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Charles Schwab Investment Management [view profile ]
211 Main Street  San Francisco  CA  94105  ph: 800-648-5300 

http://www.schwab.com  -  SEC Filings
Fund Profiles
News Stories Archives - Since 1998
After 37 Years, a Mutual Fund Legal Eagle Leaves Willkie Farr
A veteran industry attorney in New York is retiring...
MutualFundWire.com - Monday, April 01, 2019 Views
A 10-Year DST Vet Departs
The move comes a year after SS&C bought the recordkeeper to recordkeepers...
401kWire.com - Monday, April 01, 2019
36 More KPAs Join RAC
The new additions are part of the 2019 term. ..
401kWire.com - Monday, April 01, 2019
Here Are The 2019 PSCA Signature Awards Finalists
This year’s awards will also include a best in show category...
401kWire.com - Monday, April 01, 2019
Jerry Patterson GOes With a New Stable Value Product
The Principal team roles out a new, general account product...
401kWire.com - Monday, April 01, 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 01, 2019 Views
Week In Preview, April 1-7
This week the teams at Fi360, NAPA, and Tiburon are hosting events...
401kWire.com - Monday, April 01, 2019
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 01, 2016 Views
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 01, 2016
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 01, 2016 Views
Transamerica Seeks Key Account Execs
The Cedar Rapids, Iowa-based recordkeeper is hiring...
401kWire.com - Friday, April 01, 2016 - Reader Rating: 5
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 01, 2016
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 01, 2016 - Reader Rating: 4
Morningstar Acquires DC Analytics Business
The Chicago, Illinois-based investment research provider is expanding its business...
401kWire.com - Friday, April 01, 2016
UBS and Credit Suisse Anoint Asset Management Bankers
The two Swiss multinationals both name bankers to cover global asset management...
MutualFundWire.com - Friday, April 01, 2016 Views
Who Will Lead PlanSponsor's Parent?
The company that publishes the trade magazine is searching for a new CEO...
401kWire.com - Wednesday, April 01, 2015 - Reader Rating: 4
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 01, 2015 Views
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 01, 2015 Views
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 01, 2015
Fido's PAS-W AUM at $11 Billion
Boston behemoth experiences increase in workplace managed accounts and enrolled participants. ..
401kWire.com - Wednesday, April 01, 2015
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 01, 2015
Fidelity Keeps a Health System's $900MM Plan
A Kentucky non-profit stays with the Boston Behemoth...
401kWire.com - Wednesday, April 01, 2015 - Reader Rating: 4
An $840MM Health System DC Plan Moves
A Maryland-based, Catholic not-for-profit health system switches RKers...
401kWire.com - Wednesday, April 01, 2015
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 01, 2015 Views
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 01, 2014 Views
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 01, 2014
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 01, 2014 Views
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 01, 2014
Women Save Less, But Diversify More
A bundled provider releases new data about participant behavior...
401kWire.com - Tuesday, April 01, 2014
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 01, 2014
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 01, 2014 - Reader Rating: 4.33
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 01, 2014
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 01, 2014
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 01, 2014
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 01, 2014 Views
M* Explains Analyst Ratings
Research firm drills down on its ratings of six funds...
MutualFundWire.com - Monday, April 01, 2013 Views
A Midwestern RKer Keeps a 10,000-Participant 457
The relationship is nearly 30 years old...
401kWire.com - Monday, April 01, 2013 - Reader Rating: 4
Advice Users Are More Confident
So says a Mercer survey...
401kWire.com - Monday, April 01, 2013 - Reader Rating: 4
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 01, 2013 - Reader Rating: 4.4
Payden Picks a New Advisor Consultant
The exec will handle relationships with advisors in the Northeast...
MutualFundWire.com - Monday, April 01, 2013 Views
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 01, 2013 Views
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 01, 2013 - Reader Rating: 2.88
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 01, 2013 - Reader Rating: 5
Mercer's Sain Promotes an Exec
The recordkeeeper has promoted from within to fill its consultant relations chief position...
401kWire.com - Monday, April 01, 2013 - Reader Rating: 4
Fundsters' Margins Improve
kasina data shows that cost cutting and asset growth have benefitted most managers...
MutualFundWire.com - Monday, April 01, 2013 Views
Walt Pays Walt Just a Pinch More
The WSJ highlights the Schwab chief's compensation in 2012...
401kWire.com - Monday, April 01, 2013
Cap Group Amps Up Its Retirement Playbook
InvestmentNews reports that the fund firm is ratcheting up products and sales strategies...
MutualFundWire.com - Monday, April 01, 2013 Views
Fink Courts Geithner
BlackRock CEO holds meetings with former Treasury Secretary...
MutualFundWire.com - Monday, April 01, 2013 Views
WSJ Warns Fund Shareholders About Performance Tricks
Are your past performance numbers cutting out bad years?..
