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News Stories Archives - Since 1998
Five AMs Gain a Distro Ally
The startup's platform now covers nine asset managers...
MutualFundWire.com - Tuesday, October 27, 2020
After Five Years With Invesco, a 401k Vet Exits
The exec previously worked with Fidelity and ING...
401kWire.com - Tuesday, October 27, 2020
An Insurer Preps a Retirement-Plus Spinoff
The separation also includes annuities, life insurance, and mutual fund businesses...
401kWire.com - Tuesday, October 27, 2020
Voya Wins a Non-Qual and a $90MM 401k
The 401(k) covers more than 2,000 eligible participants. The plan sponsor is based on the Gulf Coast...
401kWire.com - Tuesday, October 27, 2020
Active ETFs Beat 2019 In Nine Months
Worldwide, actively managed ETFs broke a pair of their records last month, according to an industry research firm...
MutualFundWire.com - Tuesday, October 27, 2020
It's $19.5K, Again
The IRS is keeping most defined contribution-related limits the same for next year...
401kWire.com - Tuesday, October 27, 2020
E Tu, Thaler?
Fresh off his Nobel prize win, the 401k-friendly behavioral economist is now calling 401(k)'s tax treatment into question. Wait, what?..
401kWire.com - Friday, October 27, 2017 - Reader Rating: 5
Will Trump Protect 401ks? Yes ... or Maybe?
The President publicly weighs in again on the continued speculation about whether America's most popular defined contribution plans will be affected by tax reform or not...
401kWire.com - Friday, October 27, 2017
A Cross-Border Market Entry Solutions Team Forms at State Street
State Street Advisors acts on client demand for market entry solutions...
MutualFundWire.com - Friday, October 27, 2017 Views - Reader Rating: 5
Retirement Law Group CEO Hires an ERISA Attorney in Kansas City
A St. Louis-based senior ERISA and tax counsel moves across Missouri to Kansas City...
401kWire.com - Friday, October 27, 2017 - Reader Rating: 5
African Americans Want 401k Plan Sponsors to Up Their Game
New research digs into racial disparity in retirement and financial security...
401kWire.com - Friday, October 27, 2017
A KPA Ally Adds Customizable Scoring
One of the 401(k) investment due diligence tools is now offering advisors to pick the benchmarks they like and customize the weighting, too...
401kWire.com - Friday, October 27, 2017
Is the Enforcement Pendulum Swinging Back at the SEC?
So much for bringing the "broken windows" policing approach to investing. One of the regulatory agency's two top cops talks of scaling back an enforcement approach from the Mary Jo White days...
MutualFundWire.com - Friday, October 27, 2017 Views
The Top Five Advisor Mentoring Mistakes to Avoid
An RIA-focused Schwabbie offers tips on how to develop a mentorship program at your shop...
401kWire.com - Thursday, October 27, 2016
An OpFunds Channel Chief Plans to Hire In These Areas
MFWire sits down with a senior distribution executive from the MassMutual-backed mutual fund shop...
MutualFundWire.com - Thursday, October 27, 2016 Views
DC Market is an Opportunity For Growth For Asset Managers
…according to new findings conducted by Boston-based global research firm, Cerulli. ..
401kWire.com - Thursday, October 27, 2016 - Reader Rating: 5
T. Rowe Price Hires to Hunt Big Game Plan Sponsors
The company moves focus on mega market recordkeepers. ..
401kWire.com - Thursday, October 27, 2016 - Reader Rating: 5
People on the Move - October 27, 2016
Hirings, firings and the like!..
MutualFundWire.com - Thursday, October 27, 2016 Views
Richard Davies Leaving AB in December
The head of defined contribution and multiasset management will pursue other opportunities. ..
401kWire.com - Thursday, October 27, 2016
Most Don't Plan For Long-Term Health Costs
Survey suggest that consumers aren't prepared for long term health care expenses.....
401kWire.com - Thursday, October 27, 2016
The Active-Passive Shift Looks Bigger Than It Is, Thanks to 401ks
Not everything is what it seems when it comes to fund flows, the ICI tells Reuters...
MutualFundWire.com - Thursday, October 27, 2016 Views
Reporters Climb the Great Wall of Worry With Eaton Vance
Bob Cunha and four top PMs talk to the press over salmon or beef at a museum restaurant in the Big Apple...
MutualFundWire.com - Tuesday, October 27, 2015 Views
Two Mega Plans to Combine in $1.1 Billion Merger
T. Rowe works with one of the plans, while Charles Schwab and Milliman support the other...
401kWire.com - Tuesday, October 27, 2015 - Reader Rating: 2
Obama Pushes Back on Fiduciary Bill
The President issues a veto threat to protect the DoL's fiduciary redefinition proposal .....
