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News Stories Archives - Since 1998
Six Tips For Better Enrollment Meetings
Even in the age of auto-everything, enrollment meetings can still be a critical piece of the KPA puzzle. Here are some pro tips on making the most of those meetings...
401kWire.com - Thursday, February 18, 2016
A Year-Old Eaton Vance Fund Is Liquidating
The Beantown, publicly-traded mutual fund shop is preparing to shut down a $17MM mutual fund...
MutualFundWire.com - Thursday, February 18, 2016 Views
MassMutual Plans More Changes for The Web
MassMutual is committing more resources to technology for participant education and experience. ..
401kWire.com - Thursday, February 18, 2016 - Reader Rating: 2
A KPA Moves to Key from Securities America
A South Bend, Indiana-based 401(k) plan advisor (KPA) has aligned with a new broker-dealer...
401kWire.com - Thursday, February 18, 2016
An Empire State County is In Need of RecordKeeper Bids
The county's $221.2 million plan is currently recordkept by VALIC. ..
401kWire.com - Thursday, February 18, 2016
Gray Amps Schwab's Digital Platform
The executive talks about recent changes to Schwab's desktop and mobile services...
401kWire.com - Thursday, February 18, 2016
Steinmetz Shakes Up OpFunds' C-Suite
Two top execs are heading out amidst a marketing leadership reorg...
MutualFundWire.com - Thursday, February 18, 2016 Views
Smiley Upgrades MassMutual's Mobile App
The enhanced app gives participants mobile control over their contribution levels. ..
401kWire.com - Thursday, February 18, 2016 - Reader Rating: 4
BlackRock's Novick Can't Even Envision Mutual Fund Stress Tests
A central bank across the pond wants to test the mutual fund industry. A BlackRock bigwig wonders what those bankers are even talking about...
MutualFundWire.com - Thursday, February 18, 2016 Views
JPMAM Says Goodbye to a Key DC I-O Exec
After 26 years at asset managers, a 401k veteran is returning to the consulting side of the business...
401kWire.com - Wednesday, February 18, 2015 - Reader Rating: 4.5
Victory Mostly Replaces a Munder PM Team
Three Munder investing veterans depart the freshly-merged mutual fund shops...
MutualFundWire.com - Wednesday, February 18, 2015 Views
A KPA Swaps a Crown For an RIA
This 401(k) plan advisor no longer affiliates with a B-D..
401kWire.com - Wednesday, February 18, 2015
A Medical Tech Company Chooses Pru
A $37MM, 830-participant plan changes RKers...
401kWire.com - Wednesday, February 18, 2015
A Midwestern RIA Launches a 403b Managed Account Service
A RIA based in Minneapolis just unveiled a new 403(b)(7) managed account solution!..
401kWire.com - Wednesday, February 18, 2015 - Reader Rating: 5
Pru Wins a Florida Construction Co.
The retirement unit of the insurer lands a $35MM plan...
401kWire.com - Wednesday, February 18, 2015 - Reader Rating: 3
CEFEX Teams Up With a Big Fund Firm
The fiduciary specialists are offering a new workshop for 401(k) plan advisors (KPAs)...
401kWire.com - Wednesday, February 18, 2015
Northern Trust DC Assets Under Custody Rise to $305 Billion
...along with recently acquiring a Chicago-based products and services firm to boost DC plan assets...
401kWire.com - Wednesday, February 18, 2015
You're About to Beat Out I-Bankers
Average compensation cost per employee at asset managers is on the rise...
MutualFundWire.com - Wednesday, February 18, 2015 Views
Columbia Is Seriously Committed to Alts
The Ameriprise asset management arm just launched its first mutual fund powered by a new alliance...
MutualFundWire.com - Wednesday, February 18, 2015 Views
A $250MM Sponsor Brokers a Deal With Putnam
A financial services firm in Philadelphia chose Putnam as its new recordkeeper. ..
401kWire.com - Tuesday, February 18, 2014 - Reader Rating: 3.67
EBRI: Retirement Readiness Grew in 2013
...according to a new EBRI report. ..
