|
News Stories Archives - Since 1998
|
In TX, Trias Adds to Tidal's C-Suite
The rising executive first joined the ETF-in-a-box shop in 2023...
MutualFundWire.com -
Tuesday, April 1, 2025
-
Reader Rating: 1
|
It's a New Day At RANDUG
A membership group for small recordkeepers is making changes...
401kWire.com -
Tuesday, April 1, 2025
-
Reader Rating: 1
|
A Cali RIA Rebrands Its New 401k Offering
The new pooled employer plan was scheduled to debut today...
401kWire.com -
Tuesday, April 1, 2025
-
Reader Rating: 1
|
Most Sponsors Says Participants Need Help. What's Their Plan?
New research from a giant DC I-O highlights plan sponsor and worker perspectives on a host of issues...
401kWire.com -
Tuesday, April 1, 2025
-
Reader Rating: 1
|
April Fools For Fundsters
A veteran asset management industry consultant and his team offer up some laughs with their annual "news" roundup for April Fools' Day...
MutualFundWire.com -
Tuesday, April 1, 2025
-
Reader Rating: 1
|
Stax.ai Opens Up to More Full API Payroll Connections
A fintech CEO clarifies the roles of two partnering firms...
401kWire.com -
Tuesday, April 1, 2025
-
Reader Rating: 1
|
A $218B-AUMS AM Targets Income and the Internet
A Midwestern firm teams up to roll out a new ETF...
MutualFundWire.com -
Monday, April 1, 2024
-
Reader Rating: 1
|
One DC Leader Joins, Another Rises At a $1.6T-AUMA Consulting Firm
The new hire most recently hailed from PGIM...
401kWire.com -
Monday, April 1, 2024
-
Reader Rating: 1
|
NPPG Gears Up For an April PEP
The new pooled employer plan is expected to launch later this month...
401kWire.com -
Monday, April 1, 2024
-
Reader Rating: 1
|
Two C-Suiters Join a 35-Year-Old KPA Aggregator, And ...
The PE-backed firm's new chief is expanding his senior leadership team, even as one top executive prepares to say goodbye...
401kWire.com -
Monday, April 1, 2024
-
Reader Rating: 1
|
April Fools For Fundsters
A veteran asset management industry consultant and his team offer up some laughs with their annual "news" roundup for April Fools' Day...
MutualFundWire.com -
Monday, April 1, 2024
-
Reader Rating: 1
|
Week In Preview, April 1 - April 7
This week, the teams at Broadridge, DCIIA, NAPA, and WIPN are hosting events...
401kWire.com -
Monday, April 1, 2024
-
Reader Rating: 1
|
April Fools For Fundsters
A veteran asset management industry consultant and his team offer up some laughs with their annual "news" roundup for April Fools' Day...
MutualFundWire.com -
Friday, April 1, 2022
-
Reader Rating: 1
|
"Cryptocurrency Is Here to Stay": A 401k Provider Reacts to DoL's Update
After the regulatory agency issued a compliance assistance release cautioning plan sponsors about the use of cryptocurrencies inside of 401(k) plans, 401kWire talked to a provider that offers that option...
401kWire.com -
Friday, April 1, 2022
-
Reader Rating: 1
|
DoL's Crypto 401k Notice Is Not "Open-and-Shut"
An ERISA legal eagle ponders the recent EBSA update...
401kWire.com -
Friday, April 1, 2022
-
Reader Rating: 1
|
SSGA Teams Up On a Ret Income-TDF Combo
The new target-date funds, in CIT form, are expected to roll out later this quarter...
401kWire.com -
Friday, April 1, 2022
-
Reader Rating: 1
|
A Six-Year Lincoln Vet Joins Voya
The new hire also previously worked with Hancock, MassMutual, and Morgan Stanley...
401kWire.com -
Friday, April 1, 2022
-
Reader Rating: 1
|
Inflows Triple to $32B, But ...
The Refinitiv Lipper folks reveal the latest weekly U.S. fund flows data...
MutualFundWire.com -
Friday, April 1, 2022
-
Reader Rating: 1
|
Happy Passover and Happy Easter!
In observance of the Good Friday market holiday, 401kWire will be closed tomorrow...
401kWire.com -
Thursday, April 1, 2021
-
Reader Rating: 1
|
Don't Be an April Fool on 4/01k Day!
A provider mixes things up on the traditionally prank-themed holiday...
401kWire.com -
Thursday, April 1, 2021
-
Reader Rating: 1
|
Happy Passover and Happy Easter!
In observance of the Good Friday market holiday, MFWire will be closed tomorrow...
MutualFundWire.com -
Thursday, April 1, 2021
-
Reader Rating: 1
|
Retirees Spend Less as They Age
A new report digs into the retirement spending habits of Americans...
401kWire.com -
Thursday, April 1, 2021
-
Reader Rating: 1
|
A $93B-AUA KPA Acquirer Selects a Small Plan Approach
The firm is teaming up with a national TPA five recordkeepers on a retirement plan solution for small businesses...
401kWire.com -
Thursday, April 1, 2021
-
Reader Rating: 1
|
April Fools For Fundsters
A veteran asset management industry consultant and his team offer up some laughs with their annual "news" roundup for April Fools' Day...
