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News Stories Archives - Since 1998
A Cali EVP Retires After a 35-Year Career
She worked with the company for a year and with its sibling for 18...
MutualFundWire.com - Tuesday, April 07, 2020
An OpFund's DC I-O Vet Returns to Invesco
An OpFunds employee of nineteen years returns after a year at Nationwide...
401kWire.com - Tuesday, April 07, 2020
An Industry Recruiter Joins a New Jersey Firm
She has more than 20 years of experience in management consulting in law...
401kWire.com - Tuesday, April 07, 2020
A Top ERISA Law Firm Takes On COVID-19
The team at one of the nationís top ERISA law firm's has created a website to educate their clients about adapting to the coronavirus crisis...
401kWire.com - Tuesday, April 07, 2020 - Reader Rating: 1
Will a Fundster Lead the U.S. Treasury?
Donors and allies of Donald Trump's chief rival in the upcoming election are reportedly pushing for a certain asset management chief to be Mnuchin's successor...
MutualFundWire.com - Tuesday, April 07, 2020
A Furniture Co Sends Its Match Packing
Amid growing concerns surrounding the economic downturn, a plan sponsor in the Mid-Atlantic is cutting back on all "non-essential" expenditures, including a big 401(k) expense...
401kWire.com - Tuesday, April 07, 2020
Graff Rallies the NAPA Nation Against a New Bill
This year in his opening remarks at the NAPA 401(k) Summit, the ARA chief has a new call to arms...
401kWire.com - Sunday, April 07, 2019 - Reader Rating: 3
Rutledge Wants Your Feedback On This
The 401(k) industry's top cop talks to KPAs and other DC industry insiders at the year's biggest 401(k) bash...
401kWire.com - Sunday, April 07, 2019 - Reader Rating: 4
NAPA 2019 Preview - Day 1
Today the 401(k) industry's top cop will take the stage, and DC industry insiders will go bowling...
401kWire.com - Sunday, April 07, 2019
BlackRock Faces a Fiduciary Lawsuit
Plaintiffs claim the world's largest asset manager didn't act in the best interest of its participants...
401kWire.com - Friday, April 07, 2017 - Reader Rating: 5
An Aon Hewitt Leader Exits
A head of DC plan consulting has moved on from the firm...
401kWire.com - Friday, April 07, 2017 - Reader Rating: 2
Filings for Fundsters - April 7, 2017
A compilation of the latest SEC filings!..
MutualFundWire.com - Friday, April 07, 2017 Views
A Wirehouse Commits to DoL Rule Changes
One wirehouse says it will move forward with planned changes, despite the fiduciary reg's delay...
MutualFundWire.com - Friday, April 07, 2017 Views
Isakson Revives a 401(k) Bill
The Senator reintroduced the "Lifetime Income Disclosure Act." ..
401kWire.com - Friday, April 07, 2017 - Reader Rating: 5
A Commonwealth Retirement Veteran Leaves
Kathleen Roche is no longer with the independent broker-dealer/RIA...
401kWire.com - Friday, April 07, 2017
ProShares Makes the First Move Away From This Platform
The ETF shop is the first to voluntarily removed itself from Schwab's NTF platform...
MutualFundWire.com - Friday, April 07, 2017 Views
How to Steer Clear of Rollover Pitfalls
Fred Reish gave attendees of fi360 advice on how to keep the rollovers from sinking their practice in this new fiduciary era...
401kWire.com - Thursday, April 07, 2016
When Digesting the Fiduciary Reg, Watch the Distributors
Yesterday a federal regulator revealed the most anticipated retirement plan industry rule change in decades. Now it's time to figure out what that means for fundsters...
MutualFundWire.com - Thursday, April 07, 2016 Views
Schultz Hires a Chief For a Core Component of American Century's Distro
The new addition to the team previously worked with BNY Mellon Investment Management...
MutualFundWire.com - Thursday, April 07, 2016 Views
A $30MM Plan Picks a 3(38) Consultant
The plan sponsor was afforded 50 hours of "free work" from its eventual RFP winner. ..
