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News Stories Archives - Since 1998
BNY Mellon Leads With $2.3B The M* team updates U.S. flows data for February 2023 for ETFs and long-term, open-end mutual funds... MutualFundWire.com - Monday, March 20, 2023
In MA, an Ex-Nationwide Vet Joins Vestwell Updated \| The new hire now serves as an RVP at the Gotham RKer... 401kWire.com - Monday, March 20, 2023 - Reader Rating: 4
Wagner Adds a Partner in Chi-Town Another new hire joins the Boston-based ERISA law firm... 401kWire.com - Monday, March 20, 2023
Biden Makes His First Veto, and It's In 401k Land Today, the President struck down a bill that would've overturned a 2022 DoL reg... 401kWire.com - Monday, March 20, 2023 - Reader Rating: 3
Week In Preview, March 20 - March 26 This week, the teams at FRA and WIPN are hosting events... 401kWire.com - Monday, March 20, 2023
Week In Preview, March 20 - March 26 This week, the teams at Crane Data and ICI are hosting events... MutualFundWire.com - Monday, March 20, 2023
Voya Partners to Tackle Student Debt The ally's offering includes three kinds of help for participants wrestling with student loans... 401kWire.com - Friday, March 20, 2020
A Cuna Mutual Alum Succeeds a Rising Transamerica Exec Both executives are based in the Carolinas... 401kWire.com - Friday, March 20, 2020
Back On Top After Two Months The M* team updates flows data for February 2020 for ETFs and long-term, open-end mutual funds... MutualFundWire.com - Friday, March 20, 2020
ARA Takes COVID-19 Precautions The parent of several industry trade groups is adapting to the ongoing coronavirus crisis... 401kWire.com - Friday, March 20, 2020
Help FAs Navigate the Crisis A trade group offers advisors perspectives from a host of different asset managers... MutualFundWire.com - Friday, March 20, 2020
In Nebraska, an ING Alum Joins Voya The new hire most recently worked for First National Bank of Omaha... 401kWire.com - Friday, March 20, 2020
A CT Research Shop Enters the ETF Biz The firm specializes in real estate investing and is a subsidiary of a wealth management RIA... MutualFundWire.com - Wednesday, March 20, 2019 - Reader Rating: 1
A JPM DC Alum Joins RayJay The new hire has worked in the DC I-O and recordkeeping businesses... 401kWire.com - Wednesday, March 20, 2019
Next Up: Personalized Participant Chats With Alexa A bundled provider is working on next steps with the popular digital assistant... 401kWire.com - Wednesday, March 20, 2019
Four Shops Rebrand Under One TPA Name The firm is based in the midwest and has offices in five states... 401kWire.com - Wednesday, March 20, 2019 - Reader Rating: 5
Eric Holder, Mutual Fund Director The former U.S. Attorney General is the third Obama administration alum to align with this midwestern mutual fund shop... MutualFundWire.com - Wednesday, March 20, 2019
An RKing Giant Customizes Managed Accounts For KPAs Several big advisory shops have already teamed up with the recordkeeper for a kind of beta test... 401kWire.com - Wednesday, March 20, 2019 - Reader Rating: 5
After 24 Years, a Distro Chief Leaves a West Coast RKer There's no word yet on who's taking over retirement plan sales at this provider... 401kWire.com - Tuesday, March 20, 2018 - Reader Rating: 4.4
Dave Grim Returns The former SEC Investment Management Division chief and one of his former top lieutenants join a law firm to mutual funds... MutualFundWire.com - Tuesday, March 20, 2018
What to Make of the Fiduciary Rule's Legal Defeat As the 5th Circuit Court of Appeals decision ripples through the industry, retirement leaders reflect on what it means and how to move forward... 401kWire.com - Tuesday, March 20, 2018
Auto in 457s vs. 401ks: Apples and Oranges? A new study out of the DC-based Center for State and Local Government Excellence hopes to illuminate some of the key differences in studying public and private retirement plans, while also examining automation in the public sector... 401kWire.com - Tuesday, March 20, 2018
T. Rowe, Fido, and PrimeCap Lead This Pack An investing publication recognizes 627 outperforming funds... MutualFundWire.com - Tuesday, March 20, 2018
Plan Sponsors Share Do's and Don'ts for KPAs Plan sponsor panel at NAPA shares with advisors what to do and what to avoid when working with plan sponsors. .. 401kWire.com - Monday, March 20, 2017 - Reader Rating: 5
Panelists Look Beyond COIR Joe Gill sat down with Bill Chetney and Ed O'Connor to talk about how to live and work in a "post-fiduciary world.".. 401kWire.com - Monday, March 20, 2017
Paychex Expands Its Fiduciary Offerings for Plan Sponsors The recordkeeper has added new administrative fiduciary services for 401(k) plan sponsors. .. 401kWire.com - Monday, March 20, 2017
