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News Stories Archives - Since 1998
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JPMAM Wins Its 9th Month In a Row
The M* team updates U.S. flows data for January 2025 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Thursday, February 27, 2025
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Reader Rating: 1
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Musto Adds a WilmerHale Alum to Ascensus' C-Suite
The new hire succeeds a longtime veteran of the PE-backed recordkeeper's leadership team...
401kWire.com -
Thursday, February 27, 2025
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Reader Rating: 1
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Beck Solved 401k For an HCM Ally
The 401GO team is launching a new offering for a new ally...
401kWire.com -
Thursday, February 27, 2025
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Reader Rating: 1
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A 20Y OneAmerica Vet Joins a Focus RIA
An former RM leader from the recordkeeping side of the business is switching to being a KPA...
401kWire.com -
Thursday, February 27, 2025
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Reader Rating: 1
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FAs Don't Outsource Most Investment Management
Despite the growth of TAMPs and model portfolios, new research suggests that the vast majority of advisors' client assets are still handled by the advisors themselves...
MutualFundWire.com -
Thursday, February 27, 2025
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Reader Rating: 1
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Belski Welcomes Another T. Rowe Alum to LPL
The new hire focuses on the giant indie B-D's retirement partners arm...
401kWire.com -
Thursday, February 27, 2025
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Reader Rating: 1
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Active Outflows Shrink By 96 Percent, And ...
The M* team updates U.S. flows data for January 2024 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Tuesday, February 27, 2024
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Reader Rating: 1
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A 401k Vet Takes Over a Soccer-Focused Non-Profit
The former recordkeeper distribution leader and U.S. Army veteran will serve as interim executive director of a foundation...
401kWire.com -
Tuesday, February 27, 2024
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Reader Rating: 1
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A $7B-AUA RIA's Chief Builds Out His Leadership Team
The last of the firm's three founding partners is taking on a two role as he promotes a pair of ten-year company veterans...
401kWire.com -
Tuesday, February 27, 2024
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Reader Rating: 1
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An Analyst-Turned-FA Joins Great Gray As an AVP
The new hire is based in the Boston area...
401kWire.com -
Tuesday, February 27, 2024
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Reader Rating: 1
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With $840MM Per Fund, a New Fam Leads
The M* team updates U.S. flows data for January 2024 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Tuesday, February 27, 2024
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Reader Rating: 1
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A CT Agency Teams With Schwab, LeafHouse, Ameritas, and AmericanTCS
The folks at the five organizations are prepping a PEP to launch on April 1...
401kWire.com -
Tuesday, February 27, 2024
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Reader Rating: 1
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JPMAM Threepeats With $6B
The M* team updates U.S. flows data for January 2023 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Monday, February 27, 2023
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Reader Rating: 1
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Financial Confidence Takes Center Stage For ASW 2023
Providers share their plans for America Saves Week 2023...
401kWire.com -
Monday, February 27, 2023
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Reader Rating: 1
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EdgeCo Buys In the Empire State
The target business has about 16 employees, nearly $1 billion in AUA, 9,300 participants, and nearly 800 plans. The deal is expected to close tomorrow...
401kWire.com -
Monday, February 27, 2023
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Reader Rating: 1
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In Georgia, MassMutual Hires a Transamerica Alum
The new hire is a national sales manager at the insurer...
401kWire.com -
Monday, February 27, 2023
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Reader Rating: 1
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Week In Preview: February 27 - March 5
This week, teams at BPAS, DCIIA, NIRS, P&I, and WIPN are hosting events...
401kWire.com -
Monday, February 27, 2023
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Reader Rating: 1
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Week In Preview: February 27 - March 5
This week, the teams at Expect Miracles, ICI, IDC, MFDF, Nicsa, and the SEC are hosting events...
MutualFundWire.com -
Monday, February 27, 2023
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Reader Rating: 1
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Generational Differences When Picking Advisors
New research highlights what investors look for in FAs. The lessons could be important for KPAs, too...
401kWire.com -
Thursday, February 27, 2020
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Reader Rating: 1
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A 23-Year Invesco Vet Joins Nationwide
The new hire started with Van Kampen back in the 90s...
MutualFundWire.com -
Thursday, February 27, 2020
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Reader Rating: 1
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Verus Hires a Former Mega Plan Sponsor
The exec now serves as a managing director at the Seattle-based investment and consulting firm...
401kWire.com -
Thursday, February 27, 2020
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Reader Rating: 1
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A Robo RKer Updates Its KPA Offering
They're also upgrading the experience for participants and plan sponsors...
401kWire.com -
Thursday, February 27, 2020
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Reader Rating: 1
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A Pac NW Retirement RIA Updates Its Status
The $11-billion-AUM firm is now a certified B corp...
