Quantcast
The MFWire
Manage Email Alerts | Sponsorships | About MFWire | Who We Are



All our 23,130 stories are here...Call 212-331-8995 to add to the pile
Get MFWire Alerts
MFWire Search Results
Results 1 to 133 of 133 results for Friday. (0.074 seconds)
News Stories Archives - Since 1998
GRPAA Calls KPAs and Providers to Train the Next Gen
Bill Chetney and his team are starting a new program to help groom rising stars in the retirement plan business...
401kWire.com - Friday, August 18, 2017
Advisors Still Use More Active Than Passive
MFWire digs into new research from FUSE...
MutualFundWire.com - Friday, August 18, 2017
Coach Bags a $168MM Plan
What happens to the company plan after the merger?..
401kWire.com - Friday, August 18, 2017
Want to Advise the DoL? You Have Extra Time to Raise Your Hand
The regulatory agency's EBSA unit extends the deadline for nominations for five spots on the ERISA Advisory Council...
401kWire.com - Friday, August 18, 2017
Filings for Fundsters - August 18, 2017
A compilation of the latest SEC filings!..
MutualFundWire.com - Friday, August 18, 2017
401kWire Summer Thursdays - 8/24
Cool off after work and catch up with 401kWire and your fellow fundsters...
401kWire.com - Friday, August 18, 2017
MFWire Summer Thursdays - 8/24
Cool off after work and catch up with MFWire and your fellow fundsters...
MutualFundWire.com - Friday, August 18, 2017
Retail Mutual Funds In a Big 401k? A Federal Court Smites
A federal judge rules against a large employer that has been attacked in court for using retail mutual fund shares instead of institutional ones...
MutualFundWire.com - Friday, August 18, 2017
ERIC Calls for Service Provider Fiduciary Disclosures
The ERISA Industry Committee seeks clarification over plan sponsors' fiduciary responsibilities under the DoL's reg. ..
401kWire.com - Friday, August 18, 2017
The PPA, 10 Years Later
Yesterday was the 10 year anniversary of the Pension Protection Act. 401k industry insiders see lots of positive outcomes for employers and participants within the 401(k) space...
401kWire.com - Thursday, August 18, 2016
A $4B Pilots' Union Plan Flies Back to Schwab
from Empower..
401kWire.com - Thursday, August 18, 2016 - Reader Rating: 4.5
An SRI Shop's Distro Chief Takes Over
The mutual fund shop's previous chief left this week...
MutualFundWire.com - Thursday, August 18, 2016 Views
Filings For Fundsters - August 18, 2016
The latest SEC filings in the industry!..
MutualFundWire.com - Thursday, August 18, 2016 Views
White Oak Advisors Answers the Call in Central Indiana
Archdiocese of Indianapolis had no investment consultant previously. ..
401kWire.com - Thursday, August 18, 2016 - Reader Rating: 5
Voya Names Two SVPs In Strategy and Operations
Voya Retirement taps two industry veterans to step in as senior vice president...
401kWire.com - Thursday, August 18, 2016 - Reader Rating: 5
Seen and Heard: Matrix Get Connected Conference 2016
This week, about 750 401(k) plan advisors, TPAs, trustees, and recordkeepers, converge in Keystone, Colorado…..
401kWire.com - Thursday, August 18, 2016 - Reader Rating: 5
Columbia U. Gets Targeted in Complaint
In the latest in a slew of lawsuits filed against U.S. universities, this complaint alleges participants faced a "retirement nightmare." ..
401kWire.com - Thursday, August 18, 2016
PCS Appoints An EVP and Expands Its Sales Team By One
Professional Capital Services, a nationwide recordkeeper of workplace retirement plans, has brought on a new wholesaler to the sales team and promoted the predecessor...
401kWire.com - Thursday, August 18, 2016 - Reader Rating: 5
Edward Jones Preps Mutual-Fund-Free IRAs
The WSJ digs into how one huge broker-dealer is planning to adapt to the DoL's fiduciary reg...
MutualFundWire.com - Thursday, August 18, 2016 Views
A 27-Person KPA Team Moves to Triad
The Gem State shop works with $627 million in assets and does both HNW and retirement plan work...
