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News Stories Archives - Since 1998
In FL, a $1.9B-AUM RIA Enters the ETF Biz A Philadelphia-area ETF-in-a-box shop helps a Florida boutique launch its first exchange-traded fund... MutualFundWire.com - Thursday, May 15, 2025
Compass and Empower Prep a 2nd 2025 Launch The TPA and the RKer are teaming up again, on another planned PEP... 401kWire.com - Thursday, May 15, 2025
Neuberger Adds PE to an RKer Titan's Platform The employee-owned, Big Apple fund firm is one of at least seven allies in a retirement plan providers new alts program... 401kWire.com - Thursday, May 15, 2025
A Bluegrass State Sales Vet Joins Definiti The new hire is based near Cincinnati... 401kWire.com - Thursday, May 15, 2025
Principal Personalizes TDFs, And ... The recordkeeper's asset management arm also recently rolled out another TDF CIT series... 401kWire.com - Thursday, May 15, 2025
Sherman and Gundlach Celebrate a $454MM-AUM Fund An employee-owned fund firm's oldest proprietary ETF passed a critical milestone earlier this spring... MutualFundWire.com - Thursday, May 15, 2025
Despite a $13B Drop, Vanguard Fourpeats The M* team updates U.S. flows data for April 2024 for ETFs and long-term, open-end mutual funds... MutualFundWire.com - Wednesday, May 15, 2024
DeLong Extends AB's Ret Income Reach The DC I-O's latest retirement income efforts are designed to be accessible to more plans, including smaller plans and plans that aren't switching TDFs... 401kWire.com - Wednesday, May 15, 2024
Working Hours Rise 15 Percent For Women In the Ret Industry The overwhelming majority of women in the retirement industry are now at least partially WFH, according to new research from an industry trade group... 401kWire.com - Wednesday, May 15, 2024
Ackerley Steps Back, But Not Out, And ... BlackRock's retirement chief is changing roles, and one of her lieutenants is on the rise... 401kWire.com - Wednesday, May 15, 2024
Ascensus Has Two PEPs Set for June Launch A pair of Newport PEPs are expected to launch on June 1... 401kWire.com - Wednesday, May 15, 2024
For Bogle's 4th Successor, the Board Picks a Non-Crew Member, And ... In a first, a non-Vanguard veteran is preparing to take over the Low-Cost Leviathan. Meanwhile, a familiar new chairman will rise, and three new members will join the fund firm's board... MutualFundWire.com - Wednesday, May 15, 2024
Vanguard Leads a $20.5B Recovery The M* team updates U.S. flows data for April 2023 for ETFs and long-term, open-end mutual funds... MutualFundWire.com - Monday, May 15, 2023
Guideline Partners Up In Illinois The Silicon Valley 401(k) startup gains a payroll ally... 401kWire.com - Monday, May 15, 2023 - Reader Rating: 1
Empower Hires a West Coast Ascensus Alum The new hire joins the RKer's core market sales team... 401kWire.com - Monday, May 15, 2023 - Reader Rating: 3.67
14 Years In, a Texas KPA Shifts to a RayJay Shop The new hire previously affiliated with LPL as his B-D and worked for a unit of a bank... 401kWire.com - Monday, May 15, 2023
Week In Preview, May 15 - May 21 This week, the teams at Expect Miracles, iConnections, MFDF, and MMI are hosting events... MutualFundWire.com - Monday, May 15, 2023
Week In Preview, May 15 - May 21 This week, the teams at ERIC, Fi360, Spark, That401kSite.com, and WIPN are hosting events... 401kWire.com - Monday, May 15, 2023
Expect Miracles Rallies Quarantined Givers Online The mutual fund industry cancer-fighting and cancer-survivor-supporting charity has a new way for fundsters to raise money for the cause... MutualFundWire.com - Friday, May 15, 2020 - Reader Rating: 5
KTRADE Gains a Retirement Income Ally Annuity options are coming to the RKing platform... 401kWire.com - Friday, May 15, 2020
Will This Pub Stop Feeding Its Match? A New York City plan sponsors is reportedly considering suspending its 401(k) contributions... 401kWire.com - Friday, May 15, 2020
As the COVID-19 Crisis Amplified, Contributions Dipped New data from a big RKer shows how participants and plan sponsors reacted as the coronavirus pandemic started sweeping the U.S... 401kWire.com - Friday, May 15, 2020
Principal's Boyd Makes 16 Hires and Promotions The moves come after the insurer bought Wells Fargo IRT last year... 401kWire.com - Friday, May 15, 2020 - Reader Rating: 5
