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51. Joe Ready (2015)	52. Kent Callahan (2015)	53. Jason Roberts (2015)
54. Derek Dorn (2015)	55. Aimee DeCamillo (2015)	56. Sandy McCarthy (2015)
57. Steve Ulian (2015)	58. Blaine Aikin (2015)	59. Mike Miller (2015)
60. Steve Saxon (2015)	1. George Miller (2009)	2. Fred Reish (2009)
3. Bob Reynolds (2009)	4. Shlomo Benartzi (2009)	5. Catherine Smith (2009)

News Stories Archives - Since 1998
TrueMark Adds 2 Active Income ETFs The folks at the Chi-Town fund firm roll out a pair of offerings powered by portfolios of synthetic autocallable products... MutualFundWire.com - Monday, January 5, 2026
After 7.5Y, a Golden State Exec Leaves a Great Gray Subsidiary The departing alum first joined the firm in 2018... 401kWire.com - Monday, January 5, 2026
GPS, American Trust, OneDigital, and MoA Team Up The providers are powering a new 403(b) offering for a New York organization... 401kWire.com - Monday, January 5, 2026
5MO In, 3 TPAs Join a New Alliance The group now includes 13 member retirement plan consulting firms... 401kWire.com - Monday, January 5, 2026 - Reader Rating: 5
Schoneman Adds a 10Y TRA Vet to His C-Suite The rising executive previously served as director of finance and accounting at the Midwestern TPA... 401kWire.com - Monday, January 5, 2026 - Reader Rating: 5
Week In Preview, January 5 - January 11 This week, the ARA team will host a conference, the PlanSponsor and PlanAdviser teams have deadlines, and a congressional subcommittee will hold a hearing... 401kWire.com - Monday, January 5, 2026
Near Beantown, a Boutique Celebrates a Crystal Small Cap Value Anniversary A predecessor fund first debuted in late 2010 and was reorganized into the current mutual fund in 2021... MutualFundWire.com - Monday, January 5, 2026
An 18-Year-Old Firm's Lineup Expands to 14 A SoCal shop's team adds a pair of new funds, both actively managed... MutualFundWire.com - Friday, January 5, 2024 - Reader Rating: 1
In SoCal, an RKer Ally Upgrades Online News of the website upgrade comes two months after the fintech startup's team raised new capital... 401kWire.com - Friday, January 5, 2024 - Reader Rating: 1
Hub Finds More DC Value Near D.C. The Chi-Town aggregator snaps up another DMV area KPA and his practice... 401kWire.com - Friday, January 5, 2024 - Reader Rating: 1
NIPA and WIPN Team Up Watch for the two groups to partner up on membership, education, and more... 401kWire.com - Friday, January 5, 2024 - Reader Rating: 1
MMFs Drive a $56B Week 1 The LSEG Lipper folks reveal the latest weekly U.S. fund flows data... MutualFundWire.com - Friday, January 5, 2024 - Reader Rating: 1
A Veteran Tech C-Suiter Joins a Managed Account Specialist The new hire will report to the PE-backed firm's new CEO... 401kWire.com - Friday, January 5, 2024 - Reader Rating: 1
Digging Into SECURE 2.0 ERISA legal eagles and other industry insiders talk to my colleague Andrew about the recently enacted legislation... 401kWire.com - Thursday, January 5, 2023 - Reader Rating: 1
An 8th Fund Joins a $13B-AUM Suite The new ETF is the 45th fund offered by the $19.3-billion-AUM firm... MutualFundWire.com - Thursday, January 5, 2023 - Reader Rating: 1
31. Alison Borland Recently named Alight Solutions chief wellbeing officer, Alison Borland took over what was then Aon Hewitt's full-service recordkeeping business in 2016... 401kWire.com - Thursday, January 5, 2023 - Reader Rating:* 1
32. Fred Barstein Where's the tea?.. 401kWire.com - Thursday, January 5, 2023 - Reader Rating: 1
33. Jason Roberts No, Jason Roberts no longer lives on a boat and yes, his "personal sweet spot" is where ERISA meets securities laws and regs... 401kWire.com - Thursday, January 5, 2023 - Reader Rating: 1
34. Todd Kading Leafhouse Financial is the second time that Todd Kading and Neal Weaver have partnered together on a business... 401kWire.com - Thursday, January 5, 2023 - Reader Rating: 1
35. Brendan McCarthy TIAA is leveraging its leadership in the higher ed and non-profit DC plan market and ownership of Nuveen Investments through its newly created Nuveen Retirement Investing "channel.".. 401kWire.com - Thursday, January 5, 2023 - Reader Rating: 1
36. Rob Grubka There is lot going on at Voya... 401kWire.com - Thursday, January 5, 2023 - Reader Rating: 1
