high profile chiefs of asset managers, and leaders at other asset managers' parent companies, are speaking out...
MutualFundWire.com - Tuesday, June 02, 2020 - Reader Rating: 5
Mid-Coronavirus Crisis, a 338 Shop Offers a Free Lineup Checkup
The offer is for any KPA or plan sponsor who asks, and includes consultation with a member of the 3(38) shop's investment committee...
401kWire.com - Tuesday, June 02, 2020
Filings for Fundsters - June 2, 2017
A compilation of the latest SEC filings! ..
MutualFundWire.com - Friday, June 02, 2017 Views
USCF Has a New Head of Distribution
USCF Investments just promoted this employee.....
MutualFundWire.com - Friday, June 02, 2017 Views
KPAs to Rkers: Partnership and Process is Key
A panel of advisors share what they look for in relationships with their service provider. ..
401kWire.com - Friday, June 02, 2017
MFEA Gives Fundsters More Time to Shine
You still have time to submit your company for these awards.....
MutualFundWire.com - Friday, June 02, 2017 Views
Vestwell Acquires a New VP of Sales
Vestwell has just added a new hire to its collaborative...
401kWire.com - Friday, June 02, 2017
LFG Now Offers Flexible Fiduciary Service
This service provider has implemented a new tool to add more flexibility to fiduciary support...
401kWire.com - Friday, June 02, 2017 - Reader Rating: 1
LFG's Scanlon: Outcome Drives Retention
The Lincoln Financial exec emphasized the importances of using multiple channels, driven by data, to reach participants. ..
401kWire.com - Friday, June 02, 2017 - Reader Rating: 2.5
Clayton Enters the Fiduciary Fray as Two B-D Giants Make Tweaks
The SEC chief wants to hear from you. Meanwhile, another big broker-dealer is standing by retirement account commissions, sort of, and an indie B-D makes changes around no-load mutual funds, fixed annuities, and UITs...
MutualFundWire.com - Friday, June 02, 2017 Views
GRP Lands KPA Shop in the Golden State
The expansion continues.....
401kWire.com - Friday, June 02, 2017 - Reader Rating: 5
A Third PLANCO Vet Increases the Hiring Pace at an ETF Shop
Thomson and O'Hara welcome a former colleague as a senior vice president at Pacer Financial...
MutualFundWire.com - Friday, June 02, 2017 Views - Reader Rating: 5
JPM's Camacho Finds Deutsch's Successor
Camacho just announced who will succeed Bob Deutsch as head of US ETFs.....
MutualFundWire.com - Friday, June 02, 2017 Views
Is It Time to Talk SRI in 401k?
Younger investors are especially interested in socially responsible investment options...
401kWire.com - Thursday, June 02, 2016
Perez Challenges the Anti-Fiduciary Reg Lawsuit
Secretary of Labor Thomas Perez responds to an anti-fiduciary rule lawsuit...
401kWire.com - Thursday, June 02, 2016
Russell Prepares to Shutter a $451MM Fund
This summer the manager of managers will liquidate a four-year-old mutual fund...
MutualFundWire.com - Thursday, June 02, 2016 Views
Dasher Transforms Schroders' U.S. Distro With a Key Partnership
The publicly-traded British multinational's North American arm is teaming up with a subadvised mutual fund shop...
MutualFundWire.com - Thursday, June 02, 2016 Views
Waste Management Streamlines Its $2B DC Plans
The company combined its union and non-union plans and replaced key providers, as well as one fund. ..
401kWire.com - Thursday, June 02, 2016 - Reader Rating: 4.5
A San Diego KPA Changes B-Ds
The president of a suburban, San Diego 401(k) advisory shop switches broker-dealers...
401kWire.com - Thursday, June 02, 2016
vWise Debuts Plan Enrollment Solution
Plan participants can make investment selections from a mobile device...
401kWire.com - Thursday, June 02, 2016 - Reader Rating: 5
Nine Orgs Attack the DoL and Sec. Perez in Court
Nine organizations come together to sue the Department of Labor and Thomas Perez over the controversial fiduciary regulation...