401kWire.com - Tuesday, February 18, 2014
Two Dozen Alts Managers Sought for Series Trust
CAIS, Citi and Atlantic Fund Services want to bring some 24 alts shops to '40 Act Country via the ALTX Trust, a series trust designed to help these firms navigate many mutual fund distribution hurdles...
MutualFundWire.com - Tuesday, February 18, 2014 Views
DCIIA Targets TDFs
The nonprofit association published a supplement to the DoL's fact sheet on TDFs...
401kWire.com - Tuesday, February 18, 2014 - Reader Rating: 5
401k Costs Are Largely Unchanged
A new benchmarking study finds that overall plan cost is largely in line with last year. ..
401kWire.com - Tuesday, February 18, 2014
Perez Expands BMO's Taft-Hartley Team
A Chitown relationship manager joins the Canadian multinational's U.S. retirement services unit...
401kWire.com - Tuesday, February 18, 2014
RetireOnTarget Phase Two, Coming Soon
A bundled provider is preparing to take the next step with its financial planning tool for participants and plan sponsors...
401kWire.com - Tuesday, February 18, 2014 - Reader Rating: 1
What is El-Erian's Next Move?
The 55-year-old El-Erian, who will leave PIMCO in mid-March, has been frequently making vocal declarations on all kinds of global issues. ..
MutualFundWire.com - Tuesday, February 18, 2014 Views
Schwab Alters Pricing on its Transaction Fee Fund Supermarket
The brokerage giant changes the pricing on its transaction fee platform for mutual funds...
MutualFundWire.com - Friday, February 18, 2011 Views - Reader Rating: 1
UBS Has Found O'Connor's Successor
The wirehouse brings an industry veteran on board to lead its retirement unit...
401kWire.com - Friday, February 18, 2011 - Reader Rating: 4.33
ING's Campaign Gives Participants a 'Retirement Raise'
Catherine Smith and Dallas Salisbury are teaminig up to promote greater retirement saving...
401kWire.com - Friday, February 18, 2011
McCarthy and Nelson Will Talk Fiduciary With the DoL
The regulatory agency unveils the scheduled witnesses for a hearing next month...
401kWire.com - Friday, February 18, 2011 - Reader Rating: 1
A Bank-Owned Fund Firm Now Has Two CEOs
The change took effect Thursday...
MutualFundWire.com - Friday, February 18, 2011 Views
Top Advisors: Bud Pernoll
Bay Mutual Financial..
401kWire.com - Friday, February 18, 2011 - Reader Rating: 4.99
Top Advisor: Philip Steele
Pension Architects (National Retirement Partners/LPL)..
401kWire.com - Friday, February 18, 2011
American Century CEO's Strategy Pays Off
The strategy Jonathan Thomas set in motion in 2007 has helped the 52-year-old company chalk up its best year ever in 2010...
MutualFundWire.com - Friday, February 18, 2011 Views - Reader Rating: 1
TCW Closes a $1B Fund to New Investors
The City of Angels-based mutual fund firm wants to protect the fund's 'significant asset growth.'..
MutualFundWire.com - Friday, February 18, 2011 Views
Global X Targets Southeast Asia
The New York-based mutual fund firm launches a new ETF...
MutualFundWire.com - Friday, February 18, 2011 Views
High-Yield Muni Bond Funds are in the SEC's Crosshairs
Junk muni-bond including "tobacco bonds" and "dirt bonds" are currently being scrutinzed by the SEC...
MutualFundWire.com - Friday, February 18, 2011 Views
A Senior Exec is Leaving Janus
The exec is moving to William Blair...
MutualFundWire.com - Thursday, February 18, 2010 Views - Reader Rating: 4
Van Eck Looks to Egypt
The New York firm unveils the first U.S.-based ETF providing exposure to Egypt...
MutualFundWire.com - Thursday, February 18, 2010 Views
American Funds Speaks to the Press
After Capital Group's mutual suffer massive outflows in the wake of the market collapse, its chairman grants a rare media interview to make his case...
