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News Stories Archives - Since 1998
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A Gotham Startup Preps a Historically Weighted Fund
The Big Apple boutique already offers seven other ETFs...
MutualFundWire.com -
Tuesday, March 25, 2025
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Implementation Leaders Join Ameritas and TRPC
One executive returns to a Midwestern RKer, while another shifts to a Tennessee firm...
401kWire.com -
Tuesday, March 25, 2025
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3Y In, a Tar Heel State Voya Exec Rises
The sales veteran now serves as a sales director in the large market...
401kWire.com -
Tuesday, March 25, 2025
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Muraleedharan and Sabella Team Up
A pair of fintech allies to TPAs are partnering up...
401kWire.com -
Tuesday, March 25, 2025
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1Y In, a Gotham ETF's AUM Soars to $2.4B
The folks at a Big Apple equity boutique are celebrating a big milestone for their first ETF...
MutualFundWire.com -
Tuesday, March 25, 2025
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A 2023 Empower PEP Adds Flexpath
The 2023 planned PEP launch date remains unchanged...
401kWire.com -
Tuesday, March 25, 2025
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The Open-End Mutual Fund Biz Turns 100
Last week was the 100th birthday of the United States' first open-end mutual fund...
MutualFundWire.com -
Monday, March 25, 2024
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Waddell Brings a 29-Year Fido Vet to Empower
The new hire will succeed a senior Personal Capital veteran...
401kWire.com -
Monday, March 25, 2024
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Reader Rating: 5
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Why Just Futures Teamed Up to Create "Target Date 3000"
An executive at the public benefit corporation talks about a recent partnership, and related plans...
401kWire.com -
Monday, March 25, 2024
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Week In Preview, March 25 - March 31
This week, the teams at Broadridge, Capital Group, EBRI, Empower, ERISApedia, P&I, Spark, T. Rowe Price, Vestwell, and WIPN are hosting events...
401kWire.com -
Monday, March 25, 2024
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Week In Preview, March 25 - March 31
This week, the teams at Expect Miracles, FRA, MMI, and WE are hosting events...
MutualFundWire.com -
Monday, March 25, 2024
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Targeting SMAs, a Legg Vet Joins a $575B-AUM AM's Leadership Team
The new hire will report directly to the CEO in a newly created position: head of strategic initiatives...
MutualFundWire.com -
Friday, March 25, 2022
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Four Years Later, a Fin Wellness Leader Returns to a Money Center Bank
The new hire will lead financial wellness efforts for the publicly traded firm's own employees...
401kWire.com -
Friday, March 25, 2022
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Confidence In Parts' Ret. Readiness Is Not Widespread Among Plan Sponsors
New research from the team at a big provider suggests that only a few sponsors think their participants are on track...
401kWire.com -
Friday, March 25, 2022
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A $2.4B-AUM RIA's KPAs Team Up
A Midwestern firm's retirement plan advisors are aligning with a KPA aggregator based in the Southwest...
401kWire.com -
Friday, March 25, 2022
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Remembering Ned Johnson, Tech Maven
The biggest 401(k) provider's longtime former chief died earlier this week...
401kWire.com -
Friday, March 25, 2022
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Flows Swing $37B In a Week
The Refinitiv Lipper folks reveal the latest weekly U.S. fund flows data...
MutualFundWire.com -
Friday, March 25, 2022
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Making the Most of a Plan Design Dashboard
Here are a few tips for KPAs working with provider tools that dig into plan design choices and outcomes...
401kWire.com -
Thursday, March 25, 2021
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Moore Talks About Touchstone's Really Good Match
The subadvised fund firm is about to make its first acquisition since 2017...
MutualFundWire.com -
Thursday, March 25, 2021
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How Wilshire Fits In With a TDF Startup
The consulting firm is one of several firms working on the new venture, which ties guaranteed income in with target-date funds...
401kWire.com -
Thursday, March 25, 2021
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A PE-Backed RKer Adds a Brand and Targets PEPs
Watch for the firm to officially enter the new pooled employer plan space next month...