401kWire.com - Thursday, April 07, 2016 - Reader Rating: 3
Round 2: Trade Groups Respond to the DoL's Reg
Back at it again... with more approvals and critiques of the Department of Labor's finalized fiduciary rule...
401kWire.com - Thursday, April 07, 2016
Paychex Offers KPAs Fiduciary Reg Assistance
Paychex has solutions for 401(k) plan advisors (KPAs)...
401kWire.com - Thursday, April 07, 2016
LIMRA Institute Offers Research Resources Following DoL's Rule
The LIMRA LOMA Secure Retirement plans events and more...
401kWire.com - Thursday, April 07, 2016
The Morning After the Fiduciary Reg
How are people reacting to the revised proposal on regulating retirement plans and IRAs?..
MutualFundWire.com - Thursday, April 07, 2016 Views
BPV Makes a Deal, Septuples Its AUM
Meanwhile, the acquirer's distro chief just added four wholesalers to his team...
MutualFundWire.com - Tuesday, April 07, 2015 Views - Reader Rating: 1
Pozen and Hamacher Revamp Their Fundster Tome
The ex-Fidelity and MFS bigwig and the NICSA chief team up for a second edition to their guide to the mutual fund business. This time they're aiming for a wider audience...
MutualFundWire.com - Tuesday, April 07, 2015 Views
Memo Outlines Callahan's Staff Changes
There's a new exec taking a key spot over Transamerica's retirement plan biz. ..
401kWire.com - Tuesday, April 07, 2015
G&S Retains Empower For Its $160MM Plan
A law firm changes 401k recordkeepers...
401kWire.com - Tuesday, April 07, 2015
The Ameriprise 401k Settlement Moves Forward
The proposed settlement in the Schlichter fee case takes a step closer to becoming a reality...
401kWire.com - Tuesday, April 07, 2015
A $600MM RIA Aligns With Focus
A Georgia-based independent RIA firm that does 401(k) work just unveiled a new partnership!..
401kWire.com - Tuesday, April 07, 2015
What's On O'Hanley's Agenda For SSgA?
The asset management and ETF giant's new chief talks to Reuters about his plans...
MutualFundWire.com - Tuesday, April 07, 2015 Views
401k Advisors No More
NFP is rebranding its 14-year-old retirement plan advisor network subsidiary...
401kWire.com - Monday, April 07, 2014 - Reader Rating: 4
The IRS Issues 401k Guidance Under DOMA
Any plan amendments due to the guidance must by made by the end of the year. ..
401kWire.com - Monday, April 07, 2014
Fido Starts Its Alts Roadshow
Fidelity and its alternatives rockstar partners are taking their educational show on the road...
MutualFundWire.com - Monday, April 07, 2014 Views
RBC Puts SRI Investors in Driver's Seat
Firm ramps up sales of a mutual fund, developed by Ron Homer, that lets investors decide where their money should go...
MutualFundWire.com - Monday, April 07, 2014 Views
Sarsynski Revamps MassMutual's Online Offerings for Participants
The content on the RetireSmart website is now organized around four tabs...
401kWire.com - Monday, April 07, 2014
A New Gatekeeper Rides into Merrill Town
Brian Partridge is now head of investment due diligence at Merrill Lynch...
MutualFundWire.com - Monday, April 07, 2014 Views
Mercer's DC Advisors Welcome a Gallagher Alum
An industry vet in Texas joins the consulting shop's Defined Contribution Advisors unit...
401kWire.com - Monday, April 07, 2014 - Reader Rating: 3
ING U.S.' Voya-ge Begins
ING U.S. officially started its rebrand transition to Voya Financial...
401kWire.com - Monday, April 07, 2014 - Reader Rating: 5
Davies Hires an Institutional DC Exec
The DC I-O brought a J.P. Morgan alum on board. ..
401kWire.com - Monday, April 07, 2014
The Nuance of 401k Beneficiaries, Per the WSJ
The WSJ's Jason Zweig reports on the confusion surrounding 401k inheritance. ..