Cormier, Adams, and Barstein Talk Plan Sponsors at NAPA During a panel at the 2017 NAPA 401(k) Summit, industry experts weigh in on what's impacting advisor-plan sponsor relations. .. 401kWire.com - Monday, March 20, 2017
A Maryland Shop Shoots For Distro Expansion After three years of revamping his products, this mutual fund and ETF entrepreneur is looking to add wholesalers. And he has more funds in the hopper, too... MutualFundWire.com - Monday, March 20, 2017
Filings for Fundsters - March 20, 2017 A compilation of the latest SEC filings!.. MutualFundWire.com - Monday, March 20, 2017
Pepping Up That MEP in Vegas A Pentegra senior vice president illuminates some practices and strategies for Multiple Employer Plans and Pooled Employer Plans at the NAPA 401kWire Summit... 401kWire.com - Monday, March 20, 2017 - Reader Rating: 5
Moody Makes His Next Move The Matrix co-founder teams up with PE for M&A and more ..... 401kWire.com - Monday, March 20, 2017 - Reader Rating: 4
Viva La NAPA The annual conference for 401(k) plan advisors kicks off in Vegas. .. 401kWire.com - Monday, March 20, 2017
M* Is Doing What? The rating agency's move to launch its own funds gets mixed reviews... MutualFundWire.com - Monday, March 20, 2017
IFP Doubles Down On 401k The Sunshine State super-OSJ and RIA supports a host of LPL-affiliated KPAs. One of those big affiliates, Pensionmark, is leaving IFP and LPL. Meanwhile, IFP is investing further in its KPA support... 401kWire.com - Friday, March 20, 2015
ASPPA's Political Director Departs An executive leaves the trade group after three-and-a-half years... 401kWire.com - Friday, March 20, 2015
SwanDog Digs Deep Into the RIA World The marketing strategists team up to study the channel in depth... MutualFundWire.com - Friday, March 20, 2015 - Reader Rating: 5
ProShares and iShares Win Big Last ETF industry insiders gathered on the Hudson in the Big Apple for ETF.com's second annual awards dinner... MutualFundWire.com - Friday, March 20, 2015
vWise Touts Usability Eligible retirement plan participants smiled on the the software specialists' signature online, interactive video-based 401k education system... 401kWire.com - Friday, March 20, 2015
Two KPAs Lead a VA 401k RIA A RIA firm focused solely on qualified retirement plan investment consulting, plan design and participant services officially has two partners leading the practice... 401kWire.com - Friday, March 20, 2015 - Reader Rating: 2
Wells Fargo Wins a $571MM Plan A Keystone State plan sponsors choosing the banking titan's retirement plan arm... 401kWire.com - Friday, March 20, 2015 - Reader Rating: 5
Aspire and Matrix Back an MA TPA's New 401k Platform A TPA has a new retirement plan platform geared towards the RIA channel... 401kWire.com - Friday, March 20, 2015
Ameritas Name a New Retirement Plan Sales Chief A small market provider just added a new retirement plan sales chief!.. 401kWire.com - Friday, March 20, 2015 - Reader Rating: 3
UBS GAM Americas and Delaware Both Draft New Chiefs A new president will take over the Macquarie subsidiary on June 1. Meanwhile, UBS just named a new asset management chief on this side of the pond... MutualFundWire.com - Friday, March 20, 2015
How Do You Build a Million-Dollar Rollover Business? A 401k advisor training expert wants to train you in how to expand your practice into the IRA rollover space... 401kWire.com - Thursday, March 20, 2014
Castle Rock and fi360 Connect The fee disclosure specialists and the fiduciary training and tools gurus seamlessly integrate their offerings for clients who want it... 401kWire.com - Thursday, March 20, 2014
Schroders Will Unveil U.S. Version of Multi-Asset Fund The British asset manager will soon offer a U.S. version of its popular multi-asset fund. .. MutualFundWire.com - Thursday, March 20, 2014
Great-West's Nelson and Putnam's Murphy Are In the Clear Post-Integration The respective retirement heads of Great-West and Putnam will keep their top-dog posts following the integration of the two retirement segments. .. 401kWire.com - Thursday, March 20, 2014 - Reader Rating: 5
Seen and Heard at ICI Orlando Fund lawyers and accountants scratched their head over regulators, and then drank, ate and danced way too much in Orlando... MutualFundWire.com - Thursday, March 20, 2014 - Reader Rating: 5
JULY Adds New 'Element' To Sales Team Cassie Aragon joins July Business Services as a new southeast regional sales consultant. .. 401kWire.com - Thursday, March 20, 2014
Next-Gen Newport Will Combine BeFi With Extreme Personalization Bryant Kirk and his team lay out their vision for where the retirement plan business is going... 401kWire.com - Thursday, March 20, 2014