MutualFundWire.com - Monday, April 01, 2013 Views
MarketWatch Ponders Low Volatility ETFs
Are they good for consumers? ..
MutualFundWire.com - Monday, April 01, 2013 Views
Fundsters Gain Ink in the NYT
Some investment execs are quoted in story on bull run...
MutualFundWire.com - Monday, April 01, 2013 Views
A CIO Highlights a Loser's Game
In article for Barron's, a PM warns against cultures of blame...
MutualFundWire.com - Monday, April 01, 2013 Views
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 01, 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 01, 2011 Views
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 01, 2011 Views - Reader Rating: 4
TIAA-CREF Rolls Out a Fiduciary Service
The plan provider teams up with Ibbotson...
401kWire.com - Friday, April 01, 2011
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 01, 2011
A New Multi-Strategy Lazard Fund Emerges
The investment bank's asset management arm launches a new mutual fund...
MutualFundWire.com - Friday, April 01, 2011 Views
MassMutual Boosts its SoCal Presence
A Paychex sales executive joins MassMutual...
401kWire.com - Friday, April 01, 2011
AllianceBernstein Welcomes a New DC I-O Sales Chief
A Fido vet takes on a new role...
401kWire.com - Friday, April 01, 2011
BlackRock's New Biz Head is Only a Stone's Throw Away
A Blackstone exec finds a new home...
401kWire.com - Friday, April 01, 2011
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 01, 2011 Views - Reader Rating: 5
Eaton Vance Scoops Up an RIA
The Beantown mutual fund firm does a deal...
MutualFundWire.com - Friday, April 01, 2011 Views
Morningstar Raises Questions About Vanguard's Latest Offering
The research firm questions the fund's fee and its subadvisors...
MutualFundWire.com - Friday, April 01, 2011 Views
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 01, 2010 Views
Hartford Reorgs
The Connecticut-based firm unveiled a new organizational structure on Thursday...
401kWire.com - Thursday, April 01, 2010 - Reader Rating: 2.67
April Brings a Change at MSSB
Here's a roundup of events, people moves and product launches in April...
MutualFundWire.com - Thursday, April 01, 2010 Views
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 01, 2010 Views
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 01, 2010 Views
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 01, 2010
Mercer Names a Taft-Hartley Leader
The company has solidified its Taft-Hartley plan team with an internal promotion...
401kWire.com - Thursday, April 01, 2010 - Reader Rating: 3
A Rollover Provider Doubles its Sales Force and Searches for More
Meanwhile, the IRA specialist also solidifies another provider partnership...
401kWire.com - Thursday, April 01, 2010 - Reader Rating: 5
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 01, 2010
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 01, 2010 Views
Primerica IPO Yields $320.4 Million
Fund distributor Primerica starts life as a public company...
MutualFundWire.com - Thursday, April 01, 2010 Views
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 01, 2010 Views
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 01, 2010
WSJ Says BofA Expects to Sell Columbia
What will happen to the asset management subsidiary of BofA?..
MutualFundWire.com - Wednesday, April 01, 2009 Views - Reader Rating: 4
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 01, 2009 Views - 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 01, 2009 - Reader Rating: 2
Scout Spots a Mutual Fund Deal
UMB subsidiary Scout Investment Advisors is making an acquisition...
MutualFundWire.com - Wednesday, April 01, 2009 Views - Reader Rating: 2
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 01, 2009 Views - Reader Rating: 4
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 01, 2009 - Reader Rating: 5
CFO Mag Spotlights the '401krisis'
The impact of the market slide on 401k plans continues to draw media attention...
401kWire.com - Wednesday, April 01, 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 01, 2009 - Reader Rating: 4
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 01, 2009 Views
Gabelli Switches Accountants
Gamco Investors has tapped a replacement for Ernst & Young...
MutualFundWire.com - Wednesday, April 01, 2009 Views
Treasury Extends its Money Fund Guarantee Program Again
Treasury officials have extended the guarantee program for the second time...
MutualFundWire.com - Wednesday, April 01, 2009 Views
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 01, 2008 - Reader Rating: 5
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 01, 2008
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 01, 2008 - Reader Rating: 4.57
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 01, 2008 Views
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 01, 2008 Views
Kim Heads to NYLIM
The ex-Prudential Retirement chief has landed the top job at NYLIM...
401kWire.com - Tuesday, April 01, 2008 - Reader Rating: 1.5
Smith Barney Launches UMA Program
The consulting group at Smith Barney has unveiled a new UMA program. ..
MutualFundWire.com - Tuesday, April 01, 2008 - Reader Rating: 3
Guardian Names Retirement EVP
The new hire will oversee retirement efforts in the small business segment...