401kWire.com -
Thursday, February 27, 2020
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Reader Rating: 1
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Schwab Bets On a $10.5B-AUM SMA Shop
The deal is expected to close in the middle of the year, perhaps before the previously announced TD deal...
MutualFundWire.com -
Thursday, February 27, 2020
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Reader Rating: 1
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Cohen and Buckmann Adds an ERISA Attorney
The Gotham law firm's new previously worked with Littler...
401kWire.com -
Thursday, February 27, 2020
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Reader Rating: 1
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Barstein and Co Teach Plan Committees
This new program is catered towards plan sponsors and hosted by KPAs...
401kWire.com -
Wednesday, February 27, 2019
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Reader Rating: 1
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Williams Finds a Diamond For RCH
The new hire is based in the Charlotte, N.C. HQ..
401kWire.com -
Wednesday, February 27, 2019
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Reader Rating: 1
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Bond's ETF Startup Takes the Lead
M* updates flows data for January 2019 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Wednesday, February 27, 2019
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Reader Rating: 1
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Klein Brings a TAMP Alum To PCS' C-Suite
Meanwhile, the RKer chief is looking to further expand his team in a key area...
401kWire.com -
Wednesday, February 27, 2019
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Reader Rating: 1
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What Is This $445B Firm's Chief Hunting For?
The head of a publicly traded mutual fund firm talks about what he looks for when kicking the tires on potential deals...
MutualFundWire.com -
Wednesday, February 27, 2019
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Reader Rating: 1
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Hamm Promotes IFP's Top KPA Ally
The move comes as the super-OSJ/RIA chief secures funding in advance of the planned launch of its own B-D...
401kWire.com -
Wednesday, February 27, 2019
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Reader Rating: 1
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Dial Hires a Wholesaler Vet In CT
The new hire joins Allianz's DC I-O wholesaling team...
401kWire.com -
Tuesday, February 27, 2018
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Reader Rating: 1
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Why Not Auto-Enroll? Answers Vary With Size
New research from Willis Towers Watson looks questions around automated features and retirement readiness...
401kWire.com -
Tuesday, February 27, 2018
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Reader Rating: 1
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ProShares Takes the Midsize Lead
M* updates Morningstar Direct data for January 2018...
MutualFundWire.com -
Tuesday, February 27, 2018
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Reader Rating: 1
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A Kansas KPA Launches a Bundled Product
The new offering, which ties to Employee Fiduciary and Vanguard, puts the pricing model front and center...
401kWire.com -
Tuesday, February 27, 2018
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Reader Rating: 1
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Holgate Picks a 10-Year Lincoln Vet
The new appointee will cover Indiana, Kentucky, and Wisconsin...
401kWire.com -
Tuesday, February 27, 2018
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Reader Rating: 1
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Glimpse This Fund Firm's Planned East Coast HQ
A local publication shares updates on the status of a big fund firm's new space, expected to be completed in December...
MutualFundWire.com -
Tuesday, February 27, 2018
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Reader Rating: 1
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Fidelity Makes Its Employees an Offer
Word in the industry is that the Boston Behemoth is dangling a very generous carrot in front of many of its staff...
MutualFundWire.com -
Monday, February 27, 2017
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Reader Rating: 1
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AmericaFirst Launches A Sixth Fund and Ponders the Next Move
A small Roseville, CA-based firm celebrates its sixth fund launch, and says distro staff and product expansions might be on the horizon...
MutualFundWire.com -
Monday, February 27, 2017
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Reader Rating: 1
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Fido Makes a Company-Wide Buyout Offer
Senior Fidelity employees with decades of experience will be offered buyouts, 401kWire has learned. ..
401kWire.com -
Monday, February 27, 2017
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Reader Rating: 1
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Here Are Both Sides of the SARP Debate
Can state-administered retirement plans and ERISA plans co-exist? ..
401kWire.com -
Monday, February 27, 2017
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Reader Rating: 1
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Pentegra Hires Two
Two have been hired as regional directors with Pentegra Retirement Services. . ..
401kWire.com -
Monday, February 27, 2017
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Reader Rating: 1
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MFS' Mullen Enhances DC I-O Team
A newly created position and a promotion aim to grow and support the firm's Defined Contribution Investments (DCI) business. ..
401kWire.com -
Monday, February 27, 2017
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Reader Rating: 1
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Eye for Earnings - February 27, 2017
The latest earnings releases are here!..
MutualFundWire.com -
Monday, February 27, 2017
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Reader Rating: 1
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T. Rowe Price Senior PR Specialist Leaves
The senior communications specialist is moving on to a new position with Wisdom Tree. ..
401kWire.com -
Monday, February 27, 2017
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Reader Rating: 1
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America Saves Week Starts Today!