401kWire.com -
Thursday, March 25, 2021
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BB&T and Lincoln Alums Join AIG RS
Updated | The new hires serve on the consultant relations team, led by Robert Haverstrom...
401kWire.com -
Thursday, March 25, 2021
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Clayton Chairs an Alts Giant's Board
The former SEC chair takes on an expanded role on a board...
MutualFundWire.com -
Thursday, March 25, 2021
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AFL-CIO's TDF Push Has Been Years In the Making
A federation of labor unions is launching its own target-date CITs...
401kWire.com -
Thursday, March 25, 2021
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A Mid-Atlantic DC Sales Vet Joins T. Rowe
The exec previously worked with several recordkeepers and wirehouses...
401kWire.com -
Wednesday, March 25, 2020
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Reader Rating: 5
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In the Midwest, a Fund Firm Adds Two Employee-Owners, And ...
Another pair of employee-owners are upping their stakes in the firm...
MutualFundWire.com -
Wednesday, March 25, 2020
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A Fin Wellness Firm Helps Participants See Opportunities In the Panic
The firm is offering a free webinar series to help participants wrap their heads around the ongoing coronavirus pandemic and market volatility...
401kWire.com -
Wednesday, March 25, 2020
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Reader Rating: 4.5
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An RKer Helps Feed Thousands During the COVID-19 Crisis
A provider in the Midwest is teaming up with a hunger relief agency and a family-run restaurant partner to make and distribute meals to families in need during the coronavirus pandemic. ..
401kWire.com -
Wednesday, March 25, 2020
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Reader Rating: 4.33
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Fundsters Donate Millions to Coronavirus Crisis Relief
An asset management titan and a retired star PM are among those contributing their money to help those in need during the ongoing COVID-19 crisis...
MutualFundWire.com -
Wednesday, March 25, 2020
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EBSA Adapts to the Global Pandemic
The DoL arm is changing its service model in light of the ongoing coronavirus crisis...
401kWire.com -
Wednesday, March 25, 2020
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PE Buys a Rebranding KPA RIA's Old Name
The firm provides wealth management and KPA services to business owners. ..
401kWire.com -
Monday, March 25, 2019
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Reader Rating: 2
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A Flickertail Fundster Teams Up, Hires, and Hunts
The chief of a small mutual fund shop is expanding his team, looking for acquisitions, and more...
MutualFundWire.com -
Monday, March 25, 2019
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Reader Rating: 5
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A DC I-O Vet Joins a $48.9B AUM Shop
The new hire previously led subadvisory and retirement business for an asset manager with $196 billion in AUM...
401kWire.com -
Monday, March 25, 2019
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Reader Rating: 3
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4,100 Advisors Gain a New Fiduciary Service
A wirehouse launches another fiduciary offering...
401kWire.com -
Monday, March 25, 2019
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Reader Rating: 4
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An ERISA Specialist Joins Reed Smith
The law firm’s new hire will be part of a larger corporate group. ..
401kWire.com -
Monday, March 25, 2019
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DC Assets Fell Eight Percent In Q4
A mutual fund industry trade group publishes metrics for U.S. retirement savings...
401kWire.com -
Monday, March 25, 2019
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Week In Preview, March 25-31
This week the teams at Crane, ETF.com, FIASI, InvestmentNews, MMI, and the SEC are all hosting events...
MutualFundWire.com -
Monday, March 25, 2019
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Week In Preview, March 25-31
This week the teams at ABC New York, FRA, and WiPN are all hosting events...
401kWire.com -
Monday, March 25, 2019
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John Thompson Trades In One of His Hats
The Thompson Investment Management founder names the next CEO while rising to chairman and remaining president...
MutualFundWire.com -
Wednesday, March 25, 2015
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An Alleged Impersonator Dies After Indictment Over 401k Theft
The 57-year-old Rochester man was accused of defrauding his brother and in-laws of approximately $980,000. ..
401kWire.com -
Wednesday, March 25, 2015
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Reader Rating: 1
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Merrill Wins a Direct Marketer's $492MM Plan
A Midwestern plan sponsor changes recordkeepers...