Putnam and Great-West Merge Their Retirement Businesses Updated \| The sister companies are merging their retirement businesses, and Bob Reynolds is now the president and CEO of the holding company that owns Putnam and Great-West. He will keep his title as president of Putnam. .. 401kWire.com - Thursday, March 20, 2014 - Reader Rating: 4.2
The Standard and M Financial Announce a Distribution Partnership The plan provider and broker-dealer, both based in Portland, entered into a new partnership at the beginning of February. .. 401kWire.com - Thursday, March 20, 2014 - Reader Rating: 1
An Appeals Court Gives Fido the All-Clear, Upholds Damages for a $1.5B Sponsor Fidelity is off the hook for the $1.7MM assessed to it in an excessive-fee case brought by Jerry Schlichter, but plan sponsor ABB wasn't so lucky. .. 401kWire.com - Thursday, March 20, 2014
When Numbers Ain't Enough Chuck Jaffe looks at many of the new factors investors consider before buying a fund, and they go far, far beyond just performance numbers... MutualFundWire.com - Thursday, March 20, 2014
A Boston Fund Shop is Hiring in the Desert An internal wholesaler is being sought... MutualFundWire.com - Wednesday, March 20, 2013
Schwab RT Has Replaced Darren Free Schwab RT has a new leader... 401kWire.com - Wednesday, March 20, 2013 - Reader Rating: 1
USI Consulting Group's NYC Team Moves The Big Apple office of the retirement plan consulting shop moves into new space... 401kWire.com - Wednesday, March 20, 2013 - Reader Rating: 1
BofA Merrill Call Center is Spotlighted J.D. Power and Associates recognizes customer service... 401kWire.com - Wednesday, March 20, 2013 - Reader Rating: 2
SEC Enforcement Chief Doesn't Trade Horses Acting enforcement director and OCIE chief talk shop at ICI Conference... MutualFundWire.com - Wednesday, March 20, 2013
Divisional Sales Manager Sought by a $57B Firm Opening comes as firm reorganizes sales force... MutualFundWire.com - Wednesday, March 20, 2013
A Pimco Alum Joins an LPL Shop A top retirement plan advisory team adds a managing director... 401kWire.com - Wednesday, March 20, 2013 - Reader Rating: 1
Jaffe Cheers on the ETF Wars The MarketWatch columnist talks up recent moves by Schwab, Fidelity and iShares... MutualFundWire.com - Wednesday, March 20, 2013
Vanguard Reminds Barron's That ETFs Aren't Cheaper Fundsters may be happy that at least one pub is taking a step back from the constant "yay, cheap ETFs!" chant... MutualFundWire.com - Wednesday, March 20, 2013 - Reader Rating: 1
Is White Set to Sail Through the Senate? A Congressional committee approves Obama's SEC chairman nominee almost unanimously... MutualFundWire.com - Wednesday, March 20, 2013
Mansueto Looks to Sell a Magazine Time Out Chicago is being sold to the firm that owns other Time Out magazines... MutualFundWire.com - Wednesday, March 20, 2013
Emerald Funds are Back with Emerald Emerald Advisers is back as the investment adviser of funds that were adopted by Forward Management in 2005... MutualFundWire.com - Tuesday, March 20, 2012
Hancock to FAs: You are Not Alone John Hancock launches an ad campaign aimed at advisors... MutualFundWire.com - Tuesday, March 20, 2012
Standard Customizes its DC Offerings The insurer's bundled retirement plan provider offers plan sponsors and advisors a formal way to pick and choose what services they want... 401kWire.com - Tuesday, March 20, 2012 - Reader Rating: 2
DailyAccess Names the MD of its Subsidiary The new hire will be in charge of overall business management at DailyAccess' InterServ subsidiary... 401kWire.com - Tuesday, March 20, 2012 - Reader Rating: 3
Alta Trust's CITs Land on the CPI Platform CPI Qualified Plan Consultants added the funds this month... 401kWire.com - Tuesday, March 20, 2012 - Reader Rating: 5
fi360 and TRAU Partner Up The two organizations unveil a strategic partnership aimed at broadening their educational reach... 401kWire.com - Tuesday, March 20, 2012 - Reader Rating: 1
Great-West Hires a Sales Pro from Transamerica The plan provider fills a wholesaler opening in Houston... 401kWire.com - Tuesday, March 20, 2012
'Some of Us are Losing Our Heads' SEC commissioner Elisse Walter talks about money market fund reform in her keynote at the ICI conference in Scottsdale... MutualFundWire.com - Tuesday, March 20, 2012
Parker to Step Down from Deutsche's Executive Committee The head of Deutsche Bank's asset management business will step down from the bank's group executive committee in May... MutualFundWire.com - Tuesday, March 20, 2012