Government, non-profit, and business organizations from the nation have committed to promoting personal savings by joining an annual initiative... ..
401kWire.com -
Monday, February 27, 2017
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Reader Rating: 1
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The $4T Firm and the $1T Biz
A pair of industry giants cross critical milestones...
MutualFundWire.com -
Monday, February 27, 2017
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Reader Rating: 1
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Principal Funds Shifts
Updated | Dan Houston moves the insurance giant's mutual fund business and promotes its chief. The Principal's distribution efforts are transforming, too...
MutualFundWire.com -
Friday, February 27, 2015
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Reader Rating: 1
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Houston Anoints Principal's Next RIS Chief
Updated | The insurance giant is reorganizing its leadership team and its distribution efforts. Fundsters may recognize the new retirement and investor services chief...
401kWire.com -
Friday, February 27, 2015
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Reader Rating: 1
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An ETF Strategist's CEO Passes the Torch
A 14-year company veteran is taking over a mutual fund shop that also offers managed accounts through 401k plans...
MutualFundWire.com -
Friday, February 27, 2015
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Reader Rating: 1
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A Former Principal Funds Chief Retires
The veteran who led the insurer's fund business through the WaMu acquisition is saying goodbye next month...
MutualFundWire.com -
Friday, February 27, 2015
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Reader Rating: 1
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An 11-Year Pru Retirement Vet Moves to Lincoln
John Morabito is bringing a 401k sales veteran over...
401kWire.com -
Friday, February 27, 2015
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Reader Rating: 1
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Ready, Set, Save!
Joe Ready, director of Institutional Retirement and Trust at Wells Fargo has a few things tidbits to say that aligns with Retirement Savings Week...
401kWire.com -
Friday, February 27, 2015
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Reader Rating: 1
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These CO 457bs Needs a Consultant
A Colorado city seeks assistance with two of its DC plans. ..
401kWire.com -
Friday, February 27, 2015
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Reader Rating: 1
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The TSP Has a New Investment Chief
The board that runs the largest DC plan in the country hies a CIO...
401kWire.com -
Friday, February 27, 2015
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Reader Rating: 1
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Steff Chalk Changes RIAs
A 401(k) plan advisor (KPA) in the Cincinnati area now uses a different RIA...
401kWire.com -
Friday, February 27, 2015
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Reader Rating: 1
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All About Share Classes: the Supreme Court Ponders 401ks
The highest court in the land is tackling a retirement plan case about an employer's duty to monitor mutual funds and other investments available in the plan...
MutualFundWire.com -
Friday, February 27, 2015
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Reader Rating: 1
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Should You Take the Collective Fund Plunge?
Institutional asset managers and retirement plan advisors alike are using the trust-based pooled investment vehicles as a way to offer retirement plan sponsors their own take on all-in-one investment options...
401kWire.com -
Thursday, February 27, 2014
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Reader Rating: 1
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Another Top UBoC Alum Rejoins Ross
The Retirement Revolution chief welcomes a familiar face to lead IT...
401kWire.com -
Thursday, February 27, 2014
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Reader Rating: 1
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A Top Retirement Exec Leaves MassMutual
Updated | The bundled provider says goodbye to a DC industry veteran...
401kWire.com -
Thursday, February 27, 2014
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Reader Rating: 1
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How Painful for 401k Is Camp's First Act?
401k insiders give their take on David Camp's tax reform proposal...
401kWire.com -
Thursday, February 27, 2014
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Reader Rating: 1
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Fundster Hiring Wars Have Started, in Marketing
Firms are positioning themselves to grow assets with new marketing hires, which will then lead to sales hires, according to CTPartners vice chair Joe McCabe. Demand is leading to hefty compensation premiums as firms look for a wider variety of skill sets...
MutualFundWire.com -
Thursday, February 27, 2014
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Reader Rating: 1
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A Ray Jay and Merrill Alum Leads a Benefits Shop's 401k Charge
A six-year-old Texas shop enters the retirement plan business...
401kWire.com -
Thursday, February 27, 2014
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Reader Rating: 1
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Is Integrating With Bank Accounts and HSA the Next 401k Step?
Updated | A bundled provider integrates online access for 401k participants who also use its banking and/or HSA services...
401kWire.com -
Thursday, February 27, 2014
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Reader Rating: 1
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A Texas RIA Rebrands His 401k Biz
A DailyAccess vet joins an advisory shop's growing 401k practice...
401kWire.com -
Thursday, February 27, 2014
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Reader Rating: 1
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Bettinger Is Betting on Real-Time Valuation
With the rollout of Charles Schwab's all-ETF 401k platform earlier this month, 401kWire polled sponsors to check on their appetite for the product. ..