Giants Start to Regain Their Flows Footing The M* team updates flows data for April 2020 for ETFs and long-term, open-end mutual funds... MutualFundWire.com - Friday, May 15, 2020 - Reader Rating: 5
The EBRI Forums Must Go On ... Online! The think tank's team is prepping a week of web events... 401kWire.com - Friday, May 15, 2020
401k Insiders Cheer Portman and Cardin's Bill Senators Rob Portman (R-OH) and Ben Cardin (D-MD) introduced the Retirement Security & Savings Act yesterday... 401kWire.com - Wednesday, May 15, 2019 - Reader Rating: 5
M* Dominates This Pack The M* team updates flows data for April 2019 for ETFs and long-term, open-end mutual funds... MutualFundWire.com - Wednesday, May 15, 2019
At Transamerica, Bostwick Hires Two, Promotes One The new hires all join the workplace solutions team at the insurer... 401kWire.com - Wednesday, May 15, 2019
Will Peltz Duke It Out With This Fund Firm, Again? The billionaire activist investor's Trian Fund Management may push new changes at a familiar, publicly traded asset manager... MutualFundWire.com - Wednesday, May 15, 2019 - Reader Rating: 3
An Ex-Plan Sponsor Joins T. Rowe RPS Moving from the world of DC plan administration, a new hire begins a position at T. Rowe Price RPS... 401kWire.com - Wednesday, May 15, 2019 - Reader Rating: 5
Chittenden Upgrades TIAA's Mobile Support For Plan Sponsors A few weeks ago the provider released a new tool... 401kWire.com - Tuesday, May 15, 2018 - Reader Rating: 5
After Its Third Adoption, a Beantown Shop Preps More Watch for this firm to make a couple similar deals soon... MutualFundWire.com - Tuesday, May 15, 2018
Securian Readies a Pair of Fiduciary Plan Offerings The insurance and financial services company unveiled plans this week for a new "streamlined" retirement service for small businesses... 401kWire.com - Tuesday, May 15, 2018
Who Will Lead this $118B Shop's DC I-O Charge? The distro chief at a big mutual fund shop may soon expand his national accounts team with a defined contribution specialist... 401kWire.com - Tuesday, May 15, 2018
So Ends a Tale of a Fundster's Divorce, a Fake Picasso, and a $36.9MM Auction A "private Asian collector" now owns a painting that features strangely in the breakup of a famed PM's marriage... MutualFundWire.com - Tuesday, May 15, 2018
Eye for Earnings - May 15, 2017 The latest earnings releases are here!.. MutualFundWire.com - Monday, May 15, 2017
EBRI Recognizes Olivia Mitchell The Employee Benefit Research Institute has awarded the industry leader for her contribution to Americans' economic security. .. 401kWire.com - Monday, May 15, 2017 - Reader Rating: 3
Retirement Reg Talks in the House The DoL isn't the only one keeping a close eye on retirement policies and regulations. .. 401kWire.com - Monday, May 15, 2017
MassMutual Gets a New Look The firm is vamping up it's brand... .. 401kWire.com - Monday, May 15, 2017 - Reader Rating: 4.67
Brady Hires Thornburg's First Global Distro Chief An intermediary distribution veteran returns to the mutual fund biz in a top role for the New Mexico-based mutual fund shop... MutualFundWire.com - Monday, May 15, 2017
Too Many 403(b) Choices? A Federal Judge Tosses That Idea The district judge largely denied a university's motion to dismiss, but... .. 401kWire.com - Monday, May 15, 2017
Week In Preview, May 15-21 Fundster-focused lawyers in NYC will talk ETFs, while retirement plan industry insiders will gather there as well as in Chicago, Nashville, and Vegas... MutualFundWire.com - Monday, May 15, 2017
How the Romance Began: a Tale of Two Subadvised Shops A pair of mutual fund firms from opposite coasts plan to join forces next quarter. But how did they get here? It all started with a subadvisor... MutualFundWire.com - Friday, May 15, 2015
A TPA in Georgia Hires a Sales and Marketing Chief A third party administration consulting firm in Georgia just welcomed a new sales and marketing chief to its collaborative... 401kWire.com - Friday, May 15, 2015 - Reader Rating: 4
Vanguard Wins $1.5 Billion Plan Gannett switches from Xerox to Vanguard for recordkeeping. .. 401kWire.com - Friday, May 15, 2015
ISAC Issues a $1.1 Billion Custodian RFP The Illinois Student Assistance Commission (ISAC) has a custodian RFP for its $1.1 billion College Illinois Trust Fund. .. 401kWire.com - Friday, May 15, 2015
ICMA-RC Enhances Its Program ICMA-RC, a top 25 recordkeeper and specialist in public plans just made some enhancements to its Guided Pathways program!.. 401kWire.com - Friday, May 15, 2015