401kWire.com -
Wednesday, March 25, 2015
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Reader Rating: 5
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A CO KPA Rides Away From the Sunset
A 401(k) plan advisor (KPA) who has been in the financial services industry for more than 22 years just said hello to a new broker-dealer...
401kWire.com -
Wednesday, March 25, 2015
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DC Plans Added $200B Last Quarter
The Investment Company Institute finds Americans holding more money in employer-based DC retirement plans. ..
401kWire.com -
Wednesday, March 25, 2015
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30 Percent of Young Millennials Plan to NEVER Retire
According to new research from California-based global investment management firm Franklin Templeton...
401kWire.com -
Wednesday, March 25, 2015
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Reader Rating: 4
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Highland Will Make a Number of Hires to Power Its New Liquid Alts Platform
The Lone Star State mutual fund shop unveils new investment platform for its liquid alternative efforts...
MutualFundWire.com -
Wednesday, March 25, 2015
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UBS Rebrands a $55 Billion Retirement Program
The Swiss bank's U.S wirehouse just recently rebranded part of its retirement plan efforts on this of the pond...
401kWire.com -
Wednesday, March 25, 2015
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Reader Rating: 5
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EBRI Calculates Where Participants Need to Be
Workers need to calculate age and gender into their retirement savings needs, according too the Employee Benefit Research Institute (EBRI). ..
401kWire.com -
Wednesday, March 25, 2015
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What Do Consultants Want Out of TDFs?
Pimco digs into retirement plan consultants' feelings on target date funds' objectives...
401kWire.com -
Wednesday, March 25, 2015
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F-Squared's Ex-Chief Fires Back, Demands a Jury Trial
Howard Present's attorneys rebut the SEC's allegations, claiming that the fallen co-founder of the high-flying ETF strategist got bad advice and "did not cause loss or harm to anyone."..
MutualFundWire.com -
Wednesday, March 25, 2015
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Passive? Active? iShares' Gamba Doesn't Give a Hoot
His folks plan to make sales, by the truckload, no matter which side is allegedly winning the mutual fund ideological wars. Here's how...
MutualFundWire.com -
Tuesday, March 25, 2014
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MassMutual Teams Up With a New RKing Player
Elaine Sarsynski and her team are working with a new entrant into the U.S. 401k recordkeeping software biz...
401kWire.com -
Tuesday, March 25, 2014
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Reader Rating: 5
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Permal Takes Thematic Approach to Fund Management
Unlike its competitors, the $22 billion fund-of-hedge-funds firm plans to run concentrated, thematic mutual funds, rather than broadly diversified portfolios. ..
MutualFundWire.com -
Tuesday, March 25, 2014
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Will the Supreme Court Step Into a 401k Fee Fight?
The highest court in the land asked the Solicitor General to express views on a class-action suit involving a $4 billion plan sponsor. ..
401kWire.com -
Tuesday, March 25, 2014
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Healey Names a CEO for AMG's Retail Biz
Jeffrey CErutti, formerly EVP, head of distribution, for Virtus Investment Partners has been named head of the newly named AMG Funds...
MutualFundWire.com -
Tuesday, March 25, 2014
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With New Share Classes For Three Funds, a DC I-O Eliminates Revenue Sharing
A mutual fund shop debuts its first R6 shares, starting with three of its most popular funds in the retirement plan space...
401kWire.com -
Tuesday, March 25, 2014
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Reader Rating: 2
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What Can You Learn From James E. Stowers?
Dubbed the "least greedy guy in mutual funds," he founded a mutual fund company in his kitchen, helped lead an industry, made a fortune and gave most of it to fight disease...
MutualFundWire.com -
Tuesday, March 25, 2014
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Reader Rating: 4
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Loomis Hires a Winner of the Bronze Star
Former Army captain and Iraq war veteran will handle institutional sales on the West Coast...
MutualFundWire.com -
Monday, March 25, 2013
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Data Supports Use of Auto-Enrollment
Study shows practice improves participation...
401kWire.com -
Monday, March 25, 2013
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Reader Rating: 5
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Firms Are Prepping for Distribution Arms Race
Cerulli research shows that firms are changing their operations to bolster distribution...