401kWire.com -
Thursday, February 27, 2014
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Reader Rating: 1
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More Than 400 Plan Sponsors Add These Alts
A DC I-O touts the rising popularity of several outside-the-box investment options...
401kWire.com -
Thursday, February 27, 2014
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Reader Rating: 1
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Carroll Brings a Top 401k Vet Back to Hancock
A familiar face will lead mid-market sales for the bundled provider...
401kWire.com -
Thursday, February 27, 2014
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Reader Rating: 1
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Falcon Puts the Four Percent Rule in J.P. Morgan's Crosshairs
The bundled provider released a new savings-drawdown methodology that combats the traditional de-cumulation mentality. ..
401kWire.com -
Thursday, February 27, 2014
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Reader Rating: 1
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Gimme That Old-Time Academic Research
DFA hearts old style academic investing, which garners the firm a B from Morningstar...
MutualFundWire.com -
Thursday, February 27, 2014
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Reader Rating: 1
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Fido Diagnoses Doctors' Lack of Retirement Readiness
Physicians have a high average income, yet they face 401k savings challenges, too, says the Boston Behemoth in a new report...
401kWire.com -
Thursday, February 27, 2014
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Reader Rating: 1
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Long Brings Three More to SageView
Updated | The SoCal-based national retirement plan advisory shop adds another retirement plan advisor, as well as an executive benefits expert and an actuary...
401kWire.com -
Wednesday, February 27, 2013
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Reader Rating: 1
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Fundsters Hold Distribution Technology Summit
Over 100 executives discuss the benefits of cutting edge technology for distribution...
MutualFundWire.com -
Wednesday, February 27, 2013
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Reader Rating: 1
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Great West Hires Gov't Markets Salesperson
Exec would handle public-sector retirement services, sales and client relationship management in a nine-state region...
401kWire.com -
Wednesday, February 27, 2013
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Reader Rating: 1
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Want to Know More About How Advisors Think?
Then read this series of papers being developed by FUSE and Penton...
MutualFundWire.com -
Wednesday, February 27, 2013
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Reader Rating: 1
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A Federal Judge Rejects a Retaliation Claim Against American Century
An alum alleged that the mutual fund shop's retaliation cost him $3.27 million...
MutualFundWire.com -
Wednesday, February 27, 2013
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Reader Rating: 1
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American Century Defeats Kmak's Lawsuit
A federal judge dismisses the suit, which accused the DC I-O of retaliating against the benchmarking entrepreneur over a separate arbitration case...
401kWire.com -
Wednesday, February 27, 2013
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Reader Rating: 1
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A Retirement Marketing Director is Sought
Exec would help firm develop strategic marketing plan for individual retirement business...
401kWire.com -
Wednesday, February 27, 2013
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Reader Rating: 1
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Wells Had a Record 2012
Company sees growth in both RK and AUM. ..
401kWire.com -
Wednesday, February 27, 2013
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Reader Rating: 1
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Is Barrow Developing a Succession Plan?
James Barrow adds two PMs to a Vanguard fund...
MutualFundWire.com -
Wednesday, February 27, 2013
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Reader Rating: 1
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An Ohio Manager Undergoes a Mutual Fund Makeover
Firm renames itself, rebrands its ten funds and expands its platform access...
MutualFundWire.com -
Wednesday, February 27, 2013
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Reader Rating: 1
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AllianceBernstein Seeks Internal Sales Manager
Exec would lead team of 10-to-14 internal sales folk...
MutualFundWire.com -
Wednesday, February 27, 2013
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Reader Rating: 1
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Scavelli Still Likes Matrix's Pizazz
The Broadridge exec talks about the growth of the back office specialist's retirement plan business and hints at what's next...
401kWire.com -
Wednesday, February 27, 2013
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Reader Rating: 1
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iShares' Low-Vol Product Line Hits $4B
The four funds, launched in October 2011, are among a growing niche of products marketed as offering investors downside protection...
MutualFundWire.com -
Wednesday, February 27, 2013
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Reader Rating: 1
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Academics Propose a New Mutual Fund Metric
In the tradition of Jack Bogle, new research details the negative performance impact of mutual fund trading and offers up the idea of "position-adjusted turnover."..
MutualFundWire.com -
Wednesday, February 27, 2013
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Reader Rating: 1
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Mary Jo White Is Getting Ready For Showtime
In preparation for her confirmation next month, the SEC chairwoman-designate is meeting with senators and filling out forms...
MutualFundWire.com -
Wednesday, February 27, 2013
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Reader Rating: 1
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Belden to iShares: Bring it On!
In interview with IndexUniverse, Guggenheim product development head says BulletShares will defend against BlackRock's incursion into their turf...
MutualFundWire.com -
Wednesday, February 27, 2013
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Reader Rating: 1
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TIAA-CREF Wins a State
The mandate, starting this summer, covers 30,000 employees...
