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News Stories Archives - Since 1998
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PNC Hires an Fi360 Vet
The new hire leaves Fi360 after ten years...
401kWire.com -
Friday, August 10, 2018
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In Ohio, A Data Shop Helps FAs Navigate Liquid Alts
The firm is launching a new platform with background and qualitative data on alternative mutual funds. ..
MutualFundWire.com -
Friday, August 10, 2018
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USICG Hires a Sole Atlanta KPA
After the previous regional VP departs, a 20 year vet steps up. ..
401kWire.com -
Friday, August 10, 2018
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What Financial Wellness Tells Us About KPAs
Research from the LIMRA Secure Retirement Institute looks at the numbers behind financial wellness...
401kWire.com -
Friday, August 10, 2018
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Marino Hires a Revenue Chief For Rekon
This new chief will head up marketing and product development...
401kWire.com -
Friday, August 10, 2018
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Will This $249B Fund Firm Go On the Block?
Its owner is reportedly weighing strategic options, including selling the asset manager for at least $5 billion...
MutualFundWire.com -
Friday, August 10, 2018
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Scalia Makes This Fiduciary Case Worth Watching
Could this lead to the fiduciary rule's first defeat in court? ..
401kWire.com -
Thursday, August 10, 2017
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A Nine-Year First Trust Vet Moves
The exec is no longer registered with First Trust.....
MutualFundWire.com -
Thursday, August 10, 2017
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OneAmerica Hires an Ex-KPA in SoCal
The new hire has more than 26 years of experience in the retirement plan industry...
401kWire.com -
Thursday, August 10, 2017
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Reader Rating: 4
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A Stable Value Suit Against Pru Now Has No Class
A Connecticut judge denies class certification in a lawsuit first filed in late 2015...
401kWire.com -
Thursday, August 10, 2017
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New Fund Fuss - August 10, 2017
The latest news on funds!..
MutualFundWire.com -
Thursday, August 10, 2017
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Brace For 18 More Months of Fiduciary Reg Limbo
Alex Acosta's DoL has proposed pushing back the final pieces of the controversial conflict of interest rule and related exemptions...
MutualFundWire.com -
Thursday, August 10, 2017
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Chong Launches a Tool With a New Platform
The move comes as the recordkeeper is switching to FIS' OMNI platform..
401kWire.com -
Thursday, August 10, 2017
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Reader Rating: 5
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Participants Want Guidance Beyond 401(k) Investing
Charles Schwab has released the results from its 2016 participant survey...
401kWire.com -
Wednesday, August 10, 2016
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Reader Rating: 4
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Eye for Earnings -- August 10, 2016
The latest earnings releases are here!..
MutualFundWire.com -
Wednesday, August 10, 2016
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Who Will Succeed This Key Sentinel PM?
Leadership at the New England mutual fund shop is searching for their next equities chief as a 23-year company veteran prepares to retire...
MutualFundWire.com -
Wednesday, August 10, 2016
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Reader Rating: 1
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Rock, Paper, Digital? Employees Favor Digital More Than Their Employers Think
…according to new research from LIMRA...
401kWire.com -
Wednesday, August 10, 2016
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Reader Rating: 5
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A Rising Tide Lifts 401k Trading
Meanwhile investors redirected capital from equities to bonds last month. ..
401kWire.com -
Wednesday, August 10, 2016
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Envestnet Makes a Strategic HSA Alliance
Babu Sivadasan, group president of Chicago, Illinois-based Envestnet | Retirement Solutions, announced today Envestnet's latest alliance...
401kWire.com -
Wednesday, August 10, 2016
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ICI Urges Cali Governor To Block State-Run Savings Bill
A financial services trade organization looks to sway the governor of California...
401kWire.com -
Wednesday, August 10, 2016
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Willis Towers Watson Adds a Mesirow Alum
The new hire is based in the Chicago region. ..
401kWire.com -
Wednesday, August 10, 2016
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Advisors Account For Half of ETF AUM
ETF.com digs into the different channels where ETFs are used...
MutualFundWire.com -
Wednesday, August 10, 2016
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Recap: DoL Fiduciary Hearing Day 1
8 hours of testimony condensed.....
401kWire.com -
Monday, August 10, 2015
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Hennessy Breaks Records
Fiscal Q3 was a good quarter for the California mutual fund shop...
