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News Stories Archives - Since 1998
Happy Memorial Day!
MFWire will be closed on Monday in observance of the Memorial Day market holiday...
MutualFundWire.com - Friday, May 25, 2018
Happy Memorial Day!
401kWire will be closed on Monday in observance of the Memorial Day market holiday...
401kWire.com - Friday, May 25, 2018
A 20-Year MassMutual Vet Departs
He has led the client service and relationship management team to support MassMutual's TPA channel for the past 20 years...
401kWire.com - Friday, May 25, 2018 - Reader Rating: 2
T. Rowe's Financial Wellness Convo, Version 2.0
The mutual fund firm's DC I-O team is extending their KPA support in the area...
401kWire.com - Friday, May 25, 2018
Mansueto the Billionaire Real Estate Baron?
Word is that the Morningstar founder is about to pull the trigger on a nine-figure deal in Chi-Town...
MutualFundWire.com - Friday, May 25, 2018
Time to Make Sure Your Compliance is Up to Par
The fiduciary rule is coming, the fiduciary rule is coming!..
401kWire.com - Thursday, May 25, 2017 - Reader Rating: 2
There's a New Stable Value King in Town
Former Pru stable value chief starts his own business. ..
401kWire.com - Thursday, May 25, 2017 - Reader Rating: 4.6
WisdomTree and Its Robo Ally Expand After a 2nd Acquisition
A roboadvisor that supports human advisors, buys another advisor-support shop, and a key backer of the robo put more money in, too. ..
MutualFundWire.com - Thursday, May 25, 2017 Views
Rouse and Towarnicky Talk Fiduciary Guidance
After the latest guidance on the fiduciary rule was released, industry trade group leaders say... ..
401kWire.com - Thursday, May 25, 2017
RayJay Lands $240MM KPA Shop
Raymond James has landed a new 401(k) plan advisory shop in Michigan!..
401kWire.com - Thursday, May 25, 2017 - Reader Rating: 3
The New Fund Fuss - May 25, 2017
The latest news on funds!..
MutualFundWire.com - Thursday, May 25, 2017 Views
Pensionmark Adds its Sixth Texas Affiliate
Santa Barbara-based retirement plan network has added its latest affiliate!..
401kWire.com - Thursday, May 25, 2017
A Wirehouse Chooses T Shares
The moves comes in advance of the initial quasi-implementation of part of the DoL rule next month...
MutualFundWire.com - Thursday, May 25, 2017 Views
A Wichita KPA Joins GRP
Bill Chetney's GRP welcomes a KPA team in Kansas...
401kWire.com - Wednesday, May 25, 2016 - Reader Rating: 4.95
Next Up For This Crowd-Driven ETF Startup: Hiring Distro and Marketing Folks
With help from Exchange Traded Concepts, a new Gotham shop unveils an ETF powered by the so-called wisdom of the crowd...
MutualFundWire.com - Wednesday, May 25, 2016 Views
LIMRA Seeks the 401k Industry's Rising Stars
A Windsor, Connecticut-based research organization seeks the retirement industry's rising players...
401kWire.com - Wednesday, May 25, 2016 - Reader Rating: 3
Delta Participants Hit Fidelity With Class-Action Lawsuit
The complaint is tied to the plan's brokerage option. ..
401kWire.com - Wednesday, May 25, 2016 - Reader Rating: 3
Harris Reorgs BNY Mellon IM and Picks a Dreyfus Chief
The freshly-anointed exec will lead distribution in North America for the giant custodial bank's multi-boutique asset management business...
MutualFundWire.com - Wednesday, May 25, 2016 Views
The Senate Approves an Anti-Fiduciary Reg Bill
Senate votes to pass anti-fiduciary bill, on to the president next...
401kWire.com - Wednesday, May 25, 2016
Kranefuss Is Back, But Not With an ETF Provider
The former iShares chief is a founding partner of a new firm that's in the ETF business, sort of...
MutualFundWire.com - Wednesday, May 25, 2016 Views
DiCenso Hunts in Pittsburgh
The Gallagher retirement chief adds a new post...