MutualFundWire.com -
Thursday, April 1, 2021
-
Reader Rating: 1
|
The Epic-ABGIL Integration Begins
A Northeastern recordkeeper acquires an Illinois-based shop, as planned...
401kWire.com -
Wednesday, April 1, 2020
-
Reader Rating: 1
|
Voya Offers Crisis Relief
The New York City-based firm is launching programs to help with financial challenges brought on by COVID-19..
401kWire.com -
Wednesday, April 1, 2020
-
Reader Rating: 1
|
Mueller Plans an FPS Expansion
401kWire talks to the Bluff Point-backed company's new chief...
401kWire.com -
Wednesday, April 1, 2020
-
Reader Rating: 1
|
April Fools For Fundsters
A veteran asset management industry consultant and his team offer up some laughs...
MutualFundWire.com -
Wednesday, April 1, 2020
-
Reader Rating: 1
|
A OneAmerica Vet Moves to a KPA Role
After 14 years at OneAmerica, an executive moves on to a different company and a different side of the retirement services industry...
401kWire.com -
Wednesday, April 1, 2020
-
Reader Rating: 1
|
An $85B-AUM Money Fund Trio Soft-Closes
Corrected | After big inflows and in light of falling interest rates, a titan is closing the three money market mutual funds to most new investors...
MutualFundWire.com -
Wednesday, April 1, 2020
-
Reader Rating: 1
|
An RKer Offers Free 316 Services
The move is being pitched as relief in light of the coronavirus pandemic...
401kWire.com -
Wednesday, April 1, 2020
-
Reader Rating: 1
|
After 37 Years, a Mutual Fund Legal Eagle Leaves Willkie Farr
A veteran industry attorney in New York is retiring...
MutualFundWire.com -
Monday, April 1, 2019
-
Reader Rating: 1
|
A 10-Year DST Vet Departs
The move comes a year after SS&C bought the recordkeeper to recordkeepers...
401kWire.com -
Monday, April 1, 2019
-
Reader Rating: 1
|
36 More KPAs Join RAC
The new additions are part of the 2019 term. ..
401kWire.com -
Monday, April 1, 2019
-
Reader Rating: 1
|
Here Are The 2019 PSCA Signature Awards Finalists
This year’s awards will also include a best in show category...
401kWire.com -
Monday, April 1, 2019
-
Reader Rating: 1
|
Jerry Patterson GOes With a New Stable Value Product
The Principal team roles out a new, general account product...
401kWire.com -
Monday, April 1, 2019
-
Reader Rating: 1
|
Week In Preview, April 1-7
This week the teams at Fi360, NAPA, and Tiburon are hosting events...
401kWire.com -
Monday, April 1, 2019
-
Reader Rating: 1
|
Week In Preview, April 1-7
This week the teams at MFDF, NICSA, Schroders, and Tiburon are all hosting events...
MutualFundWire.com -
Monday, April 1, 2019
-
Reader Rating: 1
|
An Institutional Multinational Makes a U.S. ETF Alliance
Updated | A retail distributor of mutual funds, UITs, SMAs, and more teams up with a smart beta specialist...
MutualFundWire.com -
Friday, April 1, 2016
-
Reader Rating: 1
|
A Texas Metro Transit Authority Seeks a Bundled RKer
A Texas metropolitan transit authority is requesting proposals for its three retirement plans...
401kWire.com -
Friday, April 1, 2016
-
Reader Rating: 1
|
An Alts Shop Scales Back Its ETF Biz
A Southwestern mutual fund shop will shut down its three newest ETFs this month...
MutualFundWire.com -
Friday, April 1, 2016
-
Reader Rating: 1
|
Transamerica Seeks Key Account Execs
The Cedar Rapids, Iowa-based recordkeeper is hiring...
401kWire.com -
Friday, April 1, 2016
-
Reader Rating: 1
|
Pentegra Introduces Its KPA Support Report
Pentegra Retirement Services released its latest SmartPath resource, this time for 401(k) plan advisors (KPAs)...
401kWire.com -
Friday, April 1, 2016
-
Reader Rating: 1
|
The Final Reg Countdown Begins, Maybe?
The WSJ reports that the DoL's revised fiduciary reg will finally be revealed this coming Wednesday at a think tank...
401kWire.com -
Friday, April 1, 2016
-
Reader Rating: 1
|
Morningstar Acquires DC Analytics Business
The Chicago, Illinois-based investment research provider is expanding its business...
401kWire.com -
Friday, April 1, 2016
-
Reader Rating: 1
|
UBS and Credit Suisse Anoint Asset Management Bankers
The two Swiss multinationals both name bankers to cover global asset management...
MutualFundWire.com -
Friday, April 1, 2016
-
Reader Rating: 1
|
Who Will Lead PlanSponsor's Parent?
The company that publishes the trade magazine is searching for a new CEO...
401kWire.com -
Wednesday, April 1, 2015
-
Reader Rating: 1
|
Direxion and Value Line Celebrate NYSE-Style
The leveraged and inverse index mutual fund specialists team up with the investment research shop...
MutualFundWire.com -
Wednesday, April 1, 2015
-
Reader Rating: 1
|
Cap Group, Fidelity, and Pimco Break Out the Champagne
Each of those three big mutual fund shops took home at least 15 awards last night at Lipper's annual fund awards dinner in the Big Apple. TIAA-CREF, MassMutual, and a host of others also won...