The Third Big Pimco Equity Push Ends The bond fund giant's latest equities CIO is leaving, no one's taking her place, and funds are liquidating... MutualFundWire.com - Friday, May 15, 2015
SageView Expands Its California Reach Irvine, California-based RIA SageView Advisory Group has just expanded its California reach... 401kWire.com - Friday, May 15, 2015 - Reader Rating: 5
Are Risk Management Portfolios Better Than TDFs? F-Squared Investments recently published a paper on new perspectives when it comes to risk managed portfolios and TDFs... .. 401kWire.com - Friday, May 15, 2015
Active Wins ... If You're Big and Cheap M* guru John Rekenthaler digs into new Fidelity research that provides ammunition for the active side of the active-passive debate. Yet the results may not be too heartening to fundsters outside of the giant firms... MutualFundWire.com - Friday, May 15, 2015
Can Neil Hennessy Afford You? If you run an equity shop and bump into Hennessy at the ICI, you're up for an interesting conversation. Also, the FBR deal started with a 6 a.m. call on a Tuesday,..... MutualFundWire.com - Thursday, May 15, 2014
What's Your Deep, Dark 5500 Fantasy? 401kWire is about to start tapping into these regulatory filings for you. What tools would you like from us?.. 401kWire.com - Thursday, May 15, 2014
A DC I-O Bigwig Joins AQR The Greenwich, Connecticut-based hedge fund player and alternative mutual fund giant hires a DC I-O chief... 401kWire.com - Thursday, May 15, 2014
Who Will Fill Rob Capone's Shoes at BNY Mellon? An interim head of DC I-O steps up.. 401kWire.com - Thursday, May 15, 2014
Meet Ascensus' New Unified TPA Biz Guillocheau and his team combine three regional operations under a single, new brand... 401kWire.com - Thursday, May 15, 2014 - Reader Rating: 5
A DC I-O Debuts Collective Funds Eagle Asset Management is now distributing collective investment trusts... 401kWire.com - Thursday, May 15, 2014
BlackRock's Castille Votes "To", Not "Through" The $4.4 trillion asset manager released research showing how a "to" glide path for TDFs is optimal to a "through" glide path. .. 401kWire.com - Thursday, May 15, 2014
Hedgers Face Constraints Getting Their '40 Act Funds Off the Ground New alternative mutual funds might need seeders to get traction, yet they can't give them preferential terms as that's a no-no in '40 Act land... MutualFundWire.com - Thursday, May 15, 2014 - Reader Rating: 5
Voya's Large Market 401k Sales Chief Adds Two Two former Fidelity employees venture over to Voya's large corporate market sales team. .. 401kWire.com - Thursday, May 15, 2014 - Reader Rating: 5
A Trio of Ex-SunGard Bigwigs Reunite The former chief of Relius joins an industry consulting shop that specializes in marketing support... 401kWire.com - Thursday, May 15, 2014 - Reader Rating: 5
Allianz's AM Earnings Fall 28%. Thanks, Pimco. Outflows plunge Pimco's performance fees down 96%... MutualFundWire.com - Thursday, May 15, 2014 - Reader Rating: 5
Great-West Promotes Two Relationship Directors The firm now has five TPA directors... 401kWire.com - Wednesday, May 15, 2013 - Reader Rating: 5
Schwab Wins Over a TD Retirement Executive The RIA-focused part of the brokerage welcomes a 401(k) industry vet... 401kWire.com - Wednesday, May 15, 2013
U.S. Retail Investors Want to Invest More Schroders survey shows strong appetite, as well as growing confidence, by U.S. investors... MutualFundWire.com - Wednesday, May 15, 2013
DeAM's Top Post Goes to An Ex-Van Kampen CEO The exec will run the Asset & Wealth Management Americas business... MutualFundWire.com - Wednesday, May 15, 2013
Guardian Hires Three Sales chief Steven Davis has three new wholesalers... 401kWire.com - Wednesday, May 15, 2013 - Reader Rating: 1.22
An Eaton Vance Arm Hires Not One, But Two, Consultant Honchos New hires will bolster institutional sales... MutualFundWire.com - Wednesday, May 15, 2013
Tegrit Promotes a Plan Exec In new role, exec will oversee Defined Contribution, Technical & Legal Compliance, Participant Services, and Client Support Services departments... 401kWire.com - Wednesday, May 15, 2013
Jemstep Upgrades 401k Advice Its now easier for the advice platform to help with DC plans... 401kWire.com - Wednesday, May 15, 2013
The Next Gig for the Week of May 15, 2013 Looking for your next gig? Check out the latest job openings in the mutual fund industry .. MutualFundWire.com - Wednesday, May 15, 2013