401kWire.com -
Monday, February 27, 2012
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Reader Rating: 1
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The Profit Gap Between B-Ds and Fund Firms Widens
kasina looks at margins for asset managers and broker-dealers...
MutualFundWire.com -
Monday, February 27, 2012
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Reader Rating: 1
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Higher Ed Plans Drive Growth at a Consulting Firm
Watch for a Northeastern firm to expand its "geographic footprint."..
401kWire.com -
Monday, February 27, 2012
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Reader Rating: 1
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A Pair of Delaware Plans Hire New York Life
An American subsidiary of a British company names the new provider for 401(k) and non-qual plans...
401kWire.com -
Monday, February 27, 2012
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Reader Rating: 1
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USI Hires a Standard Retirement Alum
The Constitution state consulting firm and provider adds a VP in Chitown...
401kWire.com -
Monday, February 27, 2012
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Reader Rating: 1
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Pioneer CEO Talks Sales Force Expansion
Dan Kingsbury reveals the Boston-based fund firm's headcount expansion plans in a conference call this morning with reporters...
MutualFundWire.com -
Monday, February 27, 2012
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Reader Rating: 1
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Wells Fargo Looked at DWS
The banking giant's chief talks to the Financial Times...
MutualFundWire.com -
Monday, February 27, 2012
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Reader Rating: 1
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Fidelity is Thinking Big
The Boston Behemoth unveils a new ad campaign today. James Spheros and his team are hoping that the ads will become viral...
MutualFundWire.com -
Monday, February 27, 2012
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Reader Rating: 1
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Schapiro: "The Money-Market Fund Industry … is Working Without a Net"
The SEC chief continues to push two more money market mutual fund regulatory proposals...
MutualFundWire.com -
Monday, February 27, 2012
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Reader Rating: 1
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ADP is Hiring for its Sales Team
ADP Retirement Services is growing its sales team and planning a product realignment, according to the plan provider's top executive...
401kWire.com -
Friday, February 27, 2009
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Reader Rating: 1
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Sentinel Shoots for $2 Billion of Fund Sales
After chalking up record sales in 2008, Sentinel's Jim Cronin is targeting to bring in $2 billion of mutual fund sales this year...
MutualFundWire.com -
Friday, February 27, 2009
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Reader Rating: 1
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Doll Vacates His Spot on BlackRock's Board
Bob Doll has resigned from the board of directors, saying he wants to focus on investment activities. He will continue as the firm's vice chairman and chief investment officer of equities...
MutualFundWire.com -
Friday, February 27, 2009
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Reader Rating: 1
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Obama Pushes Auto-IRAs and Auto-Enrollment in 2010 Budget
The non-401k retirement proposal made its way into the outline of the spending plan for next year...
401kWire.com -
Friday, February 27, 2009
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Reader Rating: 1
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Morgan Stanley Loses a Star
One of Morgan Stanley's star portfolio managers is leaving at the end of April to start his own firm...
MutualFundWire.com -
Friday, February 27, 2009
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Reader Rating: 1
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New York Life Makes a Proprietary Investment Play
As part of the strategy, a sales executive moves to a new role at the Westwood, Massachusetts-based plan provider...
401kWire.com -
Friday, February 27, 2009
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Reader Rating: 1
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Forester Hopes to Prove He's No One-Hit Wonder
In a page one story in The Journal on Friday, Diya Gullapalli profiles the sole equity fund manager in the black last year and raises the question of whether he can pull off an encore...
MutualFundWire.com -
Friday, February 27, 2009
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Reader Rating: 1
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Bent Reserves $3.5 Billion in Primary Fund
The money fund specialists set aside money to cover expenses and fight lawsuits...
MutualFundWire.com -
Friday, February 27, 2009
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Reader Rating: 1
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CitiStreet is Being Shopped, Say Sources
Industry insiders say the massive DC provider has hired a banker and started circulating its deal book.
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401kWire.com -
Wednesday, February 27, 2008
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Reader Rating: 1
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Questar SVP Ousted Over Disclosure Failure
Questar's SVP of mergers and acquisitions has reportedly been fired over his alleged failure to disclose his private securities transactions and outside business activities...
MutualFundWire.com -
Wednesday, February 27, 2008
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Reader Rating: 1
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Two Securities America Advisors Strike Out on their Own
In January, Securities America saw $5.3 billion walk out its front door...
MutualFundWire.com -
Wednesday, February 27, 2008
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Reader Rating: 1
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PowerShares Granted Exemptive Relief for Active ETFs
After years of dashed hopes, actively managed ETFs are another step closer to becoming a reality...