401kWire.com - Friday, May 25, 2012
RBG Looks East After Filling in its Western Map
A retirement plan advisory firm expands with five new hires...
401kWire.com - Friday, May 25, 2012
It's Time to Knock on Vanguard's 401k Door
The mutual fund titan's retirement chief gives in to "a few" clients' requests for a change...
MutualFundWire.com - Friday, May 25, 2012 Views
Ray Jay Seeks a Gatekeeper
The top mutual fund selection position is open at the regional B-D...
MutualFundWire.com - Friday, May 25, 2012 Views
A Georgia TPA Expands
The shop's chief plans to add ten more employees by the end of the year...
401kWire.com - Friday, May 25, 2012
Fundsters Talk Money Funds With Schapiro
The SEC chairman and mutual fund shops try to come to deal on regulation...
MutualFundWire.com - Friday, May 25, 2012 Views
Passive ETFs are Texas, Active ETFs are Rhode Island
Benzinga.com examines a new SPDR...
MutualFundWire.com - Friday, May 25, 2012 Views
MarketWatch Hones in on Reynolds' Call for a Retirement Debate
A columnist goes through the campaign literature of both major party candidates and concludes that they are both a threat to your retirement...
MutualFundWire.com - Friday, May 25, 2012 Views
Government Report Shows Employers Are in the Dark About 401k Fees
Small 401(k) plans pay nearly 90 percent more in fees than large plans...
MutualFundWire.com - Friday, May 25, 2012 Views
McNabb Shuts the Valve Into a High Yield Fund
Vanguard said more cash made it harder to invest effectively...
MutualFundWire.com - Friday, May 25, 2012 Views
Redemptions Wallop a Junk Bond ETF
Updated | Strange ETF flows in some funds are leaving people worried...
MutualFundWire.com - Friday, May 25, 2012 Views
Fido Preps a Bonds Push
The Boston Behemoth is adding teams members and mulling over creating new mutual funds to meet baby boomers' demand for bonds...
MutualFundWire.com - Friday, May 25, 2012 Views
Hartstein is Stepping Away From Hancock Funds
The fund shop is preparing to start a search for Hartstein's replacement...
MutualFundWire.com - Friday, May 25, 2012 Views
Global X Unveils a Canada Preferred ETF
The New York City-based firm expands its product menu...
MutualFundWire.com - Wednesday, May 25, 2011 Views
Pru Courts Reporters' Buy-In For a British Import
The provider brings a new DB solution to the US, unveiling it at a Big Apple steak house...
401kWire.com - Wednesday, May 25, 2011 - Reader Rating: 4.5
A Pru Stable Value Retiree Joins a Law Firm
A Midwestern law firm hires an industry veteran as of counsel...
401kWire.com - Wednesday, May 25, 2011
Franklin Taps Talent from BNY Mellon
The new hire will call on DC and DB clients...
401kWire.com - Wednesday, May 25, 2011
An NFL Team Sacks its 401k Contributions
The lockout hits participants in one football team's plan...
401kWire.com - Wednesday, May 25, 2011
Direxion Points to Russia
The Boston-based firm brings its newest ETFs to market...
MutualFundWire.com - Wednesday, May 25, 2011 Views
McGraw-Hill Unveils a Retirement Education Tool
The tool is designed to educate participants on mutual fees and expenses...
401kWire.com - Wednesday, May 25, 2011
OneAmerica Snags a Principal Wholesaler
Bill Yoerger is beefing up his team in the Bay area...
401kWire.com - Wednesday, May 25, 2011
Mutual of Omaha Gets FiRM with Advisors
The plan provider unveils a benchmarking tool for advisors...
401kWire.com - Wednesday, May 25, 2011 - Reader Rating: 4
TIAA-CREF Bags an ICMA-RC Client
The non-ptofit plan provider takes over a government plan once administered by ICMA-RC..
401kWire.com - Wednesday, May 25, 2011
BlackRock Defends Fink's Pay
Yet another list puts the BlackRock chief on top of all other CEOs from publicly-traded financial executives in 2010...
MutualFundWire.com - Wednesday, May 25, 2011 Views
Unhappy Surprise: Rising Wamco Costs Irk Legg Mason's Board
Is Mark Fetting in trouble with his board of directors?..