MutualFundWire.com -
Monday, August 10, 2015
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Tambone Expands Alger's Advisor-Facing and Institutional Sales Forces
The Big Apple mutual fund shop's chief makes a pair of new hires, and he has two more positions to fill soon, too...
MutualFundWire.com -
Monday, August 10, 2015
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Reader Rating: 5
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Saxon Speaks at EBSA Fiduciary Rule Hearing
Attorney Steve Saxon has appeared before the DoL to talk changes to the fiduciary rule...
401kWire.com -
Monday, August 10, 2015
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Transamerica Makes a Financial Literacy Alliance
The idea is to train citizens to be certified financial instructors...
401kWire.com -
Monday, August 10, 2015
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Moody Takes Matrix to a Higher Elevation
Top executives at the custodian say their business has hit new highs in AUA and advisor interest...
401kWire.com -
Monday, August 10, 2015
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Reader Rating: 2.33
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What Will DiCenso Do Next?
The 401(k) industry veteran joined Mesirow a little less than a year ago...
401kWire.com -
Monday, August 10, 2015
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Reader Rating: 3
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EBSApocalypse Part II Preview
Here's what's on tap for tomorrow.....
401kWire.com -
Monday, August 10, 2015
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EBSA Fiduciary Rule Hearing Live Blog: Day 1
It begins.....
401kWire.com -
Monday, August 10, 2015
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Reader Rating: 3.33
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Save The Date: the DoL's EAC Meets Next Week
The ERISA Advisory Council has set the date for it's next Council meeting...
401kWire.com -
Monday, August 10, 2015
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Gatch and Reynolds Will Stand By Active Through the Tough Times
In recent press interviews, both bigwigs address the active-passive dichotomy...
MutualFundWire.com -
Monday, August 10, 2015
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The Sun Rises on Janus Shares
Janus' stock makes a top ten list...
MutualFundWire.com -
Friday, August 10, 2012
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A Nigerian Identity Thief and Former ACS Employee Pleads Guilty to Looting a 401k
He was extradited in February for stealing plan participants' identities and account balances, while working at an ACS call center in New Jersey. ..
401kWire.com -
Friday, August 10, 2012
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Reader Rating: 5
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Stork and Reaper for August 10, 2012
The MFWire's daily report on mutual fund births, deaths, and changes.
..
MutualFundWire.com -
Friday, August 10, 2012
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Fido Has Hired A New Marketing Shop
The Boston Behemoth hired a new marketing agency for their retirement business...
401kWire.com -
Friday, August 10, 2012
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Custom Target Dates Can Open the Way to Alternatives
A new Cerulli report expects custom target date AUM to reach $218 billion by 2016...
401kWire.com -
Friday, August 10, 2012
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A NASCAR Fund Hits the SEC Skids
The SEC has charged a mutual fund advisor with failing to turn over documents regarding its NASCAR investing fund...
MutualFundWire.com -
Friday, August 10, 2012
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A Cyber-Security Breach Threatens a Plan's 14,000 Participants
After laptops were stolen from its 401(k) plan auditor's office, a sponsor informs its employees that their personal information is in danger...
401kWire.com -
Friday, August 10, 2012
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Reader Rating: 2.67
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How Do an Olsen Twin and an Ex-Prez of France Tie In to the TCW Sale?
The sale to Carlyle Group makes headlines as everyone offers their take on what it all means...
MutualFundWire.com -
Friday, August 10, 2012
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Janus' Slide Goes All The Way to Japan
The Denver-based asset manager has sold a stake to a Japanese insurance firm...
MutualFundWire.com -
Friday, August 10, 2012
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SEC Flaunts Its Money-Fund Bailout List
Bloomberg got a copy of the list of money market fund firms that asked for permission to bail out their funds...
MutualFundWire.com -
Friday, August 10, 2012
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Do Fidelity's ETFs Spell Success?
Todd Rosenbluth examines three Fidelity funds to gauge how well the company would perform in the ETF business. ..
MutualFundWire.com -
Friday, August 10, 2012
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Three Funds "Hit It Out of the Park"
The Wall Street Journal writes about three bond funds that have posted big returns this year after a tough 2011...
MutualFundWire.com -
Friday, August 10, 2012
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Will the European Crisis Produce Another Neuberger Berman?
Several U.S. mutual funds have European parents. What does the recent market volatility, particularly, mean for those fund firms?..
MutualFundWire.com -
Wednesday, August 10, 2011
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Reader Rating: 1
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Participant Calls and Trades Jump
It's every DC I-O equity manager's nightmare as participants flood into stable value..