401kWire.com - Thursday, August 18, 2016 - Reader Rating: 2.75
Can This Asset Manager Become the Next Wellington? They Want Your Help
The new CEO of international, institutional asset manager is looking to do retail here in the U.S. in the style of the giant Vanguard and Hartford ally...
MutualFundWire.com - Tuesday, August 18, 2015 Views
Principal's New ETF Chief Is Considering All the ETF Flavors
The asset management arm of the publicly-traded insurer debuts its first ETF. Stay tuned for more...
MutualFundWire.com - Tuesday, August 18, 2015 Views
Wisconsin Law Firm Stays Put
This plan has 12 TIMES the mean average balance.....
401kWire.com - Tuesday, August 18, 2015 - Reader Rating: 5
LPL Welcomes a New Shop To Its B-D Platform
A new firm has joined the LPL Financial broker-dealer platform and will provide fee-based advisory services through Independent Advisor Alliance (IAA), an independent RIA group. ..
401kWire.com - Tuesday, August 18, 2015 - Reader Rating: 5
John Hancock RPS Appoints New Regional Vice President
John Hancock promotes from within...
401kWire.com - Tuesday, August 18, 2015
Pensionmark Has a New Affiliate in Arkansas and Oklahoma
This recent affiliation becomes the first office in the Arkansas and Oklahoma regions for Pensionmark.....
401kWire.com - Tuesday, August 18, 2015
Advisors Are Ignoring Millennials
New survey data released by Hartford Funds reveals that financial advisors are not attracting millennial clients as much as they should.....
401kWire.com - Tuesday, August 18, 2015 - Reader Rating: 5
CUNA Mutual Schedules its Sixth Annual Retirement Academy Conference
The Retirement Academy is all set to take place...
401kWire.com - Tuesday, August 18, 2015 - Reader Rating: 1.71
M* Adds Another Score For Mutual Funds
The Chitown ratings agency will roll out the extra score next quarter...
MutualFundWire.com - Tuesday, August 18, 2015 Views
A Quarter of a Trillion is Just a Start
Moody and Scavelli highlight Matrix's growth in their opening remarks for its 14th annual conference...
401kWire.com - Monday, August 18, 2014
A BNY Exec Walks Up from Biz Dev to Distribution
The exec now serves as chief operating officer -- North America Distribution...
MutualFundWire.com - Monday, August 18, 2014 Views
Ray Jay Charges This Much in Revenue Share
In an online disclosure, the B-D reveals what it charges in revenue share, which firms are its revenue-sharing partners and other details. ..
MutualFundWire.com - Monday, August 18, 2014 Views - Reader Rating: 1
Matrix and Envestnet Team Up
The alliance powers a model portfolio solution for within 401ks...
401kWire.com - Monday, August 18, 2014 - Reader Rating: 5
JPMorgan Is Under the Microscope, Again
The SEC is investigating the fund giant for allegedly steering clients, including a church, into underperforming funds and other investment products...
MutualFundWire.com - Monday, August 18, 2014 Views - Reader Rating: 5
Bringing Moneyball to 401k: Matrix Kicks Off Get Connected 2013
The Broadridge subsidiary brings retirement plan advisors, TPAs, DC I-Os and RKers to its 13th annual conference in the Rocky Mountains...
401kWire.com - Sunday, August 18, 2013 - Reader Rating: 5
The Dow Falls 3.68 Percent, and Fund Firms Fall Further
Updated | How are mutual fund families and broker-dealers faring in today's stock plunge?..
MutualFundWire.com - Thursday, August 18, 2011 Views
ADP's Retirement Chief Has a New Boss
The payroll giant names the president of its small business services, TotalSource and retirement services units...
401kWire.com - Thursday, August 18, 2011 - Reader Rating: 5
Mintzer Joins J.P. Morgan
J.P. Morgan formally announces Matt Mintzer's appointment...
401kWire.com - Thursday, August 18, 2011 - Reader Rating: 3
Plan Sponsors Dole Out TIPS to Participants
Other inflation protection strategies are also gaining traction...
401kWire.com - Thursday, August 18, 2011 - Reader Rating: 5
Great-West Nabs a Nationwide Wholesaler
He's filling a new position...
401kWire.com - Thursday, August 18, 2011
Direxion Names its Head of Alternative Investments
Direxion taps a Rydex alum for the job...