MutualFundWire.com -
Wednesday, February 27, 2008
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Reader Rating: 1
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ICMA-RC Pulls the Plug on its Credit Card Program
The public sector provider decided to discontinue the credit card program it has offered to participants through a JPMorgan Chase unit...
401kWire.com -
Wednesday, February 27, 2008
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Reader Rating: 1
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Advice Specialist Divides
A Maryland advisory firm splits into an advice-only shop and an intermediary support business.
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401kWire.com -
Wednesday, February 27, 2008
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Reader Rating: 1
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FRC Crunches the Numbers on January Fund Outflows
FRC has put numbers on the outflows seen by the fund industry in January...
MutualFundWire.com -
Wednesday, February 27, 2008
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Reader Rating: 1
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DIA Wholesaler Turns to the Advisor Side of the Force
An international brokerage brings a veteran DC salesman into its Chi-town branch.
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401kWire.com -
Wednesday, February 27, 2008
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Reader Rating: 1
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SSgA Bets on Target-Date ETFs
State Street's investment management arm has filed papers with the SEC for exemptive relief for a batch of target-date ETFs...
MutualFundWire.com -
Wednesday, February 27, 2008
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Reader Rating: 1
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SWS Recruits a New Exec
SWS Financial Services has a new recruiter on the block...
MutualFundWire.com -
Wednesday, February 27, 2008
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Reader Rating: 1
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Principal Names Head of Full-Service Biz
The provider elevated one of its own to head up its full-service pension business and appointed a new CEO...
401kWire.com -
Wednesday, February 27, 2008
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Reader Rating: 1
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Pioneer Taps Insider to Head U.S. Portfolio Management
Kenneth Taubes has been named the head of U.S. portfolio management at Pioneer Investments...
MutualFundWire.com -
Wednesday, February 27, 2008
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Reader Rating: 1
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ETF Approval Process is in the SEC Spotlight
The SEC is expected to propose a new rule next week that will make it easier to start ETFs...
MutualFundWire.com -
Wednesday, February 27, 2008
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Reader Rating: 1
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Morgan Stanley Exec Moves to Principal
The exec now serves as director of the alliance management group at the Des Moines, Iowa-based provider...
401kWire.com -
Wednesday, February 27, 2008
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Reader Rating: 1
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FedEx To Repackage Retirement Program
The Memphis-headquartered company has unveiled a redesigned retirement program which includes an enhanced 401(k) plan...
401kWire.com -
Tuesday, February 27, 2007
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Reader Rating: 1
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MG Advisory Services Lands Another Distribution Pact
The subsidiary of Matrix Settlement & Clearance Services has formed an alliance with an Arizona-based TPA for its IMA offering...
401kWire.com -
Tuesday, February 27, 2007
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Reader Rating: 1
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Intercare Buys Retirement Plan Consultant
The San Diego benefits consulting firm has sealed an acquisition deal with a neighboring consulting shop...
401kWire.com -
Tuesday, February 27, 2007
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Reader Rating: 1
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DAC Hires Operations VP
The Mobile, Alabama-based outsourced recordkeeper and plan administrator has turned to an outsider for the new role...
401kWire.com -
Tuesday, February 27, 2007
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Reader Rating: 1
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More Plan Sponsors Providing 100-Percent Match
The number of plan sponsors providing a dollar-for-dollar match on employee contributions has been growing steadily over the past five years, according to a Mercer study...
401kWire.com -
Tuesday, February 27, 2007
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Reader Rating: 1
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Midwestern Provider Scouts for National Sales Director
That's one of two new posts the provider is looking to fill. The firm is also planning to enter the 457 and 403(b) markets.
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401kWire.com -
Tuesday, February 27, 2007
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Reader Rating: 1
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Fee Hearing Set for March 6
The House Education and Labor Committee will conduct a hearing on 401(k) fees next Tuesday...
401kWire.com -
Tuesday, February 27, 2007
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Reader Rating: 1
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ING Report Warns Participant Emotions May Impede Saving
Suffering from information overload? So are plan participants according to a study released at ASPAA's 401(k) Summit in Orlando...
401kWire.com -
Monday, February 27, 2006
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Reader Rating: 1
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United Attendants Reluctantly Approve DB-DC Switch
The airlines plan to replace its attendants DB plan with a 401k wins workers' formal approval, but not their hearts and minds...
401kWire.com -
Monday, February 27, 2006
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Reader Rating: 1
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ExpertPlan Names COO
The outsourced recordkeeper has tapped a former ADP executive for the role...
401kWire.com -
Monday, February 27, 2006
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Reader Rating: 1
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Oppenheimer Will Raise Investment Minimum on Two Funds
Both funds have significant assets in developing markets...
MutualFundWire.com -
Monday, February 27, 2006
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Reader Rating: 1
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Paychex Taps Recordkeeper
The plan recordkeeper and payroll company has a new product for its own workers...