37. Teresa Hassara Teresa Hassara is still in the early stages of running Principal's Workplace Savings arm, reporting to the new retirement and income solutions (RIS) president (and fellow Most Influential nominee), Chris Littlefield... 401kWire.com - Thursday, January 5, 2023 - Reader Rating: 1
38. Anne Ackerley BlackRock reported $1.4 trillion in defined contribution assets under management going into 2022, making it by far the largest DC I-O player... 401kWire.com - Thursday, January 5, 2023 - Reader Rating: 1
39. Seth Parise Paychex is a sales machine in the small and micro-plan market... 401kWire.com - Thursday, January 5, 2023 - Reader Rating: 1
40. Phil Eckman Transamerica had a busy 2022. In February the insurer purchased TAG Resources for nearly $35 million as part of a plan to build out its pooled plan efforts... 401kWire.com - Thursday, January 5, 2023 - Reader Rating: 1
One of a $164B-AUM Firm's Founders Dies The PM was one of seven people who co-founded the Gotham asset manager 54 years ago... MutualFundWire.com - Thursday, January 5, 2023 - Reader Rating: 1
After 31 Years, a CEO Looks Forward to a Retirement of His Own The exiting chief says he "hasn't made any definitive plans yet" for what he'll do next... 401kWire.com - Thursday, January 5, 2023 - Reader Rating: 1
Bill Miller Divides and Passes His Reins The famed value investor initiates his succession plan for his boutique and its two mutual funds... MutualFundWire.com - Wednesday, January 5, 2022 - Reader Rating: 1
In Cali, an LPL Alum Joins Equitable The new hire joins the provider's wholesaling team... 401kWire.com - Wednesday, January 5, 2022 - Reader Rating: 1
A 22-Year Company Vet Takes Over Distro At a Provider The freshly appointed executive most recently led the firm's annuity distribution efforts... 401kWire.com - Wednesday, January 5, 2022 - Reader Rating: 1
After 36 Years, an RKer and Trust Entrepreneur Retires Yet he's staying on as a member of four different boards and as a shareholder of his shop's acquirer... 401kWire.com - Wednesday, January 5, 2022 - Reader Rating: 1
Victory, Virtus, Franklin, and Voya Each Seal Deals These publicly traded firms all finalized recent acquisitions in the asset management space... MutualFundWire.com - Wednesday, January 5, 2022 - Reader Rating: 1
A 44-Year-Old RKer's Sales Team Is Expanding, And ... The family of companies now has 57 employees and counting... 401kWire.com - Wednesday, January 5, 2022 - Reader Rating: 1
How Expect Miracles Weathered 2020 The industry charity, focused on cancer-fighting research and supporting cancer survivors, adapted to a WFH world and kept making donations... MutualFundWire.com - Tuesday, January 5, 2021 - Reader Rating: 1
SageView Sold. Now Watch Them Acquire. Randy Long talks about the national KPA RIA's partnership with a PE firm... 401kWire.com - Tuesday, January 5, 2021 - Reader Rating: 1
PCS Buys In the Rockies The PE-backed RKer unveils a deal to buy another recordkeeper... 401kWire.com - Tuesday, January 5, 2021 - Reader Rating: 1
PE Bets On a $119B-AUA KPA Shop QLeadership will stay on and "retain a significant equity stake.".. 401kWire.com - Tuesday, January 5, 2021 - Reader Rating: 1
An East Coast RKer Integrates With Quickbooks The recordkeeper has a particular focus on partnering with KPAs... 401kWire.com - Tuesday, January 5, 2021 - Reader Rating: 1
Fundsters Urge Congress to Accept the Election Results Leaders of several big fund firms, and parents of fund firms, join a host of other business leaders in calling on legislators to certify the electoral vote tomorrow... MutualFundWire.com - Tuesday, January 5, 2021 - Reader Rating: 1
A BrightScope Founder Catches Blockchain Fever This Strategic Insight exec will stay on as advisor to the chief, even as he works with a startup that looks sort of like a venture capital firm... 401kWire.com - Friday, January 5, 2018 - Reader Rating: 1
Seven Shops Add to Schwab ETF OneSource The brokerage and custodial giant adds 12 more ETFs to their commission-free platform... MutualFundWire.com - Friday, January 5, 2018 - Reader Rating: 1
A Major Southern Bank Plans a One-Time 401k Contribution 24,000 employees at a major southern bank will see a one-time contribution to their 401(k) plans in March... 401kWire.com - Friday, January 5, 2018 - Reader Rating: 1