MutualFundWire.com - Thursday, August 18, 2011 Views
Fido Unveils Numbers from its Q2 Review of 401k Accounts
The Boston Behemoth releases its latest quarterly data...
401kWire.com - Thursday, August 18, 2011
32 Percent of TPAs Grew Their Clientele Last Year
Cerulli unveils new data on retirement plan TPAs...
401kWire.com - Thursday, August 18, 2011
Why Did Robert Day Fire Gundlach?
The DoubleLine chief ends his testimony in high legal fight with TCW. Meanwhile, TCW's CEO could testify today. UPDATED with more article links...
MutualFundWire.com - Thursday, August 18, 2011 Views
Natixis Gears Up to Enter the ETF Biz From Both Sides
The U.S. arm of the French asset manager files to launch two exchange-traded funds...
MutualFundWire.com - Thursday, August 18, 2011 Views
Northern Trust Taps Talent from Ariel
An Ariel SVP is leaving to take a job as head of corporate strategy and market development at Northern Trust...
MutualFundWire.com - Thursday, August 18, 2011 Views
ETFs Enter 'An Exciting Second Act'
If you thought the growth in ETFs is exciting now, just you wait...
MutualFundWire.com - Thursday, August 18, 2011 Views
Loomis Sayles Goes to London
One of the oldest investment management firms in the U.S. expands overseas...
MutualFundWire.com - Thursday, August 18, 2011 Views
Is the Timing Right for an ALPS Sale?
Amid a record second quarter for ALPS Fund Services came buzz that its owner is open to hearing from parties interested in purchasing its ALPS stake...
MutualFundWire.com - Wednesday, August 18, 2010 Views
MassMutual Grabs Another Retirement Plan Mandate
A residential home builder taps MassMutual as its DC plan provider...
401kWire.com - Wednesday, August 18, 2010
BRG Data Hub Comes Out of Hiatus
Boston Research Group's chief says Data Hub is ready to move forward...
401kWire.com - Wednesday, August 18, 2010
ING Sees a Drop in RK Sales
The plan provider saw a deline in recordkeeping plan sales in the second quarter. ..
401kWire.com - Wednesday, August 18, 2010 - Reader Rating: 5
A Once-Famed San Fran Fund Family Embarks on its Final Journey
Garrett Van Wagoner once managed billions, now his funds may be on the path to liquidation if an adoption does not go through...
MutualFundWire.com - Wednesday, August 18, 2010 Views
Chapel Hill-Carrboro City Schools Pick a New 403b Vendor
The North Carolina-based plan sponsor makes its choice...
401kWire.com - Wednesday, August 18, 2010
Parnussus' Ex-Pres Plots a New Fund
Stephen Dodson has created a new investment advisor and is prepping its first mutual fund...
MutualFundWire.com - Wednesday, August 18, 2010 Views - Reader Rating: 5
Vanguard Makes it a Dozen
The crew at the Valley Forge, Pennsylvania-based firm on Wednesday unveiled their 12th target-date fund...
401kWire.com - Wednesday, August 18, 2010
Marshall Funds Hires a Distribution Exec
M&I's fund arm turns to a RiverSource alum as director of intermediary distribution...
MutualFundWire.com - Wednesday, August 18, 2010 Views
Littlejohn Gains a Bigger Role at HighMark
HighMark Capital Management's DC I-O chief is running a newly formed group...
401kWire.com - Wednesday, August 18, 2010 - Reader Rating: 1
A Startup Connects Advisors to an RFP Tool
A West Coast-based firm focused on customization passes a milestone and unveils its latest offering for large, retirement-plan-focused advisors...
401kWire.com - Wednesday, August 18, 2010 - Reader Rating: 1
Pioneer Sale is Gavel-Ready
The European bank has reportedly almost finished the pitch book for the mutual fund firm...
MutualFundWire.com - Wednesday, August 18, 2010 Views
Pimco's Gross Weighs in on Mortgage Refinance
Bill Gross is at odds with the Obama administration's housing rescue strategy...
MutualFundWire.com - Wednesday, August 18, 2010 Views
Fiduciary Standards Could Shake Up One Fund Distribution Channel
The WSJ ponders yet another regulatory change on the table from the SEC...
