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News Stories Archives - Since 1998
Is This What Auto-Enrollment 2.0 Looks Like?
John Hancock has rolled out a new auto-enrollment option for large plans, and they have another trick up their sleeve for next year. Watch for them to bring both offerings downmarket, too...
401kWire.com - Friday, December 08, 2017 - Reader Rating: 5
Bond Is Back ... In the ETF Biz
Bruce Bond and John Southard have taken over a Midwestern ETF startup and are building it out...
MutualFundWire.com - Friday, December 08, 2017
A Boston Firm Creates Its Own Hybrid RIA
Technology, data and analytics provide these advisors a superior understanding of each client's unique needs, according to their CEO...
401kWire.com - Friday, December 08, 2017
ETF Shops' Stocks Beat the Market ... So What?
Fundsters, be warned that the public continues to be confused about your firms' valuations when the good times keep rolling...
MutualFundWire.com - Friday, December 08, 2017
A Southeast Senior RM Leaves OneAmerica
There is now an opening at OneAmerica in the Southeast...
401kWire.com - Friday, December 08, 2017 - Reader Rating: 4.67
Solving the Retirement Crisis One Student Loan Payment at a Time
Student loan benefits are relatively new to the business world. Here are some people and companies KPAs can turn to so that they can help their plan sponsor clients help their participants manage their student loan debt...
401kWire.com - Thursday, December 08, 2016
OBEC Narrows Choices
The search for an investment consultant is down to three finalists. ..
401kWire.com - Thursday, December 08, 2016 - Reader Rating: 1
Trump May Tap Fast-Food CEO to Head DOL
An official announcement could be made later today that Andy Pudzer will be nominated as Secretary of Labor. ..
401kWire.com - Thursday, December 08, 2016 - Reader Rating: 5
Mutual Fund Milestones - December 8, 2016
A round-up of the mutual fund industry's latest accomplishments!..
MutualFundWire.com - Thursday, December 08, 2016 Views
Airbus DS Chooses Consultant
After issuing an RFP and narrowing choices, a final decision is made. ..
401kWire.com - Thursday, December 08, 2016
Survey Finds Health Care Costs Are Future Retirees' Biggest Fear
A recent Nationwide poll shows a significant increase in future health care costs among those approaching retirement...
401kWire.com - Thursday, December 08, 2016 - Reader Rating: 4.25
The New Fund Fuss - December 8, 2016
The latest funds making their debut!..
MutualFundWire.com - Thursday, December 08, 2016
Transamerica Parent Company Details U.S. Changes
Aegon executive management will provide further details to achieve 2018 financial targets at a conference today. ..
401kWire.com - Thursday, December 08, 2016 - Reader Rating: 1
Equinox Exits a Non-MF Business
Equinox has agreed to sell its Frontier Funds...
MutualFundWire.com - Thursday, December 08, 2016 Views
As the Buyer Works on Funding, Pioneer Fights Possible Defections
Amundi is reportedly trying to raise up to $2.15 billion next year to finance its bid for the multinational asset manager owned by UniCredit. Meanwhile, its target has reportedly suspended two high profile PMs in Europe...
MutualFundWire.com - Thursday, December 08, 2016 Views
71 Percent Failed Fisher's 401k IQ Quiz
There seems to be a startling knowledge gap among Americans when it comes to their 401(k) plans offered by their employer...
401kWire.com - Thursday, December 08, 2016
Lincoln Financial Sales Director Joins GRP
Former Lincoln regional sales director, Matt Rivers, joins Global Retirement Partners as senior vice president of business consulting...
401kWire.com - Thursday, December 08, 2016 - Reader Rating: 5
Who Will Lead Transamerica Retirement In 2016?
Industry insiders are abuzz about big changes looming at the recordkeeper...