MutualFundWire.com -
Wednesday, April 1, 2015
-
Reader Rating: 1
|
A New York Merrill KPA Moves
A 401(k) plan advisor (KPA) who worked at Merrill Lynch for about 16 years recently aligned with another wirehouse...
401kWire.com -
Wednesday, April 1, 2015
-
Reader Rating: 1
|
Fido's PAS-W AUM at $11 Billion
Boston behemoth experiences increase in workplace managed accounts and enrolled participants. ..
401kWire.com -
Wednesday, April 1, 2015
-
Reader Rating: 1
|
A Midwestern Non-Profit's $2.2 Billion Plan Is Not Going Anywhere
That's good news for Fidelity, the plan's recordkeeper...
401kWire.com -
Wednesday, April 1, 2015
-
Reader Rating: 1
|
Fidelity Keeps a Health System's $900MM Plan
A Kentucky non-profit stays with the Boston Behemoth...
401kWire.com -
Wednesday, April 1, 2015
-
Reader Rating: 1
|
An $840MM Health System DC Plan Moves
A Maryland-based, Catholic not-for-profit health system switches RKers...
401kWire.com -
Wednesday, April 1, 2015
-
Reader Rating: 1
|
The SEC Rejuvenates Its Investigation Into JPMAM's "Guided Architecture"
Executives from the bank's asset management arm have reportedly been deposed as the SEC's two-year-long investigation kicks into higher gear...
MutualFundWire.com -
Wednesday, April 1, 2015
-
Reader Rating: 1
|
kasina's Chief Enters the Art World While an Alum Snowboards
One starts a gallery in Bushwick, with an exhibit devoted to digestion. The other has launched his own consulting business, and is a professional snowboarding instructor. (No this is not an April Fool's prank.)..
MutualFundWire.com -
Tuesday, April 1, 2014
-
Reader Rating: 1
|
Three Offices and Counting: A 401k Lead Generator Expands
A call center shop specializing in support for advisors' retirement plan marketing and appointment-setting efforts adds a location in North Carolina...
401kWire.com -
Tuesday, April 1, 2014
-
Reader Rating: 1
|
Lengthy Courtships and Exclusive Pledges Drove Fidelity's Alts Deals
Winning $1 billion retail mandates in new alternative multi-manager funds is no easy task...
MutualFundWire.com -
Tuesday, April 1, 2014
-
Reader Rating: 1
|
A 9-Person Midwestern Shop Joins Pensionmark
Troy Hammond, Mike Woods and their team notch another win for the giant LPL affiliate...
401kWire.com -
Tuesday, April 1, 2014
-
Reader Rating: 1
|
Women Save Less, But Diversify More
A bundled provider releases new data about participant behavior...
401kWire.com -
Tuesday, April 1, 2014
-
Reader Rating: 1
|
Schlichter Makes It to the NY Times
A New York Times journalist profiles the 401(k) excessive-fee hawk and his class-actions suits against providers and sponsors. ..
401kWire.com -
Tuesday, April 1, 2014
-
Reader Rating: 1
|
ING U.S. Retirement's New Voyage Begins Sep. 1
Ann Glover, ING U.S.' chief marketing officer, tells 401kWire about the company's upcoming rebrand initiative. ..
401kWire.com -
Tuesday, April 1, 2014
-
Reader Rating: 1
|
Chiricotti Helps DC Insiders Ponder Liquid Alts
A newly launched website resource page will make DC Advisor's understanding of Liquid Alts life a whole lot easier...
401kWire.com -
Tuesday, April 1, 2014
-
Reader Rating: 1
|
Pentegra's Swisher Appoints a New Wholesaler on the West Coast
A 17 year veteran now manages Pentegra's efforts on the west coast...
401kWire.com -
Tuesday, April 1, 2014
-
Reader Rating: 1
|
This State Had the Fastest-Growing 401k Balances
Judy Diamond Associates released an analysis of the top states with the fastest growing average of 401k account balances per participant...
401kWire.com -
Tuesday, April 1, 2014
-
Reader Rating: 1
|
Fundsters, Speak Up! Regulators Want to Hear from You
Apparently, SEC officials want to hear from you on a number of regulatory issues. What will you tell them?..
MutualFundWire.com -
Tuesday, April 1, 2014
-
Reader Rating: 1
|
M* Explains Analyst Ratings
Research firm drills down on its ratings of six funds...
MutualFundWire.com -
Monday, April 1, 2013
-
Reader Rating: 1
|
A Midwestern RKer Keeps a 10,000-Participant 457
The relationship is nearly 30 years old...
401kWire.com -
Monday, April 1, 2013
-
Reader Rating: 1
|
Advice Users Are More Confident
So says a Mercer survey...
401kWire.com -
Monday, April 1, 2013
-
Reader Rating: 1
|
Two Years Later, a $6B Stable Value Fund Reopens With a Twist
A $50B stable value player tweaks and reopens its pooled stable value fund...
401kWire.com -
Monday, April 1, 2013
-
Reader Rating: 1
|
Payden Picks a New Advisor Consultant
The exec will handle relationships with advisors in the Northeast...
MutualFundWire.com -
Monday, April 1, 2013
-
Reader Rating: 1
|
MFEA Wants You ... to Shoot For the Stars!
Organization has launched new website on award categories, eligibility and criteria for judging...