InvestmentNews Unveils Mutual Fund Losers List Trade pub lists a baker's dozen of funds it deems are expensive, and underperforming. Are you on it?.. MutualFundWire.com - Wednesday, May 15, 2013
El-Erian Writes a Novel for Barron's The Pimco CEO's article is a bit on the long side... MutualFundWire.com - Wednesday, May 15, 2013
The Hedge Fund Invasion Catches the FT's Eye Esteemed newspaper notices the rise of alts in the mutual fund biz... MutualFundWire.com - Wednesday, May 15, 2013
Asset Managers Warn the Fed On Bond Funds Execs tell the New York Federal Reserve President that a rise in rates could pummel retail bond fund investors... MutualFundWire.com - Wednesday, May 15, 2013
The Secular Bull Market is Dead, Tweets Bill Gross Coverage of the Pimco maven's Twitter wisdom... MutualFundWire.com - Wednesday, May 15, 2013
A Higher Ed Group Endorses Valic Updated \| The provider is also working with the group's own plan... 401kWire.com - Tuesday, May 15, 2012 - Reader Rating: 1
Ascensus and I-O Execs Boost Spark's Advisor Focus Updated \| The RKer-focused conference will feature a special track for retirement plan advisors... 401kWire.com - Tuesday, May 15, 2012 - Reader Rating: 3
An Attorney Takes a CFO Spot at a Florida TPA The chiefs at a Sunshine State shop just promoted one of their own... 401kWire.com - Tuesday, May 15, 2012 - Reader Rating: 4
Principal's Plan Sponsors Take a Crash Course in 408b2 The bundled provider has a new online offering... 401kWire.com - Tuesday, May 15, 2012 - Reader Rating: 4.43
A Schwab Alum Joins Aquila's C-Suite Diana Hermann adds to her team at the Big Apple mutual fund shop... MutualFundWire.com - Tuesday, May 15, 2012
Maggioncalda Lands More Retirement Income Distribution Financial Engines' new service is now available on another RKer's platform... 401kWire.com - Tuesday, May 15, 2012 - Reader Rating: 2
Hartford's Retirement Chief Adds 16 Funds Updated \| The for-sale 401(k) bundled provider now has three additional mutual fund shops' offerings on its offering... MutualFundWire.com - Tuesday, May 15, 2012
Women Raise Their Contributions Faster A provider looks at the demographics of participant deferral rates last quarter... 401kWire.com - Tuesday, May 15, 2012 - Reader Rating: 2
Chetney Helps LPL Advisors Get Rollover Results The new program is part of the indie B-D giant's broader "end-to-end" advice solution... 401kWire.com - Tuesday, May 15, 2012 - Reader Rating: 1
Pimco Total Return Vs. Pimco Total Return The ETF and the traditional mutual fund are both performing well... MutualFundWire.com - Tuesday, May 15, 2012
Will Gross Inspire More Active ETFs? The WSJ sees more ETF providers launching actively managed products... MutualFundWire.com - Tuesday, May 15, 2012
A UK Lawyer Faces Tax Charges Over an Ex-Fido Vice Chair's Estate The attorney in question allegedly helped the late executive's family hide at least $10 million overseas... MutualFundWire.com - Tuesday, May 15, 2012 - Reader Rating: 5
Gross Says "the Great White Whale Lies on the Horizon" The star PM and Pimco co-founder pens an article in the FT... MutualFundWire.com - Tuesday, May 15, 2012
Investors Pour Two-Thirds of Inflows Into Vanguard and Pimco MStar releases mutual fund flow data for the month of April... MutualFundWire.com - Tuesday, May 15, 2012
Putnam Explores Tie-Ups with Insurers The Boston fund firm is in talks with various insurers regarding the possibility of plugging a guarantee feature into its target-date funds... 401kWire.com - Friday, May 15, 2009
A Fund Firm's Parent Refuses Bailout Cash The U.S. Treasury preliminarily approves sending billions to six insurers, but at least one of them doesn't want the money... MutualFundWire.com - Friday, May 15, 2009
Dilbert Pits Mutual Funds Against the Pointy-Haired Boss The pop culture blowback against Wall Street spreads misconceptions about the mutual fund industry... MutualFundWire.com - Friday, May 15, 2009 - Reader Rating: 1
Fund Company Chair Gets a Nod for Athletic Prowess The chairman of a Milwaukee fund firm is a hall-of-famer... MutualFundWire.com - Friday, May 15, 2009 - Reader Rating: 1
National Investment Managers Ups Earnings and Revenues The TPA acquirer unveils its latest quarterly results... 401kWire.com - Friday, May 15, 2009