401kWire.com - Tuesday, December 08, 2015 - Reader Rating: 4.5
Fido's Mirchandani Sees Five Winds of Change Buffeting Advisors
The Boston Behemoth's clearing and custody chief speaks in south Florida at the eighth annual MarketCounsel summit...
MutualFundWire.com - Tuesday, December 08, 2015 Views
This Is How RIAs' Future Looks From Miami Beach
MarketCounsel bigwigs predict consolidation and technological boosts and call for a new SRO as they open up the RIA ally's eighth annual conference...
MutualFundWire.com - Tuesday, December 08, 2015 Views
Introducing A New Media Service for Employers
A new media service for employers comes to the 401(k) industry...
401kWire.com - Tuesday, December 08, 2015 - Reader Rating: 3
Experts Anticipate A Spike in Auto-Enrollment by 2019
A new Transamerica study surveys industry experts across the nation.....
401kWire.com - Tuesday, December 08, 2015
Meet Pimco's New Brain Trust, Complete With an Ex Prime Minister and Two Former Central Bank Chiefs
Doug Hodge amps up Ben Bernanke's support of the fixed income titan by creating a new advisory board, led by Bernanke and full of other connected bigwigs, including a different kind of PM...
MutualFundWire.com - Tuesday, December 08, 2015 Views
A $3B Illinois Plan Will Work With Empower
The freshly-rebranded and freshly-merged provider lands a big win in the Midwest...
401kWire.com - Monday, December 08, 2014 - Reader Rating: 4.6
IndexIQ and MainStay Are "Right In Sync"
The liquid alt ETF shop's chief talks about the deal with the New York Life unit. The deal is slated to close in the first half of 2015...
MutualFundWire.com - Monday, December 08, 2014 Views
There's Some New Global Equity Indexes In Town
The Morningstar team has something for your global and international equity folks to benchmark against...
MutualFundWire.com - Monday, December 08, 2014 Views
Westminster Welcomes a Morgan Stanley Alum
The Rochester-based consulting firm welcomes a new key hire to the collaborative...
401kWire.com - Monday, December 08, 2014
80 Percent of Employers Are Making 401k Contributions
...according to Brightscope's and ICI's new study...
401kWire.com - Monday, December 08, 2014 - Reader Rating: 5
Mesirow Hires a Retirement Alliance Alum
Reporting to Dicenso, this new key hire is responsible for developing new relationships with recordkeepers, TPAs, broker-dealers, advisors, as well as DC I-O firms. ..
401kWire.com - Monday, December 08, 2014 - Reader Rating: 5
401k, the Disruptor
A new list ranks the popular defined contribution savings plan structure as the 27th most innovative idea of the past 85 years...
MutualFundWire.com - Monday, December 08, 2014
A Hedgie Thinks Outside of the BlackBox
One hedge fund manager thinks mutual funds are the perfect platform to market a market neutral fund...
MutualFundWire.com - Thursday, December 08, 2011 Views - Reader Rating: 5
Momma Mia! Global X's Latest Fund Targets Greece
Then firm is hoping its new offering doesn't end up a Greek trajedy...
MutualFundWire.com - Thursday, December 08, 2011 Views
A Neuberger Vet Follows the Yellow Brick Road
The executive left Neuberger Berman in the spring...
MutualFundWire.com - Thursday, December 08, 2011 Views
Retirement Plans Rake in $49M for Hartford
The insurer talks about the future of its DC business...
401kWire.com - Thursday, December 08, 2011
A Long-time TIAA-CREF Client Reups
The relationship spans 25 years...
401kWire.com - Thursday, December 08, 2011
Fedway Mixes a Diversified Plan
The plan provider is toasting a new mandate win in the corporate DC space...
401kWire.com - Thursday, December 08, 2011
RPAG Doubles its Spring Sessions
The SoCal-based network of retirement plan advisors plans four training events for April...
401kWire.com - Thursday, December 08, 2011
ExpertPlan Takes Over 2,000 Plans
A Lone Star State provider teams up with the outsourced recordkeeper...