MutualFundWire.com - Wednesday, May 25, 2011 Views
Legg Mason Names its New Head of National B-D Sales
The Baltimore-based firm taps a replacement for Joe Lohrer, who is reportedly going to BlackStone...
MutualFundWire.com - Wednesday, May 25, 2011 Views
Reynolds Makes a Plea to Mass. Lawmakers
The Putnam chief likens Boston's retirement services to Houston's oil fields...
MutualFundWire.com - Wednesday, May 25, 2011 Views
Virtus Retail Distribution EVP Moves On
The mutual fund firm hired Cerutti after its retail distribution EVP left last Friday...
MutualFundWire.com - Tuesday, May 25, 2010 Views
Virtus Picks a New Bond Fund Sub-Advisor
A Harris Investment Management subsidiary takes over the sub-advisor job...
MutualFundWire.com - Tuesday, May 25, 2010 Views
Goss Lures a Hartford Alum to His RIA
A DC-focused advisory hires its seventh consultant...
401kWire.com - Tuesday, May 25, 2010
TierOne is Targeted in a Stock Drop Suit
A bank faces scrutiny over its use of company stock in a DC plan...
401kWire.com - Tuesday, May 25, 2010
A Wirehouse Unites its Retirement Plan Business Under a Familiar Chief
Institutional consulting and retirement plans now report to one exec at the broker-dealer...
401kWire.com - Tuesday, May 25, 2010 - Reader Rating: 4
Foreside Opens a Virtual and a Concrete Home
The distributor has rebuilt its website and is expanding across the U.S...
MutualFundWire.com - Tuesday, May 25, 2010 Views - Reader Rating: 1
Mutual Fund Investors Get Back Millennium Funds
The SEC says that it has finished returning $180 million siphoned from mutual funds and annuities...
MutualFundWire.com - Tuesday, May 25, 2010 Views
Great-West Rehires a Sales Director
The new hire will cover the southeast and returns to the insurer after more than twenty years...
401kWire.com - Tuesday, May 25, 2010 - Reader Rating: 5
An I-O Firm Powers On its Advisor Benchmarking Support
Fiduciary Benchmarks powers a new tool for DC intermediaries...
401kWire.com - Tuesday, May 25, 2010
Deferral Rates 'Trump' Performance
A provider finds, unsurprisingly, that the most important factor contributing to participant success is how much they save...
401kWire.com - Tuesday, May 25, 2010
The Oil Slick Slimes a 401k
A class action firm starts an investigation into a firm involved in the oil spill in the Gulf of Mexico...
401kWire.com - Tuesday, May 25, 2010
ACS Sees Deal Unlocking 401k Opportunities
The payroll firm and 401k provider sees a recent acquisition as opening more opportunities to peddle its DC services...
401kWire.com - Tuesday, May 25, 2010 - Reader Rating: 5
An Internal American Funds Debate Over Size Comes to Light
A Morningstar report reveals documents about the inner workings of American Funds...
MutualFundWire.com - Tuesday, May 25, 2010 Views - Reader Rating: 5
How Easy is it to Win Participant Advice Business?
A guest columnist in a trade pub paints a pretty picture. But it may be tough to put into practice...
401kWire.com - Tuesday, May 25, 2010
Vanguard IT Gains Attention
Computerworld sits down with CIO Paul Heller and then praises the fund firm's efforts...
MutualFundWire.com - Tuesday, May 25, 2010 Views
Dems Attach 401k Fee Disclosure Proposal to a Jobs and Tax Bill
The move would supersede regulations scheduled to come out from the Department of Labor...
MutualFundWire.com - Tuesday, May 25, 2010 Views - Reader Rating: 5
El-Erian Talks 'Contagion'
The Pimco chief offers his take on European woes, particularly in Spain, in an interview with PBS...
MutualFundWire.com - Tuesday, May 25, 2010 Views
Weil Still Seeks a Non-U.S. Chief and a More Balanced Janus
Janus' new CEO is not just whiling away his time; instead he is prepping an aggressive strategy to remake the image of the one-time go-go growth shop...