The Feds Prep Billions for DC Providers' Parents Updated \| The U.S. Treasury preliminarily approves sending money to several large insurers... 401kWire.com - Friday, May 15, 2009 - Reader Rating: 2.5
Van Eck Takes the Wraps off Another First Van Eck is is further expanding its ETF line-up... MutualFundWire.com - Friday, May 15, 2009
Barclays Shops BGI; iShares Deal Could be Redone iShares may prove to have been just a sparkle in CVC's eye as the British bank reportedly weighs offers for its BGI unit. The new deal could include iShares too... MutualFundWire.com - Friday, May 15, 2009
Tattersall's Fate Makes Headlines A wire service catches on to the impending ouster of the fixed income sub-advisor... MutualFundWire.com - Friday, May 15, 2009
Stock Analysts See Fewer Fund Firms Ahead Stock analysts are predicting consolidation in the asset management industry and increased market share for the winners even as demographics open up more asset gathering opportunities... MutualFundWire.com - Friday, May 15, 2009
Matrix Hits a Key Milestone Executives at the Denver-based firm said assets traded on their platform have jumped by more than 200 percent since 2006... 401kWire.com - Thursday, May 15, 2008 - Reader Rating: 5
Schwab to Drop the 401k Company Brand Schwab plans to merge The 401(k) Company brand into its own... 401kWire.com - Thursday, May 15, 2008
Fidelity Numbers Show Trends Since 2001 Market Bottom How have participants changed since the last market downturn in 2001? The Boston Behemoth has provided a look into how its 14.3 million participants have evolved... 401kWire.com - Thursday, May 15, 2008
Darfur Ties Cost American Funds with McCain Cindy McCain has dumped her shares with two American Funds portolios after being told of their Sudan ties... MutualFundWire.com - Thursday, May 15, 2008
MFS Expands it Presence in the Outback MFS Investment Management is further expanding its presence overseas... MutualFundWire.com - Thursday, May 15, 2008
TIAA Turns Ninety The largest provider in the educational DC plan market turns ninety this weekend. Was founded with a grant from Andrew Carnegie... 401kWire.com - Thursday, May 15, 2008
Franklin Takes the Red Tape off International Fund Franklin Templeton seeks to add capital to its Franklin International Small Cap Growth Fund... MutualFundWire.com - Thursday, May 15, 2008
Hudson Securities Hires Two to Lead Alternative Push The Jersey City firm has named two to lead its expansion into the alternative asset management realm... MutualFundWire.com - Thursday, May 15, 2008 - Reader Rating: 3
New Annuity Product to Make Room for Funds AssetMark and Genworth have partnered up to launch a new annuity product... MutualFundWire.com - Thursday, May 15, 2008 - Reader Rating: 3
Consultants Say Polls Will Have Zero Bearing on 401ks No matter who wins in November, the outcome of the election will have little to no impact on 401ks, according to an informal survey of retirement plan consultants by Schwab... 401kWire.com - Thursday, May 15, 2008 - Reader Rating: 3
The Principal to Focus on Rollovers, Target Date Products Principal Fund's CEO says the company is well positioned to capitalize on "do-it-for-me" sentiment... 401kWire.com - Thursday, May 15, 2008 - Reader Rating: 2
Fidelity Traders Rang Up a $3 Million Gift Tally More details have emerged in the Fidelity gift case... MutualFundWire.com - Thursday, May 15, 2008
Are REIT Funds on a Cinderella Run? Rejoice REIT firms: The laggards in 2007 may be becoming the darling of 2008... MutualFundWire.com - Thursday, May 15, 2008
More Deals Are Coming The Journal names a handful of targets and not just Seligman. It also passes over a couple of potential deals insiders are chattering about... MutualFundWire.com - Thursday, May 15, 2008 - Reader Rating: 2
Fund Flow Horse Race Headlines are Likely a Thing of the Past ... For Now Bowing to fund firm pressure, FRC has pulled the plug on giving the press looks at net fund flows for mutual fund complexes. The move leaves a void that will likely be filled by another... MutualFundWire.com - Thursday, May 15, 2008 - Reader Rating: 1
Six More Fido Funds Thumb Down Genocide Proposal Investors in six more Fidelity funds have rejected the proposal... MutualFundWire.com - Thursday, May 15, 2008
No New 401(k) Hearings In Miller's Immediate Future Rep. George Miller will not hold hearings on 401(k) reform anytime soon... 401kWire.com - Tuesday, May 15, 2007