401kWire.com - Thursday, December 08, 2011
Hartford Doubles Down With Wellington
Updated | The insurer outsources the rest of its mutual fund sub-advising to the institutional giant...
MutualFundWire.com - Thursday, December 08, 2011 Views
Kuhns Signs on A Plan Sponsor
The Portland, Oregon-based consulting stop has signed on someone to cover Chicagoland...
401kWire.com - Thursday, December 08, 2011
KPERS Will Roll Out a 401k in 2013
New participants will defer six percent of their salaries into the plan and sponsors will match that 100% over an eight year period...
401kWire.com - Thursday, December 08, 2011 - Reader Rating: 5
The SEC Balks at Blessing Complex ETFs
That is bad news for BlackRock and Vanguard Group...
MutualFundWire.com - Thursday, December 08, 2011 Views - Reader Rating: 5
When Does Passive Beat Active?
Morningstar offers its take on the never-ending debate...
MutualFundWire.com - Thursday, December 08, 2011 Views
Vanguard ETFs Continue to Outsell iShares and SSgA
The ETF crew at Vanguard continued to outsell their rivals in November. SSgA ETF sales came in a strong second...
MutualFundWire.com - Thursday, December 08, 2011 Views - Reader Rating: 3
Fundsters Gear Up for Industry Night in the Big Apple
The Alliance of Financial Leaders will host its industry night tomorrow in Manhattan...
MutualFundWire.com - Wednesday, December 08, 2010 Views - Reader Rating: 5
Paradigm Turns to a Third-Party Distributor
The Albany, New York hired a third-party firm earlier this year to distribute its mutual funds...
MutualFundWire.com - Wednesday, December 08, 2010 Views
Matrix Will Say Goodbye to Another Key Exec
The head of one arm of the soon-to-be-acquired firm will leave after helping with the transition...
401kWire.com - Wednesday, December 08, 2010 - Reader Rating: 1.5
Joel Greenblatt Brings His Magic to Mutual Funds
The author of the bestseller The Little Book that Beats the Market has entered the mutual fund business...
MutualFundWire.com - Wednesday, December 08, 2010 Views
And George Miller's Replacement is....
The Republican conference chooses new leaders for the House Education and Labor and Ways and Means committees...
401kWire.com - Wednesday, December 08, 2010 - Reader Rating: 4
Newkirk Beefs Up its Participant Fee Disclosure Services
Newkirk says it will have no problem meeting the DOL's disclosure requirements deadline. ..
401kWire.com - Wednesday, December 08, 2010
Researchers Turn Their Hearts and Wallets into a Company
The duo behind Hearts and Wallets have formalized their collaboration with the launch of a new firm...
401kWire.com - Wednesday, December 08, 2010 - Reader Rating: 2
Another Name Crops Up as a Possible Pioneer Bidder
There's some chatter about Pioneer Investments coming from across the pond...
MutualFundWire.com - Wednesday, December 08, 2010 Views
TCW-Gundlach Divorce Catches the Justice Department's Eye
The Justice Department is reportedly investigating the feud between TCW and its former CIO, now CEO of DoubleLine...
MutualFundWire.com - Wednesday, December 08, 2010 Views - Reader Rating: 5
ICI Weighs in On High Frequency Trading
ICI's general counsel is voicing his converns over high frequency trading. ..
MutualFundWire.com - Wednesday, December 08, 2010 Views
For OppFunds, Digital Marketing is No Longer Pluto
The fund company is targeting advisors with QR ads. ..
MutualFundWire.com - Wednesday, December 08, 2010 Views
Middle-Class Participants Have a Dim Outlook on Retirement
Wells Fargo reveals findings from its survey of 1,800 middle-class plan participants...
401kWire.com - Wednesday, December 08, 2010 - Reader Rating: 4
Janus Suit Could Divide the Supremes
The Supreme Court justices reportedly signaled they are divided on the issue...