401kWire.com - Thursday, June 02, 2016 - Reader Rating: 5
Next Up For Sabbia: Tackling Merrill's 401k Fund Menu
The exec who oversaw the rollout of Merrill One is now leading the retirement plan business. Watch for her to aim for investment continuity across those two businesses...
401kWire.com - Thursday, June 02, 2016 - Reader Rating: 2
A Consultant Lands Federated In Hot Water
The Keystone State mutual fund shop will pay a $1.5MM fine to settle SEC charges...
MutualFundWire.com - Thursday, June 02, 2016 Views
Reynolds Re-Ups His Japanese Alliance
Putnam still holds a 10-percent stake in the asset management arm of the largest life insurer in the Land of the Rising Sun...
MutualFundWire.com - Tuesday, June 02, 2015 Views
A Southern Bank Expands Its Fund Lineup to 14
A $2.4B mutual fund family adds three mutual funds to its mix...
MutualFundWire.com - Tuesday, June 02, 2015 Views
Davies Brings AB's TD Customization to the Mid-Market
AllianceBernstein launches a series of target date collective funds...
401kWire.com - Tuesday, June 02, 2015 - Reader Rating: 5
How Do Men and Women Handle Retirement?
MassMutual released a study describing the differences between men and women when it comes to retirement... ..
401kWire.com - Tuesday, June 02, 2015 - Reader Rating: 4.9
56 Percent of Retirement Savers Have No Distribution Plan
...according to a new survey issued by a NY recordkeeper.....
401kWire.com - Tuesday, June 02, 2015 - Reader Rating: 5
Where Are the Female Portfolio Managers?
Not many fundster PMs are women. Professions with higher percentages of women include: doctors, lawyers, and accountants and auditors...
MutualFundWire.com - Tuesday, June 02, 2015 Views
A KPA Joins a Minnesota Shop
A 401(k) plan advisor is now aligned with a new shop. ..
401kWire.com - Tuesday, June 02, 2015
Mutual of Omaha Hires Three Wholesalers
Not one, not two, but three new wholesalers were hired at Mutual of Omaha...
401kWire.com - Monday, June 02, 2014 - Reader Rating: 5
Oklahoma's Governor OKs a New DC Plan
Governor Mary Fallin signed a bill creating a DC plan for new hires. ..
401kWire.com - Monday, June 02, 2014 - Reader Rating: 5
A Mazzilli Protege Joins UBS
Former ETF/CEF research vice president at Morgan Stanley had been part of an award winning ETF research team...
MutualFundWire.com - Monday, June 02, 2014 Views
An Elite Advisor Ponders Fiduciary Redefinition
Bill Heestand publishes a blog ... and it targets the 401(k) space...
401kWire.com - Monday, June 02, 2014
The RidgeWorth Deal Is Done
The firm completes its buyout from SunTrust...
MutualFundWire.com - Monday, June 02, 2014 Views - Reader Rating: 3
Schroder Expands Anova's Sales Force
He hires one sales consultant and searches for another...
401kWire.com - Monday, June 02, 2014
A Recordkeeper's Q1 Sales Rise 43 Percent
The provider credits its success to a focus on retirement readiness...
401kWire.com - Monday, June 02, 2014 - Reader Rating: 3.33
When Will 401k Withdrawals Outpace Contributions?
A new study by Cerulli Associates analyzes investor behavior regarding retirement planning and saving, and looks into the future...
401kWire.com - Monday, June 02, 2014 - Reader Rating: 5
A Peach State TPA Strikes a Sweet Deal
Qualified Plans, LLC acquires a TPA in Alabama..
401kWire.com - Monday, June 02, 2014
LPL Touts an RKing TPA Partnership
A producing, RKing TPA has signed on to use LPL's Worksite Financial Solutions. ..
401kWire.com - Monday, June 02, 2014
This Is Why 401(k) Matters
A Morningstar guest column looks at the role that 401(k)s had in the explosive growth of the mutual fund industry...
MutualFundWire.com - Monday, June 02, 2014 Views
AdvisorShares Preps to Expand its ETF Menu
The Bethesda, Maryland-based ETF shop plans to increase its ETF count from six to nine within the next few weeks...