401kWire.com - Tuesday, October 27, 2015
For Many, Retirement is a Date, Not a Number
The Boston Behemoth busts common myths about retirement...
401kWire.com - Tuesday, October 27, 2015 - Reader Rating: 3.5
Pru Ponders Millenials, Monthly
The insurer's DC I-O arm issues the first of a series of research papers on the U.S.'s biggest generation ever...
401kWire.com - Tuesday, October 27, 2015 - Reader Rating: 2
Aberdeen Fails to Squelch Sale Rumors
Denial notwithstanding, Mister Market likes this talk...
MutualFundWire.com - Tuesday, October 27, 2015 Views
Limra Honors an Ex-RKing Chief
The former head of Lincoln's retirement business wins an award...
401kWire.com - Tuesday, October 27, 2015
Reich and Co Set LPL's 401k Sights FiRMly on Customization, Index Funds and TDFs
With help from a longtime ally, the retirement partners unit at the indie B-D is preparing to help its affiliated KPAs evaluate passive products and target date funds. And custom investment scoring is right around the corner...
401kWire.com - Monday, October 27, 2014
Pershing's 401k is Near
Word earlier this year was that the clearing giant was in talks with six RKers and three other firms to partner...
401kWire.com - Monday, October 27, 2014 - Reader Rating: 5
Seen 'n Heard at LPL RPAC '14
This past weekend outside Phoenix, David Reich and his team gathered hundreds of KPAs and other retirement plan industry insiders...
401kWire.com - Monday, October 27, 2014 - Reader Rating: 1.33
Moore Sees 401k as a Huge Growth Area For LPL: Big Fund Firms Are Buying In
This weekend dozens of asset managers and other financial services firms gathered outside Phoenix to reach the elite retirement plan advisors aligned with the nation's largest indie B-D...
MutualFundWire.com - Monday, October 27, 2014 Views
Up, Up, and Away! Fido Wins a $14B Plan
The Boston Behemoth lands a plan that has nothing to do with birds and everything to do with airplanes...
401kWire.com - Monday, October 27, 2014 - Reader Rating: 5
51.3 Percent of Workers Have Access to a Workplace Retirement Plan
EBRI sees retirement plan access and participation rates on the rise...
401kWire.com - Monday, October 27, 2014
Hailer Does His Next Deal North of the Border
Natixis invests about $31MM in an $817MM-AUM retail mutual fund shop in Canada...
MutualFundWire.com - Monday, October 27, 2014 Views - Reader Rating: 5
Alger, American Century, ClearBridge, Harris, Longleaf, Parnassus and Primecap Look Like M* Winners
2014 isn't over yet, but the mutual fund ratings giant is beginning to look ahead to its "Fund Manager of the Year" awards...
MutualFundWire.com - Monday, October 27, 2014 Views
LPL Is About to Take a Key Offering Mobile
Last week at the annual retirement partners conference, the indie B-D giant's execs showed off the latest enhancement to their worksite financial solutions program...
401kWire.com - Monday, October 27, 2014 - Reader Rating: 5
Berkowitz's New Research Chief is Anything But
He's also focused on explaining away his boss' bets to investors...
MutualFundWire.com - Thursday, October 27, 2011 Views - Reader Rating: 4
Fundsters Converge in Chicago for MFEA
The MFEA's Intermediary Distribution Council and E-Commerce Council forums attracted around 130 attendees Thursday in Chicago...
MutualFundWire.com - Thursday, October 27, 2011 Views
kasina Urges Fund Shops to Empower Their National Account Managers
Distributors want NAMs to be strategic business partners who bring insight, experience and critical thinking to the table, according to the research shop...
MutualFundWire.com - Thursday, October 27, 2011 Views
Pozen Web-Speaks!
The author and ex-MFS chair launches his own blog...
MutualFundWire.com - Thursday, October 27, 2011 Views
Participants are Staying the Course
A new ICI survey says participants are not wavering when it comes to their retirement goals...
401kWire.com - Thursday, October 27, 2011
Pru Taps into the Vanguard T. Rowe Price Brands
The plan provider is expanding its product line to include target-date funds...
401kWire.com - Thursday, October 27, 2011 - Reader Rating: 5
Another RKer Taps Mesirow for Advice
It's the third deal that the firm has unveiled in as many months...
401kWire.com - Thursday, October 27, 2011 - Reader Rating: 5
Will KPERS Roll Out a 401k?
The state pension plan faces a gap of $8 billion through 2033. What are its options?..
401kWire.com - Thursday, October 27, 2011
Great-West is One of Two Finalists at OPERS
The Oklahoma System is down to two finalists just a week after the RFPs were due in. ..
401kWire.com - Thursday, October 27, 2011 - Reader Rating: 3
What's Vanguard to Do About Money Funds?