Loomis Sayles Taps a New Co-PM for a Billion Dollar Fund The Boston asset manager taps talent from Palisade Capital... MutualFundWire.com - Tuesday, March 20, 2012
Pay Cuts Hit a Fund Company An insurer reduces salaries for its employees, including fundsters... MutualFundWire.com - Friday, March 20, 2009
A DC Provider Cuts Pay An insurer reduces salaries for its employees, including those in its retirement unit... 401kWire.com - Friday, March 20, 2009 - Reader Rating: 3
Gabelli Resumes its Coverage of Asset Managers Gabelli & Company is once again tracking the asset management industry... MutualFundWire.com - Friday, March 20, 2009
MassMutual Hires an Ex-Wachovia Sales Exec The sales executive takes on the former role of Stan Label, who moved to MassMutual subsidiary First Mercantile late last year... 401kWire.com - Friday, March 20, 2009 - Reader Rating: 3.5
Gary Black Received $7.9 Million in 2008 Janus' top exec saw his compensation go down by 10 percent in 2008... MutualFundWire.com - Friday, March 20, 2009
DoL Pushes Back the Effective Date of Advice Rules The department says the delay will allow more time to evaluate questions of law and policy concerning the rules... 401kWire.com - Friday, March 20, 2009
Vanguard Warns Shareholders of Fee Changes Morningstar highlights expense ratio shifts, mostly increases, at the low cost fund giant... MutualFundWire.com - Friday, March 20, 2009
Neuberger Berman Shifts to Being Load-Focused All equity funds in the Neuberger Berman lineup will carry A and C shares going forward, Morningstar's Katie Rushkewicz reports... MutualFundWire.com - Friday, March 20, 2009
kasina Spots a Link Between Fund Firms' Sales and their Web Sites There exists a strong correlation between wholesaler scale and how good a fund firm's Web site is, new research from kasina shows... MutualFundWire.com - Friday, March 20, 2009
Pimco Sees a Silver Lining in Treasury's Moves The WSJ gives some ink to a TIPS-friendly manager... MutualFundWire.com - Friday, March 20, 2009
Fidelity Rolls Out K Shares The Boston Behemoth is adding a lower cost share class for its 401k clients... 401kWire.com - Thursday, March 20, 2008 - Reader Rating: 4
Bartiromo vs. Kublin, Round 1? A CNBC spot shows that the New York City fund firm faces an uphill battle in warming the media to its DC loan product... 401kWire.com - Thursday, March 20, 2008
Weiss to Plead Guilty Melvyn Weiss of Milberg Weiss has reached a plea deal with federal prosecutors... MutualFundWire.com - Thursday, March 20, 2008
ESOP 401k Combo Wins $770 Million Sponsor A firm in the Midwest moves its DC plan to its ESOP provider. .. 401kWire.com - Thursday, March 20, 2008 - Reader Rating: 4
CPI Adds Funds The Kansas-based TPA has made funds from a New York asset manager available to clients... 401kWire.com - Thursday, March 20, 2008 - Reader Rating: 5
MassMutual Slims its Retirement Division The Springfield, Massachusetts-based firm has shed around 30 jobs from its retirement services unit... 401kWire.com - Thursday, March 20, 2008 - Reader Rating: 4.5
Lincoln Crowns Planner of the Year This year's honoree is a 17-year vet of the industry... MutualFundWire.com - Thursday, March 20, 2008 - Reader Rating: 3
India is Hot for Indexers Direxion has added a leveraged India Index fund to its product line... MutualFundWire.com - Thursday, March 20, 2008
Smooth Sailing for Citi-Bisys Transition A year after the Bisys deal, Citi execs talk about the transition and future plans... MutualFundWire.com - Thursday, March 20, 2008 - Reader Rating: 5
Entrepreneur Gears Email Service Towards Advisors An industry veteran modifies his specialty product to help intermediaries reach plan sponsors. .. 401kWire.com - Thursday, March 20, 2008 - Reader Rating: 5
JPMorgan Clinches a 401k Distribution Deal JPMorgan Funds has sealed a distribution pact with a Kansas-based retirement plan administrator... MutualFundWire.com - Thursday, March 20, 2008
DWS Scudder Intros a Plan Check-Up Tool The firm has launched a tool aimed at helping plan sponsors and advisors evaluate the effectiveness of DC plans... 401kWire.com - Thursday, March 20, 2008
Calling All Press: Bear Is Not Enron Bloggers, lawyers and reporters seek a new company stock scandal where there is none. .. 401kWire.com - Thursday, March 20, 2008
Paychex Wants to be More RIA-Friendly The Rochester, New York-based provider is working on technology that will enable it to compute, collect and remit fees to RIAs... 401kWire.com - Thursday, March 20, 2008 - Reader Rating: 5
Lilien is Leaving ETrade The No. 2 exec at the online brokerage will depart in May and there are no plans to fill his post... MutualFundWire.com - Thursday, March 20, 2008 - Reader Rating:* 3