Greg Johnson Bids Adieu to a Franklin Legend On January 31, a star emerging markets PM is retiring from the publicly traded, multinational asset manager... MutualFundWire.com - Friday, January 5, 2018 - Reader Rating: 1
Following Tax Reform, a Big RKer Increases its 401k Contribution Match Another big company has increased its 401(k) contribution match, crediting recent Republican tax reform... 401kWire.com - Friday, January 5, 2018 - Reader Rating: 1
A GA City Manager Takes Over ICMA-RC's Board The new chair has over 30-years of experience in local government and has been a member of ICMA-RC's Board of Directors for seven years. .. 401kWire.com - Friday, January 5, 2018 - Reader Rating: 1
Buckley Took Over Vanguard. What's Next? The FT and the WSJ ponder Vanguard's recordbreaking growth as Buckley takes the baton from McNabb... MutualFundWire.com - Friday, January 5, 2018 - Reader Rating: 1
Will Longer Lives Redefine Retirement? Participants Think So The polls are in, and workers need more from their employers... 401kWire.com - Friday, January 5, 2018 - Reader Rating: 1
A Key House Committee Disapproves of the Fiduciary Rule The House Education and Workforce Committee released a list of "harmful regulations" facing the incoming administration, and you'll never guess what rule made that list. .. 401kWire.com - Thursday, January 5, 2017 - Reader Rating: 1
Principal Cuts a Fund Channel on NYE An entire dedicated channel was eliminated at the end of the year, MFWire has learned. .. MutualFundWire.com - Thursday, January 5, 2017 - Reader Rating: 1
KPA Leaves Wells Fargo The financial advisor for three decades has transitioned to director of retirement plans. .. 401kWire.com - Thursday, January 5, 2017 - Reader Rating: 1
Ascensus Expands Its M&A Team Ascensus has appointed a new vice president in their mergers and acquisition business... 401kWire.com - Thursday, January 5, 2017 - Reader Rating: 1
Vanguard is Changing Its TRFs Updated \| Vanguard is making some changes among its target retirement funds. .. 401kWire.com - Thursday, January 5, 2017 - Reader Rating: 1
A New Tool Focuses on Investing Personalities MarketPsych created a new tool for financial advisors. .. 401kWire.com - Thursday, January 5, 2017 - Reader Rating: 1
The New Fund Fuss - January 5, 2017 The latest funds making their debut!.. MutualFundWire.com - Thursday, January 5, 2017 - Reader Rating: 1
Iowa Treasurer Pushes for SARP Iowa state treasurer makes moves towards establishing a state retirement plan. .. 401kWire.com - Thursday, January 5, 2017 - Reader Rating: 1
Martone Joins T. Rowe Price T. Rowe Retirement Plan Services has hired a mega-market relationship manager. .. 401kWire.com - Thursday, January 5, 2017 - Reader Rating: 1
Retirement Advisor Council to Host Semi Annual Meeting in Florida The Retirement Advisor Council will be hosting its 2017 annual meeting in St. Petersburg Florida!.. 401kWire.com - Thursday, January 5, 2017 - Reader Rating: 1
Trump Picked Who? The President-elect's choice for SEC chair has the lowest media profile of any SEC chair in recent memory... MutualFundWire.com - Thursday, January 5, 2017 - Reader Rating: 1
Diamond Hill Tweaks Its Fees and Expectations For the third time in a year, the Midwestern mutual fund shop cut administrative fees on its I shares. And it also reduced the management fee on the mutual fund version of its flagship strategy... MutualFundWire.com - Tuesday, January 5, 2016 - Reader Rating: 1
Five Trends KPAs Will See in 2017 Here are five things to look out for this coming year..... 401kWire.com - Tuesday, January 5, 2016 - Reader Rating: 1
Roth Sets Up a $150MM Fresh Start For Cetera The deal comes as the network of indie B-Ds' parent company is poised to declare bankruptcy... 401kWire.com - Tuesday, January 5, 2016 - Reader Rating: 1
Top ERISA Law Firm Expands Its Team This employee benefits law firm names a new partner... 401kWire.com - Tuesday, January 5, 2016 - Reader Rating: 1
Pru Faces A Lawsuit Over Revenue Sharing A participant accuses recordkeeper of self dealing... 401kWire.com - Tuesday, January 5, 2016 - Reader Rating: 1
American Century Drops an Alt Income Subadvisor The subadvisor in question had been one of five working on one of the Midwestern mutual fund shop's three new alternative funds... MutualFundWire.com - Tuesday, January 5, 2016 - Reader Rating: 1
Pru Challenges Participants to a Race The bundled provider launches a digital hub for a new ad campaign... 401kWire.com - Tuesday, January 5, 2016 - Reader Rating: 1