Updated | Bill McNabb may soon be facing some hard choices regarding Vanguard's money market mutual fund business..
MutualFundWire.com - Thursday, October 27, 2011 Views - Reader Rating: 4
Franklin Comes Up Short
The California mutual fund firm reports earnings that are short of what those following its stock had hoped for...
MutualFundWire.com - Thursday, October 27, 2011 Views
Morningstar's Profits Dip
Mansueto talks about his firm's latest earnings release...
MutualFundWire.com - Thursday, October 27, 2011 Views
Schwab Plots a Bank-Sweep-Switch
CORRECTED | Meanwhile, the San Fran brokerage giant faces $165 million in money market mutual fund fee waivers per quarter for the foreseeable future...
MutualFundWire.com - Thursday, October 27, 2011 Views - Reader Rating: 5
AllianceBernstein's Earnings Rise, But AUM Falls
The bottom line did top what Wall Street was looking for a a couple pennies. ..
MutualFundWire.com - Thursday, October 27, 2011 Views
DFA Joins Ranks of Underperformers
Even while it lags the broader market this year the Texas-based fund firm is still enjoying inflows...
MutualFundWire.com - Thursday, October 27, 2011 Views
AUL Shrugs Off an MEP Breakup and Preps a New Product
The Indianapolis-based plan provider's breakup with TAG Resources is just the first chapter in its bid to capture the MEP market for small plans...
401kWire.com - Wednesday, October 27, 2010
Hancock Funds Will Have 20 More Field Wholesalers
John Hancock Funds will soon have decidated sales teams for the bank and Edward Jones channels...
MutualFundWire.com - Wednesday, October 27, 2010 Views
A New Fund Firm Tees Off a Sponsorship
Updated | A New York-based mutual fund firm gains an endorsement deal with a pro athlete...
MutualFundWire.com - Wednesday, October 27, 2010 Views
Meet Lincoln's New DC Marketing Conductor
The provider taps a Vanguard alum as its new marketing chief. ..
401kWire.com - Wednesday, October 27, 2010 - Reader Rating: 4
Diversified Helps Secure Retirement Income
The Harrison, New York-based plan provider has launched a new investment option for its participants. ..
401kWire.com - Wednesday, October 27, 2010 - Reader Rating: 4
USAA Caters to 'Two Timely Market-Related Concerns'
The mutual fund firm launches a pair of new offerings...
MutualFundWire.com - Wednesday, October 27, 2010 Views
MetLife Lands a Triple DC Advisory Alliance
The non-profit-focused provider teams up to provide three levels of advice to retirement plan participants...
401kWire.com - Wednesday, October 27, 2010
ProManage Beefs Up its Front Line
The Chicago-based managed accounts provider has a pair of new faces in its offices...
401kWire.com - Wednesday, October 27, 2010 - Reader Rating: 1
Benefit Consultants Group Hunts for Wholesalers
The recordkeeping TPA looks to expand its sales force. Separately, the firm creates a new unit dedicated to a specific DC niche...
401kWire.com - Wednesday, October 27, 2010 - Reader Rating: 5
DST Suffers Expected MF Accounts Losses
The Kansas City-based fund administrator hit a few bumps in Q3. ..
MutualFundWire.com - Wednesday, October 27, 2010 Views
DST Adds DC Participants
The Kansas City-based fun administrator unveils its Q3 numbers. ..
401kWire.com - Wednesday, October 27, 2010
A New Mutual Fund Player Makes a Swanky Debut
A Dallas firm uses the Schwab conference as a stage for its mutual fund debut. It plans to roll out another '40 Act product next year...
MutualFundWire.com - Wednesday, October 27, 2010 Views
USI Fills New Role with a Fido Alum
The Glastonbury, Connecticut-based provider is beefing up its DC team. ..
401kWire.com - Wednesday, October 27, 2010
Natixis Says Oui Oui to an ETF Deal Across the Sea
The international asset manager is making a play for an ETF startup. ..
MutualFundWire.com - Wednesday, October 27, 2010 Views
Waddell Feels 'Little Effect' From Flash Crash Flak
The WSJ mulls the mutual fund firm's earnings...
MutualFundWire.com - Wednesday, October 27, 2010 Views
Berkowitz Wants to Help You Go Anywhere
The manager of the decade is hoping investors take the plunge in his latest offering. ..
MutualFundWire.com - Wednesday, October 27, 2010 Views
Legg Earns Nearly Double Estimates
The mutual fund firm reveals its fiscal Q2 2011 earnings...
MutualFundWire.com - Wednesday, October 27, 2010 Views
Reynolds Backs Franks' Re-Election Bid
Barney Frank has friends in the mutual fund world, but not so much in the derivatives space...