MutualFundWire.com - Thursday, June 02, 2011 Views - Reader Rating: 1
Highland Lines Up Another Deal
Months after completing the adoption of the GE Funds, Highland Funds Asset Management has inked another deal...
MutualFundWire.com - Thursday, June 02, 2011 Views
Wells Fargo Funds Assembles an RIA-Centric Team
Cara Peck has formed a team of six people devoted to RIAs...
MutualFundWire.com - Thursday, June 02, 2011 Views
An MEP Benefits From a New Website
A payroll shop revamps the online presence for its retirement plan offering...
401kWire.com - Thursday, June 02, 2011 - Reader Rating: 3
JPMorgan Preps a Pair of Online Offerings
The provider reaches plan sponsors with one new service and participants with another...
401kWire.com - Thursday, June 02, 2011 - Reader Rating: 2
In Tornado-Hit Springfield, It's Business as Usual at MassMutual
There was no service disruption at the plan provider...
401kWire.com - Thursday, June 02, 2011 - Reader Rating: 1.5
A TAMP Manager Hires its Next I-O Chief
A SoCal-based firm brings in a DC veteran to lead its retirement plan efforts...
401kWire.com - Thursday, June 02, 2011 - Reader Rating: 2
Acquisition 19 Brings 403b Specialists to the Southland
A national acquirer prepares to celebrate the third anniversary of its first deal...
401kWire.com - Thursday, June 02, 2011 - Reader Rating: 2
Gross Calls on Investing Frogs to 'Make Butter'
The star Pimco PM offers his monthly investment outlook...
MutualFundWire.com - Thursday, June 02, 2011 Views
Gundlach Remains Interested in Active ETFs
Jeff Gundlach's DoubleLine Capital is talking to some firms about rolling out active ETFs next year...
MutualFundWire.com - Thursday, June 02, 2011 Views
The City of Angels Sires a Fund Firm For Kings
A young institutional asset manager unveils its first mutual fund...
MutualFundWire.com - Thursday, June 02, 2011 Views
Two Top NRP Teams See the Benefits in Joining Forces
A new joint venture advisory firm pops up in Southern California and adds a branch in Arizona...
401kWire.com - Wednesday, June 02, 2010 - Reader Rating: 2.67
BB&T Seeks to Expand its Fund Distribution Team
The head of distribution at the bank's asset manager talks about expansion...
MutualFundWire.com - Wednesday, June 02, 2010 Views
ALPS' Team Grows By 50, With No Plans of Stopping
The fund services company has added a number of new employees thanks to strong business growth...
MutualFundWire.com - Wednesday, June 02, 2010 Views
Invesco Deal Causes TD Funds Subadvisor Change
TD Mutual Funds will formally change the subadvisor on one fund. Flanagan talks about the deal to the trade press...
MutualFundWire.com - Wednesday, June 02, 2010 Views
A Payroll Provider Builds Another TPA Bridge to DC
A Keystone State third-party administrator aligns itself with a Buckeye State payroll specialist...
401kWire.com - Wednesday, June 02, 2010 - Reader Rating: 2
A 403b Acquirer Enhances its Online Offerings
A New Jersey-based DC firm unveils more support for its partner firms...
401kWire.com - Wednesday, June 02, 2010
Abby Worries Over Financial Reform Proposals
Abby Johnson and other Massachusetts bigwigs have told Rep. Barney Frank about their concerns over some financial reform proposals...
MutualFundWire.com - Wednesday, June 02, 2010 Views
FRC Data Shows Bond Funds and ETFs Were April Winners
Fund investors continued to purchased fixed income products and ETFs during April...
MutualFundWire.com - Wednesday, June 02, 2010 Views - Reader Rating: 1
Old Mutual Engages in an ETF Price Fight
The global asset manager cuts fees in a new fund that competes with existing offerings from the three ETF giants...
MutualFundWire.com - Wednesday, June 02, 2010 Views
TIAA-CREF Earns a Morningstar 'C'
The fund ratings firm profiles the non-profit-focused retirement plan provider and asset manager in light of a growth plan for its mutual fund business...