Will Legg Mason's Sullivan Seal a Deal For a $38B Shop? The publicly-traded multi-boutique asset manager is reportedly close to buying 80 percent of a Gotham firm... MutualFundWire.com - Tuesday, January 5, 2016 - Reader Rating: 1
Which PMs Will Win? Here's M's 2014 Short List American Century, Artisan, Dodge & Cox, Fidelity, Gotham, Invesco, J.P. Morgan, Legg Mason, Parnassus, Robeco, T. Rowe Price, and Vanguard all have reasons to celebrate today... MutualFundWire.com - Monday, January 5, 2015 - Reader Rating:* 1
2014 In Review: The Mutual Fund Stories You Read As we welcome 2015, we look back on the 14 top read stories of last year... MutualFundWire.com - Monday, January 5, 2015 - Reader Rating: 1
The 401k Stories You Read In 2014 Looking back, what were the most read DC stories last year?.. 401kWire.com - Monday, January 5, 2015 - Reader Rating: 1
A KPA Joins DiCenso's Team The Mesirow investment strategies team welcomes a sales distribution VP... 401kWire.com - Monday, January 5, 2015 - Reader Rating: 1
A TPA Agrees to Settle With the SEC Updated \| The case involves claims that he misappropriated $24 million... 401kWire.com - Monday, January 5, 2015 - Reader Rating: 1
Janus' Biggest One-Day Gain Ever Can you guess which day that was?.. MutualFundWire.com - Monday, January 5, 2015 - Reader Rating: 1
Hancock Ramps Up its Wirehouse Push The Boston-based fund firm names the head of the wirehouse channel and unveils two other personnel appointments... MutualFundWire.com - Thursday, January 5, 2012 - Reader Rating: 1
Baird Plans a New Fund Around Transamerica Alums Baird plans to launch a mutual fund powered by a newly hired Transamerica alums... MutualFundWire.com - Thursday, January 5, 2012 - Reader Rating: 1
Don't Call it SPARK Anymore The industry group is going non-profit in a reorganization that puts it in new hands... 401kWire.com - Thursday, January 5, 2012 - Reader Rating: 1
Edward Jones Adds Another Preferred RKer Updated \| A retirement plan provider inks a deal with the giant broker-dealer... 401kWire.com - Thursday, January 5, 2012 - Reader Rating: 1
CBIZ Snaps Up Another Retirement Book The Buckeye State benefits acquirer does a deal in New Jersey... 401kWire.com - Thursday, January 5, 2012 - Reader Rating: 1
Mutual of Omaha Strikes a Distribution Deal The Omaha, Nebraska-based plan provider makes a deal in its own backyard... 401kWire.com - Thursday, January 5, 2012 - Reader Rating: 1
MassMutual Signs on New York Life Wholesalers The firm has hired a key account exec and a relationship exec from New York Life... 401kWire.com - Thursday, January 5, 2012 - Reader Rating: 1
Wal-Mart Awaits Participant Approval of 401k Suit Settlement A class-action law firm reaches out to 401k participants about the proposal... 401kWire.com - Thursday, January 5, 2012 - Reader Rating: 1
RS Investments Picks an Ex-BGI Exec as its New Chief The Guardian Life-owned mutual fund firm taps a successor to Terry Otton... MutualFundWire.com - Thursday, January 5, 2012 - Reader Rating: 1
Will State Street Join Fido and Manulife By the Sea? The Beantown asset manager is negotiating a move into a new office... MutualFundWire.com - Thursday, January 5, 2012 - Reader Rating: 1
Goodbye, 2008: Hello, Marketable 3-Year Returns Q1 2009's impending disappearance promises to shake up mutual fund industry marketing... MutualFundWire.com - Thursday, January 5, 2012 - Reader Rating: 1
A PM Swap Helps Magellan With Morningstar Magellan was about to receive a negative rating... MutualFundWire.com - Thursday, January 5, 2012 - Reader Rating: 1
Rydex SGI Merges Some Units The consolidation is just one of the changes taking place at the Rockville, Maryland-based company... MutualFundWire.com - Wednesday, January 5, 2011 - Reader Rating: 1
A Star Fund Manager Returns The star PM is back from a year-long break... MutualFundWire.com - Wednesday, January 5, 2011 - Reader Rating: 1
UNIFI Targets Payroll, Government Plans in 2011 The Lincoln, Nebraska-based plan provider reveals its sales plans for the New Year. .. 401kWire.com - Wednesday, January 5, 2011 - Reader Rating: 1
An I-O Firm Unveils a New Share Class A mutual fund firm is launching its Q shares for 401k and 403b plan sponsors. .. 401kWire.com - Wednesday, January 5, 2011 - Reader Rating: 1