401kWire.com -
Wednesday, August 10, 2011
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Reader Rating: 3
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Security Benefit Annoints a New CEO From Above
He's from Guggenheim Partners...
401kWire.com -
Wednesday, August 10, 2011
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M&I Adds a Western Region Wholesaler
He hails from DailyAccess...
401kWire.com -
Wednesday, August 10, 2011
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A NY Fund Shop Goes to India
Emerging Global Advisors is offering a new India-focused fund...
MutualFundWire.com -
Wednesday, August 10, 2011
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A 457 Turns Away The Hartford
It's back to the drawing board for both parties...
401kWire.com -
Wednesday, August 10, 2011
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Reader Rating: 5
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Gallagher Retirement Adds a National Sales Manager
Mike DiCenso hires an industry veteran for a brand new position...
401kWire.com -
Wednesday, August 10, 2011
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Reader Rating: 5
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What Will Gundlach Tell the Jury?
In his courtroom fight with TCW, the DoubleLine chief will take the stand today...
MutualFundWire.com -
Wednesday, August 10, 2011
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Is Gross' New Normal Really Here?
Asset management titans and economists alike scoffed at the star Pimco PM's characterization of the post-2008 US economy. Who's got the last laugh now?..
MutualFundWire.com -
Wednesday, August 10, 2011
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Reader Rating: 5
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Bruce Berkowitz to Ask the 'Toughest Questions' to BofA CEO
The famed fund manager will host an hour-and-a-half-long conference call with Bank of America's CEO today. Skeptics are invited...
MutualFundWire.com -
Wednesday, August 10, 2011
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Berkowitz, Miller Suffer an August Swoon
The big-name fund vets are feeling the heat in August...
MutualFundWire.com -
Wednesday, August 10, 2011
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Fidelity Touts $22 Billion in DC Sales
Fidelity bigwigs reveal new mandate wins during the first six months of the year...
401kWire.com -
Tuesday, August 10, 2010
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Reader Rating: 4.5
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Axa Rosenberg Loses Another Subadvisory Gig
A month after Barr Rosenberg stepped aside, another fund firm pulls a plug on their relationship...
MutualFundWire.com -
Tuesday, August 10, 2010
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Reader Rating: 5
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Principal Taps a Michigan Wholesaler
The firm turns to a Lincoln alum for the post...
MutualFundWire.com -
Tuesday, August 10, 2010
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Principal Offers Up a New TPA Program
The plan provider kicked off a year-long program last week...
401kWire.com -
Tuesday, August 10, 2010
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Reader Rating: 4
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Gemini Hires Three
The Long Island, New York-based firm grows its ranks...
MutualFundWire.com -
Tuesday, August 10, 2010
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Natixis Names New Retirement Chief
The Boston-based fund management firm is gearing up for more distribution opportunities...
401kWire.com -
Tuesday, August 10, 2010
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Schwab Spends Time with its Rivals
Schwab hosted a press briefing Tuesday morning to 'demystify' ETFs...
MutualFundWire.com -
Tuesday, August 10, 2010
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A Principal Alum Joins Lockton
The insurance brokerage adds a retirement plan specialist to one of its East Coast offices...
401kWire.com -
Tuesday, August 10, 2010
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MassMutual Hires Ott
A Well Fargo alum joins MassMutual's stable of wholesalers...
401kWire.com -
Tuesday, August 10, 2010
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UMB Wins Over a JPMorgan Client
The transition of a $900-million fund family to UMB will be complete next month...
MutualFundWire.com -
Tuesday, August 10, 2010
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Natixis Rolls Out a Managed Futures Mutual Fund
Natixis unwraps its latest '40 Act offering...
MutualFundWire.com -
Tuesday, August 10, 2010
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Reader Rating: 4
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Cinderella Treasury Bonds Prove a Nightmare for Short Sellers
The rally in Treasurys has caught short sellers with their knickers down...
MutualFundWire.com -
Tuesday, August 10, 2010
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A Third of Big Prime Money Funds Almost Broke the Buck
A new report shows how much mutual fund firms had to prop up their money market offerings during the downturn...
MutualFundWire.com -
Tuesday, August 10, 2010
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WisdomTree Sprouts a New ETF with Mellon
The new offering launched yesterday on the NYSE Arca...
MutualFundWire.com -
Tuesday, August 10, 2010
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Reader Rating: 5
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Janus? Calamos? Pzena? Which May Get Hitched Next?