MutualFundWire.com -
Monday, March 25, 2013
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ICI Joins Tax Incentive Debate
Organization declares support for amendments crafted to protect retirement savings incentives...
401kWire.com -
Monday, March 25, 2013
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A $50B Firm Wants a Director of Subadvisors
Exec would oversee all 36 sub advisors...
MutualFundWire.com -
Monday, March 25, 2013
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Fidelity Launches Income Tool
Simulator allows participants to gauge income potential of current investing strategies.
..
401kWire.com -
Monday, March 25, 2013
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Reader Rating: 1
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Morgan Keegan Fallout Affects Directors Everywhere
WSJ article says that SEC case against Morgan board is scaring folks out of the boardroom...
MutualFundWire.com -
Monday, March 25, 2013
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Your Mutual Fund Wants to Friend You
After the SEC posts new guidance on the subject, fund firms are starting to embrace social media...
MutualFundWire.com -
Monday, March 25, 2013
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Pozen and Hamacher Call for Alt Fund Regs
The ex-MFS chair and the trade group chief write in the pages of the Financial Times...
MutualFundWire.com -
Monday, March 25, 2013
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DoubleLine's Equity Team Swells
Asset manager continues hiring binge of stock pros, with more TCW folk...
MutualFundWire.com -
Monday, March 25, 2013
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NYSE Revives Its ETF Marketmakers Plan
The exchange has not given up on idea of paying market-makers, according to Barron's...
MutualFundWire.com -
Monday, March 25, 2013
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Nationwide Boosts its Sales Force
The Columbus, Ohio-based plan provider is covering a multiple of territories with a trio of new wholesalers...
401kWire.com -
Friday, March 25, 2011
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Reader Rating: 3
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UBS Swaps in a Sub-Advisor
The global asset manager hires a Chitown firm...
MutualFundWire.com -
Friday, March 25, 2011
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TRAU Preps 2011 Classes
The new retirement plan advisor training program will hold sessions in June
and September...
401kWire.com -
Friday, March 25, 2011
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Reader Rating: 1
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Direxion Takes its Bull and Bear ETFs Online
The fund shop enlists the help of a campy Web site.
..
MutualFundWire.com -
Friday, March 25, 2011
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A Fund Legal Expert Returns to U.S. Bancorp
The fund services unit of the bank brings back an alum...
MutualFundWire.com -
Friday, March 25, 2011
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RidgeWorth Moves on Monday
As planned, the SunTrust subsidiary is shifting to new digs...
MutualFundWire.com -
Friday, March 25, 2011
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George Miller Pops in for a 401k Awards Show
A trade pub honors the legislator and advisors, providers and plan sponsors...
401kWire.com -
Friday, March 25, 2011
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Buck Consultants Rolls Out New Unit
The new unit offers governance and fund option reviews for defined contribution plans...
401kWire.com -
Friday, March 25, 2011
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Paychex Reveals 'Favorable' Q3
The payroll giant saw a bump up in its retirement business...
401kWire.com -
Friday, March 25, 2011
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Reader Rating: 1
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Invesco's PMs Play Musical Chairs
The Atlanta, Georgia-based fund shop recruits some new PMs to restore its funds' performances...
MutualFundWire.com -
Friday, March 25, 2011
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Morningstar Reveals More Japanese Specialists Funds
Empathy and optimism are thematic among Japanese-focused PMs...
MutualFundWire.com -
Friday, March 25, 2011
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Stock and Money Fund Prices Drop
The ICI releases data on mutual fund expense ratios in 2010...
MutualFundWire.com -
Friday, March 25, 2011
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Reader Rating: 1
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Abby Johnson Apologizes to Mass. Gov.
Johnson and Fido execs have some 'splaining to do...
MutualFundWire.com -
Friday, March 25, 2011
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Reader Rating: 4
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OppenheimerFunds Trumpets its Award Haul with New Ads
The New York City-based fund firm unveils an ad campaign spotlighting its victory in last night's Lipper Fund Awards...
MutualFundWire.com -
Thursday, March 25, 2010
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Reader Rating: 3
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Victory Moves to Win a Bigger Slice of the I-O Market
KeyCorp's asset management unit makes a couple of moves, including lowering the retirement plan asset minimum for its Institutional shares...