MutualFundWire.com - Wednesday, June 02, 2010 Views
No Surprise: Euro ETFs Track the Euro Up and Down
The paper makes a quick run through the various flavors of euro investing ETFs and reports on the closing of two T. Rowe Funds funds...
MutualFundWire.com - Wednesday, June 02, 2010 Views
A Bond Strategist Joins Pimco
The SoCal bond fund firm fills a treasury desk posting...
MutualFundWire.com - Tuesday, June 02, 2009 Views
Benna Featured on NPR
The 401(k) inventor voices his opinion on air...
401kWire.com - Tuesday, June 02, 2009
A Fund Company Outsources Admin Duties
A fund company seeks fund underwriting and distribution services...
MutualFundWire.com - Tuesday, June 02, 2009 Views - Reader Rating: 5
First Mercantile Adds a New Sales Territory
A new hire leads the provider West...
401kWire.com - Tuesday, June 02, 2009
A Private-Label IRA Provider Adds Model Portfolios
An outsourced rollover specialist updates its offering...
401kWire.com - Tuesday, June 02, 2009
Pimco Makes Its ETF Launch Official
A new ETF platform goes live...
MutualFundWire.com - Tuesday, June 02, 2009 Views
DWS Takes on Fee Transparency
A new report from the fund firm will help plan sponsors understand expenses...
401kWire.com - Tuesday, June 02, 2009
DWS Cuts Fees and Break Points
Fund firm aims to appeal to value wary investors in light of recent market turbulence...
MutualFundWire.com - Tuesday, June 02, 2009 Views - Reader Rating: 5
Fitch Downgrades Rydex's Parent
Fitch drops the ratings for Security Benefit Life Insurance Company...
MutualFundWire.com - Tuesday, June 02, 2009 Views
A Patent Is Awarded To A Portfolio Analysis Platform
A new portfolio visualization process aims to advance analysis...
MutualFundWire.com - Tuesday, June 02, 2009 Views
A New Fund Focuses on Risk Mitigation Strategies
The launch of a new fund puts a balanced strategy into play...
MutualFundWire.com - Tuesday, June 02, 2009 Views
Bearish Bond Funds See A Rally
The past week was a good one for some leveraged bond funds...
MutualFundWire.com - Tuesday, June 02, 2009 Views
Fidelity Contra Gains a WSJ Mention
The freshly re-opened fund competes against eight other growth funds...
MutualFundWire.com - Tuesday, June 02, 2009 Views
Nine More Firms Align With NRP
Updated | Bill Chetney and his team continue to draw advisors to their vision...
401kWire.com - Tuesday, June 02, 2009 - Reader Rating: 2
AIM Investors Will Receive Fair Funds Distribution
SEC will distribute more than $78 million to harmed investors..
MutualFundWire.com - Tuesday, June 02, 2009 Views
Ned Passes Part of His Throne to Abby
The latest move at the top of Fidelity appears to bring the heir-apparent one step closer to taking over...
MutualFundWire.com - Tuesday, June 02, 2009 Views
An LA-Based Wholesaler Joins AUL
The Midwestern provider adds a new regional sales director to its team...
401kWire.com - Tuesday, June 02, 2009 - Reader Rating: 1
Direxion Unwraps Dollar Bull Fund
The Boston firm has rolled out the Dollar Bull 2.5x Fund...
MutualFundWire.com - Monday, June 02, 2008 Views
Pioneer Taps Retail Distribution Chief
UPDATED | A Putnam alum jumps to the Boston-based firm. ..
MutualFundWire.com - Monday, June 02, 2008 Views
SoCal NRP Firm Adds Small Plan Specialist
UPDATED | A pair of retirement specialists adds a new team member to take them down-market and open a new office...
401kWire.com - Monday, June 02, 2008 - Reader Rating: 1
Arrow Releases its Third Mutual Fund
The Olney, Maryland-based firm rolls out a fund subadvised by Dorsey Wright and Associates...