401kWire.com - Monday, April 07, 2014 - Reader Rating: 5
UBS Welcomes a Texas 401k Advisor Vet
A seven-person shop, including a former Merrill Lynch retirement plan specialist, just aligned with the Swiss bank's U.S. wirehouse...
401kWire.com - Monday, April 07, 2014
Fink Invites More Cooks into His Kitchen
The world's largest asset firm promotes a number of executives and moves others around as it deepens its talent pool for successors to Larry Fink...
MutualFundWire.com - Monday, April 07, 2014 Views
What's Next on Columbia's Absolute Return Plate?
A top exec hints at possible new mutual fund from the Ameriprise subsidiary...
MutualFundWire.com - Thursday, April 07, 2011 Views
BlackRock Sees Changes in the Boardroom
Thomas Montag joins the BlackRock board, while his BofA colleagues Sallie Krawcheck and Mark Linsz vacate their board seats...
MutualFundWire.com - Thursday, April 07, 2011 Views
SSgA Rolls Out a Bond SPDR
State Street is betting on the corporate bond market with a new offering...
MutualFundWire.com - Thursday, April 07, 2011 Views
Great-West Makes a Key Distribution Alliance
A giant broker-dealer adds the recordkeeper to its platform while expanding its relationship with two other providers...
401kWire.com - Thursday, April 07, 2011 - Reader Rating: 5
A MassMutual Retirement Alum Resurfaces
It didn't take long for John Richter to find a new home...
401kWire.com - Thursday, April 07, 2011 - Reader Rating: 1
OneAmerica Fills a Hybrid Wholesaler Role
The Indianapolis-based plan provider is filling up its sales team down South...
401kWire.com - Thursday, April 07, 2011
How BlackRock Plans to Double its Retail Business
Frank Porcelli talks about how he plans to double BlackRock's U.S. retail business by 2014...
MutualFundWire.com - Thursday, April 07, 2011 Views - Reader Rating: 5
SSgA's Head Topped State Street CEO in Pay Last Year
Scott Powers earned $13.5 million last year...
MutualFundWire.com - Thursday, April 07, 2011 Views
Sentinel Lures a PM From San Francisco
The Vermont mutual fund firm hires a co-PM for three of its offerings...
MutualFundWire.com - Thursday, April 07, 2011 Views
Aston is Close to Having a New Owner
The sale of the Chicago fund firm's parent is expected to close this month...
MutualFundWire.com - Wednesday, April 07, 2010 Views
Russell Files to Launch 11 ETFs
The Tacoma, Washington-based firm, which recently hired two ex-BGI execs, is cooking up ETFs...
MutualFundWire.com - Wednesday, April 07, 2010 Views
Lincoln Elevates an Exec to Acquire 'One or Two' RKers Per Year
The freshly-independent recordkeeper shifts client services and operations to new leadership as it hunts for deals...
401kWire.com - Wednesday, April 07, 2010 - Reader Rating: 3
Principal Boosts its Retirement Chief's Pay By 27 Percent
A top exec at the Iowa-based provider finds that more responsibility comes with more pay...
401kWire.com - Wednesday, April 07, 2010
One Quarter of Sponsors Replaced an Exiting Stable Value Wrapper in 2009
And what do those plan sponsors want in a new wrap provider?..
401kWire.com - Wednesday, April 07, 2010
Top 40 Advisor: Larry Deatherage
This San Diego area NRP member lands in the top 40 DC advisors of 2009 as one of ten finalists in the mid-market...
401kWire.com - Wednesday, April 07, 2010 - Reader Rating: 5
2009 Match Cuts Weren't As Bad As Expected
A Grant Thornton report cites the poor economy as a reason for the change...
401kWire.com - Wednesday, April 07, 2010
SEC Accuses Morgan Keegan of Fraud
The SEC alleges that Morgan Keegan did not use reasonable procedures to price securities in five closed-end funds...
MutualFundWire.com - Wednesday, April 07, 2010 Views
AUL Retirement Re-Plots a Managed Account Offering
The insurer has tapped a relatively unknown third-party provider for its managed accounts program...