401kWire.com -
Thursday, March 25, 2010
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CapTrust Lures a Delaware Wholesaler
The wholesaler has moved to the FA side of the fence...
401kWire.com -
Thursday, March 25, 2010
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Reader Rating: 5
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Hancock Makes its 11th Fund Adoption
The firm is taking over another Robeco fund..
MutualFundWire.com -
Thursday, March 25, 2010
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Shapiro and the SEC Investigate ETFs
The commission has started a probe into the use of derivatives in ETFs and traditional mutual funds..
MutualFundWire.com -
Thursday, March 25, 2010
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A Great-West Lifecycle Fund Earns QDIA Approval
A fiduciary auditor has validated a product from Great-West Retirement Services..
401kWire.com -
Thursday, March 25, 2010
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Top 40 Advisor: Al Gilbert
This New Hampshire-based Commonwealth advisor lands in the top 40 DC advisors of 2009 as one of ten finalists in the micro market...
401kWire.com -
Thursday, March 25, 2010
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Which Asset Allocation Option Do Advisors Prefer?
Updated | A top Newport exec polls conference attendees in real-time...
401kWire.com -
Thursday, March 25, 2010
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22 Advisors Test their Retirement Income Smarts
Could you pass a test on retirement income? Twenty-two advisors are wondering the same thing as they await the results of a new industry certification...
401kWire.com -
Thursday, March 25, 2010
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A Delaware Wholesaler Moves On
The wholesaler makes the jump to the advisor side of the fence...
MutualFundWire.com -
Thursday, March 25, 2010
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Hartford Plans for More DC-IO Growth
The insurer is adding to its wholesale team focused on the investment-only side of the defined contribution business...
401kWire.com -
Thursday, March 25, 2010
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Plan Sponsors Rate Plan Consulting Below All Other Services
Two consultants offer suggestions to attendees of the 2010 Newport Advisor Conference...
401kWire.com -
Thursday, March 25, 2010
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T. Rowe, RidgeWorth Bag "Overall" Awards
Fund firms are already trumpeting their success at last night's ceremony...
MutualFundWire.com -
Thursday, March 25, 2010
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Reader Rating: 5
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Fund Streak Lengthens
Reports from the ICI and The Journal say that mutual fund inflows are pushing healthily forward...
MutualFundWire.com -
Thursday, March 25, 2010
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JPMorgan Suspends its 401k Match
The bank has reportedly joined the list of plan sponsors that are halting their match...
401kWire.com -
Wednesday, March 25, 2009
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A New ETF Aspires to Imitate Hedge Funds
A New York has taken the wraps off what it calls the first-ever hedge fund replication ETF in the U.S...
MutualFundWire.com -
Wednesday, March 25, 2009
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Carney Explains Putnam's Choice
UPDATED| Jeff Carney talks to The 401kWire about the logic behind the decision that led to Wednesday's launch of Putnam's DC platform...
401kWire.com -
Wednesday, March 25, 2009
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Reader Rating: 5
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Boehner Moves to Extend Minimum Distribution Relief
House Minority Leader John Boehner plans to introduce legislation next week that would suspend the required minimum distribution rules through 2012...
401kWire.com -
Wednesday, March 25, 2009
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Seen and Heard: ASPPA Attendees Buzz About Benchmarking and Business Models
Fiduciaries, foot traffic and of course fees were also hot topics at the 2009 401k Sales Summit in San Diego...
401kWire.com -
Wednesday, March 25, 2009
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Reader Rating: 5
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TIAA-CREF Rolls Out a New Ad Campaign
TIAA-CREF is addressing its clients' concerns in a new ad campaign...
MutualFundWire.com -
Wednesday, March 25, 2009
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Reader Rating: 5
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Nearly 30 Percent of Plan Sponsors Plan Match Cuts
Twenty-nine percent of plan sponsors intend to reduce their match or eliminate it entirely in the next 12 months, Spectrem found...
401kWire.com -
Wednesday, March 25, 2009
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kasina Hires a Resident Thinker
kasina aims to guide fund firms through the re-evaluation of their business models with a new hire...