MutualFundWire.com -
Monday, April 1, 2013
-
Reader Rating: 1
|
Charlie Makes Some Changes at the Top of Great-West
There's an opening for a sales vice president at Great-West...
401kWire.com -
Monday, April 1, 2013
-
Reader Rating: 1
|
Consultants Prefer Target Date and Target Risk Funds
A whopping 98 percent of consultants think sponsors whould use target date and target risk offerings..
401kWire.com -
Monday, April 1, 2013
-
Reader Rating: 1
|
Mercer's Sain Promotes an Exec
The recordkeeeper has promoted from within to fill its consultant relations chief position...
401kWire.com -
Monday, April 1, 2013
-
Reader Rating: 1
|
Fundsters' Margins Improve
kasina data shows that cost cutting and asset growth have benefitted most managers...
MutualFundWire.com -
Monday, April 1, 2013
-
Reader Rating: 1
|
Walt Pays Walt Just a Pinch More
The WSJ highlights the Schwab chief's compensation in 2012...
401kWire.com -
Monday, April 1, 2013
-
Reader Rating: 1
|
Cap Group Amps Up Its Retirement Playbook
InvestmentNews reports that the fund firm is ratcheting up products and sales strategies...
MutualFundWire.com -
Monday, April 1, 2013
-
Reader Rating: 1
|
Fink Courts Geithner
BlackRock CEO holds meetings with former Treasury Secretary...
MutualFundWire.com -
Monday, April 1, 2013
-
Reader Rating: 1
|
WSJ Warns Fund Shareholders About Performance Tricks
Are your past performance numbers cutting out bad years?..
MutualFundWire.com -
Monday, April 1, 2013
-
Reader Rating: 1
|
MarketWatch Ponders Low Volatility ETFs
Are they good for consumers? ..
MutualFundWire.com -
Monday, April 1, 2013
-
Reader Rating: 1
|
Fundsters Gain Ink in the NYT
Some investment execs are quoted in story on bull run...
MutualFundWire.com -
Monday, April 1, 2013
-
Reader Rating: 1
|
A CIO Highlights a Loser's Game
In article for Barron's, a PM warns against cultures of blame...
MutualFundWire.com -
Monday, April 1, 2013
-
Reader Rating: 1
|
A B-D Hunts for a Retirement Bigwig
A brokerage giant looks to fill an executive vice president of retirement post...
401kWire.com -
Friday, April 1, 2011
-
Reader Rating: 1
|
Henderson Tweaks Two Funds' Fees and Names
The mutual fund firm re-brands two of its offerings for U.S. investors...
MutualFundWire.com -
Friday, April 1, 2011
-
Reader Rating: 1
|
An ETF Provider Bids to Join an Exchange
But which national securities exchange will the mutual fund firm's shares list on, and when?..
MutualFundWire.com -
Friday, April 1, 2011
-
Reader Rating: 1
|
TIAA-CREF Rolls Out a Fiduciary Service
The plan provider teams up with Ibbotson...
401kWire.com -
Friday, April 1, 2011
-
Reader Rating: 1
|
TIAA-CREF Beats Out Great-West & ING on an RFP
The education and government plan provider wins over a government plan, again...
401kWire.com -
Friday, April 1, 2011
-
Reader Rating: 1
|
A New Multi-Strategy Lazard Fund Emerges
The investment bank's asset management arm launches a new mutual fund...
MutualFundWire.com -
Friday, April 1, 2011
-
Reader Rating: 1
|
MassMutual Boosts its SoCal Presence
A Paychex sales executive joins MassMutual...
401kWire.com -
Friday, April 1, 2011
-
Reader Rating: 1
|
AllianceBernstein Welcomes a New DC I-O Sales Chief
A Fido vet takes on a new role...
401kWire.com -
Friday, April 1, 2011
-
Reader Rating: 1
|
BlackRock's New Biz Head is Only a Stone's Throw Away
A Blackstone exec finds a new home...
401kWire.com -
Friday, April 1, 2011
-
Reader Rating: 1
|
A National Pub Touts a Few 'Good Funds'
USA Today put together a wish list of a few potentially good funds...
MutualFundWire.com -
Friday, April 1, 2011
-
Reader Rating: 1
|
Eaton Vance Scoops Up an RIA
The Beantown mutual fund firm does a deal...
MutualFundWire.com -
Friday, April 1, 2011
-
Reader Rating: 1
|
Morningstar Raises Questions About Vanguard's Latest Offering
The research firm questions the fund's fee and its subadvisors...
MutualFundWire.com -
Friday, April 1, 2011
-
Reader Rating: 1
|
Hartford Unveils a New Org Structure
The firm on Thursday outlined its new structure at an investor meeting in New York City...
MutualFundWire.com -
Thursday, April 1, 2010
-
Reader Rating: 1
|
Hartford Reorgs
The Connecticut-based firm unveiled a new organizational structure on Thursday...
401kWire.com -
Thursday, April 1, 2010
-
Reader Rating: 1
|
April Brings a Change at MSSB
Here's a roundup of events, people moves and product launches in April...
MutualFundWire.com -
Thursday, April 1, 2010
-
Reader Rating: 1
|
A Fourth Pimco-Subadvised Fund Sets Sail from the Harbor
Harbor Funds on unveils its 19th mutual fund. This is the fourth fund that Pimco is sub-advising for the Chicago firm...