401kWire.com - Wednesday, April 07, 2010
Hancock Hires A Regional VP
The new hire will cover the Greater Atlanta Region...
401kWire.com - Wednesday, April 07, 2010 - Reader Rating: 1.5
A Baltimore Law Firm Adds an ERISA Attorney
The law firm now has seven people in its employee benefits group...
401kWire.com - Wednesday, April 07, 2010
Wietsma Moves Up at MassMutual
The exec is one of eight people across the company sporting a new title effective April 1...
401kWire.com - Wednesday, April 07, 2010
A Fund Supermarket Hikes Fees
The new pricing is in effect for new funds joining the platform and the broker hopes to convert existing funds to the new pricing by the end of the fiscal year...
MutualFundWire.com - Wednesday, April 07, 2010 Views
SEC Hangs a 'We're Hiring' Sign
The commission is looking to add 15 people to its 120-strong Boston office...
MutualFundWire.com - Wednesday, April 07, 2010 Views
Analysts Weigh in on Federated
In the Wednesday issue of the WSJ Fund Track, Daisy Maxey talks to analysts about Federated Investors, which has been taking steps to diversify into other investment areas...
MutualFundWire.com - Wednesday, April 07, 2010 Views - Reader Rating: 5
How Competitive is Mutual Fund Pricing?
A new book takes a look at fund fees...
MutualFundWire.com - Wednesday, April 07, 2010 Views
A Boston Fund Firm Finds a Sales Chief Within
An asset manager taps one of its own to lead mutual fund sales...
MutualFundWire.com - Tuesday, April 07, 2009 Views
Evergreen Wants to Move Management of Four Bond Funds to Wells
Evergreen Investment Management Company plans to propose that management of four bond funds be transferred to Wells Capital...
MutualFundWire.com - Tuesday, April 07, 2009 Views
A TPA Certifies Cash Balance Specialists
A West Coast firm builds on its educational programs related to the hybrid DB-DC plan world...
401kWire.com - Tuesday, April 07, 2009
A Collective Funds Specialist Dives Into the DC ETF Biz
A West Coast-based firm teams up with a trust company to launch an exchange-traded fund-based defined contribution offering...
401kWire.com - Tuesday, April 07, 2009 - Reader Rating: 1
A Schwab Alum Builds Out an Active ETF Manager's Distribution Team
A San Francisco-based firm names the sales team for its upcoming offerings...
MutualFundWire.com - Tuesday, April 07, 2009 Views
BGI Brings a Lawmaker to Meet the Press
BGI hosted its fourth annual retirement breakfast briefing on Tuesday...
401kWire.com - Tuesday, April 07, 2009
AUL Hires in D.C.
The Indianapolis-based plan provider has hired an ING alum as regional sales director...
401kWire.com - Tuesday, April 07, 2009
Fiduciary Experts Add an Advisor Alum Out West
A specialized auditing and consulting firm brings in a new regional director...
401kWire.com - Tuesday, April 07, 2009
A DC Sales Vet Helps Launch a New Multiple Employer Product
A national association unveils its own retirement offering...
401kWire.com - Tuesday, April 07, 2009 - Reader Rating: 1
Another Paper Examines Magellan's Performance
The giant Fido fund continues to capture media attention, good and bad...
MutualFundWire.com - Tuesday, April 07, 2009 Views
The MBIA Break-Up Perturbs a Fund Firm
The WSJ highlights a suit brought against the bond insurer by a mutual fund firm...
MutualFundWire.com - Tuesday, April 07, 2009 Views
Fundsters Weigh in on Possible Changes in an Index's Composition
In Tuesday's WSJ Fund Track column, Sam Mamudi gathered thoughts from fund managers and analysts on the impact of possible changes to MSCI Barra's Emerging Markets Index...
MutualFundWire.com - Tuesday, April 07, 2009 Views
A West Coast Fund Firm is Reportedly One of the Suitors for AIG's Asset Management Biz
The fund firm is one of the companies that have expresses an interest in buying AIG's asset management business...