MutualFundWire.com - Wednesday, December 08, 2010 Views
Is Fidelity's Blue Chip Fund Somewhat a Misnomer?
In today's WSJ Fund Track, Jon Kamp notes that Fidelity's blue chip growth fund goes beyond blue-chip stocks. ..
MutualFundWire.com - Wednesday, December 08, 2010 Views
Caltech Goes with a Single Provider for its Retirement Plans
The university consolidates recordkeeping of its retirement plans with one provider...
401kWire.com - Tuesday, December 08, 2009 - Reader Rating: 2
AMG Continues to Sniff Around for Deals
Affiliated Managers Group's finance chief says the firm's deal spending this year was 'less than we imagined.'..
MutualFundWire.com - Tuesday, December 08, 2009 Views - Reader Rating: 5
T. Rowe Wants to Launch Active ETFs
The Baltimore firm on Friday filed an exemptive relief application with the SEC...
MutualFundWire.com - Tuesday, December 08, 2009 Views
Sieg Reorgs BofA's Retirement Leadership Team
New business head Andy Sieg is putting his stamp on the retirement division...
401kWire.com - Tuesday, December 08, 2009 - Reader Rating: 4
Plan Sponsors and Participants 'Stayed the Course' During the Turmoil
A majority of plan sponsors hunkered down and weathered the financial storm during 2008 and 2009, making fewer changes than expected to their 401(k) and profit sharing plans, while participants continued to contribute, according to a newly released PSCA study...
401kWire.com - Tuesday, December 08, 2009
BrightScope Lists its Top 30 401k Plans
Saudi Arabian Oil Company leads the pack...
401kWire.com - Tuesday, December 08, 2009 - Reader Rating: 5
vWise Takes its Next Step
The California-based recordkeeper is adding vWise's SmartPlan Enterprise offering as part of its participant education program. The contract isn't the only thing new for vWise...
401kWire.com - Tuesday, December 08, 2009
Advisors Vote American Funds as Best Marketers
The latest installment of FRC's advisor insight study unveils the ten top asset management marketers as picked by 1361 advisors and branch managers, with American Funds, Franklin Templeton, and Fidelity taking top honors..
MutualFundWire.com - Tuesday, December 08, 2009 Views
Three More Gundlach Lieutenants Bid Adieu to TCW
More managing directors have left TCW on the heels of Jeff Gundlach's ouster...
MutualFundWire.com - Tuesday, December 08, 2009 Views - Reader Rating: 2
Old Mutual Dangles a 'Zero Fee, Zero Cost' ETF
Old Mutual Global Index Trackers on Tuesday took the wraps off the GlobalShares FTSE Emerging Markets Fund...
MutualFundWire.com - Tuesday, December 08, 2009 Views
Eisenstadt is Out at Value Line
The 87-year-old research chairman says he was let go last Friday...
MutualFundWire.com - Tuesday, December 08, 2009 Views
WSJ Spotlights Mutual Fund Do-Gooders
As part of its Investing in Funds monthly report, the Wall Street Journal takes a closer look at mutual funds that give a portion of their profits to charities...
MutualFundWire.com - Tuesday, December 08, 2009 Views
Investors Look to the Next Frontier
The Wall Street Journal dissects frontier market investing in their monthly fund section..
MutualFundWire.com - Tuesday, December 08, 2009 Views
Emerging Market Funds Bounce Back from the Dubai Jolt
In the Tuesday edition of the WSJ Fund Track, John Spence notes that Dubai's Thanksgiving credit disaster bruised a number of large emerging market funds and that those funds have since recovered...
MutualFundWire.com - Tuesday, December 08, 2009 Views
An Analyst Upgrades Waddell & Reed's Stock
A Sandler O'Neill & Partners analyst upgraded Waddell & Reed stock, saying the firm's overall investment performance remains strong...