MutualFundWire.com - Wednesday, August 18, 2010 Views
Finra and the SEC Hang a 'Use With Extreme Caution' Sign on Leveraged ETFs
Updated | Niche exchange-traded funds come under more regulatory fire...
MutualFundWire.com - Tuesday, August 18, 2009 Views
Two Mutual Fund Attorneys Take a Chance On Dechert
The international law firm adds a pair of partners in New York...
MutualFundWire.com - Tuesday, August 18, 2009 Views
A New Entrant to the '40 Act Scene Cooks Up a Web Site
The Alabama firm, which launched its debut mutual fund last month, is preparing to launch a Web site...
MutualFundWire.com - Tuesday, August 18, 2009 Views
Newly Forged Ties with LPL Trigger Expansion Plans at CPI
The recordkeeping TPA, which recently sold to CUNA Mutual Group, prepares to open three new offices...
401kWire.com - Tuesday, August 18, 2009 - Reader Rating: 4
Iowa Sends 401a and 457b Business to Five Providers
The Iowa Department of Administrative Services selects new retirement plan providers...
401kWire.com - Tuesday, August 18, 2009 - Reader Rating: 3
A Chicago Fund Firm Targets its Debut Collective Trust at DC and DB
Growing client demand prompted the launch, a company executive said. ..
401kWire.com - Tuesday, August 18, 2009 - Reader Rating: 5
MassMutual Sees Participants Break Out of Their Stable Value Shells
Data released by the Springfield, Massachusetts-based provider shows participants acting with more confidence in the market...
401kWire.com - Tuesday, August 18, 2009
Hancock Lines Up Another Adoption Deal
Hancock is working on its 10th fund adoption in seven years...
MutualFundWire.com - Tuesday, August 18, 2009 Views - Reader Rating: 5
A Marketing VP Moves on from Ariel
The Chicago firm is looking to reassign his duties...
MutualFundWire.com - Tuesday, August 18, 2009 Views
Fidelity Target-Date Shareholders Vote Down Sudan Divestment
Two more funds from the Boston Behemoth reject proposals related to Sudan...
MutualFundWire.com - Tuesday, August 18, 2009 Views - Reader Rating: 5
Columbia Funds Founder Dies
Before Columbia was the fund arm of Bank of America it was the only no-load fund north of San Francisco and west of Chicago...
MutualFundWire.com - Tuesday, August 18, 2009 Views
Ariel, RS, Appleseed All Draw the WSJ's Focus
The Journal's Jonathan Burton discovers what funds frm Ariel, RS and Appleseed all have in common. ..
MutualFundWire.com - Tuesday, August 18, 2009 Views - Reader Rating: 5
BenefitStreet Hands Over the Keys to Another TPA
Updated | That's three TPA sales down and one to go for Jerry Bramlett and his team at the outsourced recordkeeper...
401kWire.com - Monday, August 18, 2008 - Reader Rating: 2
Pittsburgh RIA Hires DC Sales Chief
Updated | A subsidiary of an accounting firm taps a business development leader for its retirement plan practice...
401kWire.com - Monday, August 18, 2008
Suit Against Rydex is Dismissed
The lawsuit filed by a former Rydex exec is now a closed book...
MutualFundWire.com - Monday, August 18, 2008 Views - Reader Rating: 4
Some Analysts See Another Big Loss at Lehman
Analysts who had predicted a small profit for Lehman Brothers in the third quarter now see the firm posting another big loss...
MutualFundWire.com - Monday, August 18, 2008
Genworth Unveils its New Wealth Management Unit
The combination of two existing businesses leads to a new wealth management division...
MutualFundWire.com - Monday, August 18, 2008
Putnam Investors See First of Fair Fund Money
Three years after the distribution plan is first announced, fund investors are getting the checks in the mail...
MutualFundWire.com - Monday, August 18, 2008 Views
Payroll Provider: Sour Economy Deters Micro 401ks
A Midwest-based firm asks small business owners why the don't offer DC plans yet...
401kWire.com - Monday, August 18, 2008
Managed Account Firm Promotes Two
One of them takes the title of executive vice president...