MutualFundWire.com - Wednesday, October 27, 2010 Views
Franklin Targets 20,000 Advisors with its New Campaign
The parent of the mutual fund family saw net income and AUM rise year-over-year...
MutualFundWire.com - Tuesday, October 27, 2009 Views
A Midwestern TPA Hunts for Sales Directors
Goldleaf Partners is looking to more than double their sales team, include two newly created positions in Florida and the mid-west...
401kWire.com - Tuesday, October 27, 2009
IndexIQ Unveils Inflation Hedging ETFs
The niche asset manager aims to draw investors from TIPS with a pair of new funds...
MutualFundWire.com - Tuesday, October 27, 2009 Views
JPMorgan Targets the Web With its Compass
The New York-based asset manager unwraps an online version of its target date evaluation program...
401kWire.com - Tuesday, October 27, 2009 - Reader Rating: 1
An ExpertPlan Alum Chooses the TPA Path
A new DC-focused administrator arrives in New Jersey...
401kWire.com - Tuesday, October 27, 2009 - Reader Rating: 2
Dblaine Creates its First Mutual Fund
The Minnesota asset manager has filed for its first mutual fund...
MutualFundWire.com - Tuesday, October 27, 2009 Views
Nationwide Finds that More are Disengaging from Retirement Planning
The number of disengaged households has risen by more than a third...
401kWire.com - Tuesday, October 27, 2009
Waddell & Reed's Q3 Profits Stay Flat
The Ivy Funds sponsor says that besides the Asset Strategy and Global Natural Resources funds, five other funds continue to have meaningful daily flows...
MutualFundWire.com - Tuesday, October 27, 2009 Views
Barney Frank and Co May Open the Door to More Fund Disclosure Requirements
The House Financial Services Committee considers three bills, including one that would give the SEC the ability to make more rules about pre-sale mutual fund disclosures...
MutualFundWire.com - Tuesday, October 27, 2009 Views
Participation Rates Increase at Schwab
The brokerage giant unveils 2008 data for its overall DC business...
401kWire.com - Tuesday, October 27, 2009
Van Eck Thinks Small With a New India ETF
The New York-based firm prepares a new offering...
MutualFundWire.com - Tuesday, October 27, 2009 Views
McCann Squelches Talk of a UBS Sale
The former Merrill wirehouse chief jumps to the smaller wirehouse owned by the Swiss bank and hints at his plans for the future...
MutualFundWire.com - Tuesday, October 27, 2009 Views
Fidelity's Rakers Rakes in Big Gains
In the Tuesday WSJ Fund Track column, Jon Kamp features Larry Rakers, who has steered the Fidelity Dividend Growth Fund to large gains this year...
MutualFundWire.com - Tuesday, October 27, 2009 Views
Fidelity Mulls Layoffs
The Boston Behemoth is reportedly considering shedding as much as 4,000 jobs...
MutualFundWire.com - Monday, October 27, 2008 Views
Will the Sale of an Outsourcer Affect ING Retirement?
Industry insiders wonder if a cross-ocean relationship will survive two deals...
401kWire.com - Monday, October 27, 2008
Wisconsin Evangelical Lutheran Synod Hands Out 403b Mandates
The group taps an advisor and a recordkeeper...
401kWire.com - Monday, October 27, 2008
Federated, Franklin and T. Rowe Stock Score Upgrades
The three firms saw their stock upgraded by analysts on Monday...
MutualFundWire.com - Monday, October 27, 2008 Views
MetLife Hires an Alliance Builder
The insurer taps a Genworth exec to broaden distribution for Personal Pension Builder and other retirement income offerings...
401kWire.com - Monday, October 27, 2008
Realty Group Taps Two UBS DC Advisors
A Chicago-based plan sponsor keeps its plan sponsor while signing the wirehouse on as an RIA...
401kWire.com - Monday, October 27, 2008
403b Regs Spur a New Service at ING
The Connecticut-based plan provider unveils a new service to help sponsors fulfill their duties under the new regs...
401kWire.com - Monday, October 27, 2008
Legal Eagle Joins DAC
The CEO of the outsourced recordkeeper adds another executive to fill a brand new role on his team...
401kWire.com - Monday, October 27, 2008 - Reader Rating: 3
Insurers Ponder Securing Government Cash
Some insurance firms are reportedly interested in exploring a sale of equity stakes to the Treasury while a Dutch-based insurer is said to be considering following in the footsteps of ING...
401kWire.com - Monday, October 27, 2008
Some Fund Firms' Parents Accept Government Money as Others Ponder Capital Infusion
A fund firm's bank parent is getting a capital infusion from the government while two insurers with fund businesses are said to be mulling over the possibility of getting government aid...