MutualFundWire.com - Monday, June 02, 2008 Views - Reader Rating: 4.78
Credit Suisse Wins Over a Citi High Net Worth Team
The Swiss bank expands the New York office of its private bank. ..
MutualFundWire.com - Monday, June 02, 2008 - Reader Rating: 3
SEI Exec Jumps to Schroders
The exec is taking a newly created role at Schroders...
MutualFundWire.com - Monday, June 02, 2008 Views
The Standard Opens Two More Sales Offices
Fresh from setting up shop in Kansas City, the Portland, Oregon-based provider has added two more retirement sales offices...
401kWire.com - Monday, June 02, 2008
MassMutual Exec Reveals First Merc Price Tag
UPDATED| MassMutual has completed the deal that adds nearly $5 billion in AUM to its $40 billion retirement business...
401kWire.com - Monday, June 02, 2008 - Reader Rating: 4.33
Once Again, Japan Fund Tries A New Advisor
After just a little more than five years the trustees of the Japan Fund are dumping Fidelity in favor of a manager from Tokyo...
MutualFundWire.com - Monday, June 02, 2008 Views
More Fund Firms Hop on the Retirement Income Bandwagon
Shefali Anand spotlights retirement income funds in the monthly Investing in Funds section of the WSJ...
MutualFundWire.com - Monday, June 02, 2008 Views
Lauricella Jabs at 130/30
The WSJ writer takes aim at one of the hottest trends in the fund industry. ..
MutualFundWire.com - Monday, June 02, 2008 Views - Reader Rating: 1
WSJ Highlights Coming ETF v. Fund Battle
The Journal takes a close look at the coming battle between active ETFs and mutual funds...
MutualFundWire.com - Monday, June 02, 2008 Views
Are Funds More Fearless in Europe?
With the U.S. Fund industry chastened by regulatory activity and the European Commission promising to smooth cross-border hassles, EU players might be more full of free market joys these days...
MutualFundWire.com - Friday, June 02, 2006 Views
RSM McGladrey Hires New National Sales Manager
The Minneapolis-based firm is also in the process of expanding its sales force...
401kWire.com - Friday, June 02, 2006 - Reader Rating: 3.5
Marketer Launches Electronic Mailer
A Florida-based marketing firm has started a new monthly mailer to deliver ads to the retirement industry...
401kWire.com - Friday, June 02, 2006
401k-Provoked Strike Narrowly Averted
A Northern California union threatened to strike unless its HMO employer improved the 401k plan...
401kWire.com - Friday, June 02, 2006
Computer Associates Cuts 401k Bonus
The financially-troubled, Long Island software maker wants to trim expenses...
401kWire.com - Friday, June 02, 2006
American Century Aggressive on New Quant Funds
American Century Investments is looking to aggressive quantitative models to deliver results on three new funds...
MutualFundWire.com - Friday, June 02, 2006 Views
Rydex Adds Four to Family
Rydex Investments, specialist in the arts of multi-directional investment and leveraging, has expanded its selection of funds to offer "varying degrees of exposure to both sides of major asset classes."..
MutualFundWire.com - Friday, June 02, 2006 Views
Wall Street Tolls 25 Years of Funds in 401(k)s
The Investment Company Institute's Martin Flanagan and Paul Schott Stevens were on Wall Street Friday morning to ring the opening bell of the NYSE, in a moment that highlighted the centrality of mutual funds to 401(k) plans...
MutualFundWire.com - Friday, June 02, 2006 Views
MassMutual Legal Eagle Flies to Hancock
John Hancock Funds has named a new vice president and counsel...
MutualFundWire.com - Friday, June 02, 2006 Views - Reader Rating: 4
Templeton: Four EMs Better Than One
Franklin Templeton Investments hasn't lost faith in the long-term promise of emerging markets, especially if the vicissitudes of up-and-coming economies can effectively balance each other out...
MutualFundWire.com - Friday, June 02, 2006 Views
Nationwide Funds Retirement Preparedness Index
The insurer is writing a check for more than half a million dollars to the think tank headed by Alicia Munnell...