MutualFundWire.com - Thursday, February 18, 2010 Views
A Sales Manager Exits MassMutual
A search is underway for a replacement...
401kWire.com - Thursday, February 18, 2010 - Reader Rating: 4
Two Ascensus Alums Join a DC Compliance and Business Development Firm
A Minnesota-based outsourcer expands its team...
401kWire.com - Thursday, February 18, 2010 - Reader Rating: 1
Van Kampen Could Be in Invesco's Hands in Late May
Invesco Aim's sales chief says the deal could be complete in the latter part of the fifth month...
MutualFundWire.com - Thursday, February 18, 2010 Views
American Funds Sets its 401k Sights Higher
Capital Group unveils a new DC strategy for its mutual fund family...
401kWire.com - Thursday, February 18, 2010 - Reader Rating: 3.67
Hartford Courts Advisors with a New Program
A search engine just for advisors? A new Hartford program helps FAs find business...
401kWire.com - Thursday, February 18, 2010 - Reader Rating: 5
USI Offers its Bundled Clients a FAST Update
The consulting arm of the insurance brokerage enhances its proprietary DC offering...
401kWire.com - Thursday, February 18, 2010
Newkirk Offers New Gap Tools
The Albany, New York-based firm is touting a suit of tools and services for both sponsors and participants...
401kWire.com - Thursday, February 18, 2010
A DC-Focused Advisor Makes a Strategic Move
An industry veteran launches her own firm...
401kWire.com - Thursday, February 18, 2010 - Reader Rating: 2
An Outspoken Fund Manager Dies
A freshly-merged mutual fund firm loses a star portfolio manager...
MutualFundWire.com - Thursday, February 18, 2010 Views - Reader Rating: 3
Anti-Genocide Group Wins Over American Funds
An activist group claims that Capital Group has sold $190 million in assets in a company tied to the government in Sudan...
MutualFundWire.com - Thursday, February 18, 2010 Views - Reader Rating: 5
Vanguard Joins the Brokerage Wars -- Sort Of
Vanguard is dangling 100 commission-free trades to select customers...
MutualFundWire.com - Thursday, February 18, 2010 Views
BlackRock Purchase Rumor Was Just That
After a trading frenzy this week, it appears that BlackRock will not be buying Man Group..
MutualFundWire.com - Thursday, February 18, 2010 Views
ETFs are Gaining Retail Popularity
Citing findings from a Cogent Research survey, The Journal reports that ETFs are becoming more popular among individual investors...
MutualFundWire.com - Thursday, February 18, 2010 Views - Reader Rating: 5
A Pair of Fundsters Reboot RIA-Mutual Fund Connections
A decade-old organization looks to foster symbiosis between advisors and asset managers as investors quake...
MutualFundWire.com - Wednesday, February 18, 2009 Views - Reader Rating: 5
A Brokerage Giant Seeks Six Vendor Partners
An indy B-D looks to build out a second tier of its retirement strategy, and it may need your help...
401kWire.com - Wednesday, February 18, 2009
SEI Trims its Workforce
The Pennsylvania-based firm is cutting an unspecified number of jobs as part of efforts to reduce expenses by 5 to 10 percent...
401kWire.com - Wednesday, February 18, 2009
Miller Plans to Conduct a 401k Hearing Next Week
The George Miller-led House Education and Labor Committee plans to kick off a series of hearings on retirement security next week...
401kWire.com - Wednesday, February 18, 2009
USRP Acquires Again
The Iselin, New Jersey-based 403b benefits administrator has purchased a group of five Florida-based firms...
401kWire.com - Wednesday, February 18, 2009
An Outsourcer Cuts Staff
It was not immediately clear how the reduction would impact the firm's mutual fund outsourcing operations...
MutualFundWire.com - Wednesday, February 18, 2009 Views
GuidedChoice Gains Ties to Another Recordkeeper
UPDATED| The California-based advice provider gains access to more than 20,000 plan sponsors and more than 1 million participants...
401kWire.com - Wednesday, February 18, 2009
A New Tool Aids Compliance with Summary Prospectus Rule
DST Output is making it easier for fund companies to comply with a new rule...