MutualFundWire.com -
Thursday, April 1, 2010
-
Reader Rating: 1
|
ING Wins Big with Kentucky
In this week's 401k Round Up, some providers boost their DC I-O staff while others see personnel retreat...
MutualFundWire.com -
Thursday, April 1, 2010
-
Reader Rating: 1
|
Top 40 Advisor: Jason Chepenik
This Florida-based NRP advisor lands in the top 40 DC advisors of 2009 as one of ten finalists in the mid-market...
401kWire.com -
Thursday, April 1, 2010
-
Reader Rating: 1
|
Mercer Names a Taft-Hartley Leader
The company has solidified its Taft-Hartley plan team with an internal promotion...
401kWire.com -
Thursday, April 1, 2010
-
Reader Rating: 1
|
A Rollover Provider Doubles its Sales Force and Searches for More
Meanwhile, the IRA specialist also solidifies another provider partnership...
401kWire.com -
Thursday, April 1, 2010
-
Reader Rating: 1
|
The Principal Shuffles Sales Directors
A former Principal employee is returning to the company after a director gets promoted to a large-plan sales job...
401kWire.com -
Thursday, April 1, 2010
-
Reader Rating: 1
|
A Boston Judge Says No to Fido
The judge will not dismiss a Sarbanes-Oxley case against Fidelity, ruling in favor of a whistle blower..
MutualFundWire.com -
Thursday, April 1, 2010
-
Reader Rating: 1
|
Primerica IPO Yields $320.4 Million
Fund distributor Primerica starts life as a public company...
MutualFundWire.com -
Thursday, April 1, 2010
-
Reader Rating: 1
|
Will the Supreme Court's Decision Compress Fees?
The WSJ talks to those who think that the Oakmark fee case actually creates a new standard for such suits...
MutualFundWire.com -
Thursday, April 1, 2010
-
Reader Rating: 1
|
Putnam Plugs into the Source of a $5 Billion Opportunity
A Braintree, Massachusetts-based firm bestows preferred provider status on Putnam for 53 member companies...
401kWire.com -
Thursday, April 1, 2010
-
Reader Rating: 1
|
WSJ Says BofA Expects to Sell Columbia
What will happen to the asset management subsidiary of BofA?..
MutualFundWire.com -
Wednesday, April 1, 2009
-
Reader Rating: 1
|
BGI Fills an iShares Post with a Morgan Stanley Alum
BGI taps a former Morgan Stanley executive as director of iShares 529 programs...
MutualFundWire.com -
Wednesday, April 1, 2009
-
Reader Rating: 1
|
Two DC Vets Depart AllianceBernstein
The identities of two exiting execs come to light in the wake of the cuts last week at the asset manager...
401kWire.com -
Wednesday, April 1, 2009
-
Reader Rating: 1
|
Scout Spots a Mutual Fund Deal
UMB subsidiary Scout Investment Advisors is making an acquisition...
MutualFundWire.com -
Wednesday, April 1, 2009
-
Reader Rating: 1
|
An April Fool's Day Joke Leaves SSgA Unamused
An article that surfaced on the Web Wednesday morning proclaiming an unexpected buyer for iShares turns out to be an April Fool's Day joke...
MutualFundWire.com -
Wednesday, April 1, 2009
-
Reader Rating: 1
|
PMFM Snags a Provider Sales Vet
The managed account provider taps a regional sales director and hunts for a marketing specialist...
401kWire.com -
Wednesday, April 1, 2009
-
Reader Rating: 1
|
CFO Mag Spotlights the '401krisis'
The impact of the market slide on 401k plans continues to draw media attention...
401kWire.com -
Wednesday, April 1, 2009
-
Reader Rating: 1
|
Are the New 403b Regs Overwhelming a TPA?
Several school districts are reportedly having problems with timely plan deposits...
401kWire.com -
Wednesday, April 1, 2009
-
Reader Rating: 1
|
Global Fund Managers Hang their Hopes on a U.S. Turnaround
The WSJ highlights the woes of one niche of funds...
MutualFundWire.com -
Wednesday, April 1, 2009
-
Reader Rating: 1
|
Gabelli Switches Accountants
Gamco Investors has tapped a replacement for Ernst & Young...
MutualFundWire.com -
Wednesday, April 1, 2009
-
Reader Rating: 1
|
Treasury Extends its Money Fund Guarantee Program Again
Treasury officials have extended the guarantee program for the second time...
MutualFundWire.com -
Wednesday, April 1, 2009
-
Reader Rating: 1
|
Manchester Beefs Up Goldman
The exec at the helm of the DC I-O unit at Goldman Sachs has made additions to his team and is on the hunt for more...
401kWire.com -
Tuesday, April 1, 2008
-
Reader Rating: 1
|
MassMutual Throws a Mixer
Executives at the Springfield, Massachusetts-based provider hosted a bash to celebrate the premiere of a MassMutual-sponsored documentary on retirement...
401kWire.com -
Tuesday, April 1, 2008
-
Reader Rating: 1
|
Marketer Helps DC Intermediaries Target Leads
A marketing and PR specialist in the retirement industry expands his practice and his database...
401kWire.com -
Tuesday, April 1, 2008
-
Reader Rating: 1
|
U.K Broker Dealer Gets in the U.S. Fund Business
The U.S. subsidiary of Panmure Gordon & Co. has launched its first three mutual funds...