Folio Partners With a 401k Advice Provider The fractional share trading specialists give advisors access to a web-based tool... 401kWire.com - Wednesday, January 5, 2011 - Reader Rating: 1
Prudential Unveils Q Shares Prudential Investments is launching its Q Share class for select mutual funds. .. MutualFundWire.com - Wednesday, January 5, 2011 - Reader Rating: 1
What Will Securian Buy? An M&A executive with 'numerous' deals under his belt joins Securian.. 401kWire.com - Wednesday, January 5, 2011 - Reader Rating: 1
Advisors Say American Funds is the Most Dedicated to Advisors kasina and Horsemouth offer another glimpse of how advisors view mutual fund firms... MutualFundWire.com - Wednesday, January 5, 2011 - Reader Rating: 1
A 3300-Participant Plan Retains VALIC A 403b plan sponsor is trimming its service providers from 10 to three. .. 401kWire.com - Wednesday, January 5, 2011 - Reader Rating: 1
Morningstar Reveals the 2010 Fund Managers of the Year The Chicago-based firm names its picks... MutualFundWire.com - Wednesday, January 5, 2011 - Reader Rating: 1
Focus Accesses 401k Through Another Deal A partner firm of the RIA acquirer buys an advisor-focused defined contribution program... 401kWire.com - Wednesday, January 5, 2011 - Reader Rating: 1
MassMutual Clinches a $113 Million Taft-Hartley Plan The plan has approximately 1,520 members. .. 401kWire.com - Wednesday, January 5, 2011 - Reader Rating: 1
Scott David Resurfaces, Post-Fidelity Updated \| The former chief of Fidelity's bundled retirement business aligns with an industry data specialist... 401kWire.com - Wednesday, January 5, 2011 - Reader Rating: 2
Morgan Dempsey Jumps into the Mutual Fund Biz The Milwaukee-based firm last week rolled out its debut mutual fund... MutualFundWire.com - Wednesday, January 5, 2011 - Reader Rating: 1
A Loomis Sayles Fund Plays Offense The fund's PMs aren't pulling any punches in the New Year... MutualFundWire.com - Wednesday, January 5, 2011 - Reader Rating: 1
Fido and Vanguard Dominate the Performance Fee Biz The WSJ ponders incentive-based expense ratios in mutual funds... MutualFundWire.com - Wednesday, January 5, 2011 - Reader Rating: 1
A Small Cap Fund Gets a Big Nod from WSJ The WSJ names the top performing fund in its Winners' Circle contest for 2010. .. MutualFundWire.com - Wednesday, January 5, 2011 - Reader Rating: 1
Are ETF Fees Headed For Zero? The WSJ returns to a much-covered price war... MutualFundWire.com - Wednesday, January 5, 2011 - Reader Rating: 1
Vanguard to Pay $300,000 to Settle a Racial Bias Suit The Valley Forge, Pennsylvania-based firm settles a suit that alleges it did not hire a qualified black applicant due to her race... MutualFundWire.com - Tuesday, January 5, 2010 - Reader Rating: 1
A Key RiverSource Exec Will Move On Post-Deal The senior exec will not be part of the combined RiverSource-Columbia organization after the deal closes in the spring... MutualFundWire.com - Tuesday, January 5, 2010 - Reader Rating: 1
Pru is Hiring Prudential Investments is ramping up efforts in the independent broker-dealer channel... MutualFundWire.com - Tuesday, January 5, 2010 - Reader Rating: 1
MMA Praxis Unveils 'Genesis Portfolios' The Goshen, Indiana-based investment firm which focuses on faith-based investing debuted three 'fund of funds' on Monday... MutualFundWire.com - Tuesday, January 5, 2010 - Reader Rating: 1
The DC I-O Game Attracts a Pennsylvania Asset Manager A family-owned firm hires a 401k industry vet and brings its target risk collective trusts to bear... 401kWire.com - Tuesday, January 5, 2010 - Reader Rating: 1
Cassidy Retirement Group Welcomes a Veteran Consulting Actuary The Concord, Massachusetts-based retirement consulting firm hired an ex-Aon retirement specialist as a consulting actuary on Monday... 401kWire.com - Tuesday, January 5, 2010 - Reader Rating: 1
American Funds, Berkowitz and Loomis Sayles Gain Top Manager Kudos Morningstar crowns 2009's recipients of the annual 'fund manager' title... MutualFundWire.com - Tuesday, January 5, 2010 - Reader Rating: 1
Lazard Takes a $1.98 Billion Strategy to the Mutual Fund World The New York-based asset manager unveils a '40 Act version of a four-year-old international investing strategy... MutualFundWire.com - Tuesday, January 5, 2010 - Reader Rating: 1