MutualFundWire.com - Tuesday, May 25, 2010 Views
Web Site Takes Aim at Fund Fees
The new site promises that fund shareholders can save eighty percent by moving to ETFs...
MutualFundWire.com - Tuesday, May 25, 2010 Views
Is There Life After 12b-1?
Dalbar founder Lou Harvey explores what the mutual fund world might be like if the 12b-1 fee is reformed or even eliminated. ..
MutualFundWire.com - Friday, May 25, 2007 Views - Reader Rating: 2.75
Pru Believes in NPR Alliance
The bundled provider has inked a sponsorship deal with National Public Radio as part of its brand campaign...
401kWire.com - Friday, May 25, 2007 - Reader Rating: 5
NASD: Fees Go Up, Fines Go Down
The regulatory body's annual report outlines changes in 2006. ..
MutualFundWire.com - Friday, May 25, 2007
Terra Nova's Board OKs Stock Split
Terra Nova Financial Group's board of directors have approved a 1-for-10 reverse stock split of the company's outstanding common stock...
MutualFundWire.com - Friday, May 25, 2007
Diligent Boardbooks Saves Trees and Fund Board Members at the Same Time
Diligent Boardbooks is leading a revolution in the way that fund directors view their boardbooks...
MutualFundWire.com - Friday, May 25, 2007 Views - Reader Rating: 5
Mother Merrill Not So Nurturing After All
Employees of Merril Lynch had better take their vitamin C and avoid the cold because the number of sick days they can take just got cut dramatically...
MutualFundWire.com - Friday, May 25, 2007 - Reader Rating: 4
NYSE: Brokers Can Vote For Fund Shareholders
The regulatory agency revises its proposal and placates the fund industry. ..
MutualFundWire.com - Friday, May 25, 2007 Views
Grabbed From the Monster: ING Prowls for Ops Coordinator
It time again for the weekly jobs column "Grabbed from the Monster." ING is one of the fund companies seeking help this week, which is good news if you are an operations coordinator...
MutualFundWire.com - Friday, May 25, 2007 Views
What Happens to Fiserv Retirement?
An executive reveals who's in and who's out after the deal. ..
401kWire.com - Friday, May 25, 2007
TD Ameritrade Pulls Trigger on Fiserv ISS Deal
The two sides have come to an agreement on the sale of Fiserv's advisor and retirement focused businesses that could be worth as much as $405 million when all is said and done...
401kWire.com - Friday, May 25, 2007
TD Ameritrade Pulls Trigger on Fiserv ISS Deal
The two sides have come to an agreement on the sale of Fiserv's advisor and retirement focused businesses that could be worth as much as $405 million when all is said and done...
MutualFundWire.com - Friday, May 25, 2007 Views - Reader Rating: 3.18
Provider Rates Appeal of Roth 401k
The Simsbury, Connecticut-based provider announced the number of clients who have added the Roth 401(k) so far...
401kWire.com - Thursday, May 25, 2006
Wanna Buy Gartmore US? Then This Sale's Not for You
It appears Nationwide is selling Gartmore, after several months of whispers. But if you're interested in U.S. rather than U.K. money management, you'll have a passing interest at most in related articles from Bloomberg and others...
MutualFundWire.com - Thursday, May 25, 2006 Views
Consulting Firm Gears Up For Launch Of 22c-2 Product
The application is slated to be tested with intermediaries in August...
401kWire.com - Thursday, May 25, 2006 - Reader Rating: 2.5
One Union Takes Drastic Measures to Avoid a DC Plan
Fearing a the loss of its current pension plan and a replacement DC plan, representatives from an Ohio union propose a drastic course of action...
401kWire.com - Thursday, May 25, 2006
EBRI Responds to PSCA's Frontline Criticism
The Employee Benefits Research Insitute disputes PSCA's view on the episode's potential harm...
401kWire.com - Thursday, May 25, 2006
UMB Partners With RIA on Retirement Product
A Denver-based investment advisor has convinced UMB Bank to keep a hand in the retirement market. The companies will partner on SMART Target Funds, a collective trust of ETFs. ..