MutualFundWire.com -
Wednesday, March 25, 2009
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Putnam Makes its DC Move
UPDATED| The Boston firm launches a new DC platform...
401kWire.com -
Wednesday, March 25, 2009
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Reader Rating: 3.25
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Putnam Makes Cuts Down Under
Putnam Investments Australia is now down to one employee...
MutualFundWire.com -
Wednesday, March 25, 2009
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Fund Firms Want In on the Treasury Program
More fund companies are looking into how to participate in the Treasury's toxic asset program, reports Dow Jones columnist Daisy Maxey...
MutualFundWire.com -
Wednesday, March 25, 2009
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Barclays' iShares Sees its Market Dominance Narrow
The iShares ETF business, currently in play, remains the market leader, though it may have lost some of its grip on the U.S. market, writes Ian Salisbury in Wednesday's WSJ Fund Track column...
MutualFundWire.com -
Wednesday, March 25, 2009
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TIAA-CREF Chief to Give a Free Lecture
Roger Ferguson will talk about the economic outlook and its implications for higher education this morning...
MutualFundWire.com -
Wednesday, March 25, 2009
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Merrill Set to Cut 300 I-Bankers
The layoffs are expected to begin within the week...
MutualFundWire.com -
Tuesday, March 25, 2008
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Direxion Models New Portfolios
Direxion Funds has partnered with Wilshire Associates to launch a new set of model portfolios...
MutualFundWire.com -
Tuesday, March 25, 2008
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NRP 403b Specialist Expands
A DC non-profit plan expert wins several new client and looks to add to his team.
..
401kWire.com -
Tuesday, March 25, 2008
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Report: JPMorgan Makes Bear Reps an Offer
Bear Stearns reps have been offered a retention deal...
MutualFundWire.com -
Tuesday, March 25, 2008
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Reader Rating: 5
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Principal Doubles its Target-Date Roster
The Des Moines, Iowa-based firm has rolled out five new funds...
401kWire.com -
Tuesday, March 25, 2008
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First Active ETF Becomes Reality
Despite its recent troubles, Bear Stearns has still managed to bring the first active equity ETF to market...
MutualFundWire.com -
Tuesday, March 25, 2008
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Money Funds Struggle with Falling Returns
The Fed's generous interest rate cuts are not a boon for everyone...
MutualFundWire.com -
Tuesday, March 25, 2008
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Reader Rating: 1
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Fido Unveils Research and Suggestions For 401k Advisors
The mutual fund giant adds another facet to its efforts in the intermediary-sold defined contribution marketplace...
MutualFundWire.com -
Tuesday, March 25, 2008
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Reader Rating: 3
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A Janus Portfolio Manager Heads Out the Door
Another portfolio manager has parted ways with Janus...
MutualFundWire.com -
Tuesday, March 25, 2008
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A 'Whew' Moment for Janus
In the Tuesday edition of the WSJ Fund Track, Joseph Checkler wrote about Janus escaping a larger hit when it sold its Bear Stearns stake earlier this year...
MutualFundWire.com -
Tuesday, March 25, 2008
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Reader Rating: 1
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AUL Offers New Advice Product
AUL says it will be fiduciary for plans that follow recommendations generated by its new product...
401kWire.com -
Thursday, March 25, 2004
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Reader Rating: 1
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Participants Choose ‘Manage It For Me’
A PMFM product seeks to satisfy participant investment advice needs...
401kWire.com -
Thursday, March 25, 2004
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Reader Rating: 1
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TSP Gets New Call Center
The government adds a second call center to support the retirement plan...
401kWire.com -
Thursday, March 25, 2004
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Reader Rating: 2
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Putnam Ups Stake in PanAgora
Putnam acquires majority stake and takes over CEO position in move to focus quantitative management capabilities...
MutualFundWire.com -
Thursday, March 25, 2004
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Reader Rating: 4
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Manulife Hancock Job Cuts
Employees in Boston may get pink-slips when the Manulife-Hancock merger is completed...