MutualFundWire.com - Monday, December 08, 2008 Views
A Merrill Vet Will Lead BofA's Institutional Retirement Biz
A longtime Merrill Lynch exec will oversee the 401k business as part of his duties when the BofA-Merrill deal closes, according to a recent internal memo...
401kWire.com - Monday, December 08, 2008
A Fund Firm Breathes Life Into New Distribution Software
A DC provider combines three tools into a new offering for advisors...
401kWire.com - Monday, December 08, 2008
ICI Hires a New Chief Spokesperson
The mutual fund trade group has a new head of media relations...
MutualFundWire.com - Monday, December 08, 2008 Views
Pru Will Continue to Participate in the Money Fund Program
Prudential's funds will continue to take part in the Treasury Department's Temporary Guarantee Program for money market funds...
MutualFundWire.com - Monday, December 08, 2008 Views
Cormier: Is the 401k Value Proposition in Crisis?
The DC research guru urges advisors to behave like decision architects while recognizing and improving their product personality...
401kWire.com - Monday, December 08, 2008
BlackRock Names Novick's Successor
The New York money manager has tapped an exec to succeed Barbara Novick at the helm of the accounts management group...
MutualFundWire.com - Monday, December 08, 2008 Views
Hartford Forecasts '09 Plan Flows
Company executives shared their projections for plan deposits and net flows and outlined plans for the coming year...
401kWire.com - Monday, December 08, 2008
First American Taps a New 401k Sales Head
The Minneapolis-based fund firm hires a Pioneer and Bisys alum to lead sales efforts in the 401k and sub-advisory channels...
401kWire.com - Monday, December 08, 2008
401k Fees TV Report Lands an Emmy
A program you might remember from the summer gains some recognition...
401kWire.com - Monday, December 08, 2008
Waggoner Looks at How the Bear Market Shook Up the Fund World
USA Today's John Waggoner takes a look at how the bear market has impacted the mutual fund arena...
MutualFundWire.com - Monday, December 08, 2008 Views
Hennessy's Full-Year Earnings Fall By More than Half
The decline in AUM dragged down the Novato, California-based fund firm's earnings for its fiscal 2008 ended September 30...
MutualFundWire.com - Monday, December 08, 2008 Views
Newborn ETFs Struggle to Catch Fire
More than 150 ETFs were born in 2008, and many of them are struggling to attract assets, The WSJ's Eleanor Laise reports...
MutualFundWire.com - Monday, December 08, 2008 Views
Heebner is Hedging His Bets
The noted CGM Funds PM is readying his first hedge fund and reallocating his funds to take advantage of bargains in financial stocks...
MutualFundWire.com - Monday, December 08, 2008 Views
Bent's Change in Path Set Money Fund on Course for its Fall
The Wall Street Journal goes hunting for the inside story of the meltdown at The Reserve. So far, the story seems pretty straight forward...
MutualFundWire.com - Monday, December 08, 2008 Views
ERISA Budget Accounts: Part 2
If a plan's revenue sharing aren't being used to pay fees, where might they be going? ..
401kWire.com - Friday, December 08, 2006 - Reader Rating: 5
Russell Moves On From Russell
Matt Russell has left his post as regional sales director at the Tacoma, Washington-based firm's retirement services unit. ..
401kWire.com - Friday, December 08, 2006 - Reader Rating: 3.5
Fido Sales Pro Sued After Jumping
Court documents reveal a Midwestern provider smiting a sales VP only weeks after he made the move to Fidelity...
401kWire.com - Friday, December 08, 2006 - Reader Rating: 3.8
Putnam's Fate Still Up In The Air
Marsh's CEO says a decision will be made by the end of the year or early next year...
401kWire.com - Friday, December 08, 2006 - Reader Rating: 5
Rollover Provider Appoints Sales Director
The firm is also looking to make another sales hire within the first half of '07...