401kWire.com - Monday, August 18, 2008
Dueling Legal Minds Could Give Oakmark Fee Case a New Life
A legal feud brewing over the recent decision in the case against Harris Associates' Oakmark Funds...
MutualFundWire.com - Monday, August 18, 2008 Views
WSJ Takes Aim at Target Funds' Cost
Some fund firms that carry target-date funds may be getting calls from investors who've read Monday's Wall Street Journal Fund Track column...
MutualFundWire.com - Monday, August 18, 2008 Views
Fido Finds Cuomo at its Door
The company is the latest target of New York Attorney General Andrew Cuomo's ARS investigation...
MutualFundWire.com - Monday, August 18, 2008 Views
Stable Value Fund Holders Will Be Made Whole, But Not Now
Plan sponsors invested in the Trust Advisors Stable Value Plus Fund got doses of good news and bad news on Thursday...
401kWire.com - Friday, August 18, 2006
A Pension Reform Surprise?
Even after three years of debate, provisions in the Pension Protection Act still may come as a surprise to plan administrators...
401kWire.com - Friday, August 18, 2006 - Reader Rating: 5
Lucent's Loss is One School's Gain
An elite liberal arts college in western Massachusetts lures a CIO away from the multi-billion dollar plan sponsor...
401kWire.com - Friday, August 18, 2006
DTCC Rolls Out 22c-2 Help
Fund firms are getting a new anti-market-timing toolset from the Depository Trust & Clearing Corporation (DTCC). The Kansas City-based back-office specialist said Thursday that it has launched a service intended to help firms comply with the SEC's Rule 22c-2. The service is called Networking for Standardized Data Reporting and was created with input from the Investment Company Institute (ICI)...
MutualFundWire.com - Friday, August 18, 2006 Views
Montauk Financial Privately Plans Expansion
The brokerage firm is positioning itself for growth ... and acquisitions ... when it completes a merger that will make it a private company again...
MutualFundWire.com - Friday, August 18, 2006
Midwest BD Hunts VP, Prepares New Platform
Cambridge Investment Research will roll-out a new open-architecture product and add a VP of recruiting in coming months...
MutualFundWire.com - Friday, August 18, 2006
Biondo Takes Fund to BDs and Supermarkets
Two years ago, Joseph R. Biondo decided to strike out on his own after tiring of Wall Street, and founded his own company, The Biondo Group. Since then the firm has played the role of a registered investment adviser and broker-dealer. That recently changed, though, as Biondo decided to launch its own funds...
MutualFundWire.com - Friday, August 18, 2006 Views
Integrated Financial Partners Relocates
A 140-rep, New England-based BD upgrades its branch offices...
MutualFundWire.com - Friday, August 18, 2006
Ex-Waddell & Reed CEO Fights Tax Bill
Keith A. Tucker is making headlines again. The retired CEO of Kansas City-based Waddell & Reed is gaining the attention for his fight with tax authorities who he claims are assessing him too much in both Kansas and federal taxes...
MutualFundWire.com - Friday, August 18, 2006 Views - Reader Rating: 4
Ex-Waddell & Reed CEO Fights Tax Bill
Keith A. Tucker is making headlines again. The retired CEO of Kansas City-based Waddell & Reed is gaining the attention for his fight with tax authorities who he claims are assessing him too much in both Kansas and federal taxes...
MutualFundWire.com - Friday, August 18, 2006 - Reader Rating: 3
Asia Specialist Launches India Fund
Boutique fund manager Matthews International Capital Management has filed for a new India offering .....
MutualFundWire.com - Thursday, August 18, 2005 Views
Provider Offers SRI Platform
There's another option for socially-responsible investors...
401kWire.com - Thursday, August 18, 2005
Ennis Knupp Adds Principal
The new hire comes from an insurance company...
401kWire.com - Thursday, August 18, 2005 - Reader Rating: 2
Pyramid Digital Finds a Buyer
The Omni middleware and software tools specialist has a new owner...
401kWire.com - Thursday, August 18, 2005
Scudder Taps Insider to Replace Ulian
Several others are helping to take over the ex-head's duties...
401kWire.com - Thursday, August 18, 2005 - Reader Rating: 2
Managers Vie for Slots with Japan Post
The Japan Post's scheme to start selling mutual funds is starting to take shape .....