MutualFundWire.com - Tuesday, April 07, 2009 Views
BenefitStreet Closes First TPA Sale
The California outsourced recordkeeper sells one TPA and works on selling more. ..
401kWire.com - Monday, April 07, 2008 - Reader Rating: 4
New Hancock Ad Campaign is Anything but Cursory
John Hancock has kicked off a $26 million ad campaign...
MutualFundWire.com - Monday, April 07, 2008 Views - Reader Rating: 5
ETF Evangelist Spices Up AARP-SIFMA Event
Auto-IRAs and simple IRAs took center stage last week at a gathering in a Wall Street museum, but the most illuminating questions seemed to arise around more traditional DC topics. ..
401kWire.com - Monday, April 07, 2008
SEC Puts XBRL Data to Use
The SEC is already making use of data filed by funds using XBRL...
MutualFundWire.com - Monday, April 07, 2008 Views
Regions is Hit with a Stock-Drop Suit
An ex-employee has filed suit against Regions Financial over the presence of company stock in the savings plan...
401kWire.com - Monday, April 07, 2008
BofA Names New Premier Banking and Investments Exec for the Northeast
BofA has appointed a replacement for Dean Athanasia, who was promoted to president of the premier banking and investments group...
MutualFundWire.com - Monday, April 07, 2008
Fido Fetches a Long/Short Fund
Fidelity has become the latest fund company to launch a long/short strategy...
MutualFundWire.com - Monday, April 07, 2008 Views
Allianz Gets Inspired by H2O for its New Fund
The new Allianz RCM Global Water Fund strategy is banking on the steady increase in demand for fresh water...
MutualFundWire.com - Monday, April 07, 2008 Views
Spark Wants You to Help Ponder 403b Information Sharing
The industry lobbying organization seeks comment on its proposals for complying with the new rules in the non-profit plan space. ..
401kWire.com - Monday, April 07, 2008
Auto Parts Supplier Installs a Provider
An auto parts remanufacturer has tapped a fellow-Philadelphia based firm to perform recordkeeping and administration work, and it also hired an investment advisor for its plans...
401kWire.com - Monday, April 07, 2008
Five Bears Move on to the Next Round
Five Bear Stearns executives have survived the first part of the JPMorgan reorg...
MutualFundWire.com - Monday, April 07, 2008
Green Bay Sponsor Hires its First Consultant
A Madison-area RIA wins over a 425-employee plan. ..
401kWire.com - Monday, April 07, 2008
Ivy Funds Taps Fixed-Income Market for New Fund
Ivy Funds is taking advantage of the fixed-income arena recently buoyed by the market downturn...
MutualFundWire.com - Monday, April 07, 2008 Views
Fido Gives Analysts Some Love
Fidelity is undergoing yet another cultural shift...
MutualFundWire.com - Monday, April 07, 2008 Views
WSJ Examines India-Focused ETFs
In the Monday edition of the WSJ Fund Track column, Will Swarts puts two recently launched India ETFs under the microscope...
MutualFundWire.com - Monday, April 07, 2008 Views
New San Francisco Fund Shop CIO Talks Strategy
Now that his company has launched its first mutual funds, Michael Moe is talking about what the future holds...
MutualFundWire.com - Monday, April 07, 2008 Views
ACS Reorganizes its HR Biz
The BPO firm has tapped the former head of Buck Consultants to lead the division...
401kWire.com - Friday, April 07, 2006 - Reader Rating: 2
Navistar Halts Trading in Co. Stock Fund
The plan sponsor is trying to limit its risk by by halting purchases of its company stock fund after it misses an SEC filing deadline...
401kWire.com - Friday, April 07, 2006 - Reader Rating: 3
GM Loses Round One in Stock Suit
Once again, participants are suing over company stock losses and once again the case against the plan sponsor will move forward...
401kWire.com - Friday, April 07, 2006
Go Back and Do it Right, Court Orders SEC
The U.S. Chamber of Commerce has won the latest skirmish in its protracted legal battle with the SEC over the composition of mutual fund boards...