SIFMA Miffed by SEC's Decision On BD Rule Rehearing SIFMA is not happy about the SEC's decision not to ask for a rehearing in the case of Financial Planning Association v. SEC (BD rule)... MutualFundWire.com - Tuesday, May 15, 2007
Employee Lodges Stock Suit Against RadioShack A RadioShack employee has filed a complaint against the Fort Worth, Texas-based firm over its alleged failure to look after the best interests of its employees... 401kWire.com - Tuesday, May 15, 2007
LPL Retirement Adds Second in Command The massive independent BD hires an executive to help its DC brokers. .. 401kWire.com - Tuesday, May 15, 2007
SEC Loses Regional Director Randall R. Lee, the SEC's regional director in Los Angeles, will leave the commission at the end of next month... MutualFundWire.com - Tuesday, May 15, 2007 - Reader Rating: 3
Fidelity Adds Three Advisor Funds The Boston Behemoth has expanded its lineup of Advisor funds... MutualFundWire.com - Tuesday, May 15, 2007 - Reader Rating: 3.29
Dreyfus Chairman Signs on as Adviser to SoCal Asset Manager Joseph S. DiMartino, chairman of the board of the Dreyfus family of mutual funds, has signed on as senior adviser at a Los Angeles-based investment management firm... MutualFundWire.com - Tuesday, May 15, 2007
Claymore Plans "Super" ETFs The advisor-focused firm has inked licensing deals with Morningstar and Zacks that should bring its ETF count up to 25... MutualFundWire.com - Tuesday, May 15, 2007 - Reader Rating: 3
SEC Drops the Ball Again The SEC's deadline to appeal the broker dealer rule has officially passed. Now Chairman Cox is asking for a four month extension... MutualFundWire.com - Tuesday, May 15, 2007 - Reader Rating: 3.44
Treadway Plunking Down Dough Again The former chairman of the PIMCO Funds: Multi-Manaager Series has reached his second settlement with the SEC in seven months... MutualFundWire.com - Tuesday, May 15, 2007 - Reader Rating: 3
WSJ: Barclays and Rydex Currency Products Are Not the Same Rydex is no longer alone in arming fund traders playing the currency speculation game. The WSJ's Fund Track column picks up on Barclays Bank and its new iPath exchange currency notes (ECNs)... MutualFundWire.com - Tuesday, May 15, 2007 - Reader Rating: 2.67
Fidelity Gains Ad Edge Over Protesters The Boston Behemoth spent nearly a quarter of a billion dollars putting its message out in 2006. .. MutualFundWire.com - Tuesday, May 15, 2007 - Reader Rating: 3
State Street Axes 450 About 360 workers at Investors Financial Services received bad, if not expected news Monday as the back office firm started its first wave of layoffs stemming from the merger of the firm into State Street... MutualFundWire.com - Tuesday, May 15, 2007 - Reader Rating: 2.88
Putnam Names Institutional Account Manager Putnam Investments has tapped an executive from State Street Global Advisors as senior vice president, institutional account manager... MutualFundWire.com - Monday, May 15, 2006
SEC Offers Regional Seminars for Chief Compliance Officers In an extension of its CCOutreach program, the SEC announced Monday that it will sponsor regional seminars for chief compliance officers (CCOs) this spring and summer... MutualFundWire.com - Monday, May 15, 2006
House Members Plan 401k Knock Off A bill will seek to ride on the popularity of 401ks to encourage savings for children... 401kWire.com - Monday, May 15, 2006 - Reader Rating: 3
Evergreen Plans to Merge Funds Under New Manager Evergreen Investments, the investment management brand of Wachovia Corporation, announced Monday that the board of trustees of the Evergreen Funds has approved plans to merge the Aggressive Growth Fund into the Evergreen Omega Fund... MutualFundWire.com - Monday, May 15, 2006
Media Firm Cuts DB, Improves DC A Richmond, Virginia-based multimedia company will freeze its pension program while improving its 401(k) plan and adding a profit-sharing plan... 401kWire.com - Monday, May 15, 2006
Krispy Kreme Reaches Settlement in ERISA Case According to the proposal, the doughnut retailing and wholesaling giant would pay no money out of pocket to resolve the class action lawsuit... 401kWire.com - Monday, May 15, 2006
Piper Jaffray To Refund Montana Investors Piper Jaffray and Company will return $345,000 to Montana investors after state officials discovered hundreds of questionable mutual fund transactions. .. MutualFundWire.com - Monday, May 15, 2006