401kWire.com -
Monday, February 27, 2006
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Reader Rating: 1
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Touchstone Investments' AUM Hit $4.25B
Assets under management at Touchstone Investments climbed to over $4.25 billion in 2005, up 40 percent from a year earlier. The biggest contributor to total assets was the Touchstone Large Cap Growth Fund, which saw assets rise to $890 million, representing an increase of 205 percent from $292 million...
MutualFundWire.com -
Monday, February 27, 2006
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Reader Rating: 1
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Janus LBO Plan Is Off
Late last year, reports surfaced that managers at Janus Capital Group were mulling a buyout of the Denver-based fund firm. Now, the latest word is that the plan has been shelved, with the firm's soaring stock price serving as the culprit...
MutualFundWire.com -
Monday, February 27, 2006
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Reader Rating: 1
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Sales Charge Waivers Trip Up AXA
The broker-deal and investment advisor is fined and censured by NASD...
MutualFundWire.com -
Friday, February 27, 2004
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Reader Rating: 1
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Consultant Adds Ed Program to Website
Employee benefits consulting firm looks to broaden its client base with a 401k educational program...
401kWire.com -
Friday, February 27, 2004
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Reader Rating: 1
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Straight Search in Massachusetts
Search firm says that political connections played no role in appointment of Massachusetts pension executive...
401kWire.com -
Friday, February 27, 2004
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Reader Rating: 1
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SEC Staff Recommends Action Against PIMCO
PIMCO Advisors Fund Management received a Wells Notice on Feb. 12...
MutualFundWire.com -
Friday, February 27, 2004
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Reader Rating: 1
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Deutsche Tower to Come Down
The German bank will demolish a New York City office building damaged in 9/11. Meanwhile its Scudder unit faces another lawsuit...
MutualFundWire.com -
Friday, February 27, 2004
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Reader Rating: 1
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ICMA-RC Rolls Out Web Tools for Sponsors
Administrators of public sector plans run by ICMA-RC have a new Web tool set...
401kWire.com -
Friday, February 27, 2004
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Reader Rating: 1
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Spitzer to Expand Probes
The top NYAG investigator revealed new targets at an industry conference held Thursday in New York...
MutualFundWire.com -
Friday, February 27, 2004
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Reader Rating: 1
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Senate Looks for Answers in TSP
Some in the Senate are holding up the DC plan covering federal workers as a model. Fitzgerald schedules hearing for Monday...
401kWire.com -
Friday, February 27, 2004
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Reader Rating: 1
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Plan Administrators Changes its Name
The firm changes its name without shifting its focus...
401kWire.com -
Thursday, February 27, 2003
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Reader Rating: 1
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Custodian Planning Advisor Show
Ameritrade is preparing a week of fun in Chicago for advisors...
MutualFundWire.com -
Thursday, February 27, 2003
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Reader Rating: 1
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Palo Alto Advice Firm Lands An EVP
A Fidelity executive slides into the top marketing post at the Web advisor...
401kWire.com -
Thursday, February 27, 2003
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Reader Rating: 1
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ING Inks Another Advice Deal
For the second time in six months, the provider signs on an advice-related program...
401kWire.com -
Thursday, February 27, 2003
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Reader Rating: 1
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Participants Keep Long-Term Focus
The updated ICI-EBRI report finds that continuing contributions, diversification helped to offset the drop in equities...
401kWire.com -
Thursday, February 27, 2003
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Reader Rating: 1
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Morgan Stanley Sued On Sale Of Mutual Funds
The brokerage is to face a class action lawsuit by investors who bought Class B shares of its mutual funds...
MutualFundWire.com -
Thursday, February 27, 2003
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Reader Rating: 1
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Spark Courts Advisors
The recordkeeper organization is adding advisors to the mix for its next conference...
401kWire.com -
Thursday, February 27, 2003
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Reader Rating: 1
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AI Dashes for Advisors
The publisher of PlanSponsor.com launched its Advisor Dash...
401kWire.com -
Thursday, February 27, 2003
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Reader Rating: 1
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REITS Pay Says Fund Firm
Cohen & Steers has a one page sheet to get the word out on REITs...
MutualFundWire.com -
Thursday, February 27, 2003
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Reader Rating: 1
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Bay Area Firm Fills Client Service and Sales Slot
Forward Funds fills an opening with a hire from a cross-town rival...
MutualFundWire.com -
Thursday, February 27, 2003
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Reader Rating: 1
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SSRM Adds Intermediary Tools
The kits are designed to support its distributors in advising clients...
MutualFundWire.com -
Wednesday, February 27, 2002
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Reader Rating: 1
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529 is not 401k
Despite what the consultants say college savings plans are not the second coming of the retirement savings boom. Here is why...