Which fund firms are the most likely pair up and make the walk down the aisle? Two analysts try their hand at the "matchmaker" game in a just-released research report that names five firms that could make good partners...
MutualFundWire.com -
Monday, August 10, 2009
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Reader Rating: 5
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DFA is About to Acquire an FE Wannabe
Watch for the enhanced index specialists to make a retirement move by buying the brainchild of a Harvard professor...
401kWire.com -
Monday, August 10, 2009
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Reader Rating: 5
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Larry Zicklin Returns to Neuberger's Boardroom
The fund firm will have two new independent directors...
MutualFundWire.com -
Monday, August 10, 2009
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Most Employers are Still Confident in their 401ks
A recent survey sees employers finding it slightly harder to attract employees with their retirement plan offerings...
401kWire.com -
Monday, August 10, 2009
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Fidelity Trumpets Advisors' Dominance of Smaller DC Plans
Updated | The advisor-focused 401k team at the Boston Behemoth sees plans with $50 million turning to intermediaries...
401kWire.com -
Monday, August 10, 2009
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A New Front-Runner Emerges in the AIG Bidding War
The AIG Investments sales story has reportedly taken on a fresh twist...
MutualFundWire.com -
Monday, August 10, 2009
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Reader Rating: 5
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Broker-Of-Record Changes Don't Yet Dominate DC, Pollsters Find
A new study from Pulse Logic finds that, contrary to what some vendors believe, the status quo prevails...
401kWire.com -
Monday, August 10, 2009
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Reader Rating: 5
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Great-West Hires in the South
The plan provider brings in an ING veteran to fill the sales post...
401kWire.com -
Monday, August 10, 2009
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Reader Rating: 4.33
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A Class Action Firm Aims Two More 12b-1 Fee Suits at Capital Group
Updated | Even as one trial about American Funds and 12b-1 fees ends, another class action firm lodges two more suits against the California firm. ..
MutualFundWire.com -
Monday, August 10, 2009
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Schwab Hires a Wellington Alum
The San Francisco-based asset manager has tapped a compliance officer from Wellington. ..
MutualFundWire.com -
Monday, August 10, 2009
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Reader Rating: 3
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US Fund Firms Harbor European Ambitions
The FT takes a look at the US fund firms that have stepped up efforts to gain a bigger share of the European market...
MutualFundWire.com -
Monday, August 10, 2009
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Bonds are a Hot Spot for Allianz
The Germany-based company publishes its second quarter earnings for 2009 and points to a "remarkable" bond business...
MutualFundWire.com -
Monday, August 10, 2009
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Stable Value Sales Become Tougher as ABS Markets Shake
As the bond markets shake, stable value sales pros report that it is getting harder to move product. Still, stable value should remain the safe harbor in any fixed income storm.
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401kWire.com -
Friday, August 10, 2007
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Market Posts Smaller than Expected Loss, Fund Firms Benefit
Despite an early morning sell-off, Friday ended on a strong note for fund stocks...
MutualFundWire.com -
Friday, August 10, 2007
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Reader Rating: 2.82
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401k Co Exec Leaves Schwab
A big name from the 401k Company departs from Schwab just months after the recordkeeper changed hands...
401kWire.com -
Friday, August 10, 2007
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Reader Rating: 5
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The Northeast Offers Up some Job Possibilities
This week we target the Northeast for job hunting...
MutualFundWire.com -
Friday, August 10, 2007
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Reader Rating: 2.85
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Pimco Positioned to Gain from CDO Woes
Bill Gross flagged subprime mortgages as a potential problem, positioning Pimco to gain from their fall says the Allianz' top brass...
MutualFundWire.com -
Friday, August 10, 2007
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Reader Rating: 2.87
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Afternoon Stock Report Finds Some Fund Firms Making Gains
This afternoon, fund mangers recouped some of the day's earlier losses, still only one of the eight biggest losers of the morning is reporting a gain...
MutualFundWire.com -
Friday, August 10, 2007
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Reader Rating: 2.85
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XTF Names New CEO
The Big Apple asset manager has tapped a replacement for Michael Woods...
MutualFundWire.com -
Friday, August 10, 2007
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Reader Rating: 3
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RolloverSystems Makes An Acquisition, Two Key Hires
Spencer Williams is putting his stamp on the rollover provider with an acquisition and a pair of high-level hires.