MutualFundWire.com -
Tuesday, April 1, 2008
-
Reader Rating: 1
|
NYLIM Names New President and CEO
New York Life Investment Management took less than a week to name a new president and CEO...
MutualFundWire.com -
Tuesday, April 1, 2008
-
Reader Rating: 1
|
Kim Heads to NYLIM
The ex-Prudential Retirement chief has landed the top job at NYLIM...
401kWire.com -
Tuesday, April 1, 2008
-
Reader Rating: 1
|
Smith Barney Launches UMA Program
The consulting group at Smith Barney has unveiled a new UMA program.
..
MutualFundWire.com -
Tuesday, April 1, 2008
-
Reader Rating: 1
|
Guardian Names Retirement EVP
The new hire will oversee retirement efforts in the small business segment...
401kWire.com -
Tuesday, April 1, 2008
-
Reader Rating: 1
|
Hartford Closes Princeton Deal
The Simsbury, Connecticut-based provider has closed the last of three acquisitions it announced in December...
401kWire.com -
Tuesday, April 1, 2008
-
Reader Rating: 1
|
SWS Closes on M.L. Stern
SWS has completed its acquisition of M.L. Stern & Co...
MutualFundWire.com -
Tuesday, April 1, 2008
-
Reader Rating: 1
|
Mortgage Meltdown Claims Another High Profile Victim
UBS chairman Marcel Ospel has decided not to seek re-election...
MutualFundWire.com -
Tuesday, April 1, 2008
-
Reader Rating: 1
|
XBRL Gains Traction Among Fund Companies
Fund companies are starting to see the XBRL writing on the wall...
MutualFundWire.com -
Tuesday, April 1, 2008
-
Reader Rating: 1
|
Mass. 529 Shop Names New President
Newton, Mass.-based 529 shop Upromise Investments has a new president...
MutualFundWire.com -
Tuesday, April 1, 2008
-
Reader Rating: 1
|
Merk Mines Asian Currencies for New Fund
The Palo, Alto-based firm has added a new fund...
MutualFundWire.com -
Tuesday, April 1, 2008
-
Reader Rating: 1
|
Earnings For TPA Roll-Up are Right on Target
A Midwestern firm meets its own expectations while facing a net loss and looking to double earnings in 2008. And the TPA acquirer is still hungry.
..
401kWire.com -
Tuesday, April 1, 2008
-
Reader Rating: 1
|
RiverSource Brings in a British Brand
RiverSource Investments has rebranded four of its funds subadvised by a London-based asset manager...
MutualFundWire.com -
Tuesday, April 1, 2008
-
Reader Rating: 1
|
Ignited by FT: Pearson Reveals Money-Media Purchase Price
The annual report filed by the U.K.-based media giant shows that the publisher of Ignites was acquired for roughly four times earnings.
..
MutualFundWire.com -
Tuesday, April 1, 2008
-
Reader Rating: 1
|
Legg Mason Gives Money Market Fund a Hand
The Tuesday edition of the WSJ Fund Track looked into a move by Mark Fetting to provide support to a money market fund managed by a Legg Mason subsidiary.
..
MutualFundWire.com -
Tuesday, April 1, 2008
-
Reader Rating: 1
|
GM TBO Conversion to Fidelity Hits Snags
While most of the automakers 1.1 million participants saw a smooth conversion, some 22,000 workers saw their benefits jumbled...
401kWire.com -
Friday, April 1, 2005
-
Reader Rating: 1
|
Schiff Hardin LLP
The law firm may look for an new equity option for its plan...
401kWire.com -
Friday, April 1, 2005
-
Reader Rating: 1
|
Ex-Putnam Exec Rejoins Fold
A prodigal daughter of Putnam returns home from Fidelity...
401kWire.com -
Friday, April 1, 2005
-
Reader Rating: 1
|
Bay State Gives Fido Clean Bill of Health
The "Greens for Green" scandal will not cost Fidelity any Massachusetts green...
401kWire.com -
Friday, April 1, 2005
-
Reader Rating: 1
|
MFS Shakes Up its Product
The advisor-distributed provider has revamped its product. The new offering includes multiple R shares, basis points for TPAs and the full disclosure of costs to participants...
401kWire.com -
Friday, April 1, 2005
-
Reader Rating: 1
|
IRA Specialist Adds Schwab to Partner List
Days after adding a fresh round of venture cash, an IRA rollover specialist announces a new partnership...
401kWire.com -
Friday, April 1, 2005
-
Reader Rating: 1
|
WSJ Takes Up LA Times Lead
The Wall Street Journal has picked up on the SEC's look into how American Funds compensated brokerage firms to which it sent portfolio trades. The report follows the lead of the Los Angeles Times, which reported on the investigation in its Thursday edition. In February, the NASD announced that it was also probing the use of directed-brokerage by American Funds.
..
MutualFundWire.com -
Friday, April 1, 2005
-
Reader Rating: 1
|
Quartet of Transamerica Analysts Resigns
Four equity analysts resigned from Transamerica Investment Management Thursday. Jeffrey Van Harte, Christopher Bonavico, Kenneth Broad and Daniel Prislin had each served on the portfolio teams for the Los Angeles-based fund firm's Premier funds as well as its separate account and sub-advised accounts.
..