MutualFundWire.com - Friday, April 07, 2006 Views
Franklin Plans BRIC Fund
Franklin Templeton plans to roll out a fund that will pursue stocks of Brazilian, Russian, Indian and Chinese companies. ..
MutualFundWire.com - Friday, April 07, 2006 Views
Commodities Prove Tough for Funds
Remarkable surges in the commodities market have fund companies eager to get in on the action -- but between IRS warnings and Oppenheimer's closure of its Real Asset Fund, their efforts have encountered tricky problems...
MutualFundWire.com - Friday, April 07, 2006 Views
Baron Capital Taps Portfolio Manager
Baron Capital Management has named a new skipper for its Baron Fifth Avenue Growth Fund. According to an announcement on the firm's Web site, Randall Haase will become portfolio manager of the $134 million fund effective May 1, replacing Mitch Rubin, who is leaving with Morty Schaja, Baron Capital's president and chief operating officer, to form a hedge fund venture...
MutualFundWire.com - Friday, April 07, 2006 Views
NYLIM To Close Fund
New York Life Investment Management has decided to restrict access to its Mainstay Small Cap Opportunity Fund. The fund will close to new investors on June 1...
MutualFundWire.com - Friday, April 07, 2006 Views
Education Provider Recognized for Design
The provider takes home two awards...
401kWire.com - Thursday, April 07, 2005
A $435,000 Steak
Morgan Stanley brokers hungering for a thick, juicy steak will not be getting them gratis, anymore...
MutualFundWire.com - Thursday, April 07, 2005 - Reader Rating: 3
HSBC Swipes Team for New 'Alpha' Fund Line
HSBC has hired away a group of seven New York-based high-yield managers from Credit Suisse Asset Management for its new "alpha" fund unit called HSBC Halbis Partners .....
MutualFundWire.com - Thursday, April 07, 2005 Views - Reader Rating: 3
S&C Electric Co.
The Chicago-based plan sponsor awarded a target allocation mandate in its $100 401(k) plan to Vanguard...
401kWire.com - Thursday, April 07, 2005
Arnold Pulls California DC Plans
Is the move to DC plans on the wane? Schwarzenegger throws in the towel on California reforms for now. Vows return to the issue in 2007...
401kWire.com - Thursday, April 07, 2005 - Reader Rating: 4
Congress Pushes Auto-Enroll Bill
Dick Thaler is one of the minds behind a new bill designed to make auto-enrollment plans safer for plan sponsors...
401kWire.com - Thursday, April 07, 2005
Bisys Finds Buyer for Ed Biz
Bisys appears to have wrapped up its sale of its Education Services business just a week after going public with the auction. The buyer is Kaplan Professional, a division of Kaplan, Inc. The sale is expected to close in the coming weeks. The two firms did not announce a price. ..
401kWire.com - Thursday, April 07, 2005
Document Vendor Inks Deal with ABN Amro
Meanwhile, the Chicago provider is still working out a transition to Principal...
401kWire.com - Thursday, April 07, 2005
TPA Opens Cincy Office
The Great Bend, Kansas-based firm also adds one to its team...
401kWire.com - Thursday, April 07, 2005 - Reader Rating: 5
M&I Hires Another Sales Pro
The trust co. eyes expansion in Chicagoland...
401kWire.com - Thursday, April 07, 2005
Bisys Alums Start Consultancy
The firm provides consulting services to plan providers...
401kWire.com - Thursday, April 07, 2005 - Reader Rating: 3
Towers Consultant Joins Chicago Firm
The consultant leaves a 17-year stint behind at Towers Perrin...
401kWire.com - Thursday, April 07, 2005
Fidelity Steps up Challenge to Schwab
Fidelity's sleeping giant has awoken. The firm's online brokerage operation surpassed Charles Schwab for the first time in total assets, racking up $1.13 trillion at the end of the year .....
MutualFundWire.com - Thursday, April 07, 2005 Views
Franklin is Generous with the Bennies
Franklin Templeton Investments C.A.R.E.S. about its employees. How does your fund firm stack up?..