401kWire.com - Thursday, June 02, 2005 - Reader Rating: 4
Fiduciary Service Adds S&P Info
Standard & Poor's fund data will be added to PlanTools...
401kWire.com - Thursday, June 02, 2005 - Reader Rating: 3
Fido Will Build in Kentucky
The Boston Behemoth will add a $115 million building to its Covington campus. ..
401kWire.com - Thursday, June 02, 2005 - Reader Rating: 4
Putnam Redux: Is an IPO in the Offing?
It is the rumor that won’t die … the Boston Globe is again reporting that Marsh may unload Putnam...
MutualFundWire.com - Thursday, June 02, 2005 Views
BofA Seeks to Merge Funds
Bank of America's Columbia Management Group is further trimming its mutual fund lineup...
MutualFundWire.com - Thursday, June 02, 2005 Views
SEC Asks for Receivership for Amerindo
If the SEC gets its way, the Amerindo fund will be put into receivership. The Commission asked a U.S. District Court judge in Manhattan to make the move Wednesday after it filed a complaint alleging that Amerindo principals Alberto Vilar and Gary Tanaka had defrauded at least one of their clients...
MutualFundWire.com - Thursday, June 02, 2005 Views
Fido Slashes Bond Fund Fees
Fidelity is taking its fee cutting to its bond funds. The Boston Behemoth sliced fees on a dozen taxable bond funds to 45 basis points Wednesday. It also cut fees on its eight Advisor fixed income funds and one variable insurance product by 10 basis points...
MutualFundWire.com - Thursday, June 02, 2005 Views
Is Citi Exiting the Fund Business?
Citigroup is in the final stages of talks to sell its asset management business. The New York Times cites two executives who have been briefed on the deal that the bank will sell the unit to Legg Mason. Word of the talks comes as Citigroup CEO Charles Prince has been pushing the bank to refocus on its core business...
MutualFundWire.com - Thursday, June 02, 2005 Views
Bush Wants Cox for Top SEC Job
The new chief at the Commission will be House Republican Chris Cox says a source inside the administration. He could face a fight with Senate Dems...
401kWire.com - Thursday, June 02, 2005 - Reader Rating: 4
Bush Ready to Name Donaldson Replacement
The new chief at the Commission will be House Republican Chris Cox says a source inside the administration. Senate Dems may fight his confirmation...
MutualFundWire.com - Thursday, June 02, 2005 Views
Schwab Upgrades Web Tools
Schwab introduces three enhancements to its online participant retirement account management...
401kWire.com - Wednesday, June 02, 2004 - Reader Rating: 2
OppenheimerFunds Finds Leader for Growth Team
Former Merrill Lynch manager will also manage the firm's Growth Fund...
MutualFundWire.com - Wednesday, June 02, 2004 Views
Eastman Kodak Drops Six Managers in Plan Shakeup
Putnam, PBHG and Scudder were among the managers dropped from the $6.1 billion plan in the past since last fall. ..
401kWire.com - Wednesday, June 02, 2004 - Reader Rating: 3
TIAA-CREF Lays Down the Law
The retirement provider will apply a new set of fund governance principles to all of the funds that it offers. ..
MutualFundWire.com - Wednesday, June 02, 2004 Views
SEC Proposes Bank Regulations
Banks that deal in securities will come under new regulation by year end...
MutualFundWire.com - Wednesday, June 02, 2004 Views
More on Wells Fargo - Harris Deal
A follow-up provides a completion date for plan conversions and more context on the goals of Wells Fargo...
401kWire.com - Wednesday, June 02, 2004 - Reader Rating: 4
State Street Honcho Calls for More Guarantees in Retirement Products
Defined contribution plans remain unproven, says Spina. Retirement investors now be willing to trade some upside for more certainty...
401kWire.com - Wednesday, June 02, 2004 - Reader Rating: 4
State Street Lands Another
The money managing giant will handle outsourcing for $34 billion in Investec assets...
MutualFundWire.com - Wednesday, June 02, 2004 Views
Michigan Plans New Securities Division
The state has a search for the manager of the Securities Division underway...