An NFP Firm Offers Pro Advice to Participants An RIA officially debuts a new customized, independent advisory service designed for DC plan participants... 401kWire.com - Tuesday, January 5, 2010 - Reader Rating: 1
Alger Shares a New Large Market DC Offering Fred Alger Management pushes up-market... 401kWire.com - Tuesday, January 5, 2010 - Reader Rating: 1
WisdomTree ETF Eyes International Equities The Manhattan-based ETF sponsor and index provider launched a hedged equity ETF designed to �neutralize currency movements� across the globe on Monday... MutualFundWire.com - Tuesday, January 5, 2010 - Reader Rating: 1
Huntington Funds Goes Global The latest Huntington mutual fund looks for international market exposure... MutualFundWire.com - Tuesday, January 5, 2010 - Reader Rating: 1
TCW Bows Out of a Treasury Program TCW is withdrawing a $550 million fund from the Treasury's Public-Private Investment Program... MutualFundWire.com - Tuesday, January 5, 2010 - Reader Rating: 1
First Focus Funds Hires a New Co-Administrator First National Bank's proprietary mutual fund family taps a replacement for Citi... MutualFundWire.com - Tuesday, January 5, 2010 - Reader Rating: 1
Putnam, Hancock Reportedly Eye ETFs Even as iShares Gains Share The ETF marketplace is on the cusp of its own Cambrian explosion at the same time iShares is increasingly dominating the landscape... MutualFundWire.com - Tuesday, January 5, 2010 - Reader Rating: 1
Market Situation Pushes Back an Asset Management Deal The firms have agreed to restructure and postpone the transaction, which they first announced last July... MutualFundWire.com - Monday, January 5, 2009 - Reader Rating: 1
WisdomTree Switches Auditors The New York firm has tapped an new independent auditor... MutualFundWire.com - Monday, January 5, 2009 - Reader Rating: 1
Guillocheau Rings in the New Year With a Deal Ascensus makes a Midwestern acquisition... 401kWire.com - Monday, January 5, 2009 - Reader Rating: 1
OppFunds Seeks a DC Chief: It's Not Knott An industry veteran bids the Manhattan-based asset manager adieu after more than a decade, with his permanent successor not yet named. .. 401kWire.com - Monday, January 5, 2009 - Reader Rating: 1
EBRI Seeks to Add Sizzle to the Steak The Washington, D.C.-based research organization has redesigned its Web site and the layout of its two flagship publications... 401kWire.com - Monday, January 5, 2009 - Reader Rating: 1
A Tech Firm Shrinks its 401k Match An Ohio-based plan sponsor is the among the latest to target the company match as part of efforts to reduce costs... 401kWire.com - Monday, January 5, 2009 - Reader Rating: 1
Lincoln's Distribution Arm Becomes Slimmer The insurer's wholesale distribution unit reportedly cut 12 percent of its staff last month... 401kWire.com - Monday, January 5, 2009 - Reader Rating: 1
At Least There Was One The Journal profiles several mutual funds in a special section, pointing to one U.S. stock fund in particular that managed to achieve a positive return in 2008... MutualFundWire.com - Monday, January 5, 2009 - Reader Rating: 1
ETF Investing Tips, Courtesy of the WSJ Several articles in the paper's special section on funds focus various ETF and index fund issues... MutualFundWire.com - Monday, January 5, 2009 - Reader Rating: 1
Oak Value Lands a Big Distribution Deal UPDATED\| The Chapel Hill, North Carolina-based fund firm inks a distribution agreement for its value fund... MutualFundWire.com - Monday, January 5, 2009 - Reader Rating: 1
WSJ Looks at ETFs that Made Hefty Payouts More than 40 ETFs from Rydex and ProFunds have made hefty capital-gains distributions, notes The WSJ's Eleanor Laise... MutualFundWire.com - Monday, January 5, 2009 - Reader Rating: 1
An Asset Manager Starts the Year as an Independent Firm The Connecticut-based investment manager begins life as a stand-alone company following the completion of its spin-off on December 31... MutualFundWire.com - Monday, January 5, 2009 - Reader Rating: 1
An Alternative to Mutual Funds An old investment option is creeping back into DC plans, starting at the top of the asset spectrum. What do advisors think of it?.. 401kWire.com - Friday, January 5, 2007 - Reader Rating: 1
Keep an Eye on These One-Time Influencers While the we only listed fifty people in the initial 401kWire's Most Influential list, that does not mean that there are only fifty industry players who are making an impact... 401kWire.com - Friday, January 5, 2007 - Reader Rating: 1