401kWire.com - Friday, December 08, 2006
Alliance Benefit Turns To Newkirk For Roth Materials
Alliance Benefit outsources its Roth materials to one of the 401(k) communications specialists...
401kWire.com - Thursday, December 08, 2005 - Reader Rating: 5
Blog Based Advice? It Could Work
Many participants ask coworkers how they should investment their 401k, so it only makes sense that some one at Yahoo! would ask everyone on the Web for the same advice...
401kWire.com - Thursday, December 08, 2005
Florida Retirement System Public Employees
The state plan replaces State Street Bank & Trust as its master custodian...
401kWire.com - Thursday, December 08, 2005
Is What's Good for GM Bad for Pension Reform?
For once, the automaker and the UAW share a common vision -- neither likes the House pension bill...
401kWire.com - Thursday, December 08, 2005
Franklin Templeton Makes Indian Alliance
Franklin Templeton has signed on with a bank distribution partner for its Indian business. The San Mateo, California-based fund firm is already a major player in the Indian market, though the alliance should add to its bank channel distribution in India...
MutualFundWire.com - Thursday, December 08, 2005 Views - Reader Rating: 2.33
Fidelity Looks Outside for Pyramis Hires
Fidelity is continuing to build the staff of Pyramis Global Advisors, its just-created institutional asset management unit headed by Peter Smail. This week, Pyramis filled two senior posts, but it is still looking for a chief investment officer...
MutualFundWire.com - Thursday, December 08, 2005 Views
Morningstar Miffed at Ameriprise's Silence
By settling with regulators last week, Ameriprise Financial, formerly American Express Financial Corp., probably hoped to put the market-timing issue all behind. But Morningstar is not letting the Minnesota-based investment adviser hear the end of it...
MutualFundWire.com - Thursday, December 08, 2005
Funds Not Choice for Denver Shop
Denver-based Choice Investment Management is throwing in the towel on its struggling mutual finds and turning its attention solely to hedge funds...
MutualFundWire.com - Thursday, December 08, 2005 Views
Tax-Managed Funds Catching On
Flows into tax-efficient funds are catching the attention of the mainstream financial press. So far this year those specialist funds have pulled in a net $1.1 billion says FRC. That is already more than 50 percent than the $743 million pulled in by the category in all of 2005. Why the popularity?..
MutualFundWire.com - Thursday, December 08, 2005 Views
H&R Block Sees End in Sight
H&R Block is nearing settlement with the NASD over an investigation that advisors at the brokerage market timed mutual funds...
MutualFundWire.com - Wednesday, December 08, 2004 Views
Plan Costs Continue to Slide
Not surprisingly, plan costs as a percent of assets continued their decline from 2001...
401kWire.com - Wednesday, December 08, 2004 - Reader Rating: 3
Bisys Wins Solo-K Mandate
The outsourced recordkeeper adds a west coast insurer to its roster of one-person 401k plan clients...
401kWire.com - Wednesday, December 08, 2004 - Reader Rating: 3
Pru Holds Tight to $82 MM Plan
The incumbent makes a compelling case to one sponsor...
401kWire.com - Wednesday, December 08, 2004
Rollover Provider Adds More Options
RolloverSystems gets two more providers to come on board...
401kWire.com - Wednesday, December 08, 2004
New Public Face at the ICI
The ICI has hired F. Gregory Ahern as chief public communications officer. Ahern leaves a position as senior vice president of marketing and communications at New York money manager Jennison Associates. Prior to that, he worked at State Street Corporation...
MutualFundWire.com - Wednesday, December 08, 2004 Views
$2 MM Needed for Retirement?
A Boston money manager polls investors on retirement issues...
401kWire.com - Wednesday, December 08, 2004
Funds Can Help During Tax Time
It looks like funds can step in to help investors become more educated about taxes. According to a recent survey by Eaton Vance, most investors are interested in the tax implications of their investments, but lack understanding about the topic...