MutualFundWire.com - Monday, October 27, 2008 Views
WSJ Documents the Decline in Fund Firm Earnings
The Journal highlights the difficulties asset managers face in this down market...
MutualFundWire.com - Monday, October 27, 2008 Views
Plastic Film Maker To Boost DC Plan
The Virginia-based company is the latest to announce a retirement-program revamp...
401kWire.com - Friday, October 27, 2006
Hartford Retirement Unit Posts Higher Earnings
The retirement plans unit at the Connecticut-based firm saw net income grow five percent in the third quarter...
401kWire.com - Friday, October 27, 2006 - Reader Rating: 5
Pru Retirement Reorgs Bundled Segments
The insurer responds to the maturing market by combining its three segments under one head. It also lassoes a new client relations chief from Hartford...
401kWire.com - Friday, October 27, 2006 - Reader Rating: 4.67
Treadway Will Shell Out Dough, SEC Moves On
After being convicted in June of charges related to cooperating with market timers, the ex-PIMCO CEO agrees to settle with the SEC. Meanwhile, the SEC starts digging elsewhere. ..
MutualFundWire.com - Friday, October 27, 2006
An Advisor Goes Elephant Hunting
Full fee disclosure is the first step when working with big plans, he says. ..
401kWire.com - Friday, October 27, 2006 - Reader Rating: 5
Fidelity Confirms Pact With Managed Account Provider
As previously reported by The 401kWire, the Boston Behemoth will be offering a third party managed account offering to its clients...
401kWire.com - Friday, October 27, 2006
Industry Gurus Create New Forum
Two highly respected experts in the DC industry have joined forces to put up a forum on behavioral finance...
401kWire.com - Friday, October 27, 2006 - Reader Rating: 3.5
Advice Takes Hold in Lone Star System
The Employees Retirement System of Texas is seeing interest for one provider's advice...
401kWire.com - Thursday, October 27, 2005
Tellabs in Finals
The telecommunications equipment manufacturer is close to a decision...
401kWire.com - Thursday, October 27, 2005
TPA Offers Another Solok Flavor
The administrator adds another plan custodian...
401kWire.com - Thursday, October 27, 2005 - Reader Rating: 2
Hand Partners Up
The Southwestern TPA looks to an old hand for a new relationship...
401kWire.com - Thursday, October 27, 2005 - Reader Rating: 3.5
Amvescap Too Expensive?
While an Amvescap take over has been grist for the rumor mill since even before CI Fund Management made an unsolicited offer last summer, at least one Wall Street analyst firm thinks it shares are already too rich...
MutualFundWire.com - Thursday, October 27, 2005 Views
Provider Considers More Diversification
While more and more investors are looking in the international equity markets for returns, one plan administrator is considering another type of foreign opportunity...
401kWire.com - Thursday, October 27, 2005
Rydex Adds More Funds to VA Partner Platform
Rydex Investments has paired with Jefferson National Life Insurance Company to serve as subadvisor for three of the insurer's variable annuity accounts. The Rockville, Maryland-based fund firm will manage assets for the Jefferson National's Monument Advisor variable annuity...
MutualFundWire.com - Thursday, October 27, 2005 Views
Fido in Talks for More Rhode Island Space
The push and pull between American Express and Fidelity Investments is continuing. A Providence, Rhode Island-based affiliate of NBC is reporting that Fidelity is in negotiations to lease space in the former American Express building. If it takes the space, Fidelity could move "hundreds" of employees into the space, according to the report...
MutualFundWire.com - Thursday, October 27, 2005 Views
Earnings Surge at Franklin
Third quarter earnings at San Mateo, California-based Franklin Resources surged 28 percent from the last quarter and 78 percent from the same period last year .....
MutualFundWire.com - Thursday, October 27, 2005 Views
Was Fidelity Bamboozled?
The fund firm's traders may have been acting on their own...
MutualFundWire.com - Thursday, October 27, 2005 Views
Amvescap Stands by Invesco Field
Amvescap is firm. There will be no name change to "Invesco Field at Mile High," despite the fact that the Invesco retail brand no longer exists .....
MutualFundWire.com - Thursday, October 27, 2005 Views - Reader Rating: 3
Ameriprise Takes $1.25 MM Hit
The brand-new name of Ameriprise is already showing a bit of tarnish. Ameriprise Financial Advisors will pay $500,000 in NASD-ordered fines and $750,000 in compensation for improper sales of 529 plans .....
MutualFundWire.com - Thursday, October 27, 2005 Views
Morningstar Names Rekenthaler Successor
The Chicago-based advisory firm merges its retirement advice and managed account businesses...
401kWire.com - Wednesday, October 27, 2004 - Reader Rating: 4
Georgia Advisor Saddles Up with Plan Tools
Sponsors should have an easier time doing their jobs with a plan risk management system...
