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News Stories Archives - Since 1998
KPAs, Are you Balancing Work and Family Life?
Balancing work and family life can be a hard task. Here are a few tidbits to help you with this endeavor...
401kWire.com - Thursday, June 15, 2017
A Mega Asset Manager Faces a 401k Suit
On June 13, plan participant of Capital Group's Capital Retirement Savings Plan sued for "unduly expensive" Capital Group affiliated funds.....
401kWire.com - Thursday, June 15, 2017
Custodian Launches ETF Platform
The ETF platform has no transaction fees and gives its clients more flexibility.....
MutualFundWire.com - Thursday, June 15, 2017
From CEO to CEO
A former Financial Engine's CEO is taking on a new leadership role in a new company!..
401kWire.com - Thursday, June 15, 2017
Seven ETF Shops Power a New NTF Platform
A key ally to broker-dealers and RIAs is creating a platform with 120 ETFs out of the gate...
MutualFundWire.com - Thursday, June 15, 2017
SSgA Names New SPDR ETF Chief
State Street Corporation's asset management business announced a head of SPDR Americas institutional sales.....
MutualFundWire.com - Thursday, June 15, 2017
TIAA Adds Direct Real Estate to Lifecycle Series
Alternative asset isn't going to raise costs for investors, but it gives rise to question regarding added advantages...
401kWire.com - Thursday, June 15, 2017
Welling Joins a $10.3B RIA as CEO
Dave Welling has joined this RIA as CEO, and his predecessor will move around.....
401kWire.com - Thursday, June 15, 2017
The New Fund Fuss - June 15, 2017
The latest news on funds!..
MutualFundWire.com - Thursday, June 15, 2017
Jack "Not a Math Guy" Lew Shares Insite At Pershing
The former U.S. Treasury Secretary took the main stage yesterday for day one of the Pershing Insite conference. Silicon Valley types and a famous photographer will follow today...
MutualFundWire.com - Thursday, June 15, 2017
A $585MM KPA Shop Goes Global
A retirement plan-focused network has made another KPA shop go global!..
401kWire.com - Thursday, June 15, 2017 - Reader Rating: 5
Polen Expands to Boston with New Hire
The firm just launched this new strategy with Tucker Walsh leading the team in Boston.....
MutualFundWire.com - Thursday, June 15, 2017
This Subadvised Fund Shop Is Poised To Do Its First Deal Or Two
Word is that this private equity-backed mutual fund shop is poised to make its first acquisition in the coming weeks...
MutualFundWire.com - Wednesday, June 15, 2016 Views
ABG Expands Its Board By Three
ABG adds new members to its board of managers...
401kWire.com - Wednesday, June 15, 2016
$450MM Honolulu DC Plan's Future Unclear Amid Merger
Hawaiian Electric's deal with Nextera could mean the end of the Honolulu DC plan. ..
401kWire.com - Wednesday, June 15, 2016
McNabb Predicts a Fee Crunch ... For FAs
The chief of the world's largest mutual fund shop predicts that the low-cost push in asset management is going to hit advisors next. ..
MutualFundWire.com - Wednesday, June 15, 2016 Views
McNabb: The Fiduciary Reg is Actually Workable
The chief of the world's largest mutual fund company talks about the DoL's controversial new regulation...
401kWire.com - Wednesday, June 15, 2016 - Reader Rating: 4
An Ohio KPA Makes a $310MM Acquisition
The deal is in line with a desire to have a larger industry imprint in Ohio. ..
401kWire.com - Wednesday, June 15, 2016
Millennials Are Outperforming Older Generations
Dave Ramsey's Ramsey Solutions polls adults about the state of retirement...
401kWire.com - Wednesday, June 15, 2016 - Reader Rating: 5
OneAmerica Is Expanding Its Education Focus
Enhancing participant knowledge takes front and center in this search for a new employee. ..
401kWire.com - Wednesday, June 15, 2016 - Reader Rating: 4.5
Arnott vs Asness
The Research Affiliates and AQR chiefs debate onstage at M* 2016...
MutualFundWire.com - Wednesday, June 15, 2016 Views - Reader Rating: 1
Pensionmark Takes the Swings Out of TDFs
The advisor network has partnered with BlackRock on a new family of collective trust funds. ..
401kWire.com - Monday, June 15, 2015
AB Lands Intel, Davies Sees Trend Towards "Sophistication"
Intel has entrusted AB to look over its target date series and global diversified fund as AB MD Dick Davies sees a fundamental shift in 401(k) asset selection. ..
401kWire.com - Monday, June 15, 2015
Technical Note
..
401kWire.com - Monday, June 15, 2015
Fundster Golfers Raise More Than $575K to Fight Cancer
The Expect Miracles Foundation held its 21st annual golf tournament on Thursday in Plymouth, Massachusetts...
MutualFundWire.com - Monday, June 15, 2015 Views
An ETF Distro Ally Debuts Its Own Products
Updated | A company that has long done sales, marketing, and distribution for others mutual funds and ETFs is stepping in where one of its partners is stepping back...
MutualFundWire.com - Monday, June 15, 2015 Views - Reader Rating: 5
Pentegra's New Hire Covers Metro New York
Pete Swisher has a new member of his sales team at Pentegra Retirement Services...
401kWire.com - Monday, June 15, 2015
White Asks 53 Questions When It Comes to ETFs
The SEC wants your feedback on "its review of the listing and trading of new, novel, or complex" ETPs. You have two months to speak up...
MutualFundWire.com - Monday, June 15, 2015 Views
Feds Add Recordkeeper to Most Wanted List
An RFP has been issued for the $313 billion Thrift Savings Plan...