MutualFundWire.com -
Thursday, March 25, 2004
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Reader Rating: 4
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ICI Reports ETF Assets
Assets of exchange-traded funds rose in February with positive net issuance of ETF shares...
MutualFundWire.com -
Thursday, March 25, 2004
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SEC Discloses Putnam Manager Comp
The SEC calls pay received by two managers at Putnam Investments 'lavish.'..
MutualFundWire.com -
Thursday, March 25, 2004
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Reader Rating: 5
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New Bond Index at JPMorgan
JPMorgan introduces a Russian corporate bond index...
MutualFundWire.com -
Thursday, March 25, 2004
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New Hire at Financial Research Corp
Boston market research firm grows its relationship development team...
MutualFundWire.com -
Thursday, March 25, 2004
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Wells Fargo Picks Design Vendor
After a thorough RFP process, the bank’s Private Client Services Division selected a vendor offering a unique blend of graphic and information design services...
MutualFundWire.com -
Thursday, March 25, 2004
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Reader Rating: 3
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Bisys To Help Out with Distribution
The firm is leveraging FRC to create outsourced distribution...
MutualFundWire.com -
Tuesday, March 25, 2003
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Reader Rating: 5
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NY Bank Hands Off Funds
The Canandaigua Funds will get a new manager...
MutualFundWire.com -
Tuesday, March 25, 2003
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ICMA Taps Subadvisor For Aggressive Fund
The winner takes over for Roxbury Capital and will subadvise one-third of the $550 million fund...
MutualFundWire.com -
Tuesday, March 25, 2003
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Reader Rating: 3
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DST Sales Honcho to Boost Firm Profile
The firm aims to maximize marketing and advertising to enhance its outsourcing-capability profile...
401kWire.com -
Tuesday, March 25, 2003
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Coke Alters Its Investment Line-up
The beverage giant replaces one of its small-cap value options due to a style-shift issue...
401kWire.com -
Tuesday, March 25, 2003
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Reader Rating: 3.33
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Pan-Am Adds Funds to 401(k) Lineup
Ongoing analysis leads to four additions with nine other potential adds on deck...
401kWire.com -
Tuesday, March 25, 2003
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Reader Rating: 3
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Online Commission Management Service Launched
BNY Securities aims to help money managers and sponsors with commission-spending management...
401kWire.com -
Tuesday, March 25, 2003
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West Coast Indexer Readies REIT Fund
The top-10 global asset manager aims to help 401k participants better diversify...
401kWire.com -
Tuesday, March 25, 2003
-
Reader Rating: 3
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Slavery Liabilities?
Andersen Loses UK Client ... ABN Amro Departs USA...
401kWire.com -
Monday, March 25, 2002
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Reader Rating: 3
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Vendor Eyes Unions
American Express is rallying to the union standard.
..
401kWire.com -
Monday, March 25, 2002
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Reader Rating: 3
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GoldK Completes Inside Wholesale Lineup
The e401k provider says it is done building the inside sales team reporting to David Egal...
401kWire.com -
Monday, March 25, 2002
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Reader Rating: 3
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Mentor and Evergreen Funds To Merge
First Union and EVEREN Capital plan to form an asset management joint venture that will combine the Evergreen funds with the Mentor Investment Group...
MutualFundWire.com -
Thursday, March 25, 1999
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Reader Rating: 3
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SVA March 18, 1999
Stable Value Alert Database
The average rate paid on a new contract fell by 7 basis points since last week.