401kWire.com - Thursday, May 25, 2006
Phillips Hints at Morningstar's Next Numbers
Those at last week's ICI General Membership meeting may have caught Money Magazine columnist Jason Zweig's goal for the fund industry. Zweig pushed industry executives to manage their funds so that individual investors' returns more closely hew to the funds' published returns. Today, fund shareholders don't have enough information to hold funds accountable on this basis, but that may soon change. ..
MutualFundWire.com - Thursday, May 25, 2006 Views
Subadvisor Number Six for Managers Special Equity
More is merrier for Managers Investment Group: the San Francisco fund and advisory firm has appointed a sixth subadvisor to its diversified small-cap equity fund, the Managers Special Equity Fund...
MutualFundWire.com - Thursday, May 25, 2006 Views
Inflows Drive Eaton Vance Gains
Eaton Vance Corp has seen its assets under management grow by twenty percent since last year, with what Reuters describes as increasing demand for the Boston company's mostly conservative and tax-managed portfolios...
MutualFundWire.com - Thursday, May 25, 2006 Views - Reader Rating: 3
How's Your Virtual Value?
Which mutual fund companies are most at home in the Internet age? Rankings specialist Dalbar has come out with its judgments on Web site innovation and user-friendliness for the first quarter of 2006...
MutualFundWire.com - Thursday, May 25, 2006 Views - Reader Rating: 3
Schwab Ends Waterhouse Spat
Charles Schwab has reached an agreement with rival TD Waterhouse over allegedly false and deceptive advertising .....
MutualFundWire.com - Wednesday, May 25, 2005 Views
AERS Keeps its Eyes on the Prize with New Brand
The American Express spin-off will keep American in its new name...
401kWire.com - Wednesday, May 25, 2005 - Reader Rating: 3.5
Canary Day 15: No Defense Needed
After three weeks of testimony from the prosecution's witnesses, Sihpol's lawyers spent less than 10 minutes making their case...
MutualFundWire.com - Wednesday, May 25, 2005
Principal Adds Specialized Communications for Union Plans
The Principal is rolling out updated education materials for union members in Taft-Hartley plans...
401kWire.com - Wednesday, May 25, 2005 - Reader Rating: 2.5
Sihpol Update: Defense Loses Key Witness
The defense's key - and only - witness for in the ongoing Theodore Sihpol fraud trial will not make an appearance after all as the defense admits he is no expert. The defense rested its case and summations will begin on Tuesday...
MutualFundWire.com - Wednesday, May 25, 2005
Survey: Older People Less Receptive to Retirement Expert
For all of the providers eyeing the in-retirement market, a new survey from Prudential Financial has some interesting findings...
401kWire.com - Wednesday, May 25, 2005 - Reader Rating: 3.33
MFAC Hosts Charity Golf at Pinehills
Fund executives seeking a good cause can tee off at Mutual Funds Against Cancer next month. The Expect Miracles Golf Classic will be held June 2 this year and will raise money for the Jimmy Fund. The event is organized by Frank Strauss, a principal with the Beacon Consulting Group...
MutualFundWire.com - Wednesday, May 25, 2005 Views
Nationwide Releases New Statements
Half a million participants are already seeing the new quarterly documents...
401kWire.com - Wednesday, May 25, 2005 - Reader Rating: 2.5
KC Trust Firm Plans Entry into Funds
New players are once again looking to get into the fund industry. The latest is Midwest Trust Co., a Kansas City area firm headed by Bradley Bergman. Unified Fund Services Inc. is helping the firm with the funds' creation. ..
MutualFundWire.com - Wednesday, May 25, 2005 Views
Pioneer Fund to Close
The Pioneer Oak Ridge Small Cap Growth Fund is closing to new investors at the end of the day. Pioneer Investment officials said the closing comes as the fund hit its previously announced closing level of $225 million in assets...
MutualFundWire.com - Wednesday, May 25, 2005 Views
SEC Faces Budget Scrutiny, Travel Cuts
Despite a hefty increase in its budget, the SEC is being forced to cut back on hiring and travel after cost overruns stemming from several office relocations. The Wall Street Journal reports that one SEC staffer is on administrative leave and that two others have been reprimanded because of up to $50 million of overruns...