Fido Funds Give Thumbs Down to Genocide Referendum Activists lose this round but vow to fight on... MutualFundWire.com - Thursday, March 20, 2008 - Reader Rating: 5
Schlichter Bogard Suffers Round One Loss Exelon has won an early ruling in its class action fight with the St. Louis law firm that should somewhat limit its financial exposure. But the fight definitely isn't over... 401kWire.com - Tuesday, March 20, 2007 - Reader Rating: 5
What Will Auto Features Do For You? An insurance provider unleashes a tool to help sponsors predict how the newly sanctioned features might affect their plans. .. 401kWire.com - Tuesday, March 20, 2007 - Reader Rating: 1
Just Give Me Your Password ... And POOF, there goes your 401k. The SEC and FBI are investigating hackers' theft of tens of millions of dollars from DC plans... 401kWire.com - Tuesday, March 20, 2007
Genworth's Conley Markets New Funds in Bubble of Silence Genworth has added new options to it ClearCourse product... MutualFundWire.com - Tuesday, March 20, 2007
Target: Future Finance or Failure? Target date mutual funds, which have skyrocketed in popularity since 2001, may not be all they're cracked up to be reports a study by J.P. Morgan Asset Management published on MarketWatch. Morgan warns that an asessment of historical data on target date funds shows that are prone to experience high levels of volatility. They are popular among investors due to the fact that they are low maintence one stop shopping for retirement where funds are concerned. So one stop may not be all the shopping needed... MutualFundWire.com - Tuesday, March 20, 2007 - Reader Rating: 3
Aegon Enters the Market with New Retirement Income Division In an exclusive interview with Retirement Income Wire, Transamerica Retirement Management president and CEO, Phil Eckman shared his view of this emerging industry and how his group plans to bring Boomers into the fold... 401kWire.com - Tuesday, March 20, 2007
Citistreet Tailors 401k to Sponsor's Needs An online retailer turns to the Bay State provider for all its DC needs. .. 401kWire.com - Tuesday, March 20, 2007
How Do You Compare? Rydex AdvisorBenchmarking is conducting a survey to see how you stack up against your peers. Their charting feature gives advisors the ability to see how their practice stacks up to the rest of the industry, and compare them to the largest and fastest growing advisory businesses. This is aimed at helping advisors borrow practices that have made others successful in the past... MutualFundWire.com - Tuesday, March 20, 2007 - Reader Rating: 3.17
To IPO or Not to IPO USA Today is reporting that an IPO could be imminent for the private equity firm, Blackstone Group. The alleged IPO if it does take place will be led by Goldman Sachs. So is this just another unsubstantiated rumor, i guess you'll have to read the article to find out... MutualFundWire.com - Tuesday, March 20, 2007 - Reader Rating: 2.86
Exponential Growth Nine months after launch ProShares has passed go and collected $4 billion. ProShares provides ETFs that short or magnify exposure to well-known market indexes. They believe that when the market is down they'll be staying up... MutualFundWire.com - Tuesday, March 20, 2007 - Reader Rating: 3
Wolverine State Small Business K Gets Grassroots Support Some small business owners would be happy if the state stepped in to provide a DC plan to their employees... 401kWire.com - Tuesday, March 20, 2007
On a Role Ignorance is bliss and ignore is just what investors did to the volatility in the global markets. MarketWatch estimates they added a record amount of $110 billion into stock- and bond mutual-funds between Feb. and Jan. of this year. A possible reason for this is the dependence that Boomers have on financial advisors, who scare much less easily than your average investor... MutualFundWire.com - Tuesday, March 20, 2007 - Reader Rating: 3
TSPleases Participants Watch out, 401(k) world. Participation rates in the TSP are rising, giving further ammunition to those in Congress who might collapse the whole of the industry into that single plan. .. 401kWire.com - Tuesday, March 20, 2007 - Reader Rating: 3.5
Tricky Fund Traps Want to know how to see through any smoke screen that a fund portfolio may throw up? Then go no further than Morningstar. They will give you three good ways to look beyond the ordinary to see what a fund is really about and how much money it will make for you... MutualFundWire.com - Tuesday, March 20, 2007 - Reader Rating: 3