MutualFundWire.com - Wednesday, June 02, 2004
Gabelli Ups Micro Fund Minimum
The asset manager also imposes a redemption fee and closes the fund to new investors...
MutualFundWire.com - Wednesday, June 02, 2004 Views
ICI GMM: Eyes on the Prizes
What happened to the prizes promised at the ICI conference?..
MutualFundWire.com - Wednesday, June 02, 2004 Views
Planners Want Better Technology
Data entry, downloading, and software compatibility issues irk planners...
MutualFundWire.com - Wednesday, June 02, 2004 Views - Reader Rating: 5
Kelmoore Goes Live with CheckFree APL
The asset manager looks to enter large SMA sponsor programs by leveraging reporting that highlights performance...
MutualFundWire.com - Monday, June 02, 2003 Views
N.C. Manufacturer Consolidates K Plans
Wolverine Proctor & Schwartz has integrated its two separate plans under one bundled provider, who now administers some $10 million in assets...
401kWire.com - Monday, June 02, 2003 - Reader Rating: 3
VARDS and Mathew Greenwald Form New Service
The collaborative research and consultative service aims to provide a new level of insight on the annuity market...
401kWire.com - Monday, June 02, 2003
Demand Rises for Prospectus Delivery Solution
NewRiver is offering a service designed to help 401(k) providers manage delivery of thousands of investment options...
401kWire.com - Monday, June 02, 2003
GEPAM Reaps Big Demand for MDAs
The GE Financial unit reports growing demand for its lower-minimum MDA product among advisors and their clients...
MutualFundWire.com - Monday, June 02, 2003 Views - Reader Rating: 3.5
GEPAM Adds to Investment Management Menu
The unit of GE Financial adds nine new investment managers to clients of its Multiple Strategy Portfolios...
MutualFundWire.com - Monday, June 02, 2003 Views - Reader Rating: 4
John Hancock Rolls Out New Income Fund
The fund manager has registered its eighth closed-end, preferred securities fund...
MutualFundWire.com - Monday, June 02, 2003 Views - Reader Rating: 4
Asset Managers -- Corp Governance Mentors?
A PricewaterhouseCoopers finds the investment-management sector to be stuck in reactive mode when it comes to improving corporate governance and boosting investor confidence...
MutualFundWire.com - Monday, June 02, 2003 Views
Vendor Lands Frank Russell as a Client
The database vendor serving the intermediary market is steadily adding clients for its core RIA product...
MutualFundWire.com - Monday, June 02, 2003 Views - Reader Rating: 5
Study Shows Slip in Participant Confidence
One provider aims to reverse the drop in participant investment knowledge by alerting sponsors of current attitudes and behavior...
401kWire.com - Monday, June 02, 2003 - Reader Rating: 3.5
Small Bytes: Russell's Web Portal
Russell launches instititional portal ... Calvert, Franklin Templeton & Principal add funds ... Morningstar announces retirement conference...
401kWire.com - Friday, June 02, 2000 - Reader Rating: 3
Small Bytes: Morningstar Cruises
This feature appears Fridays on the The MutualFundWire.com to provide quick news bytes about the week's happenings at mutual fund and related financial service companies...
MutualFundWire.com - Friday, June 02, 2000 - Reader Rating: 3
National Commerce Bank Buys First Mercantile Trust
First Mercantile hopes to broaden its sales of 401(k) plans...
401kWire.com - Friday, June 02, 2000 - Reader Rating: 3
Delaware Hires Wrap Manager
Delaware Investments has hired a new vice president responsible for developing and maintaining wrap account relationships...
MutualFundWire.com - Friday, June 02, 2000 - Reader Rating: 3
What Has Eight Legs And Should Scare Investors?
Bruce Johnston of Conseco takes a skeptical look at exchange-traded funds...
MutualFundWire.com - Friday, June 02, 2000 - Reader Rating: 3
What Has Eight Legs And Should Scare Investors?
Bruce Johnston of Conseco takes a skeptical look at exchange-traded funds...
401kWire.com - Friday, June 02, 2000 - Reader Rating: 3
June 2, 2000
Independents day ... Start-up for the Social Bond fund...