MutualFundWire.com -
Wednesday, February 27, 2002
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Reader Rating: 1
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Manulife Intros New 529 Tool
The firm has a new service for its college-saver financial advisors...
MutualFundWire.com -
Wednesday, February 27, 2002
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Reader Rating: 1
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Is Your Vendor Committed?
No, we do not question its sanity, but the flurry of firms leaving the 401k business raises the question. Four industry leaders gave tips on finding the answer at P&I. And, who was that rumor about?
..
401kWire.com -
Wednesday, February 27, 2002
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Reader Rating: 1
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House Hearings Show Divide
The growing gap between Republicans and Democrats on 401k reform is showing in Washington. It also makes the Fall election key to the outcome...
401kWire.com -
Wednesday, February 27, 2002
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Reader Rating: 1
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Eagle Soars to Victory
Why did the small employer in the Pacific Northwest drop Manulife?..
401kWire.com -
Wednesday, February 27, 2002
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Reader Rating: 1
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Pru Lays Off Stovall
ETF Assets Down $1 Billion ... Mellon Cuts Employer Stock Ties ... SHRM Names New Prez...
MutualFundWire.com -
Wednesday, February 27, 2002
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Reader Rating: 1
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Mellon Reforms
SHRM Names New Prez ... Pru Lays Off Stovall ... ETF Assets Down $1 Billion.
..
401kWire.com -
Wednesday, February 27, 2002
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Reader Rating: 1
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Account Aggregation, Part Two
John Patterson, CEO of Business Logic, breaks down four considerations when choosing aggregation solutions...
401kWire.com -
Tuesday, February 27, 2001
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Reader Rating: 1
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Account Aggregation, Part Two
John Patterson, CEO of Business Logic, breaks down four considerations when choosing aggregation solutions.
..
401kWire.com -
Tuesday, February 27, 2001
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Reader Rating: 1
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MPower Gets the Keys
The firm slips behind the wheel of another contract. ..
401kWire.com -
Tuesday, February 27, 2001
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Reader Rating: 1
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How to Run an ETF
NYC conference hints at who's bolstering ETF presence...
MutualFundWire.com -
Tuesday, February 27, 2001
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Reader Rating: 1
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Ameritrade and Persumma Sittin' in a Tree?
SEC Wags Finger at Funds ... I, Investbot ... AmEx Pumps Its Retirement Tools ... ByAllAccounts, They've Moved! ... US Bancorp Christened Today ... American Stag ... Ameritrade and Persumma Sittin' in a Tree?..
401kWire.com -
Tuesday, February 27, 2001
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Reader Rating: 1
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SEI Goes Dutch
Philly firm makes European entree in fund servicing with new JV...
MutualFundWire.com -
Tuesday, February 27, 2001
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Reader Rating: 1
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Panning for Gold
Two companies team up to help advisors prospect the 401k waters...
401kWire.com -
Tuesday, February 27, 2001
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Reader Rating: 1
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American Stag
SEC Wags Finger at Funds ... I, Investbot ... AmEx Pumps Its Retirement Tools ... ByAllAccounts, They've Moved! ... US Bancorp Christened Today ... American Stag..
MutualFundWire.com -
Tuesday, February 27, 2001
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Reader Rating: 1
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Crafting Value
Artisan's newest offering brings more value investing to the mix...
MutualFundWire.com -
Tuesday, February 27, 2001
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Reader Rating: 1
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For Friday, February 27, 1998
ADP and Hibernia National Bank have formed an alliance to provide 401(k) services in the small to mid-sized market in Louisiana. The alliance intends to over wide-ranging services to plan sponsors and simplify the administrative process for them. ..
401kWire.com -
Friday, February 27, 1998
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Reader Rating: 1
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Simmons Bundles With INVESCO
Atlanta-based Simmons Company has bundled its roughly $13 million 401(k) plan with INVESCO. Anne Ambrose, director of benefits and compensation, told the 401kWire that the reason for the switch was to modernize the plan. The plan had been valued on a monthly basis by the former recordkeeper Hewitt Associates, she said. The new plan offers daily-valuations, and she expects Invesco to add Internet access for the plan in the next three to six months. Simmons also offers employees an ESOP which is the primary savings plan, reports Ambrose...
401kWire.com -
Friday, February 27, 1998
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Reader Rating: 1
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Synergism Selects Funds
for New Program
Cupertino, CA-based Synergism has completed selection of funds for its roughly $15 million 401(k) plan. Synergism, which is a holding company for three electrical engineering firms, recently selected Charles Schab's Schwabplan as its bundled plan, says a Schwab spokesperson. ..
401kWire.com -
Friday, February 27, 1998
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Reader Rating: 1
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