401kWire.com - Wednesday, October 27, 2004
What Communications Work? Make It Personal
Fidelity shares the keys to its success with a pilot communications program headed by an mPower alumn...
401kWire.com - Wednesday, October 27, 2004 - Reader Rating: 3
PAi Adds Small Biz Distribution
A fraternal benefit and financial services company inks a deal with PAi...
401kWire.com - Wednesday, October 27, 2004 - Reader Rating: 1
Merck Slapped with Second Suit
A second law firm has filed a suit in wake of the Vioxx problem...
401kWire.com - Wednesday, October 27, 2004
Sales are Up at Nationwide
Public and private retirement plan sales are up compared to the same period last year...
401kWire.com - Wednesday, October 27, 2004 - Reader Rating: 4
Fund Opening: Hartford to Launch Mid Cap Value
Hartford Investment Financial Services is planning the launch of a new mid-capitalization fund. The fund, to be called the Hartford Select MidCap Growth fund, is slated to open in January of 2005...
MutualFundWire.com - Wednesday, October 27, 2004 Views
Fido Swaps Managers
Fidelity has named new managers to several of its fixed income funds...
MutualFundWire.com - Wednesday, October 27, 2004 Views
Fund Closing: Masters Select International Fund
Litman/Gregory Fund Advisors has closed the Masters’ Select International Fund to new investors, as of Wednesday. The decision was made to reduce inflows to the funds. Existing shareholders of the fund can still purchase shares...
MutualFundWire.com - Wednesday, October 27, 2004 Views - Reader Rating: 2
T. Rowe Price, Off by a Penny
While T. Rowe Price reported third quarter earnings up 25 percent from the same period last year, the earnings missed analysts’ expectations by one penny...
MutualFundWire.com - Wednesday, October 27, 2004 Views - Reader Rating: 4
AMG Names CEO
Sean Healey, Affiliated Managers Group current president and chief operating officer, will succeed William Nutt as chief executive officer of the company. Nutt will remain chairman of AMG...
MutualFundWire.com - Wednesday, October 27, 2004 Views
Ex-ADP Exec Lands At Bowne
Industry Veteran To Head Sales Group..
401kWire.com - Monday, October 27, 2003 - Reader Rating: 1
MassMutual To Add Eight Funds
The insurer is adding to its Institutional Funds series...
MutualFundWire.com - Monday, October 27, 2003 Views
S and P Stays Sitting on the Fence
The fund rater wants still more info before it makes the hard calls...
MutualFundWire.com - Monday, October 27, 2003 Views - Reader Rating: 5
DeMartini Loses Out to Fleet Exec
The head of the BofA asset management unit is retiring. A Fleet executive will take over the combined efforts...
MutualFundWire.com - Monday, October 27, 2003 Views
LIMRA IDs Retirement Market as Key
The insurance industry trade group points its members at the retirement market. Offers more resources...
401kWire.com - Monday, October 27, 2003 - Reader Rating: 5
Principal Announces New Agreement
An Indianopolis-based benefits consultant signs on...
401kWire.com - Monday, October 27, 2003 - Reader Rating: 3
Boehner Sets Hearing
The House Ed and Workforce Committee will hold hearing on retirement funding...
401kWire.com - Monday, October 27, 2003
BofA Fund Arm Taps Recruiter to Find CEO
The search is on for a replacement for Robert Gordon...
MutualFundWire.com - Monday, October 27, 2003 Views
Bank Of America Set To Buy Fleet
Amid scandal, BOA takes huge gamble...
MutualFundWire.com - Monday, October 27, 2003 Views
Cigna Sale Still Two Weeks Away
The sale will not be done by the end of October according to a published report...
401kWire.com - Monday, October 27, 2003 - Reader Rating: 4.5
Schwab Names RPS President
The brokerage firm has announced its new president for its quickly growing retirement business. ..
401kWire.com - Friday, October 27, 2000 - Reader Rating: 3
Marketer Ventures To New River From docHarbor
The e-commerce firm's senior marketer jumps to New River as docHarbor prepares spin-off...
401kWire.com - Friday, October 27, 2000 - Reader Rating: 3
Marketer Ventures To New River From docHarbor
The e-commerce firm's senior marketer jumps to New River as docHarbor prepares spin-off...
MutualFundWire.com - Friday, October 27, 2000 - Reader Rating: 3
No-Load Firm Adds Planning Service
T. Rowe Price is adding to its services by making allocation advice available to investors. It's free to those with half a million with the firm...
MutualFundWire.com - Friday, October 27, 2000 - Reader Rating: 3
Calvert Taps Parent for HR Head
Calvert's new human resources head hails from its parent, Acacia Life...