401kWire.com - Friday, June 02, 2000 - Reader Rating: 3
June 2, 2000
Independents day ... Start-up for the Social Bond fund...
MutualFundWire.com - Friday, June 02, 2000 - Reader Rating: 3
TCW Signs Up for New Intek Call Center
Intek Information recently introduced its IMPACT product, an outsourced call center for mid-sized fund groups. TCW has come on board as the first to utilize the new product, for its Galileo Funds...
MutualFundWire.com - Wednesday, June 02, 1999 Views - Reader Rating: 3
Two More Japanese Banks Go for DC
Asahi Bank (Nikkei: 8322) and Tokai Bank (Nikkei: 8321) have signed on for the joint venture to set up a defined contribution plan in Japan similar to ones available in the United States. The venture was first established by Nomura Securities (Nikkei: 8604) and the Industrial Bank of Japan (Nikkei: 8302)...
401kWire.com - Wednesday, June 02, 1999 - Reader Rating: 3
VF Corporation Lassos Fido
Greensboro, North Carolina-based VF Corporation has chosen Fidelity to be the bundled provider for its 401(k) plan, a spokesperson with the firm told the 401kWire.com...
401kWire.com - Wednesday, June 02, 1999 - Reader Rating: 3
Retirement Head at BISYS Steps Down
The executive in charge of retirement plan services at the New Jersey service provider has left his post...
MutualFundWire.com - Wednesday, June 02, 1999 - Reader Rating: 3
Retirement Head at Bisys Steps Down
Al Shemtaub, who until two weeks ago had been president of Bisys Retirement Plan Services, as stepped down from his post, Lynn Mangum, chairman and ceo at the Little Falls, New Jersey-headquartered firm, told the 401kWire.com...
401kWire.com - Wednesday, June 02, 1999 - Reader Rating: 3
Babson Manager Retires
Long-time Babson Value Fund manager is stepping down due to health concerns and being replaced by a senior vice president...
MutualFundWire.com - Wednesday, June 02, 1999 - Reader Rating: 3
Odd Lots, June 2, 1999
Is Merrill's Web move the "death knell" for fund companies ... brokers sweat over paychecks ... E*Trade zigs while Merrill zags ... Pioneer's CFO quits ... PBGH takes reigns from McCall ... Putnam, Neuberger win as market rotates...
MutualFundWire.com - Wednesday, June 02, 1999 Views - Reader Rating: 3
INVESCO Sets Up Shop in Poland
Atlanta, Georgia-based INVESCO will be providing a fund for a new nation-wide DC plan in Poland, a spokesperson with the vendor told the 401kWire.com. "We will be working in cooperation with the Polish Conference of Bishops [Roman Catholic Church]," the official reported. The unit there will be called ARKA-INVESCO, Ptb...
401kWire.com - Wednesday, June 02, 1999 - Reader Rating: 3
Mid-Sized Jersey Plan Considers Move to Bundled Service
Jersey City, NJ-based Evergreen America Corporation is preparing to search for a bundled provider for its 401(k) plan, a member of the personnel division staff with knowledge of the plan, told the 401kWire. The plan currently has approximately $36 million in assets with 600 participants...
401kWire.com - Tuesday, June 02, 1998 - Reader Rating: 3
BB&T To Take Over Southeastern TPA
BB&T Financial Services is the latest in a line of financial services companies to snap up a regional third party administrator (TPA's). Its target is W.E. Stanley and its two subsidiaries -- Corporate Compensation Plans of North Carolina Inc. and Corporate Group Services Inc. ..
401kWire.com - Tuesday, June 02, 1998 - Reader Rating: 3
EBRI, ASEC Release 1998 Retirement Confidence Survey

In a pre-Savings Summit event held this morning in Washington DC, the Employee Benefit Research Institute (EBRI), the American Savings Education Council (ASEC), and Mathew Greenwald & Associates (MGA) released the latest version of their Retirement Confidence Survey.

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401kWire.com - Tuesday, June 02, 1998 - Reader Rating: 3
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