Oak Value Replaces Committee Member Oak Value Capital Management, which serves as advisor to the Oak Value Fund, last week announced a change to its three-member investment committee. Christy Phillips, the firm's director of research, has replaced Matthew Sauer, a senior portfolio manager and co-manager of the Oak Value Fund who recently left the firm... MutualFundWire.com - Monday, May 15, 2006 - Reader Rating: 2.33
Putnam Reorganizes Funds, Assets Reach 10-Year Low The mutual fund assets of Putnam Investments have fallen to their lowest level in over ten years, the Financial Times reported Monday. On Friday, the Boston-based fund group announced the proposed merger of its two of its funds, and new management for its largest fund... MutualFundWire.com - Monday, May 15, 2006
AIG Slapped With Class Action Suit American International Group has been hit with a class action lawsuit brought on behalf of investors in Fidelity mutual funds. The suit, filed by law firm Schiffrin & Barroway, LLP in the US District Court of the Eastern District of New York, alleges that AIG and some of its affiliated entities did not properly disclose that they had been pushing sales personnel to sell certain funds that provided incentives to AIG. .. MutualFundWire.com - Monday, May 15, 2006
American Century Rolls Out Livestrong Portfolios American Century Investments on Monday rolled out its Livestrong Portfolios, the fund products developed as part of a strategic partnership with champion cyclist Lance Armstrong... MutualFundWire.com - Monday, May 15, 2006
FRC Reorganizes Practice Areas The unit of BISYS is expanding to eight practice areas and plans to add to staff... MutualFundWire.com - Thursday, May 15, 2003 - Reader Rating: 3
Schwab Is Hiring The bundled provider is adding staff to support growth in its 401k client base... 401kWire.com - Thursday, May 15, 2003 - Reader Rating: 3
DAC Adds Victory Funds The Alabama-based provider has expanded its fund line-up to pass the 1,000 milestone... 401kWire.com - Thursday, May 15, 2003 - Reader Rating: 4
Ex-Orbitex Head Lands at SunGard Unit The former CEO of Orbitex Retirement has been tapped by the Corbel unit of SunGard as a product manager... 401kWire.com - Thursday, May 15, 2003 - Reader Rating: 1
A Dental Co. Closes RFP Spurred by Discontent This California-based sponsor started its RK search to replace its provider, who fell short in overall service... 401kWire.com - Thursday, May 15, 2003
Shakeup at Invesco UK Amvescap continues to reconfigure its operations in response to the down market. Two UK offices will merge... MutualFundWire.com - Thursday, May 15, 2003 - Reader Rating: 3.17
New B-D Taps Wrap Platform The Tennessee-based broker-dealer has inked an exclusive deal for a managed account platform... MutualFundWire.com - Thursday, May 15, 2003
Ex-Montgomery CFO Lands Gig James Klescewski has landed at another Bay Area fund firm... MutualFundWire.com - Thursday, May 15, 2003
PFPC Trust Promotes Sparhawk He will head up the custody and securities lending operations at the firm... MutualFundWire.com - Thursday, May 15, 2003
Regulators Investigate Fidelity Branches Managers may have been altering records to win extra compensation... MutualFundWire.com - Thursday, May 15, 2003
No Title .. 401kWire.com - Wednesday, May 15, 2002 - Reader Rating: 3
Hedge Fund Manager Launches Mutual Fund A new player is attracted by the market downturn's beautifying effects on tech valuations... MutualFundWire.com - Tuesday, May 15, 2001 - Reader Rating: 3
Tap the Rockies A Colorado sponsor makes some enhancements... 401kWire.com - Tuesday, May 15, 2001 - Reader Rating: 3
Morningstar's New Distribution Channel The firm's data can get out now through third party clients... MutualFundWire.com - Tuesday, May 15, 2001 - Reader Rating: 3
Who Wants Advice? According to a new survey, participants with self-directed funds do... 401kWire.com - Tuesday, May 15, 2001 - Reader Rating: 3
More Merrill Rumors New York Post reports on another Merrill merger rumor ... New fund at JPMorgan ... Fund managers more optimistic, says survey... 401kWire.com - Tuesday, May 15, 2001 - Reader Rating: 3
More Merrill Rumors New York Post reports on another Merrill merger rumor ... New fund at JPMorgan ... Fund managers more optimistic, says survey... MutualFundWire.com - Tuesday, May 15, 2001 - Reader Rating: 3