MutualFundWire.com - Wednesday, May 25, 2005 Views
DoL Subpoenas Morningstar over Plan Advice
The agency is the third regulatory body to investigate the fund rating firm...
MutualFundWire.com - Wednesday, May 25, 2005 - Reader Rating: 3
Silicon Valley Firm Mulls Active ETF
Another niche fund advisor is getting its feet wet in the ETF game. This time the applicant with the SEC is technology specialist FirstHand Funds. The San Jose, California-based fund firm is registering an ETF with the SEC that would track 30 tech stocks in the S&P 500...
MutualFundWire.com - Wednesday, May 25, 2005 Views
PSCA Calling for Survey Responses
The plan sponsor group will accept questionnaires for its 47th annual survey through June 4...
401kWire.com - Tuesday, May 25, 2004
US Bank Taps BizDev Veep
The bank retirement plan provider hires an industry veteran to oversee its new business development...
401kWire.com - Tuesday, May 25, 2004
Financial Engines Gets New VP of Ops
Jacqueline Hipps jumped to Financial Engines after 24 years with Charles Schwab...
401kWire.com - Tuesday, May 25, 2004 - Reader Rating: 2
Invesmart Rolls Out Data Mining Tools
Invesmart will use technology from Envisage Information Systems to get more out of its existing plan and participant data...
401kWire.com - Tuesday, May 25, 2004
ICI Tradition Comes to an End
The annual Nicholas Green Scholarship Fund luncheon at the ICI comes to an end after ten years...
MutualFundWire.com - Tuesday, May 25, 2004 Views
SPARK and AICPA to Create Audit Guidelines
The two groups work on details for alternatives to the hard four p.m. trading close...
401kWire.com - Tuesday, May 25, 2004 - Reader Rating: 5
Principal Rolls Out Managed Account
Principal Financial Group joins Vanguard, Merrill and others in offering a managed account option to plan sponsors...
401kWire.com - Tuesday, May 25, 2004 - Reader Rating: 5
WSJ Attacks Morgan Stanley Index Fund for Lagging Index
The media is having a field day with poorly performing, high expense funds. Morgan Stanley provides the latest case in point...
MutualFundWire.com - Tuesday, May 25, 2004 Views
Schwab, Fido Split in Reaction to Selected Funds Move
The fund firm creates cheaper, no 12b-1 fee shares, for non-supermarket distribution...
MutualFundWire.com - Tuesday, May 25, 2004 Views
Fund Execs Debate Compensation at ICI
In a panel at the ICI membership meeting last Wednesday in D.C., executives from Vanguard, Lord, Abbett & Co. and Scudder Investments gave their thoughts on the hot topic of portfolio manager compensation...
MutualFundWire.com - Tuesday, May 25, 2004 Views - Reader Rating: 2.33
Two Charges Dropped in Morgan Stanley Case
A hearing officer dropped two of the charges brought against Morgan Stanley by Massachusetts Secretary of State William Galvin...
MutualFundWire.com - Tuesday, May 25, 2004
IPO Take at Phoenix Falls
The firm's upcoming initial public offering will likely bring less revenues than expected...
MutualFundWire.com - Friday, May 25, 2001 - Reader Rating: 3
IPO Take at Phoenix Falls
The firm's upcoming initial public offering will likely bring less revenues than expected...
401kWire.com - Friday, May 25, 2001 - Reader Rating: 3
One Roof at Mother Merrill's
Merrill Lynch employees are readying the moving boxes as the brokerage giant's investement group is coming together under one roof. ..
401kWire.com - Friday, May 25, 2001 - Reader Rating: 3
Putnam Client Says More is Better
A North Carolina-based company enhances options by adding funds. ..
401kWire.com - Friday, May 25, 2001 - Reader Rating: 3
Eaton Vance Has Kept the Chill Out
Jim Hawkes used a quarterly call to let investors know it is pulling in assets and hiring even after during the "chill" in the fund industry...
MutualFundWire.com - Friday, May 25, 2001 Views - Reader Rating: 3
Bridging the Distance
A dealmaking frenzy has opened doors for supporting businesses, as Rochelle Lamm's consulting firm gets an invitation to the 529 party...