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401kWire.com -
Friday, August 10, 2007
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SEC Checks for Subprime Losses at Merrill and Other BDs
The SEC is taking a peek into the holdings of some Wall Street brokerages to ensure that they are not keeping any subprime losses too close to the vest...
MutualFundWire.com -
Friday, August 10, 2007
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Reader Rating: 2.73
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Mutual Fund Stocks Continue to Tumble Friday Morning
Mutual fund stocks had a weak opening Friday morning in the wake of this week's market turbulence...
MutualFundWire.com -
Friday, August 10, 2007
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Reader Rating: 3
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More Risk at Bear Stearns?
One way to gauge the health of the Wall Street giants is to look at the price of insurance in case they default on their own debts. By this measure, Bear Stearns is getting to be a more risky credit...
MutualFundWire.com -
Friday, August 10, 2007
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Reader Rating: 2.75
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Morningstar is More than Funds
The Chicago fund-tracker's stock is booming and the Wall Street Journal says is growing suite of services is the reason why...
MutualFundWire.com -
Friday, August 10, 2007
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Reader Rating: 2.33
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David Tice is at it Again
David Tice is at it again, adding insult to the injured stock market...
MutualFundWire.com -
Friday, August 10, 2007
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Reader Rating: 3.29
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MetLife Unit Settles Late Trading Charges
General American Life Insurance Company, a unit of MetLife will pay the SEC a civil penalty of $3.3 million, with former SVP William C. Thater paying civil penalties totaling $163,137...
MutualFundWire.com -
Friday, August 10, 2007
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Reader Rating: 2.86
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Boston Company COO Will Follow Portfolio Team Out the Door
The Boston Company has lost another member of upper management...
MutualFundWire.com -
Friday, August 10, 2007
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Reader Rating: 2.03
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Bisys' CEO Makes a Surprise Move to Hewitt
Russ Fradin's announcement that he is resigning from the top job at Bisys was not his biggest news. The 401kWire has learned he will be Hewitt's next CEO...
401kWire.com -
Thursday, August 10, 2006
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Roth 401(k) Gaining Ground, Says Hancock
The Boston-based provider says it is pleased with the adoption numbers...
401kWire.com -
Thursday, August 10, 2006
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Reader Rating: 5
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Two Senior Ameriprise Execs Won't Make Wachovia Move
Two top executives at Ameriprise Retirement will not be making the move to Wachovia when the deal closes...
401kWire.com -
Thursday, August 10, 2006
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Reader Rating: 1.5
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Wisconsin RIA Group Adds Legal Help
The Badger state consultants add a former attorney to their ranks...
401kWire.com -
Thursday, August 10, 2006
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It's a Peach-Eat-Peach World
One Georgia TPA swallows another, and looks for more...
401kWire.com -
Thursday, August 10, 2006
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Reader Rating: 3.5
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LJA Sells To Consulting Firm
Lawrence Johnson & Associates, one of the most successful plan administrators, sells to a national benefits firm...
401kWire.com -
Thursday, August 10, 2006
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Vanguard Requires Proof for Fund Sales
The Pennsylvania fund giant is cutting off distributors from two of its funds, unless they can prevent people from investing too much...
401kWire.com -
Thursday, August 10, 2006
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Reader Rating: 4
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Reynolds Loses Out on NFL Job
The favorite won the NFL Commissioner's job -- and it was not Fidelity's Robert Reynolds...
MutualFundWire.com -
Thursday, August 10, 2006
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Auld Says "Next" to Next Financial
The popular president will leave the Houston-based B-D to go home to Iowa...
MutualFundWire.com -
Thursday, August 10, 2006
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Reader Rating: 2
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Pershing Ups Fund Offerings
William Blair Funds were Wednesday added to Pershing's FundVest as the firm continues to beef up its platform...
MutualFundWire.com -
Thursday, August 10, 2006
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Reader Rating: 3
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Vanguard Requires Proof for Fund Sales
The Pennsylvania fund giant is cutting off distributors from two of its funds, unless they can prevent people from investing too much...
MutualFundWire.com -
Thursday, August 10, 2006
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Vanguard Asks for Proof or No Sale
BDs will have to prove they can limit shareholders to $25,000 in annual deposits or they won't be able to sell two popular Vanguard funds...
MutualFundWire.com -
Thursday, August 10, 2006
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ING BDs Fined Over Directed Brokerage
Eight of the 10 funds in ING Advisors Network's Strategic Partners Program paid for shelf space with directed brokerage, landing the four BDs in hot water...