CitiStreet Inks Deal The provider has entered into an agreement for another firm's 401k enrollment kits. It is also changing its American Odyssey Funds... 401kWire.com - Tuesday, May 15, 2001 - Reader Rating: 3
Redesign at Royce A new online look and feel is expected to improve the customer experience... MutualFundWire.com - Tuesday, May 15, 2001 - Reader Rating: 3
Citizens Hires Scudder Exec As New Ops Chief The New Hampshire SRI fund company has hired the former director of global business development as its new SVP of operations... MutualFundWire.com - Monday, May 15, 2000 - Reader Rating: 3
Fidelity Upgrades e401k Fidelity takes aim at competitors by offering conversions to its e401k... 401kWire.com - Monday, May 15, 2000 - Reader Rating: 3
Bush Plants Social Security Reform Ideas Today George W. Bush will lay out his ideas for the reformation of the Social Security program. Expected to be a key part of the reform package is the introduction of private retirement accounts similar to an individual retirement account or a 401(k) plan... 401kWire.com - Monday, May 15, 2000 - Reader Rating: 3
State Street To Provide PIMCO's Back-Office State Street is taking over PIMCO's 300-person servicing unit, not only to provide all of PIMCO back-office, but also to build its new Investment Manager Solutions unit... MutualFundWire.com - Monday, May 15, 2000 - Reader Rating: 3
Putnam Powering on Advice Putnam Investments has joined the growing list of bundled-401(k) plan providers. mPower now claims 15 million participants passed... 401kWire.com - Monday, May 15, 2000 - Reader Rating: 3
Schwab Branches Out Into Sector Funds Charles Schwab Investment Management has launched its first four sector funds, including its first tech fund... MutualFundWire.com - Monday, May 15, 2000 - Reader Rating: 3
May 15, 2000 Pioneer finds a buyer ... More on Vanguard ETFs... 401kWire.com - Monday, May 15, 2000 - Reader Rating: 3
May 15, 2000 Pioneer finds a buyer ... More on Vanguard ETFs. .. MutualFundWire.com - Monday, May 15, 2000 - Reader Rating: 3
Week of May 10, 1998 Weekly Roundup The Weekly Roundup is a regular Friday afternoon column examining the week's RFPs, both those that appeared on our pages and the pages of other publications. Looking to the Future reports on possible future searches not covered during the week... 401kWire.com - Friday, May 15, 1998 - Reader Rating: 3
Sponsor Spotlight Sponsors Discuss What's Important: Low Fees or Quality Service HR and treasury officials in companies that sponsor 401(k) plans have a tough job: they have to make employees happy. Participants may want a lot of bells and whistles -- even if they don't use them all -- but they also don't want to be charged an arm and a leg for investing in their DC plans (this would be especially true for companies that pass the costs of the plan on to employees). During this bull market, participants may not notice higher fees, but if the Dow Jones starts heading south they will... 401kWire.com - Friday, May 15, 1998 - Reader Rating: 3
Fidelity Names UAM�s McNamara to Head Trust Company Fidelity Investments has announced that John F. (Jack) McNamara will assume the posts of chairman and president of Fidelity Management Trust Company effective June 1. McNamara will report to Robert Reynolds, president of Fidelity Institutional Retirement Services Company. He replaces Denis M. McCarthy, who retired last April 30. .. 401kWire.com - Friday, May 15, 1998 - Reader Rating: 3
Missouri Prepares for the Future The State of Missouri is currently searching for a consultant to advise in its search for a TPA for its 401(a) and 457 plans, Jim Carter, director of accounting, told the 401kWire. The combined plans have estimated assets of $575 million and approximately 46,000 participants, though some are counted twice because they are involved with both plans... 401kWire.com - Friday, May 15, 1998 - Reader Rating: 3
Aviall Taps New Administrator Dallas, TX-headquartered Aviall Services, Inc. (NYSE: AVL) selected The 401(k) Company as administrator for its 401(k) plan, Jeff Murphy, senior vice president of law and human resources, told the 401kWire. The plan has 500 participants and approximately $40 million in assets, according to government filings. Watson-Wyatt Worldwide assisted with the search... 401kWire.com - Friday, May 15, 1998 - Reader Rating: 3

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