MutualFundWire.com - Friday, October 27, 2000 - Reader Rating: 3
October 27, 2000
Father of 401k Wants More Choice ... Heartland is Not the First to Write Down NAVs ... Stilwell Tops Estimates...
401kWire.com - Friday, October 27, 2000 - Reader Rating: 3
October 27, 2000
Heartland is Not the First to Write Down NAVs ... Stilwell Tops Estimates ... Father of 401k Wants More Choice...
MutualFundWire.com - Friday, October 27, 2000 Views - Reader Rating: 3
On the Frontlines at P&I
Under cloudy skies at the P&I 401(k) conference in San Francisco, retirement pros were up spreading the word on their latest innovations. Fidelity is mapping out its next effort, Wells Fargo is waiting for Y2K to pass at which point it will be adding enhancements, and BellSouth is working with a new generation of participants...
401kWire.com - Wednesday, October 27, 1999 - Reader Rating: 3
Will Everyone Have an Internet Fund Eventually?
Even with many Internet stocks following a rocky road of late, new Internet funds keep acomin' -- the latest additions include two new mutual funds as well as the first closed-end Internet fund...
MutualFundWire.com - Wednesday, October 27, 1999 - Reader Rating: 3
Federated Offering Advisors Online Prospectus Option
Federated Investors is making steps to simplify compliance issues and save a few trees in the process, offering electronic distribution of prospectuses to financial intermediaries...
MutualFundWire.com - Wednesday, October 27, 1999 - Reader Rating: 3
Small Plan on the Lookout
Greeley, Colorado-located Roche Constructors, Inc. has issued an RFP for a vendor to administer its profit-sharing and 401(k) plans, Bill Fisher, controller, told the 401kWire.com. The company has 80 employees and the 401(k) plan has approximately $650 thousand in assets...
401kWire.com - Wednesday, October 27, 1999 - Reader Rating: 3
Odd Lots, October 27, 1999
New Deutsche Bank execs must stay hands-off old clients ... Will they give away toasters too?..
MutualFundWire.com - Wednesday, October 27, 1999 - Reader Rating: 3
TAG On: Defaults on Loans
The Technical Answer Group, Inc. (“TAG”) is a weekly guest on the 401kWire.com site. TAG provides technical answers and supporting research for professional firms and individuals that administer, sell or sponsor qualified employee benefit plans. The following question was asked by a TAG Subscriber and includes the TAG answer:..
401kWire.com - Wednesday, October 27, 1999 - Reader Rating: 3
New Sales Manager at DAC
Daily Access Concepts, Inc. (DAC) has tapped Dale D. Cunningham to be its national sales manager. Located in Mobile, Alabama, DAC provides hi-tech recordkeeping systems to defined contribution plan providers, administrators, consultants, and sponsors...
401kWire.com - Tuesday, October 27, 1998 - Reader Rating: 3
Mattel Thinks about the Future
El Segundo, California-based Mattel, Inc. (NYSE: MAT), manufacturer of Barbie(R) and hotwheels(R), is considering making some changes to its 401(k) plan, an official familiar with the plan told the 401Wire.com. The plan has $480 million in assets for both its union and non-union plans, according to government filings, and around 5,000 participants, according to The Judy Diamond Directory, 1998...
401kWire.com - Tuesday, October 27, 1998 - Reader Rating: 3
TAG On: Changing Plan's Year End
A 401(k) plan originally had a fiscal year end (6/30) in which the computation period for vesting was a 1,000 hours worked during the plan year. Effective 7/1/98 the plan sponsor changed the plan year to a calendar year end. Therefore it now had a short plan year (7/1/ - 12/31). ..
401kWire.com - Tuesday, October 27, 1998 - Reader Rating: 3
Wells Fargo Seeks Separate Account Product Head
Wells Fargo Institutional Trust Group is looking to hire an executive to lead its separate account 401(k) product by mid-January, according to a report in Defined Contribution News. The separate account product, dubbed PlanMaster, is targeted at plans with more than $100 million in assets.
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401kWire.com - Monday, October 27, 1997 - Reader Rating: 3
MassMutual Offers Internet Access
Springfield, MA-based MassMutual is making participant information available to plan sponsors over the Internet, according to Defined Contribution News. The insurer plans to make selected transactions available over the internet sometime next year.
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401kWire.com - Monday, October 27, 1997 - Reader Rating: 3
ManuLife Launches Institutional Funds
Toronto-located Manulife Financial is targeting both the bundled and unbundled plan markets with 16 new institutional mutual funds, according to Defined Contribution News. Dubbed the Pinnacle Funds, the new offering will have eight investment management firms acting as subadvisors. Manulife also plans to offer an additional 10 funds in the spring according to the report.