Weekly Bullet GIC/BIC Statistics from FCM
Rates as of March 18, 1999*
|
Compound |
3 Year |
5 Year |
7 Year |
10 Year |
|
High |
6.10 |
6.38 |
6.26 |
6.43 |
|
Average |
5.75 |
5.91 |
6.02 |
6.26 |
|
Low |
5.15 |
5.38 |
5.57 |
6.00 |
|
Treasuries |
5.01 |
5.04 |
5.08 |
5.13 |
|
Spread |
1.09 |
1.34 |
1.18 |
1.30 |
|
Issuers |
19 |
19 |
16 |
6 |
|
Simple |
3 Year |
5 Year |
7 Year |
10 Year |
|
High |
6.08 |
6.33 |
6.22 |
6.36 |
|
Average |
5.72 |
5.87 |
5.93 |
6.08 |
|
Low |
5.14 |
5.30 |
5.40 |
5.69 |
|
Treasuries |
5.01 |
5.04 |
5.08 |
5.13 |
|
Spread |
1.07 |
1.29 |
1.14 |
1.23 |
|
Issuers |
24 |
24 |
17 |
8 |
*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, March 25, 1999
-
Reader Rating: 3
|
It's Back! Windsor Fund Open to New Investors
After 10 years the Vanguard Windsor Fund (VWNDX) is reopening. The fund will also be adopting a multi-advisor approach by tapping Sanford Bernstein to co-advise the fund with Wellington Management. The changes will go into effect June 1, 1999. Windsor has turned in poor performance the past two years, returning %0.81 last year and ranking in the bottom 5 percent of Large Value funds, according to Morningstar...
401kWire.com -
Thursday, March 25, 1999
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Reader Rating: 3
|
Vanguard Shakes Up Windsor Fund Advisors
Vanguard Windsor will re-open its doors later this year. It will also add an advisor. One reason may be to stem outflows that have accelerated as the fund has lagged its peers over the last year and half...
MutualFundWire.com -
Thursday, March 25, 1999
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Reader Rating: 3
|
Towns in Southern State Have More Choice
Here's a tidbit for 401(k) vendors with mutual funds that have investments oveseas. The State of Florida has eased its restrictions on municipal governments' abilities to invest in such investments for their retirement plans.
..
401kWire.com -
Thursday, March 25, 1999
-
Reader Rating: 3
|
Odd Lots, March 25, 1999
Bank of America reveals layoff figures from NationsBank merger ... REITS-the future or glass houses? ... Chase names CEO, quelling merger talks ... Vanguard slip makes tax time twice as hard...
MutualFundWire.com -
Thursday, March 25, 1999
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Reader Rating: 3
|
Over Half of Americans Invest in DC Plans
A recent survey conducted by Harris Poll and Alliance Capital shows that 52% of Americans are somehow invested in their employer's defined contribution plan. This finding reflects little change from the same poll taken last year, an Alliance Capital spokesperson told the 401kWire.com...
401kWire.com -
Thursday, March 25, 1999
-
Reader Rating: 3
|
NYLIFE Offers IRA Rollover Product to 401(k) Clients
As the competition for 401(k) assets becomes more cut-throat, firms are loath to see their hard-won assets walk out the back door to another vendor's IRA. Thus, it makes perfect sense that most of the major vendors are working on ways to retain participants' assets after they leave their employer. New York Life Benefits Services (NYLBSI) is the latest provider to launch a product aimed at holding on to these assets...
401kWire.com -
Wednesday, March 25, 1998
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Reader Rating: 3
|
M&I Picks Up A.O. Smith From Hewitt
Milwaukee, WI-located A.O. Smith Corporation has changed its recordkeeper to Marshall & Ilsley after Hewitt dropped the plan, stated a report in P&I Daily. The new recordkeeper had been the plan's trustee and is set to take over on April 1. The plan has approximately 2,200 participants and $180 million in assets, according to filings with the SEC...
401kWire.com -
Wednesday, March 25, 1998
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Reader Rating: 3
|
Diamon Adds Fund
Danville, VA-located Diamon, Inc. will be adding a new fund to its $28 million defined contribution line-up raising the total number of funds offered in the plan to seven. The new fund is a Dodge & Cox balanced fund which had previously been offered in the company's profit-sharing plan, John Hunnicutt, vice president, told the 401kWire...
401kWire.com -
Wednesday, March 25, 1998
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Reader Rating: 3
|
NY City Deferred Comp Plan Seeks GIC Manager
New York City's Deferred Compensation Program will place $25 million in a traditional GIC. The city has put out an RFP for the contract which is due April 10, Lou Porpora, contract supervisor and operations manager, told the 401kWire. The 457 plan has approximately $2.6 billion in assets with 85,000 participants...
401kWire.com -
Wednesday, March 25, 1998
-
Reader Rating: 3
|
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