More Withdrawal Trouble in North Carolina A local paper again uncovers an investigation into allegedly improper 401k fund use, this time by municipal employees... 401kWire.com - Friday, January 5, 2007 - Reader Rating: 1
Rumored Putnam Buyer Breaks Silence The Montreal-based company says no agreement has been reached yet... 401kWire.com - Friday, January 5, 2007 - Reader Rating: 1
Reinvigorating Relius Sungard prepares to unleash release 12.0 of its recordkeeping software for TPAs. .. 401kWire.com - Friday, January 5, 2007 - Reader Rating: 1
Rhode Island May be in Fido Worker's Future Fidelity Investments is reportedly mulling over the relocation of a sizeable number of employees to Rhode Island... MutualFundWire.com - Thursday, January 5, 2006 - Reader Rating: 1
Big Blue Freezes DB Plan in Favor of its 401k IBM officials say that they newly enhanced 401k plan will be among the richest in the nation when the changes take effect... 401kWire.com - Thursday, January 5, 2006 - Reader Rating: 1
Fidelity Unveils Low-Cost Treasury Funds Fidelity Investments has added three low-cost Treasury bond index funds to its Spartan Funds lineup. The Spartan funds are Fidelity's low cost index fund group. .. MutualFundWire.com - Thursday, January 5, 2006 - Reader Rating: 1
Symatra Adds to Indirect Sales Team The Berkshire Hathaway-backed investment shop has hired executives to sell through financial institutions... 401kWire.com - Thursday, January 5, 2006 - Reader Rating: 1
National Investment Managers is Still Looking for Targets The startup has completed its most recent purchase and is now on the hunt for more deals says its CEO... 401kWire.com - Thursday, January 5, 2006 - Reader Rating: 1
T. Rowe Price Widens Advisor Class Lineup T. Rowe Price has broadened its stable of Advisor Class funds targeted at third-party distribution... MutualFundWire.com - Thursday, January 5, 2006 - Reader Rating: 1
Schwarzenegger Poised to Attack Cali DB System Providers may soon see a golden opportunity in California if "Ahnald" has his way. "Like the budget itself, our state pension system is another financial train on another track to disaster," says Schwarzengger... 401kWire.com - Wednesday, January 5, 2005 - Reader Rating: 1
Acadian Fills New Exec Slot Boston-based Acadian Asset Management has hired Jack Gastler for a newly created position as senior vice president in marketing and client service. "[Gastler] will seek to expand our presence in the public funds marketplace, where he's developed a number of valuable relationships over the years," said Gastler reports to Churchill Franklin, executive vice president, chief operating officer and director of marketing and client service... MutualFundWire.com - Wednesday, January 5, 2005 - Reader Rating: 1
Fidelity Rotates Sector Managers Fido announced a raft of manager changes for several of its sector-specific portfolios... MutualFundWire.com - Wednesday, January 5, 2005 - Reader Rating: 1
Excelsior Eyes Retirement Plan Assets The Schwab fund family rolls out R shares... 401kWire.com - Wednesday, January 5, 2005 - Reader Rating: 1
Merrill Lynch Adds Provider to K-Marketplace A payroll provider lands a coveted spot on MLConnect... 401kWire.com - Wednesday, January 5, 2005 - Reader Rating: 2
AllianceBernstein is Looking to Hire A new executive hired to build out the large plan business may need some help... 401kWire.com - Wednesday, January 5, 2005 - Reader Rating: 1
T. Rowe's R Share Family Grows The fund firm is adding a thirteenth fund to those targeted to the DC plan market... 401kWire.com - Wednesday, January 5, 2005 - Reader Rating: 1
Legg Mason Picks Up Singapore Assets The pickup will be merged with its existing business... MutualFundWire.com - Monday, January 5, 2004 - Reader Rating: 1
BofA Gets Wells Notice The action comes in an SEC investigation dating back two years... MutualFundWire.com - Monday, January 5, 2004 - Reader Rating: 1
Putnam Ups Redemption Fees The trustees give their thumbs up to higher redemption fees in an effort thwart timers... MutualFundWire.com - Monday, January 5, 2004 - Reader Rating: 1
California AG Locks onto Fund Firms Franklin Resources and Capital Group and Pimco are reportedly targets of probes by Lockyer... MutualFundWire.com - Monday, January 5, 2004 - Reader Rating: 1