MutualFundWire.com - Thursday, August 18, 2005 Views
Ex-W&R Chief in Trouble with the Taxman
Former head of Waddell & Reed Keith Tucker is in hot water over losses claimed on tax filings from the past few years .....
MutualFundWire.com - Thursday, August 18, 2005 Views
Research Shop to Offer Investments
Santa Rosa, California-based research firm TrimTabs Investment Research has brought on a new hire to help the firm make a foray into the world of asset management .....
MutualFundWire.com - Thursday, August 18, 2005 Views
Another Wholesaler Joins Phoenix
The Phoenix Companies have added another wholesaler to its ranks. This time the new hire comes from Munder Capital Management...
MutualFundWire.com - Thursday, August 18, 2005 Views - Reader Rating: 5
Alger Hires Institutional Sales Specialist
The new svp has 10 years of institutional sales experience with an emphasis on Taft-Hartley and public plans...
401kWire.com - Wednesday, August 18, 2004 - Reader Rating: 2
American Funds Tells Brokers to Toe the Line
Incentive programs come under scrutiny...
MutualFundWire.com - Wednesday, August 18, 2004
American Funds Tells Brokers to Toe the Line
Incentive programs come under scrutiny...
MutualFundWire.com - Wednesday, August 18, 2004 Views
Janus Says Goodbye to $5 bn
ING bows out of several Janus funds, making a dent in AUM...
MutualFundWire.com - Wednesday, August 18, 2004 Views - Reader Rating: 4
ING Pulls Plug on Janus Funds
ING is dropping the Aspen funds from its DC plan offerings. That means it will pull to the tune of $5 billion...
401kWire.com - Wednesday, August 18, 2004
Investors Target Fee Discrepancies in Lawsuits
Fund firms protect themselves on yet another front...
MutualFundWire.com - Wednesday, August 18, 2004 Views
Principal Sales Exec Moves to MassMutual
Cote takes director of sales position at MassMutual retirement services...
401kWire.com - Wednesday, August 18, 2004
Janus Finalizes Settlements; SEC Exacts $100 MM
Janus finalizes market timing charges with regulators; agrees to compliance and governance reforms...
MutualFundWire.com - Wednesday, August 18, 2004
SEC: Directed Brokerage a Thing of the Past
The SEC commissioners vote unanimously to ban directed brokerage and to increase portfolio manager disclosure...
MutualFundWire.com - Wednesday, August 18, 2004 - Reader Rating: 4
Fido Wins Jumbo Plans
The biggest employer in California selected Fidelity to administer its retirement plans...
401kWire.com - Wednesday, August 18, 2004 - Reader Rating: 4
MetLife Reportedly to Sell State Street Research
A New York bond manager is the reported buyer of the fund unit now owned by MetLife. A report says negotiations are well along. ..
MutualFundWire.com - Wednesday, August 18, 2004 Views
Ohio Bank Gives Fiduciaries Power
The bank is using its advisors to support a new fiduciary education program for plan sponsors...
401kWire.com - Monday, August 18, 2003
ETF Volume Blacked Out
Problems at the Amex drained trading in ETFs Friday...
MutualFundWire.com - Monday, August 18, 2003 Views
ETF Volume Blacked Out
Problems at the Amex drained trading in ETFs Friday...
MutualFundWire.com - Monday, August 18, 2003 Views - Reader Rating: 2.33
Morgan Stanley Hires Spitzer Aide
The broker has met its enemy and made him theirs...
MutualFundWire.com - Monday, August 18, 2003
Dems Get Fund Firm as Landlord
The National Democratic Committee is taking subleased space from a Boston firm to prepare for the 2004 party convention...
MutualFundWire.com - Monday, August 18, 2003 Views
August 18, 2000
Virus targets online account passwords ... Second Putnam exec indicted ... Large Cap Growth funds return to Earth. ..
MutualFundWire.com - Friday, August 18, 2000 - Reader Rating: 3
August 18, 2000
Virus targets online account passwords ... Second Putnam exec indicted ... Large Cap Growth funds return to Earth. ..
401kWire.com - Friday, August 18, 2000 - Reader Rating: 3
Huntington and Citizens Choose SunGard
Two regional banks have chosen SunGard's automated trading link to 150 fund families...