MutualFundWire.com - Friday, May 25, 2001 - Reader Rating: 3
ETF Mania
Barclays is launching new ETFs to track Dow Jones indeces...
MutualFundWire.com - Thursday, May 25, 2000 - Reader Rating: 3
Schwab Hires SSB Vet to Head Separate Accounts
A Salomon Smith Barney divisional director is joining the Schwab crew as the new head of separate accounts...
MutualFundWire.com - Thursday, May 25, 2000 - Reader Rating: 3
May 25, 2000
Want to know a secret? ... What will the tiny Acorn become? ..
401kWire.com - Thursday, May 25, 2000 - Reader Rating: 3
May 25, 2000
Want to know a secret? ... What will the tiny Acorn become? ..
MutualFundWire.com - Thursday, May 25, 2000 - Reader Rating: 3
mPower Adds to Staff
The San Francisco-based advice company continues to build out its staff...
401kWire.com - Thursday, May 25, 2000 - Reader Rating: 3
Maturity is Here
A new report released by the Spectrem Group shows that the defined contribution market continues to grow in value, yet vendors in the business will find growing their own share harder...
401kWire.com - Thursday, May 25, 2000 - Reader Rating: 3
One-Click Enrollments
AERS offers employers a quick way to sign up for their 401k plan...
401kWire.com - Thursday, May 25, 2000 - Reader Rating: 3
Opportunity in 401ks?
There is no doubt that 401k plans now represent one of the biggest pools of assets available, but are they really available for gathering?..
MutualFundWire.com - Thursday, May 25, 2000 - Reader Rating: 3
Fido Unveils New Brokerage Tools
Fidelity's new brokerage tools were showcased at a press event today in New York City.The tools include wireless applications via the Palm VII organizer, full natural language speech recognition, and the Active Trader WebStation...
MutualFundWire.com - Tuesday, May 25, 1999 - Reader Rating: 3
ICMA-RC Taps New Exec
George D. Webb II has been selected to be the managing vice president of institutional sales at ICMA Retirement Corporation, a spokesperson with the firm told the 401kWire.com. He will start with the team in July 1999...
401kWire.com - Tuesday, May 25, 1999 - Reader Rating: 3
Monument Erects Sector Fund
The Maryland-based funds continue to appeal to the more aggressive investor with another sector fund, the Monument Medical Sciences Fund, to take advantage of the aging of the population...
MutualFundWire.com - Tuesday, May 25, 1999 - Reader Rating: 3
Is Your Firm Ready for T+1?
KPMG conducted an informal survey of over 100 members at the recent ICI General Membership Meeting about their firms' readiness for T+1, or one day settlement. The results showed a large percentage to be relatively unprepared for a near-term implementation of T+1...
401kWire.com - Tuesday, May 25, 1999 - Reader Rating: 3
SunAmerica Takes Kids Out to the Ballgame
SunAmerica Mutual Funds is starting fund education early, sponsoring an essay contest for a New York City school about saving for the future, with the winners taking a trip to Yankee stadium...
MutualFundWire.com - Tuesday, May 25, 1999 - Reader Rating: 3
Invesco Expands Sales Force
Denver-based Invesco has added to its external sales force with four new vice presidents/regional wholesalers...
MutualFundWire.com - Tuesday, May 25, 1999 - Reader Rating: 3
Bananas Split to New Provide
New Richmond, Wisconsin-headquartered Chiquita Processed Foods L.L.C. [a division of Chiquita Brands International, Inc. (NYSE: CQB)] has bundled its 401(k) plan with Strong Funds, a spokesperson with the vendor told the 401kWire.com. The plan has 1,500 participants and $60 million in assets...
401kWire.com - Tuesday, May 25, 1999 - Reader Rating: 3
Odd Lots, May 25, 1999
Gabelli's $50 million payday whacks earnings ... SEC steps closer to new trading rules for fund staff ... Don't worry, keep smiling, say fund execs ... Social Security windfall for funds?..
MutualFundWire.com - Tuesday, May 25, 1999 - Reader Rating: 3
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