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401kWire.com - Monday, October 27, 1997 - Reader Rating: 3
DoL Approves TCW Ed Scheme
The Department of Labor has approved an exemption for TCW Group allowing the investment manager to provide participants investment advice through a network of third-party financial advisors. The exemption marks one of the first times that the DoL has allowed a 401(k) provider to offer investment advice to participants. The last was a product offered by then Shearson Lehman. TCW will offer the product through independent investment advisors who will base their advice on a detailed participant questionaire...
401kWire.com - Monday, October 27, 1997 - Reader Rating: 3
Putnam Seeks Account Manager for Northwest Region
Boston based-Putnam Investments is seeking an account manager for its Northwest Region who is willing to work from home, according to Defined Contribution News. Kristen O'Brien, who had held the position, retired in September.
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401kWire.com - Monday, October 27, 1997 - Reader Rating: 3
PIMCO Advisors Hire Pittman
PIMCO Advisors has hired David J. Pittman for the new position of vice president and Southwest regional director according to a report published in P&I Daily. In his new position Mr. Pittman will be responsible for marketing institutional products in the region. He had previously been employed by Bank of America Texas as a senior vice president.
..

401kWire.com - Monday, October 27, 1997 - Reader Rating: 3
MetLife to Boost Staff
New York City-located Metropolitan Life is seeking as many as 10 experienced senior-level marketers to report to Ted Lavelle, according to Defined Contribution News. MetLife hired Lavelle from John Hancock funds.
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401kWire.com - Monday, October 27, 1997 - Reader Rating: 3
Lord Abbett to Hire Manager for New Office
New York City based-Lord Abbett is hunting for a regional sales manager who will be located in a new Atlanta office, according to a report in Defined Contribution News. The new office is part of a move by the investment manager to beef up its sales force. The Atlanta office will cover sales in the Southeast region and will be the company's fourth regional office. It hopes to fill the position by Jan. 1, 1998.
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401kWire.com - Monday, October 27, 1997 - Reader Rating: 3
KeyCorp to Fill Product Development Position
Cincinnati based-KeyCorp is considering candidates for a product development manager in its defined contribution/defined benefit lines, according to a report in Defined Contribution News. The position replaces the responsibilities of Ann Leuth who moved on to different responsibilities.
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401kWire.com - Monday, October 27, 1997 - Reader Rating: 3
American Century Hires Pearson From Fidelity
Kansas City, MO-based American Century Investments has hired Linda Pearson to coordinate services and ensure client satisfaction, according to Defined Contribution News. She will be based in Virginia and be responsible for the Northeast region. Pearson had been at Fidelity Investments where she served as vice president of client services.
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401kWire.com - Monday, October 27, 1997 - Reader Rating: 3
Texas Instruments Launches Second 401(k)
Austin, TX-based Texas Instruments (TI) is starting a second 401(k) plan on January 1, 1998, according to a report in Defined Contribution News. The new plan will be adminstered by Bankers Trust, which also handles TI's existing $1.6 billion 401(k) plan. ..
401kWire.com - Monday, October 27, 1997 - Reader Rating: 3
Southwest Gas to Add Funds
Las Vegas, NV-located Southwest Gas will likely add an index fund and an international fund to its $100 million 401(k), according to a report in Defined Contribution News. The sponsor is adding the funds due to participant demand and to diversify better the fund line-up. ..
401kWire.com - Monday, October 27, 1997 - Reader Rating: 3
Quaker Oats in Final Leg of Search
Chicago, IL-based Quaker Oats Company has received eight responses from vendors bidding to administer its $425 million 401(k) plans, writes Defined Contribution News. The plan is looking to switch to daily valuations from its current monthly, add a loan feature, and reduce expenses according to the report. ..
401kWire.com - Monday, October 27, 1997 - Reader Rating: 3
Kellog 401(k) in Review
Battle Creek, MI-located Kellog has collected RFP's from bundled providers for its $1 billion 401(k) plan, according to a report in Defined Contribution News. The cereal company started the search earlier this year as a part of a review of its program. The company is reportedly considering moving to daily valuations, adding investment options and outsourcing some of its administration.
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401kWire.com - Monday, October 27, 1997 - Reader Rating: 3
Food Lion May Add Funds
Driven by participant demand for a broader investment menu, the supermarket chain is considering adding two options to its $690 million 401(k) plan, according to a report in Defined Contribution News. ..
401kWire.com - Monday, October 27, 1997 - Reader Rating: 3
Barber Dairies Bundles with Merrill Lynch
Birmingham AL-based Barber Dairies has hired Merrill Lynch to replace AmSouth Bancorp as semi-bundled provider for its $9 million defined contribution, according to a report published in P&I Daily. ..
401kWire.com - Monday, October 27, 1997 - Reader Rating: 3
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