MutualFundWire.com -
Friday, April 1, 2005
-
Reader Rating: 1
|
Haldeman Takes Home Bigger Check
Britain's Queen Elizabeth likely would have called Putnam's 2004 an annus horribilis, but CEO Charles Haldeman may be of a different opinion. The Putnam reform chief cashed paychecks and stock worth nearly $13.7 million in 2004, according to a disclosure mandated by the SEC.
..
MutualFundWire.com -
Friday, April 1, 2005
-
Reader Rating: 1
|
April 1 No Fools Day at Vanguard
This morning the indexing giant revamped its largest index funds. Going forward the holdings of the flag Index 500 fund will be based on each stocks weighted free float rather than its straight market capitalization. The change was suggested by Standard & Poor's and is intended to create a universe of stocks more similar the investible market for third party investors.
..
MutualFundWire.com -
Friday, April 1, 2005
-
Reader Rating: 1
|
Senate Considers Soft Dollar Handoff to SEC
Senate, panelists debate appropriate regulatory reform for soft dollars...
MutualFundWire.com -
Thursday, April 1, 2004
-
Reader Rating: 1
|
Regional TPA Shuffles Groups
PennRock Financial Services creates one group to handle plan administration and investment management...
401kWire.com -
Thursday, April 1, 2004
-
Reader Rating: 1
|
Nominate a TPA for the 401kWire Top TPA Award
The 401kWire will recognize outstanding TPAs and is seeking nominations from people who work with them...
401kWire.com -
Thursday, April 1, 2004
-
Reader Rating: 1
|
Oregon Clamps Down on Mutual Funds
Oregon adopts new corporate election guidelines and stringent principles towards mutual funds...
MutualFundWire.com -
Thursday, April 1, 2004
-
Reader Rating: 1
|
Software Supplier to Offer ASP
Global Investment Systems is offering new remote hosting and access for its software products...
MutualFundWire.com -
Thursday, April 1, 2004
-
Reader Rating: 1
|
New Alliance for Newport
The Newport Group will be the third open architecture preferred provider for NFP...
401kWire.com -
Thursday, April 1, 2004
-
Reader Rating: 1
|
Scandal Plagued Funds Lose $42.8 Billion AUM
Since investigations began in September 2003, targeted funds lost $42.8 billion and scandal-free funds gained $115 billion...
MutualFundWire.com -
Thursday, April 1, 2004
-
Reader Rating: 1
|
Three Leave Bear Stearns Under Cloud of Suspicion
Firings at Bear Stearns indicate that investigations are turning up trouble in the firms trade-processing unit...
MutualFundWire.com -
Thursday, April 1, 2004
-
Reader Rating: 1
|
Pru Buy of CIGNA Retirement Goes Through
Prudential Financial finalized its purchase of CIGNA's retirement business for $2.1 billion in cash...
401kWire.com -
Thursday, April 1, 2004
-
Reader Rating: 1
|
War Distracts Industry on the Margins
Various industry players address this larger issue looming in the background...
401kWire.com -
Tuesday, April 1, 2003
-
Reader Rating: 1
|
Expert Sees No Turn Asset Manager Price Tags
Donald Putnam sees up to another three years of depressed values for money management shops...
MutualFundWire.com -
Tuesday, April 1, 2003
-
Reader Rating: 1
|
Pan-Am Life Simplifies Transfer Process for TPAs
UPDATED: The new interface with ASC is designed to streamline the transfer of data to TPA admin systems...
401kWire.com -
Tuesday, April 1, 2003
-
Reader Rating: 1
|
Three More Managers Tap CheckFree APL
A trio of new Merrill Lynch CDP managers tap multiple strategy portfolio functionality...
MutualFundWire.com -
Tuesday, April 1, 2003
-
Reader Rating: 1
|
INVESCO Now AMVESCAP Retirement
The Atlanta-based provider adopts a new name to reflect industry move to open architecture...
401kWire.com -
Tuesday, April 1, 2003
-
Reader Rating: 1
|
DST Completes Its Largest Conversion
The recordkeeping services provider expands its relationship with a major fund firm with the TA2000 platform conversion...
MutualFundWire.com -
Tuesday, April 1, 2003
-
Reader Rating: 1
|
T. Rowe Develops New Biz
The vendor has landed a recordkeeping-only mandate for 87,000 participants...
401kWire.com -
Monday, April 1, 2002
-
Reader Rating: 1
|
Performance Data Hits the Web
Amex Puts Fido Hires to Work, Opens New Fund ... WSJ Auctions Dot Sketches ... American Century Opens Advisor 529 ... McConnaughey Joins the Fleet ... Robertson Stephens Names East Coast Head for Wealth Business ... Invesco Changes Growth Fund Managers ... W&R Raises Dividend ... Wells Fargo Opens Doors in Atlanta.
..
401kWire.com -
Monday, April 1, 2002
-
Reader Rating: 1
|
Small Employers Get Another Choice
Another product aimed at the micro market and based on the new tax code chnages has made its debut.
..
401kWire.com -
Monday, April 1, 2002
-
Reader Rating: 1
|
Virginia Plan Drops First Union
The healthcare services provider moved its $43 million plan...
401kWire.com -
Monday, April 1, 2002
-
Reader Rating: 1
|
Hearth Technologies Taps AERS
The Minnesota firm chooses a hometown vendor. ..