MutualFundWire.com - Wednesday, December 08, 2004 Views
Pershing Hires Schwab Exec
The Bank of New York’s Pershing unit has hired a sales veteran from Charles Schwab Institutional. Paul Wichman, a twelve year veteran from Schwab, joins Pershing’s Investment Manager Services unit as a managing director...
MutualFundWire.com - Wednesday, December 08, 2004 Views - Reader Rating: 2.33
Mega Pension Plans Gang up on Putnam
Four pension plans are coming together to nominate their own board members...
MutualFundWire.com - Monday, December 08, 2003 Views - Reader Rating: 4
A New Type of DC Plan May Give 401k Competition
President Bush signed a new law today that created a new form of DC plan. Aetna is first off the block with a product...
401kWire.com - Monday, December 08, 2003 - Reader Rating: 5
Rating Agency Foresees Profits Pressure for Fund Advisors
The white paper lays out the impact of the fund scandals as seen by a credit rating firm...
MutualFundWire.com - Monday, December 08, 2003 Views
SEC Staff Targets Boston Fund Firm
They recommend the SEC take action against the firm for breaching its fiduciary duty...
MutualFundWire.com - Monday, December 08, 2003 - Reader Rating: 5
Does Spitzer have a New (Non-Fund) Target?
If he does it could offer a breather to the fund industry, but do not get your hopes up yet...
MutualFundWire.com - Monday, December 08, 2003 - Reader Rating: 5
BGI Gets TIPSy in Time for X-Mas
No, there was nothing added to the eggnog, the ETF specialist has just added another fund...
MutualFundWire.com - Monday, December 08, 2003 Views
Putnam Fires Troublemaking Plan
The $40 million plan has 60 days to find a new provider...
401kWire.com - Monday, December 08, 2003 - Reader Rating: 4.67
Four Funds in Conseco's Crystal Ball
The firm turns lemons into lemonade with its sub-advised funds...
MutualFundWire.com - Friday, December 08, 2000 - Reader Rating: 3
Europe: The Next Advice Frontier
A veteran of the U.S. Web advice wars has moved the front lines to Europe with a new venture. ..
401kWire.com - Friday, December 08, 2000 - Reader Rating: 3
Hancock Plates Up Five Funds for Board
The company's board will consider five new products which, if approved, will be filed before the New Year...
MutualFundWire.com - Friday, December 08, 2000 - Reader Rating: 3
AXA Rosenberg Sails to the New World with Discovery
Ambitious quant modelers will broaden fund base in 2001 and end the year with an opening...
MutualFundWire.com - Friday, December 08, 2000 - Reader Rating: 3
Stable Value Rates for December 8, 2000
..
401kWire.com - Friday, December 08, 2000 - Reader Rating: 3
Credit Suisse Cuts 35; Two Marketers Walk
CSAM takes in DLJ and cuts the chaff. A pair of execs hits the road...
MutualFundWire.com - Friday, December 08, 2000 - Reader Rating: 3
December 8, 2000
Comparing 401k Providers ... Schwab & E*Trade Open to Hacks ... Equity-Income Funds are Baaack ... Bear Funds on Rampage...
401kWire.com - Friday, December 08, 2000 - Reader Rating: 3
December 8, 2000
Schwab & E*Trade Open to Hacks ... Equity-Income Funds are Baaack ... Bear Funds on Rampage...
MutualFundWire.com - Friday, December 08, 2000 - Reader Rating: 3
Kelmoore Gets Passport Pix for New Fund
The covered options strategist rings in the true Millennium with a hedging fund and plans to go abroad. ..
MutualFundWire.com - Friday, December 08, 2000 Views - Reader Rating: 3
Bringing Logical Information to Advisors
MultiLogic will soon be offering Internet-based software designed to assist financial advisors with specific product advice about mutual funds...