MutualFundWire.com - Wednesday, February 18, 2009 Views
Health-Care Funds Stay Strong Amid the Broader Market's Ills
In Wednesday's Wall Street Journal Fund Track column, Sam Mamudi notes that health-care funds have bested other sector funds so far this year...
MutualFundWire.com - Wednesday, February 18, 2009 Views
Losing the AAdvantage
American AAdvantage Funds will be known as the American Beacon Funds, effective March 1. AMR Investments, the advisor to the AAdvantage Funds, will consequently be known as American Beacon Advisors. "Our goal is to be a beacon of excellence for investors, guiding each institution or individual to achieve their investment objectives," said AMR Investments' president Bill Quinn...
MutualFundWire.com - Friday, February 18, 2005 Views - Reader Rating: 2.33
Fiserv Unveils Mandatory Rollover Solution
The company makes EGTRRA rollovers easy for its plan sponsors...
401kWire.com - Friday, February 18, 2005 - Reader Rating: 3
ADP Will Woo a New Market
The payroll giant is seeking sales people and planning a new product for mid-year...
401kWire.com - Friday, February 18, 2005 - Reader Rating: 3.6
Younger Set Neglects IRAs, Study Finds
IRA providers have an opportunity to convince Gen X to "get around to it."..
401kWire.com - Friday, February 18, 2005
Another BankNorth Manager Becomes a Citizen
Jon White, head of Citizens Advisers' growth team, has brought on a former BankNOrth colleague. White recruited J. Michael Gallipo, an equity and fixed income manager from Banknorth Wealth Management as a co-portfolio manager for Citizens small-cap growth and mid-cap growth portfolios. White joined Citizens from BankNorth in July. ..
MutualFundWire.com - Friday, February 18, 2005 Views
Mercer Launches Multi-Manager Unit
Barry McInerney, the former head of Mercer Investment Consulting's domestic business will head a soon-to-be-announced unit within Mercer Human Resource Consulting called Mercer Global Investments. McInerney will spearhead Mercer Global Investment's launch of a multi-manager offering: "[i]n response to client demand, Mercer will soon launch an investment outsourcing offering in the US to build upon the success of our Australian multi-manager business," said Brian Storms, who heads Mercer HR Consulting...
MutualFundWire.com - Friday, February 18, 2005 Views - Reader Rating: 2.75
DoL Wins Suit Against Wyoming Sponsor
A manufacturing company's plan fiduciary is ordered to pay up...
401kWire.com - Friday, February 18, 2005
ExpertPlan Eyes Buys
Another buyer looks to snap up a recordkeeping operation...
401kWire.com - Friday, February 18, 2005 - Reader Rating: 4.5
NASD Tackles Company Stock
Even the broker-dealer regulatory body is getting into the game. But will sponsors respond?..
401kWire.com - Friday, February 18, 2005 - Reader Rating: 3
BoA to Elect Five Trustees
Bank of America funds will hold a shareholder meeting on March 17 in Boston to elect five new trustees, according to a Nations Funds filing...
MutualFundWire.com - Friday, February 18, 2005 Views - Reader Rating: 4
Roye to Quit SEC Post
Paul F. Roye, director of the SEC's division of investment management, will leave the agency within a few weeks, the SEC announced on Friday...
MutualFundWire.com - Friday, February 18, 2005 Views - Reader Rating: 2.33
Regs Slap Charges on American Express FA Unit
It has been widely known in the industry that American Express' proprietary products -- because of lackluster performance -- have been a hard sell for the company. It now looks like the company's tactics to combat poor proprietary sales have gotten it into trouble...
MutualFundWire.com - Friday, February 18, 2005 - Reader Rating: 4
More Probes at MFS
This time the SEC is looking at revenue sharing paid for distribution of its funds...
MutualFundWire.com - Wednesday, February 18, 2004 Views - Reader Rating: 3.67
TIM Taps Operations Leader
The fund arm of Transamerica brings in an operations expert from outside the industry...