MutualFundWire.com -
Thursday, August 10, 2006
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ING BDs Fined Over Directed Brokerage
The NASD threatens a new type action even as it fines ING Advisors Network's four BDs. Eight of the 10 funds ING's Strategic Partners Program paid for shelf space with directed brokerage, landing the four BDs in hot water...
MutualFundWire.com -
Thursday, August 10, 2006
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Reader Rating: 3
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Wm Blair Finds Home on Pershing
Pershing, a subsidiary of The Bank of New York Company, has again added new funds to FundVest, the clearing and financial services firm's no-transation-fee mutual fund program...
MutualFundWire.com -
Thursday, August 10, 2006
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Reader Rating: 1.5
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Two Banks Tap Execs for Big Money Clients
SunTrust and First Republic both makes moves to go after well-heeled clients...
MutualFundWire.com -
Thursday, August 10, 2006
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Janus' Miller Gets Axed
The fund firm will cut approximately 40 jobs...
401kWire.com -
Wednesday, August 10, 2005
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Reader Rating: 4
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The Hartford's Q2 Sales Drop, Assets Rise
Gross 401k sales decrease from the first quarter, but gain on the year-ago quarter...
401kWire.com -
Wednesday, August 10, 2005
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Reader Rating: 2.5
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Janus Wields the Axe
Approximately forty employees, including chief operating officer Girard Miller, will go .....
MutualFundWire.com -
Wednesday, August 10, 2005
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Fee Adjustments Will Hit Putnam's Bottom Line
Putnam is still in talks with regulators over the previously-disclosed issue of performance-based fees .....
MutualFundWire.com -
Wednesday, August 10, 2005
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Pru Timer Pleads Guilty
Skifter Ajro, an ex-Prudential broker accused to helping hedge funds market time mutual funds, has pleaded guilty to two counts of wire fraud and two counts of securities fraud .....
MutualFundWire.com -
Wednesday, August 10, 2005
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NASD Warns BD Over Breakpoints
Albert Lowenthal, chairman of Oppenheimer Holdings, may face action from the NASD related to the company's violations related to an industry-wide breakpoint survey that was conducted in 2003 .....
MutualFundWire.com -
Wednesday, August 10, 2005
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Fido Gives Johnson Family Power
Ned and Abby make the list of the most powerful executives compiled by Fortune...
MutualFundWire.com -
Tuesday, August 10, 2004
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DeAM Hires New Fixed Income Director
Deutsche hires a manager away from MFS...
MutualFundWire.com -
Tuesday, August 10, 2004
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Participants Sue W.R. Grace
Fidelity and State Street are also named as defendants in the class action...
401kWire.com -
Tuesday, August 10, 2004
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Reader Rating: 4
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Schwab Details Growth in Corporate Services
ABR is one of 19 TPAs expected to be using the Schwab RT ASP by the end of 2004...
401kWire.com -
Tuesday, August 10, 2004
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Reader Rating: 4
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Oregon Taps Recordkeeper for 457
The state decides to stick with familiar faces rather than try an unknown...
401kWire.com -
Tuesday, August 10, 2004
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Reader Rating: 4
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Calvert Adds Share Class Guidance
The fund firm lowers the maximum investment for B-shares on 16 funds...
MutualFundWire.com -
Tuesday, August 10, 2004
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Pax Gives Phishing Tips
The fund firm offers investors six tips for spotting phony websites...
MutualFundWire.com -
Tuesday, August 10, 2004
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Report Suggests Participants Shifted Some Dollars to Bonds
The just released ICI/EBRI research finds that account balances reach new highs. A close look at the data suggests some money has fled stocks.
..
401kWire.com -
Tuesday, August 10, 2004
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Rocky Mountain State Chooses Vanguard
Vanguard will offer a direct-sold 529 plan...
MutualFundWire.com -
Tuesday, August 10, 2004
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Columbia Fund Shareholders Give Highland the Nod
The Dallas, Texas-based manager gets official approval of an April fund acquisition; elects new trustees to the funds...
MutualFundWire.com -
Tuesday, August 10, 2004
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PFPC Adds to Sales Team
New hire will help sell the subaccounting product...
MutualFundWire.com -
Tuesday, August 10, 2004
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Employer Stock Hit
Employees at JDS Uniphase are a quarter billion poorer as the primary holding of their 401k program tanks...
401kWire.com -
Friday, August 10, 2001
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Reader Rating: 3
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Parts Like Bonds in Quiet Month
Transfer activity in July remained sluggish. Bonds were the winner in the little activity that was.