MutualFundWire.com - Thursday, April 07, 2005 Views
Fido Manager Takes Leave of Absence
Paul Antico, manager of Fidelity's $4.4 billion Small Cap Stock Fund, will be taking a leave of absence...
MutualFundWire.com - Thursday, April 07, 2005 Views
Junkets Become Out-of-Pocket
It looks like the Green-for-Greens scandal is already having its effect on the way financial firms entertain on the golf course...
MutualFundWire.com - Thursday, April 07, 2005
NY DC Plan Sponsor Expands Scrutiny
$6.3 billion plan sponsor provides update on mutual fund investigation...
MutualFundWire.com - Wednesday, April 07, 2004 - Reader Rating: 4
Senate Hears SEC Chairman
The tenth hearing in the review of mutual fund regulations will focus on the views of the SEC...
MutualFundWire.com - Wednesday, April 07, 2004 Views
Standard Insurance Names SVP-Employee Benefits
The insurance provider appoints a new senior vice president...
401kWire.com - Wednesday, April 07, 2004
New COO at SSgA
Insider recruited for new chief operating officer position...
MutualFundWire.com - Wednesday, April 07, 2004 Views
Wilmington Trust Expands in SoCal
Wilmington Trust Corp. is acquiring a private wealth management services firm in Beverly Hills...
401kWire.com - Wednesday, April 07, 2004 - Reader Rating: 4
Fed Approves Pending Merger
The Federal Reserve Board approved the merger that will create the second-largest life insurance company in North America...
401kWire.com - Wednesday, April 07, 2004 - Reader Rating: 3
SEC Still Out to Catch Timers
The SEC is examining a Morgan Stanley branch office where two employees were reportedly dismissed because of market timing by clients...
MutualFundWire.com - Wednesday, April 07, 2004 - Reader Rating: 3
New Admin to Usher in New 457 Program
The searches are on. The state of Massachusetts intends to renovate its retirement platform...
401kWire.com - Monday, April 07, 2003 - Reader Rating: 3.5
HealthSouth Employees Sue CEO
Another corporate scandal centered on accounting fraud rocks ESOP participants...
401kWire.com - Monday, April 07, 2003 - Reader Rating: 4.5
Strong Lands More Mandates
The bundled provider claims two more 401(k) wins. Sponsors cite service capability, education-communication prowess...
401kWire.com - Monday, April 07, 2003 - Reader Rating: 3
BISYS Enters the SMA Market
The firm is expanding processing capabilities through a new business unit...
MutualFundWire.com - Monday, April 07, 2003 Views - Reader Rating: 5
North Carolina Expands Advisor-Sold 529 Plan
The national college savings program now features MetLife and additional J. & W. Seligman investment options...
MutualFundWire.com - Monday, April 07, 2003 Views
Legg Mason Private Labels 529 Plan
The new college savings program is supported by its wide network of financial advisors...
MutualFundWire.com - Monday, April 07, 2003 Views - Reader Rating: 3
Morningstar to Revamp Fund Categories
The fund tracking and research firm is aiming for a major tune-up of its fund category system...
MutualFundWire.com - Monday, April 07, 2003 Views - Reader Rating: 3
Minnesota Sponsor May Be On The Move
The company may part ways with American Express...
401kWire.com - Friday, April 07, 2000 - Reader Rating: 3
Rydex Has Two New Funds
Two new funds are being added by Rydex taking the count up to 17...
MutualFundWire.com - Friday, April 07, 2000 - Reader Rating: 3
OppenheimerFunds Hires Two
OppenheimerFunds has hired two managers for its institutional and wrap fee businesses...
MutualFundWire.com - Friday, April 07, 2000 - Reader Rating: 3
USGI Names Research Head
The San Antonio asset manager has a new director of research...
MutualFundWire.com - Friday, April 07, 2000 - Reader Rating: 3
Small Bytes: New mPower Alliance
The 401kWire.com takes its weekly look at the comings and goings of the retirement and related industries..
401kWire.com - Friday, April 07, 2000 - Reader Rating: 3
Odd Lots, April 7, 2000
Sudweeks departs Montgomery ... Denver dynamo, number 2 ... I (don't) want to HOLDR your hand ... Everybody have fun tonight, everybody......