MutualFundWire.com - Wednesday, February 18, 2004 Views
Franklin Collects $32 million for Sept. 11 Attacks
The payments represent the final claims from insurers due from the terrorist attacks...
MutualFundWire.com - Wednesday, February 18, 2004 Views
DAC Adds Fund Families
The recordkeeper may add another dozen to its platform in 2004...
401kWire.com - Wednesday, February 18, 2004 - Reader Rating: 1.75
New Choices in the 412i Market
A new product suite from Guardian Life aims to address the needs of small businesses in light of current economic conditions...
401kWire.com - Wednesday, February 18, 2004 - Reader Rating: 4
Managers Step Down at Mutuals.com
In December, the CEO and president of mutuals.com were charge by the SEC. Now they are stepping down from their management duties...
MutualFundWire.com - Wednesday, February 18, 2004 Views
Oregon Hires Oppenheimer for 529
After showing strong the door, the state chooses a new manager for a portion of its 529 assets...
MutualFundWire.com - Wednesday, February 18, 2004 Views
Keystone State Fund Brings on Top Dog
Citco-Quaker Fund Advisors brings on a new president to expand distribution of its five funds...
MutualFundWire.com - Wednesday, February 18, 2004 Views - Reader Rating: 5
Fidelity Advertising Staying Put
After a review, the company decides to stay with its Boston-based advertising firm...
MutualFundWire.com - Wednesday, February 18, 2004 Views
Boosting Morale At Putnam Through Cash
The company hands out bonuses early...
MutualFundWire.com - Wednesday, February 18, 2004 Views - Reader Rating: 2
401k Participants Want to Save More -- Why They Do Not
A survey reports that almost half of plan participants worry about having enough money to retire on...
401kWire.com - Wednesday, February 18, 2004 - Reader Rating: 5
Vanguard to Open Second Opps Center
The fund firm will spend up to $80 million finishing the new location...
MutualFundWire.com - Tuesday, February 18, 2003 Views - Reader Rating: 4
Schwab Ready to Open New Bond Fund
The San Francisco firm is set to launch a GNMA fund...
MutualFundWire.com - Tuesday, February 18, 2003 Views
Consultant Hires Honeywell Exec
The new recruit will work with plan sponsors on vendor searches...
401kWire.com - Tuesday, February 18, 2003 - Reader Rating: 2
Simpler is Better for Statements
By cutting its participant statement in half this provider has found a winner...
401kWire.com - Tuesday, February 18, 2003 - Reader Rating: 4.25
Provider Wins German Mandate
The U.S.-based provider translates a product developed here for a client in Germany...
401kWire.com - Tuesday, February 18, 2003 - Reader Rating: 3
Newkirk Unveils New Tricks
The communications specialist is offering upgrades on its Enroll Plus product...
401kWire.com - Tuesday, February 18, 2003
Hidden Costs of Tax Reform
While the fund industry may benefit long-term from the Bush tax reform, it may face significant short-term costs...
MutualFundWire.com - Tuesday, February 18, 2003 Views
Seix Wins High Yield Mandate
The firm replaces Pacholder Associates as subadvisor to the fund...
MutualFundWire.com - Tuesday, February 18, 2003 Views
Canada Life, Going, Going, Gone
The insurer was sold yesterday to a last minute bidder in a deal worth C$7.3 billion...
401kWire.com - Tuesday, February 18, 2003 - Reader Rating: 3
Netstock's Mutual Funds Direct Program Gathering Momentum
As more fund families struggle to find their distribution niche or add channels, the Mutual Funds Direct program has been quietly adding funds...
MutualFundWire.com - Friday, February 18, 2000 - Reader Rating: 3
Week of February 18, 2000
RFP Roundup

The 401kWire.com takes it regular look at the week in searches...
401kWire.com - Friday, February 18, 2000 - Reader Rating: 3
Small Bytes: SEC To Review Fund Marketing
This feature appears every Friday on the The MutualFundWire.com to provide quick news bytes about the week's happenings in the mutual fund business and related financial service companies...