Don't Burst MassMutual's Bubble Mass Mutual hopes to capture the imagination of TV viewers with thier new �We�ll Help You Get There� campaign. The ads feature people who have thoughts of their financial futures represented in "thought bubbles" says the Boston Herald. Only with the tender guidance of MassMutual representatives can these financial dreams become a reality... MutualFundWire.com - Tuesday, March 20, 2007 - Reader Rating: 3
A Wonderful Performance Fidelity has decided to introduce performance-based fees for 19 of it's funds. Bloomberg learned that the funds would add an extra 20 basis points if they beat benchmarks over three years. These fees will sweeten the deal for fund managers leading them to generate better returns for shareholders, so the thought process goes... MutualFundWire.com - Tuesday, March 20, 2007 - Reader Rating: 3
Morningstar Gives Principia Chrystal Ball Morningstar has added Principia Asset Allocation to its desktop software for financial advisers in hopes to give it's investors a glimpse of the future. Plan Sponsor reports that the optimization engine and graphing functions determine an asset mix most likely to achieve the highest return for a given level of risk for clients. What will it see in your future?.. MutualFundWire.com - Tuesday, March 20, 2007 - Reader Rating: 3
DoL Engineers Return of 102 Grand to Plan The government agency wins a consent judgement requiring a firm and its plan fiduciary to return money it allegedly failed to deposit in the first place. .. 401kWire.com - Tuesday, March 20, 2007
Over the Hedge Ignites says that a recent Lipper study found that hedgelike mutual funds are far more mutual fund like than hedge fund like. (Say that three times fast.) Lipper studied funds that use two strategies that are hedgelike; long-short equity and market neutral funds. Is it worth it in the end to add these to an investment portfolio? The jury's still out... MutualFundWire.com - Tuesday, March 20, 2007 - Reader Rating: 3
Insider Lands Top Hartford Sales Post The Constitution State insurance provider promotes from within for its latest VP. .. 401kWire.com - Tuesday, March 20, 2007 - Reader Rating: 5
A Divine Investment Investors are turning to faith to guide to their portfolios. Religious funds, an outgrowth of the socially responsible investing movement are more popular than ever. The WSJ says these funds have in the past been not so consistent with returns but with time have become much more reliable. With funds that cater to Lutherans, Catholics, Muslims and Presbyterian and Christians of all faiths, there's no reason for anyone to feel left out... MutualFundWire.com - Tuesday, March 20, 2007 - Reader Rating: 3
Fidelity's First Millionaire Survey The WSJ's Fund Track column takes a look at Strategic Insight's fund Flow data and Fidelity's first Millionaire's Outlook survey. Millionaires say they are more pessimistic about 12 months from now than today, but they want to buy more stocks anyway... MutualFundWire.com - Tuesday, March 20, 2007 - Reader Rating: 3
Lincoln Electric Beefs Up DC Plan New employees will be covered under the enhanced 401(k) plan... 401kWire.com - Monday, March 20, 2006 - Reader Rating: 3
ING Rolls Out E-Documents for DC Clients Customers' desire to cut down on clutter prompted the development of an electronic document delivery system. .. 401kWire.com - Monday, March 20, 2006 - Reader Rating: 3
American Century Taps Munder CIO After a vacancy of more than a year, the Missouri asset managers find a new CIO for international equity. .. MutualFundWire.com - Monday, March 20, 2006
Vanguard Readying Target-Date Funds Spurred by investors' growing fascination with target-date funds, Vanguard is planning to boost its stable of target-date offerings. The Valley Forge, Philadelphia-based fund firm on Monday filed a registration statement with the Securities and Exchange Commission for five new funds to be added to its Target Retirement Funds series. .. MutualFundWire.com - Monday, March 20, 2006
Bisys, Pacific Life Expand Deal Bisys now provides the insurer with support in all segments of the 401(k) market. .. 401kWire.com - Monday, March 20, 2006
ING Funds Presents Case for Internationalism The Dutch firm's U.S. funds arm is eager to declare its love for international investing... MutualFundWire.com - Monday, March 20, 2006
Flexible Trust Specialist Tears Ahead The firm continues to add clients by understanding its markets and meeting the demands of core base... 401kWire.com - Thursday, March 20, 2003 - Reader Rating: 5
SunGard TPAs Add SBDAs The vendor adds another handful of TPA SDBA clients through an important alliance... 401kWire.com - Thursday, March 20, 2003 - Reader Rating: 2
B-D Readies New K-Plan The new product will rest on a managed account platform... 401kWire.com - Thursday, March 20, 2003 - Reader Rating: 2