401kWire.com - Tuesday, April 01, 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 01, 2008
SWS Closes on M.L. Stern
SWS has completed its acquisition of M.L. Stern & Co...
MutualFundWire.com - Tuesday, April 01, 2008
Mortgage Meltdown Claims Another High Profile Victim
UBS chairman Marcel Ospel has decided not to seek re-election...
MutualFundWire.com - Tuesday, April 01, 2008
XBRL Gains Traction Among Fund Companies
Fund companies are starting to see the XBRL writing on the wall...
MutualFundWire.com - Tuesday, April 01, 2008 Views - Reader Rating: 3
Mass. 529 Shop Names New President
Newton, Mass.-based 529 shop Upromise Investments has a new president...
MutualFundWire.com - Tuesday, April 01, 2008 Views - Reader Rating: 1
Merk Mines Asian Currencies for New Fund
The Palo, Alto-based firm has added a new fund...
MutualFundWire.com - Tuesday, April 01, 2008 Views
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 01, 2008 - Reader Rating: 2
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 01, 2008 Views
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 01, 2008 Views - Reader Rating: 5
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 01, 2008 Views
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 01, 2005 - Reader Rating: 4
Schiff Hardin LLP
The law firm may look for an new equity option for its plan...
401kWire.com - Friday, April 01, 2005
Ex-Putnam Exec Rejoins Fold
A prodigal daughter of Putnam returns home from Fidelity...
401kWire.com - Friday, April 01, 2005
Bay State Gives Fido Clean Bill of Health
The "Greens for Green" scandal will not cost Fidelity any Massachusetts green...
401kWire.com - Friday, April 01, 2005
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 01, 2005 - Reader Rating: 4.5
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 01, 2005
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 01, 2005 Views
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 01, 2005 Views
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 01, 2005 Views
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 01, 2005 Views
Senate Considers Soft Dollar Handoff to SEC
Senate, panelists debate appropriate regulatory reform for soft dollars...
MutualFundWire.com - Thursday, April 01, 2004 Views
Regional TPA Shuffles Groups
PennRock Financial Services creates one group to handle plan administration and investment management...
401kWire.com - Thursday, April 01, 2004
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 01, 2004 - Reader Rating: 3
Oregon Clamps Down on Mutual Funds
Oregon adopts new corporate election guidelines and stringent principles towards mutual funds...
MutualFundWire.com - Thursday, April 01, 2004 - Reader Rating: 5
Software Supplier to Offer ASP
Global Investment Systems is offering new remote hosting and access for its software products...
MutualFundWire.com - Thursday, April 01, 2004 Views
New Alliance for Newport
The Newport Group will be the third open architecture preferred provider for NFP...
401kWire.com - Thursday, April 01, 2004
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 01, 2004
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 01, 2004
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 01, 2004 - Reader Rating: 3.5
War Distracts Industry on the Margins
Various industry players address this larger issue looming in the background...
401kWire.com - Tuesday, April 01, 2003 - Reader Rating: 4
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 01, 2003 Views
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 01, 2003
Three More Managers Tap CheckFree APL
A trio of new Merrill Lynch CDP managers tap multiple strategy portfolio functionality...
MutualFundWire.com - Tuesday, April 01, 2003 Views - Reader Rating: 3.67
INVESCO Now AMVESCAP Retirement
The Atlanta-based provider adopts a new name to reflect industry move to open architecture...
401kWire.com - Tuesday, April 01, 2003 - Reader Rating: 3
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 01, 2003 Views
T. Rowe Develops New Biz
The vendor has landed a recordkeeping-only mandate for 87,000 participants...
401kWire.com - Monday, April 01, 2002 - Reader Rating: 3
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 01, 2002 - Reader Rating: 3
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 01, 2002 - Reader Rating: 3
Virginia Plan Drops First Union
The healthcare services provider moved its $43 million plan...
401kWire.com - Monday, April 01, 2002 - Reader Rating: 3
Hearth Technologies Taps AERS
The Minnesota firm chooses a hometown vendor. ..
401kWire.com - Monday, April 01, 2002 - Reader Rating: 3
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 01, 2002 - Reader Rating: 3
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 01, 1999 - Reader Rating: 3
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 01, 1999 - Reader Rating: 3
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 01, 1999 - Reader Rating: 3
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 01, 1999 - Reader Rating: 3
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 01, 1999 Views - Reader Rating: 3
PIMCO Hires New Fixed-Income Head
Former PIMCO account manager returns as executive vice president...
MutualFundWire.com - Thursday, April 01, 1999 - Reader Rating: 3
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 01, 1999 - Reader Rating: 3
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 01, 1999 - Reader Rating: 3
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 01, 1998 - Reader Rating: 3
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 01, 1998 - Reader Rating: 3
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 01, 1998 - Reader Rating: 3
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 01, 1998 - Reader Rating: 3
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