..
401kWire.com -
Friday, August 10, 2001
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Reader Rating: 3
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Tiff Costs INVESCO
Denver Post to Boycott INVESCO Name ... While the Atlanta Firm Promotes Three ... CSAM Halts Some Fund Sales ... Money Fund Assets Up.
..
401kWire.com -
Friday, August 10, 2001
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Reader Rating: 3
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Tiff Costs INVESCO
Denver Post to Boycott INVESCO Name ... While the Atlanta Firm Promotes Three ... CSAM Halts Some Fund Sales ... Money Fund Assets Up.
..
MutualFundWire.com -
Friday, August 10, 2001
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Reader Rating: 3
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American Funds for Canadians?
The Los Angeles-based fund giant has opened a unit North of the Border.
..
MutualFundWire.com -
Friday, August 10, 2001
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Reader Rating: 3
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Marketer Moves Forward
The Bay Area fund firm changes its name and hires a new head marketer.
..
MutualFundWire.com -
Friday, August 10, 2001
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Reader Rating: 3
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ExpertPlan Adds Two Clients
Two small plan sponsors have turned to ExpertPlan for Web-only service. And, the New Jersey-based company continues to build its staff...
401kWire.com -
Thursday, August 10, 2000
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Reader Rating: 3
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JPAM Builds Sales Force
The Kansas City-based fund company is looking for sales people to expand its large plan business...
401kWire.com -
Thursday, August 10, 2000
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Reader Rating: 3
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Two Munders are Better than One
Lee Munder has left the eponymously named firm to form -- you guessed it -- Lee Munder Capital Management. Don't look for the Net Net fund, though Munder boasts he has put together one of the best small-cap, tech-focused management teams in the fund world. ..
MutualFundWire.com -
Thursday, August 10, 2000
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Reader Rating: 3
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Measurable Means Doable
How does a plan sponsor know when an partipant education program is working? The PSCA's David Wray says that measurable results are key...
401kWire.com -
Thursday, August 10, 2000
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Reader Rating: 3
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The SEC Gives the Nod to Reg FD
Despite lobbying by the ICI and Janus now infamous letter, the SEC approved the controversial "full-disclosure" Regulation FD...
MutualFundWire.com -
Thursday, August 10, 2000
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Reader Rating: 3
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August 10, 2000
Craig's Surprise Departure Makes the Scribes Scribble ... Pension providers play musical chairs in Hong Kong ... US funds pressure European boards. ..
401kWire.com -
Thursday, August 10, 2000
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Reader Rating: 3
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August 10, 2000
Craig's Surprise Departure Makes the Scribes Scribble ... Pension providers play musical chairs in Hong Kong ... US funds pressure European boards. ..
MutualFundWire.com -
Thursday, August 10, 2000
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Reader Rating: 3
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Craig's Surprise Departure Makes the Scribes Scribble
The departure of Janus CIO Jim Craig is causing the virtual ink to flow at nearly all of the major news outlets. Also, what are posters on 'Net message boards saying?..
MutualFundWire.com -
Thursday, August 10, 2000
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Reader Rating: 3
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Wells Fargo Hires First Data
First Data will serve as back office to Wells Fargo -- handling fund distribution and administration services...
MutualFundWire.com -
Tuesday, August 10, 1999
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Reader Rating: 3
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eVision Agrees to Buy Quaker Funds
The Denver broker/dealer is entering the asset management business with an agreement to purchase the Quaker Funds...
MutualFundWire.com -
Tuesday, August 10, 1999
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Reader Rating: 3
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Blandin Paper Sprouts
Grand Rapids, Minnesota-based Blandin Paper Co. is logging another option to its 401(k) plan. Galliard Capital Management's Norwest Stable Return Fund is the newest sprout. Blandin has two 401 (k) plans; combined, there are 1,200 participants and about $68 million in assets...
401kWire.com -
Tuesday, August 10, 1999
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Reader Rating: 3
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Morningstar to Enter the Advice Fray
The Chicago-based fund information firm is earmarking some of the millions it raised from Softbank to develop its own 'Net-based advice solution...
MutualFundWire.com -
Tuesday, August 10, 1999
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Reader Rating: 3
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Morningstar to Enter the Advice Fray
The Chicago-based fund information firm is earmarking some of the millions it raised from Softbank to develop its own 'Net-based advice solution...