MutualFundWire.com - Friday, February 18, 2000 - Reader Rating: 3
Higher Education
**Updated: 2-18** A university has chosen an additional alternative 403b provider and affirmed its relationship with three others. ..
401kWire.com - Friday, February 18, 2000 - Reader Rating: 3
Odd Lots, February 18, 2000
The European Parliament backs new mutual fund rules ... Lopsided balanced funds ... Firsthand's success...
401kWire.com - Friday, February 18, 2000 - Reader Rating: 3
Odd Lots, February 18, 2000
The European Parliament backs new mutual fund rules ... Lopsided balanced funds ... Firsthand's success...
MutualFundWire.com - Friday, February 18, 2000 Views - Reader Rating: 3
Vanguard Beware
Barclays has registered 51 exchange traded funds, one of which the industry is paying special attention to because it is a direct threat to Vanguard's core business...
MutualFundWire.com - Friday, February 18, 2000 Views - Reader Rating: 3
Small Bytes: State Street Appoints
The 401kWire.com takes its weekly look at the comings and goings of the retirement and related industries...
401kWire.com - Friday, February 18, 2000 - Reader Rating: 3
NYLBSI Lures Marriott Exec
New York Life Benefit Services, Inc. (NYLBSI) has named Keith J. Purcell to be its national sales manager. He previously serviced as director of alliance account sales at Marriott International...
401kWire.com - Thursday, February 18, 1999 - Reader Rating: 3
SVA Feb. 11, 1999
Rates paid on new GICs rose 4 basis points since last week.

Weekly Bullet GIC/BIC Statistics from FCM

Rates as of Feb. 11, 1999*

Compound 3 Year 5 Year 7 Year 10 Year
High 5.88 6.06 6.08 6.16
Average 5.54 5.69 5.79 5.91
Low 4.90 5.06 5.25 5.43
Treasuries 4.79 4.82 4.86 4.93
Spread 1.09 1.24 1.22 1.23
Issuers 21 21 17 8
Simple 3 Year 5 Year 7 Year 10 Year
High 5.86 6.02 6.05 6.11
Average 5.48 5.65 5.70 5.81
Low 4.89 5.05 5.15 5.43
Treasuries 4.79 4.82 4.86 4.93
Spread 1.07 1.20 1.19 1.18
Issuers 26 26 18 10

*All rates are for non-benefit responsive, investment-only contracts with a value of $5 million. Rates are net of all expenses, with no commissions payable. Treasury quotes are for close of business Wednesday.

Source: Fiduciary Capital Management

..

401kWire.com - Thursday, February 18, 1999 - Reader Rating: 3
Badger State Adds Brokerage Option
The State of Wisconsin has selected Charles Schwab & Co. to provide a self-directed brokerage window for its 457 plan, Mary E. Willet, director of supplemental retirement plans, told the 401kWire.com. The plan has 32,000 participants and $970 million in assets...
401kWire.com - Thursday, February 18, 1999 - Reader Rating: 3
Odd Lots, Feb. 18, 1999
Dutch insurer to buy Transamerica...SEC adds Y2K compliance database to website.....
MutualFundWire.com - Thursday, February 18, 1999 - Reader Rating: 3
CIGNA Expands Services
CIGNA Retirement & Investment Services of Hartford, Connecticut is expanding its Total Retirement Services for its clients. The latest step allows participants and sponsors to examine all of their retirement benefits information in one place...
401kWire.com - Thursday, February 18, 1999 - Reader Rating: 3
For Wednesday, February 18, 1998
Hewlett-Packard ,the computer-manufacturing giant, has opted to make a major adjustment to its $3.7 billion plan. The company has decided to implement a negative election component to its defined contribution for all employees hired after February 1, 1998. Participants, therefore, must choose not to take part in the plan...
401kWire.com - Wednesday, February 18, 1998 - Reader Rating: 3
Scudder Introduces Retirement Calculator
Scudder Defined Contribution Services has rolled out a retirement calculator as the newest feature of the Scudder University education program. The calculator will be part of plan enrollment kits...
401kWire.com - Wednesday, February 18, 1998 - Reader Rating: 3
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