401kWire.com - Friday, April 07, 2000 - Reader Rating: 3
Odd Lots, April 7, 2000
Sudweeks departs Montgomery ... Denver dynamo, number 2 ... I (don't) want to HOLDR your hand ... Everybody have fun tonight, everybody......
MutualFundWire.com - Friday, April 07, 2000 - Reader Rating: 3
DLJ Launches New Online Broker
With interest in Japan heating up, DLJ will now offer an online brokerage service focusing on Japanese securities...
MutualFundWire.com - Wednesday, April 07, 1999 - Reader Rating: 3
AERS Participants Can Now Conduct Transactions Online
American Express Retirement Services (AERS) has now added transactional capabilities to its website, a spokesperson with the firm told the 401kWire.com. Participants will now be able to transfer between investment options, change deferral percentages, and change fund allocations electronically. All of this can be done through the "My Account" section of the web service...
401kWire.com - Wednesday, April 07, 1999 - Reader Rating: 3
McLeod Bundles with Vendor
Cedar Rapids, Iowa-headquartered McLeodUSA Inc. (Nasdaq: MCLD), a telecommunications firm, has tapped MassMutual to be the bundled provider for its 401(k) plan. The plan has over $50 million in assets with 4,000 participants...
401kWire.com - Wednesday, April 07, 1999 - Reader Rating: 3
Marketers Move Up At Liberty Funds
Liberty Funds has handed the senior vice president reins to three of its marketing communications executives...
MutualFundWire.com - Wednesday, April 07, 1999 - Reader Rating: 3
Fund Changes Begin at Amvescap
Invesco is starting to consolidate its fund family with the liquidation of a sector fund. AIM adds share classes to a new fund...
MutualFundWire.com - Wednesday, April 07, 1999 - Reader Rating: 3
Forum Makes Changes to Kafe
It is kind of an axiom of the business that it is nearly impossible to get sponsors' attention. But 401k Forum believes that it might have just found the formula for success -- make some products and services available at no charge. The San Francisco, California advice firm is making certain sections of its 401Kafe available to sponsors for free...
401kWire.com - Wednesday, April 07, 1999 - Reader Rating: 3
Odd Lots, April 7, 1999
More on the SEC fee calculator ... Schwab is now a 'Net stock ... Sally SB targets disenchanted fund investors ... N/I Numeric Investors Reopens Fund ... Oakmark Fund Leaks $2.3 billion ... Funds in the Black? ... and more. ..
MutualFundWire.com - Wednesday, April 07, 1999 - Reader Rating: 3
Quaker Sews its Oats with Fidelity
Chicago, IL-headquartered Quaker Oats has tapped Fidelity Institutional Retirement Services to be the bundled provider for its 401(k)plan, according to a report in Defined Contribution News. Fidelity replaces Hewitt Associates, which was the recordkeeper, and Northern Trust, which was the trustee and asset manager. The plan has approximately $322 million in assets and 5,500 participants, according to The Money Market Directory, 1998. A spokesperson for Fidelity offered no comment on the new contract...
401kWire.com - Tuesday, April 07, 1998 - Reader Rating: 3
Fidelity Offers New Statements for 403(b)'s
Fidelity Investments today unveiled a new account statement for 403(b) plans that it designed with the help of plan participants. Fidelity claims that the new statements use "simplified language" and provide clear, concise information which helps investors better understand their accounts, track transactions, and compare their investments over time. ..
401kWire.com - Tuesday, April 07, 1998 - Reader Rating: 3
Northern Trust Steals the Beat at Sony Music
New York, NY-based Sony Music is making some changes to its 401(k) plan, Kelly McCarthy, associate director of retirement services, told the 401kWire. In "Sony Considers New Options", the 401kWire reported that Sony was considering adding new funds to its investment line-up. According to McCarthy, Sony is not only adding new funds but is changing recordkeepers as well. The plan's estimated assets are $237 million...
401kWire.com - Tuesday, April 07, 1998 - Reader Rating: 3
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