MutualFundWire.com - Wednesday, December 08, 1999 - Reader Rating: 3
The J.P. Morgan|American Century Shuffle
J.P. Morgan|American Century Retirement Plan Services has named Melissa J. Hooker vice president and director of sales and marketing, a spokesperson with the vendor told the 401kWire.com...
401kWire.com - Wednesday, December 08, 1999 - Reader Rating: 3
State Street and Citigroup Form Joint Retirement Venture
*Updated* The two firms are forging a new venture to offer retirement plan services...
MutualFundWire.com - Wednesday, December 08, 1999 - Reader Rating: 3
Public Fund Companies Continue to Underperform
If one were to have the choose to invest in mutual funds or the stock of those funds' companies, the fund idea has certainly proved more lucrative for the last few years...
MutualFundWire.com - Wednesday, December 08, 1999 - Reader Rating: 3
Odd Lots December 8, 1999
Latin America gets hot, hot, hot ... Citigroup and State Street form CitiStreet ... Fund gives away goodies...
MutualFundWire.com - Wednesday, December 08, 1999 Views - Reader Rating: 3
State Street and Citigroup Form Joint Retirement Venture
What a difference a day makes! Just when you figured it was going to be a leisurely holiday season -- bam! -- comes the kind of news that has retirement professionals working late into the night trying to develop a new marketing strategy. That's right, Virginia, there is another large vendor in the 401(k) market! It goes by the name of CitiStreet, and it is a joint venture between Citigroup (NYSE: C) and State Street Corporation (NYSE: STT)...
401kWire.com - Wednesday, December 08, 1999 - Reader Rating: 3
Firstlogic Taps Provider
La Crosse, Wisconsin-based Firstlogic, Inc., a software firm, has bundled its 401(k) plan with Strong Retirement Plan Services. The plan has approximately 270 participants and $7 million in assets...
401kWire.com - Wednesday, December 08, 1999 - Reader Rating: 3
Strong Wins New Business
Five sponsors of 401(k) plans have tapped Strong Retirement Plan Services to provide bundled service. The total assets in the five plans are just shy of $25 million. 1,900 participants are involved...
401kWire.com - Tuesday, December 08, 1998 - Reader Rating: 3
Big Blue Rejects REIT
Other reports to contrary, Armonk, New York-headquartered IBM (NYSE: IBM) will not be searching for a REIT fund to add to its 401(k) plan, according to the latest buzz in the marketplace. Big Blue's board of directors were advised of adding the REIT but decided not to pursue such a fund at this time, according to the contention. The 401kWire.com tried to contact Jim Rich, senior investment strategist at the sponsor, but his voice mailbox was full so we could not leave a message. E-mail messages to Rich have not been answered...
401kWire.com - Tuesday, December 08, 1998 - Reader Rating: 3
TAG On: Hardship Distribution Rules
I have a client who is going to establish a 401(k) plan effective 1/1/99. Is it permissible to provide for the withdrawal of matching and non-matching [profit sharing] contributions in the event of financial hardship?..
401kWire.com - Tuesday, December 08, 1998 - Reader Rating: 3
Shake-Up for Strong's Fixed Income Team
Strong Funds of Menomonee Falls, Wisconsin is reorganizing the managers for its fixed income portfolio. Lyle J. Fitterer will be assuming management responsibilities in Strong's Institutional Business Group. He had been co-manager of the Strong Advance Fund (STADX) and the Strong Short-Term Fund (SSTBX)...
401kWire.com - Tuesday, December 08, 1998 - Reader Rating: 3
Marshall & Ilsey to Launch Web Site for 401(k) Clients
Marshall & Ilsley Corp. intends to launch a World Wide Web site to allow 401(k) clients to access their accounts and make transaction over the Internet in 1998. Last week the bank opened a similar site for its retail clients at www.marshallfunds.com.
..

401kWire.com - Monday, December 08, 1997 - Reader Rating: 3
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2003: Q4Q3Q2Q1
2002: Q4Q3Q2Q1
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