DAC Adds Pimco Funds The platform adds class A and R shares from Pimco to its roster... 401kWire.com - Thursday, March 20, 2003 - Reader Rating: 4
LifeHarbor Closes VC Round Despite a bear market and a brewing war the managed account specialist has put together $7.8 million in new financing... MutualFundWire.com - Thursday, March 20, 2003
Deadline for FSA Reimbursement Looms Any money left in FSAs after the coming deadline will be forfeited... 401kWire.com - Thursday, March 20, 2003 - Reader Rating: 3.5
B-D Taps Vista iMAP The platform will be used for both a retail managed account product and a new 401k... MutualFundWire.com - Thursday, March 20, 2003 - Reader Rating: 2.33
Alliance Rebrands Funds The distribution arm of Alliance Capital gets a new identity at the end of March... MutualFundWire.com - Thursday, March 20, 2003
Shareholders Pull Assets March is on pace to be the fourth straight down month for equity asset gatherers... MutualFundWire.com - Thursday, March 20, 2003 - Reader Rating: 5
Donahue Took 50 Percent Salary Cut in 2002 The Federated chairman traded base salary for a larger bonus while the firm saw profits jump... MutualFundWire.com - Thursday, March 20, 2003
Senator Aims to Aid Workers Hit by Enron The Oregon senator questions the DOL on why PGE employees face greater retirement losses through high administrative fees... 401kWire.com - Thursday, March 20, 2003 - Reader Rating: 5
PFPC and 529 Services The company now has 11 states under its belt in this marketplace... MutualFundWire.com - Wednesday, March 20, 2002 - Reader Rating: 3
Armada TV Want to get your executives and portfolio managers a higher public profile? Build them a television studio... MutualFundWire.com - Wednesday, March 20, 2002 - Reader Rating: 3
Skandia Calls it Quits The firm is exiting the DC biz leaving the question of where its existing clients will go. .. 401kWire.com - Wednesday, March 20, 2002
Skandia Calls it Quits The firm is exiting the DC biz leaving the question of where its existing clients will go. .. 401kWire.com - Wednesday, March 20, 2002 - Reader Rating: 3
What is Up at BoNY? The firm is making something reductions in staff, but how is it going about it?.. MutualFundWire.com - Wednesday, March 20, 2002 - Reader Rating: 3
401k Legislation Congress Enters 401k Mark-up ... Cigna Board Brings Retirement Thinkers Together ... Chao Names Five ... Janus Loses Marketing Chief ... ICI Dates... 401kWire.com - Wednesday, March 20, 2002 - Reader Rating: 3
Cigna Retirement Think Tank Congress Enters 401k Mark-up ... Cigna Board Brings Retirement Thinkers Together ... Chao Names Five ... Janus Loses Marketing Chief ... ... ICI Dates... MutualFundWire.com - Wednesday, March 20, 2002 - Reader Rating: 3
Newly mPowered Site mPower Cafe renovated to include more flavors of DC latte... 401kWire.com - Tuesday, March 20, 2001 - Reader Rating: 3
Four Sponsors Pick CitiStreet Mid-sized plans include a Big Easy casino and others... 401kWire.com - Tuesday, March 20, 2001 - Reader Rating: 3
Community Reinvesting Goes Mainstream Florida firm brings specialized focus beyond banking circles. .. MutualFundWire.com - Tuesday, March 20, 2001 - Reader Rating: 3
How Much Did Goldman Sachs Net? PNC Asks Jeeves ... How Much Did Goldman Sachs Net?.. 401kWire.com - Tuesday, March 20, 2001 - Reader Rating: 3
How Much Did Goldman Sachs Net? PNC Asks Jeeves ... How Much Did Goldman Sachs Net?.. MutualFundWire.com - Tuesday, March 20, 2001 - Reader Rating: 3
Marketing to the Anxious Investor Touchstone is finding a new way to attract skittish consumers... MutualFundWire.com - Tuesday, March 20, 2001 - Reader Rating: 3
New Union Catches Rising Stars New England alliance based on growth may prove challenge for benefits providers... 401kWire.com - Tuesday, March 20, 2001 - Reader Rating: 3
Deutsche Über Alles New funds and marketing campaign in the works for unification scheme... MutualFundWire.com - Tuesday, March 20, 2001 - Reader Rating: 3
Hartford Life Lowers Fees Hartford Life is rolling out a new program to lower fees for its 401(k) clients based on assets. This offering is available to bundled and unbundled service programs without contingent deferred sales charges... 401kWire.com - Monday, March 20, 2000 - Reader Rating: 3
Vanguard Tries Cooling-Off Period The Vanguard Group is closing a popular fund for six months or so to stem the rising tide of inflows... MutualFundWire.com - Monday, March 20, 2000 - Reader Rating: 3
May the InvestorForce Be With You Plan Sponsor Exchange has switched its name. The firm now bears the superhero-like moniker of InvestorForce. Likewise, its new url is www.investorforce.com... 401kWire.com - Monday, March 20, 2000 - Reader Rating: 3