MutualFundWire.com - Wednesday, August 18, 1999 - Reader Rating: 3
Vanguard Adds to Tax-Managed Offerings
OK, so a few disgruntled Bogle fans have threatened to take their money and run if Vanguard's board makes no exception and forces Jack Bogle into retirement at the end of the year. Anyone thinking that low cost fund fans will flee the house that Jack built en masse is kidding themselves. ..
401kWire.com - Wednesday, August 18, 1999 - Reader Rating: 3
Dain Rauscher Retains DAC
Dain Rauscher has selected Daily Access Concepts Inc. to provide recordkeeping and administration services for its PlanSource product, which is designed for the small plan market...
401kWire.com - Wednesday, August 18, 1999 - Reader Rating: 3
TAG On: Accidental Exclusions
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, August 18, 1999 - Reader Rating: 3
Vanguard Adds to Tax-Managed Offerings
No, not another story about Jack Bogle (well ... a few words) -- The Valley Forge indexer is adding to its family of tax-efficient vehicles with an international index fund...
MutualFundWire.com - Wednesday, August 18, 1999 - Reader Rating: 3
Odd Lots, August 18, 1999
Janus to dilute stake holders? ... Lag the Lehman; Get a raise ... Sell funds, buy home...
MutualFundWire.com - Wednesday, August 18, 1999 - Reader Rating: 3
Odd Lots, August 17, 1999
The affluent invest ...Perks attract wealth ... The woes of being too big ... Missed opportunities if not wrapping ... Lipper adds categories without cutting any old ones ... Bad feelings towards Vanguard...
MutualFundWire.com - Wednesday, August 18, 1999 Views - Reader Rating: 3
Columbia Pipe Supply Co. Hires Educator
Chicago, IL-located Columbia Pipe & Supply Company has tapped North Trust Retirement Consulting (Nasdaq: NTRS) to provide educational services for its participants. The main focus will be to provide participants with investment education materials. The DC plan has approximately $21 million in assets...
401kWire.com - Tuesday, August 18, 1998 - Reader Rating: 3
Week of August 16, 1998
Tuesday, August 18, 1998. CNBC Power Lunch.
SmartMoney Interactive's Stephanie au Werter appeared on the CNBC program to offer plan participants a quick checklist of what to look for in a 401(k) plan. Employees should, according to journalist, look for hidden fees, understand the vesting schedule, check the borrowing terms, beware of tax-advantaged investments, find out what happens to plan after departing job. Also appearing was Wayne Folkart, manager of executive benefits, at Merck & Co. Merck ranked seventh on SmartMoney's list of best 401(k) plans...

401kWire.com - Tuesday, August 18, 1998 - Reader Rating: 3
Panduit Taps New Provider
Tinley Park, IL-based Panduit Corp., manufacturer of wiring and communications products, has selected MassMutual to be the bundled provider for its profit-sharing and 401(k) plan. The plan has more than $100 million in assets with, according to The Judy Diamond Directory, 1998, 1,900 participants...
401kWire.com - Tuesday, August 18, 1998 - Reader Rating: 3
TAG On: Making Negative Elections Pass Muster
When could a plan using negative elections run afoul of state laws?..
401kWire.com - Tuesday, August 18, 1998 - Reader Rating: 3
 News Archives
2017: Q3Q2Q1
2016: Q4Q3Q2Q1
2015: Q4Q3Q2Q1
2014: Q4Q3Q2Q1
2013: Q4Q3Q2Q1
2012: Q4Q3Q2Q1
2011: Q4Q3Q2Q1
2010: Q4Q3Q2Q1
2009: Q4Q3Q2Q1
2008: Q4Q3Q2Q1
2007: Q4Q3Q2Q1
2006: Q4Q3Q2Q1
2005: Q4Q3Q2Q1
2004: Q4Q3Q2Q1
2003: Q4Q3Q2Q1
2002: Q4Q3Q2Q1
 Subscribe via RSS:
Raw XML
Add to My Yahoo!
follow us in feedly




©All rights reserved to InvestmentWires, Inc. 1997-2017
40 Wall Street | 28th Floor | New York, NY 10005 | P: 212-331-8968 | F: 212-331-8998
Privacy Policy :: Terms of Use