401kWire.com -
Monday, April 1, 2002
-
Reader Rating: 1
|
RFP Site Gains Funding
Venture firms kick in a new round for one of the RFP sites despite the ongoing capital drought.
..
401kWire.com -
Monday, April 1, 2002
-
Reader Rating: 1
|
SVA March 25, 1999
The average rate on a new stable value contracts climbed by 3.6 basis point since last week.
Weekly Bullet GIC/BIC Statistics from FCM
Rates as of March 25, 1999*
|
Compound |
3 Year |
5 Year |
7 Year |
10 Year |
|
High |
6.10 |
6.37 |
6.30 |
6.46 |
|
Average |
5.75 |
5.92 |
6.01 |
6.18 |
|
Low |
5.17 |
5.42 |
5.61 |
5.89 |
|
Treasuries |
4.99 |
5.04 |
5.08 |
5.15 |
|
Spread |
1.11 |
1.33 |
1.22 |
1.31 |
|
Issuers |
19 |
19 |
16 |
8 |
|
Simple |
3 Year |
5 Year |
7 Year |
10 Year |
|
High |
6.08 |
6.33 |
6.26 |
6.39 |
|
Average |
5.72 |
5.88 |
5.93 |
6.11 |
|
Low |
5.16 |
5.35 |
5.45 |
5.81 |
|
Treasuries |
4.99 |
5.04 |
5.08 |
5.15 |
|
Spread |
1.09 |
1.29 |
1.18 |
1.24 |
|
Issuers |
24 |
24 |
17 |
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, April 1, 1999
-
Reader Rating: 1
|
Evergreen Renovates Website, Adds Advisor Options
The First Union owned funds have added features to its consumer website and a password protected site for financial intermediaries...
MutualFundWire.com -
Thursday, April 1, 1999
-
Reader Rating: 1
|
Week of April 1, 1999
RFP Roundup
The Weekly Roundup is a regular column examining the RFPs that appeared on our pages and the pages of other publications this week. ..
401kWire.com -
Thursday, April 1, 1999
-
Reader Rating: 1
|
Scudder Adding Select Funds
Scudder has launched the Scudder Select 500 Fund and Scudder Select 1000 Growth Fund. The new funds will follow an exclusion investment strategy designed to outperform each fund's respective benchmark - the S&P 500(R) or Russell 1000 Growth(R) - over time...
401kWire.com -
Thursday, April 1, 1999
-
Reader Rating: 1
|
Scudder Adding Select Funds
Not happy with matching the S&P 500 and Russell 1000, Scudder is bringing an institutional investment approach to two new funds to top the indexes...
MutualFundWire.com -
Thursday, April 1, 1999
-
Reader Rating: 1
|
PIMCO Hires New Fixed-Income Head
Former PIMCO account manager returns as executive vice president...
MutualFundWire.com -
Thursday, April 1, 1999
-
Reader Rating: 1
|
401k Forum and Hewitt Ink Deal
Now 401k Forum -- the San Francisco, California advice firm -- will offering its services on Lincolnshire, Illinois-headquartered Hewitt Associates' Internet platform...
401kWire.com -
Thursday, April 1, 1999
-
Reader Rating: 1
|
Odd Lots, April 1, 1999
New fund launches dwindle in '99 ... Fund "cowboys" are back on top at Fidelity ... Gabelli no longer just no-load...
MutualFundWire.com -
Thursday, April 1, 1999
-
Reader Rating: 1
|
First Data at Finalist Stage
Atlanta, GA-headquartered First Data Corporation is in the final stages of choosing a bundled provider for its 401(k) plan, Michelle Butler, corporate spokeswoman, told the 401kWire. According to The Money Market Directory, 1998, the assets of the plan are worth approximately $500 million with 2,500 participants. ..
401kWire.com -
Wednesday, April 1, 1998
-
Reader Rating: 1
|
Chemical Lime Hires 401(k) Co.
Fort Worth, TX-located Chemical Lime has selected the 401(k) Co. as the bundled provider for its 401(k) plan, according to a report in DC News. The sponsor chose the 401(k) Co. over other vendors such as Fidelity, Mercer, and Towers Perrin because it designs its services toward the smaller end of the market. ..
401kWire.com -
Wednesday, April 1, 1998
-
Reader Rating: 1
|
Mutual of Omaha Launches New Bundled Offering
Nebraska-insurer Mutual of Omaha is offering a new bundled 401(k) product for its customers, according to a report published in InvestmentNews. The product will offer the standard features: daily valuation and trading, a round-the-clock voice-response system, and reporting at the plan sponsor, participant and broker levels. It will reportedly also feature Internet access to accounts which will offer e-mail, investment performance data, and account transactions. The 401kWire has not yet been able to reach Mutual of Omaha insurers for comment...
401kWire.com -
Wednesday, April 1, 1998
-
Reader Rating: 1
|
Brown Group Bundles 401(k) with BankBoston
St.Louis, MO-located Brown Group, Inc., footwear wholesaler and retailer, has hired BankBoston to be the provider for its 401(k) plan, Mary Siverts, vice president of public relations, told the 401kWire. The plan has approximately $60 million in assets with 2,500 participants...
401kWire.com -
Wednesday, April 1, 1998
-
Reader Rating: 1
|
Get MFWire Alerts
]
Raw XML