The Lion Roars for Advice Dreyfus Defined Contribution Investors, a unit of Mellon Financial Corporation, is now offering Personal Advisor Service, an asset allocation advice product. Dreyfus partnered with Ayco of Albany, New York for this service... 401kWire.com - Monday, March 20, 2000 - Reader Rating: 3
UAM Exec Moves To Standish Standish Ayer & Wood has hired away a senior vice president of RIA sales and soon-to-be national sales manager of UAM Investment Services... MutualFundWire.com - Monday, March 20, 2000 - Reader Rating: 3
First Union Upgrades Processing The Charlotte N.C. Bank is rampimg up its mutual fund processing and back office systems... MutualFundWire.com - Monday, March 20, 2000 - Reader Rating: 3
Let Freedom Ring! Freed from Glass-Steagal restrictions, ReliaStar launches a national trust bank... MutualFundWire.com - Monday, March 20, 2000 - Reader Rating: 3
Odd Lots, March 20, 2000 ETrade rumors heat up ... Searching for the new Steadmans ... Tech-heavy funds hit hard... 401kWire.com - Monday, March 20, 2000 - Reader Rating:* 3
We Live in Interesting Times It looks like the Chinese have got a whiff of US style defined contribution plans and are coming here to study them... 401kWire.com - Monday, March 20, 2000 - Reader Rating: 3
Preventative Medicine Ah spring! When a John Rekenthaler turns his fancy to 401(k) plans and the enrollment process... 401kWire.com - Monday, March 20, 2000 - Reader Rating: 3
Odd Lots, March 20, 2000 ETrade rumors heat up ... Searching for the new Steadmans ... Tech-heavy funds hit hard... MutualFundWire.com - Monday, March 20, 2000 - Reader Rating:* 3
MDU Makes a Switch Bismark, N.D.-based MDU Resources has tapped New York Life Benefit Services and New York Life Trust to be its recordkeeper and trustee respectively, according to a report in P&I Daily... 401kWire.com - Friday, March 20, 1998 - Reader Rating: 3
Laclede Gas Taps American Express St. Louis, MO-located Laclede Gas Co. has chosen American Express to be the bundled provider for its 401(k) plan after its old vendor, Boatmen's Bank, had left the business, according to an official at the company. The estimated assets of Laclede's four 401(k) plans is approximately $85 million. .. 401kWire.com - Friday, March 20, 1998 - Reader Rating: 3
Interpublic Adds Funds and Looks to the Future New York, NY-based Interpublic Group of Companies is adding fund options for its participants, Ken Lassner, manager of pensions and investments, told the 401kWire. Previously, the company had offered only three funds: a stable value fund, a large company stock fund, and a balanced fund. .. 401kWire.com - Friday, March 20, 1998 - Reader Rating: 3
Rucci Joins Fidelity Anthony J. Rucci, 47, has joined Fidelity Investments as executive vice president for human resources effective April 13, 1998. Rucci, formerly executive vice president of administration at Sears, Roebuck and Co., will become a member of Fidelity's Operating Committee. Rucci will take over for Thomas E. Lewis, who will return to an operations position. .. 401kWire.com - Friday, March 20, 1998 - Reader Rating: 3
Fidelity Closes Three Funds One of the greatest strengths Fidelity has as an investment manager for the 401(k) market is its broad line-up of equity options for plan sponsors to choose from. Even as Magellan stumbled and then closed, other funds stepped in to pinch hit. Yet, as Fidelity's assets continue to grow it is once again facing the trade-off of closing a quickly growing fund to protect current investors or to leave the fund open as a marketing vehicle to gather assets. Yesterday, Fidelity took the latter course as it closed three of its largest equity funds: Low-Priced Stock, Growth & Income and Contrafund. .. 401kWire.com - Friday, March 20, 1998 - Reader Rating: 3
Are Participants Expecting Too Much From Stocks? Once again a survey has found that individual investors have ratcheted up their expectations for future returns in the stock market. The most recent study, released yesterday by Opinion Research Corporation International, found that investors are now looking for a 17.4% annual return on their investments over the next decade. This figure is well in excess of the 10% to 11% average return in the post-war period. Most disturbingly, the early boomer generation (those currently 45 to 54 years old) have the highest expectations. This group is hoping for a 22.9% return on average. However, it also has the narrowest margin for error in its investment allocations. .. 401kWire.com - Friday, March 20, 1998 - Reader Rating: 3

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