Strong Stops 401k Match Workers at the embattled fund firm lose their match... MutualFundWire.com - Monday, January 5, 2004 - Reader Rating: 1
Morningstar Names Top Managers for 2003 The winners put shareholders first says the Chicago-based fund tracker... MutualFundWire.com - Monday, January 5, 2004 - Reader Rating: 1
T. Rowe Adds Mid-Cap Fund The new fund is the fourth mid-cap fund offered by the Baltimore fund firm... MutualFundWire.com - Monday, January 5, 2004 - Reader Rating: 1
Morningstar's Future is Clearer The Chicago-based advisory has a new role for John Rekenthaler. The firm is also hinting at new products to be built around its investment advice. .. MutualFundWire.com - Friday, January 5, 2001 - Reader Rating: 1
Morningstar's Future is Clearer The Chicago-based advisory firm has tapped a replacement for Jim Wironen to head its 401k advice unit... 401kWire.com - Friday, January 5, 2001 - Reader Rating: 1
Chemical Giant Taps Fidelity Fidelity's commitment to technology pays off as Dow Chemical prepares to move its plan from PwC Unifi... 401kWire.com - Friday, January 5, 2001 - Reader Rating: 1
Stable Value Rates for January 5, 2001 .. 401kWire.com - Friday, January 5, 2001 - Reader Rating: 1
New Year, New Territory Skandia's wrap trio broadens firm's hunting grounds... MutualFundWire.com - Friday, January 5, 2001 - Reader Rating: 1
January 5, 2001 Investors Pulled $13 Billion on Tuesday .. 401kWire.com - Friday, January 5, 2001 - Reader Rating: 1
January 5, 2001 Investors Pulled $13 Billion on Tuesday .. MutualFundWire.com - Friday, January 5, 2001 - Reader Rating: 1
Doctor, Doctor A few thoughts on the year ahead and behind from industry pulse-takers. .. MutualFundWire.com - Friday, January 5, 2001 - Reader Rating: 1
The Envelope Please Morningstar announces the winners of its first investment poll... MutualFundWire.com - Wednesday, January 5, 2000 - Reader Rating: 1
Motorola Wired to New Provider Schaumburg, Illinois-based Motorola, Inc. (NYSE: MOT) has tapped Northern Trust Company administrative services for its 401(k) and defined benefit plans. The 401(k) plan has close to $6 billion in assets and approximately 80,000 participants... 401kWire.com - Wednesday, January 5, 2000 - Reader Rating: 1
Bisys Releases FundLink The back-office provider is adding to its Internet offering with a new compliance and fund accounting system... MutualFundWire.com - Wednesday, January 5, 2000 - Reader Rating: 1
401k Ratings Service They have them for the mutual fund industry: rating services that rank and evaluate the quality of all the funds in the United States. Now, Insight In Formation -- a Lake Worth, Florida company -- is launching what it describes as independent rating system for the defined contribution business... 401kWire.com - Wednesday, January 5, 2000 - Reader Rating: 1
Scudder Kemper Restructures Global Unit Scudder Kemper has hired a new head of global investments and restructured its global mutual fund group... MutualFundWire.com - Wednesday, January 5, 2000 - Reader Rating: 1
Odd Lots, January 5, 2000 American Funds to add pricing options ... Mutual funds get glamorous, but beauty fades... MutualFundWire.com - Wednesday, January 5, 2000 - Reader Rating: 1
Four Sponsors to Sit at MassMutual's Table MassMutual Retirement Services of Springfield, Massachusetts has added four new clients to its services. The total of new assets under management is $23.5 million, while the total number of new participants is 980... 401kWire.com - Wednesday, January 5, 2000 - Reader Rating: 1
REIT Manager Changes 401k Strategy Plan sponsors often may say that creating a more diverse fund line-up is an important criteria when they add new options to their 401(k) plan. Yet performance is still likely to trump all... 401kWire.com - Tuesday, January 5, 1999 - Reader Rating: 1
1998 GIC Sales Good for Diversified Louisville, Kentucky-headquartered Diversified Financial Products, Inc., a unit of the AEGON Insurance Group, announced that 1998 sales for it synthetic GICs reached $3.5 billion for 1998. In 1997, the provider sold $3 billion worth of GIC products, representing a 17% jump in sales... 401kWire.com - Tuesday, January 5, 1999 - Reader Rating: 1
TAG On: 401k Deferral Deposits When do sponsors have to deposit 401k deferrals? TAG looks at the issue... 401kWire.com - Tuesday, January 5, 1999 - Reader Rating: 1

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