MutualFundWire.com -
Tuesday, August 10, 1999
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Reader Rating: 3
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Odd Lots, August 10, 1999
Soros appoints first CEO ... Flighting fund managers ... Putnam and Fidelity sell their stake...
MutualFundWire.com -
Tuesday, August 10, 1999
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Reader Rating: 3
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TAG On: Deduction Limits
The Technical Answer Group, Inc. ("TAG") is a weekly guest on the 401kWire.com site. TAG provides technical answers and supporting research for professional firms and individuals that administer, sell or sponsor qualified employee benefit plans...
401kWire.com -
Tuesday, August 10, 1999
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Reader Rating: 3
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Morningstar to Enter the Advice Fray
The Chicago-based fund information firm is earmarking some of the millions it raised from Softbank to develop its own 'Net-based advice solution...
401kWire.com -
Tuesday, August 10, 1999
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Reader Rating: 3
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PWC Goes Online with Education
The firm is launching a new education service for employees that covers a number of subjects, including retirement benefits...
401kWire.com -
Tuesday, August 10, 1999
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Reader Rating: 3
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Farley to be VP of HR at U.S. Can Corporation
Roger B. Farley will assume the role of vice president of human resources at U.S. Can Corporation (NYSE: USC). Farley will be replacing Anthony Bonadonna who will be retiring in the Autumn, and he will answer to Paul W. Jones, chairman and ceo...
401kWire.com -
Monday, August 10, 1998
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Reader Rating: 3
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Two New England Sponsors Hire Scudder
In New England, two sponsors have hired Scudder Defined Contribution Services to be the bundled provider for the 401(k) plans...
401kWire.com -
Monday, August 10, 1998
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Reader Rating: 3
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Scudder Wins Contracts in New York
Other than its new contracts in New England, Scudder Defined Contribution Services also won new business in New York State...
401kWire.com -
Monday, August 10, 1998
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Reader Rating: 3
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Scudder Makes Inroads Down South
In addition to its new contracts in the Northeast, Scudder Defined Contribution Services has also had some success in the Old South. Atlanta, GA-based Centennial Healthcare Corporation (Nasdaq: CTEN) has selected Scudder to be the bundled provider for its 401(k) plan...
401kWire.com -
Monday, August 10, 1998
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Reader Rating: 3
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Scudder Heads West
Scudder Defined Contribution Services is going bicoastal. In addition to a number of new clients on the East Coast, the Boston firm won two new clients in California...
401kWire.com -
Monday, August 10, 1998
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Reader Rating: 3
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General Finance and Investing
To see the list follow the "more" link...
401kWire.com -
Monday, August 10, 1998
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Reader Rating: 3
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For 401(k) Participants
Click the "more" link to see the list of books...
401kWire.com -
Monday, August 10, 1998
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Reader Rating: 3
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Didn't Find What You Want?
Or, would you like to find your own book on 401(k) plans, investing, or any other subject? Use the box below to search Amazon.com.
..
401kWire.com -
Monday, August 10, 1998
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Reader Rating: 3
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For 401(k) Plan Sponsors
Click the more link for books for plan sponsors...
401kWire.com -
Monday, August 10, 1998
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Reader Rating: 3
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Northwestern Mutual to Acquire Frank Russell
Northwestern Mutual Life has agreed to acquire Tocoma, Washington-based Frank Russell Company, according to a statement. The terms of the transaction are not available. ..
401kWire.com -
Monday, August 10, 1998
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Reader Rating: 3
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Week of August 9, 1998
Monday, August 10, 1998. The Wall Street Journal.
In "Market timers Refuse to Heed Warnings on Retirement Money", Pui-Wing Tam writes that 401(k) participants are trying to time the market despite advice given to the contrary. The author quotes a Hewitt Associates report that trading among this group jumped 100% following last week's dip in the markets. According to the article, trading activity doubled among plan participants in the July 27-31 period when the market dropped more than 100 points. Assets were moved into bonds and money-markets during a bear day and back into stocks on a bull day.
For the 401kWire's perspective on this story, see The Market May Be Swooning, but Participants Are Not...
401kWire.com -
Monday, August 10, 1998
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Reader Rating: 3
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Seamlessly Integrated Solutions Are Critical For Participant Servicing Success
Don’t let your latest whiz-bang technology fool you, keeping the human touch on your systems is key to making them useful to plan participants...
401kWire.com -
Monday, August 10, 1998
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Reader Rating: 3
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