401kWire.com - Friday, June 15, 2012 - Reader Rating: 3
Morningstar Flow Rankings Show a Good Month for MFS
Huge flows into one mutual fund shoot shop up the rankings..
MutualFundWire.com - Friday, June 15, 2012 Views
Vanguard and the ICI Say "No" to Paying Market Makers
Vanguard's Sauter and ICI's Burstein say NYSE Arca's proposal to incentivize lead market makers is not good enough...
MutualFundWire.com - Friday, June 15, 2012 Views - Reader Rating: 2
SunGard Mutual Fund Business Hits New Milestone
The technology firm reports that the mutual fund assets on its platfom have passed $400 billion..
MutualFundWire.com - Friday, June 15, 2012 Views
DST Execs Hire a New Digital Chief
New hire will look to extend the digital and mobile offerings of the plan outsourcer..
401kWire.com - Friday, June 15, 2012 - Reader Rating: 5
Borzi Notches a Court Victory Against Hutcheson
A federal judge grants a DoL request in the legal battle...
401kWire.com - Friday, June 15, 2012 - Reader Rating: 3
A Mid-Atlantic RIA Rebrands and Expands
The retirement plan advisory shop now boasts eight locations and 16 advisors...
401kWire.com - Friday, June 15, 2012
SEC Sends Northern Lights a Wells Notice
The letter means that SEC staff are recommending that the SEC take action against the series trust...
MutualFundWire.com - Friday, June 15, 2012 Views
Baldiswieler Touts TCW's Post-Gundlach Growth
Bloomberg and InvestmentNews respond to a TCW press release...
MutualFundWire.com - Friday, June 15, 2012 Views
SEC Gives a Thumbs Up to Pimco's First Long/Short Fund
Pimco will be able to wrap the alternatives strategy of Catamount Capital Management a '40 Act fund, says the SEC...
MutualFundWire.com - Friday, June 15, 2012 Views
UBS and HFR Cooking ETFs
Reuter calls HFRX sub strategies launch a "natural extension" of the HFRX Global Hedge Fund ETF..
MutualFundWire.com - Friday, June 15, 2012 Views
Renaissance Rebirths Its Index as an ETF
There is a new ETF on the way that will allow investors to invest in IPOs index ..
MutualFundWire.com - Friday, June 15, 2012 Views
Eaton Vance Rolls Out a Muni Obligation Offering
It will be capped at $1 billion...
MutualFundWire.com - Wednesday, June 15, 2011 Views
Pru Trims Retirement
The bundled provider makes some cuts...
401kWire.com - Wednesday, June 15, 2011 - Reader Rating: 2.09
A West Coast RKer Boosts its Sales Force
A Hancock wholesaler finds a new home...
401kWire.com - Wednesday, June 15, 2011 - Reader Rating: 3.75
Research Affiliates Powers Nine New ETFs
Invesco PowerShares is about to launch nine new fundamentally-weighted exchanged-traded mutual funds...
MutualFundWire.com - Wednesday, June 15, 2011 Views
A New Direxion ETF Bears a New Index
The leveraged-index mutual fund provider tweaks one of its latest exchange-traded funds...
MutualFundWire.com - Wednesday, June 15, 2011 Views
Katz Jumps from Rocaton
A hedge fund of funds snags a former DC consultant...
401kWire.com - Wednesday, June 15, 2011 - Reader Rating: 1.67
A Mutual Fund Back-Office Player Turns Down Offers from Suitors
The mutual fund back-office provider reportedly talked to multiple suitors this spring...
MutualFundWire.com - Wednesday, June 15, 2011 Views
DST Rebuffs Private Equity Suitors
The firm reportedly rejected sale offers...
401kWire.com - Wednesday, June 15, 2011 - Reader Rating: 4
The Gray Lady Weighs in on the Supreme Court Ruling About Janus
The New York Times publishes an editorial about the Supreme Court ruling on the Janus case...
MutualFundWire.com - Wednesday, June 15, 2011 Views
Vanguard Launches an Emerging Market Equity Fund
The fund will be subadvised by four firms...
MutualFundWire.com - Wednesday, June 15, 2011 Views
A Vanguard Bigwig Worries Over Treasuries
The head of the fixed income group at the asset manager gives his thoughts on the government debt market...
MutualFundWire.com - Tuesday, June 15, 2010 Views
Reynolds Charges Into Multi-Cap Territory
Putnam unveils a new series of mutual funds...
MutualFundWire.com - Tuesday, June 15, 2010 Views - Reader Rating: 5
Financial Telesis Lures a Top Advisor as an Ally Celebrates
A DC-focused advisor switches to the indie B-D...
401kWire.com - Tuesday, June 15, 2010
SSgA Finds a Sub-Advisory Chief Within
Updated | A top asset management exec leaves the Boston-based firm...
MutualFundWire.com - Tuesday, June 15, 2010 Views
Natixis Adds to its Sales Management Ranks
The Boston-based asset manager brings in a second leader for its internal sales desk...
MutualFundWire.com - Tuesday, June 15, 2010 Views - Reader Rating: 1
Miller Slings 23 Pies at the Senate
The California Congressman prepares a stunt in an attempt to rescue his DC fee disclosure proposal from the cutting room floor...
401kWire.com - Tuesday, June 15, 2010 - Reader Rating: 4.5
MetLife and Regulators Will Challenge Senators About Retirement Income
The Special Committee on Aging unveils the witness list for a hearing tomorrow...
401kWire.com - Tuesday, June 15, 2010 - Reader Rating: 4.5
Will George Miller Have His Way?
Steve Saxon offers his prediction during the Spark Conference Tuesday morning...
401kWire.com - Tuesday, June 15, 2010 - Reader Rating: 3
Among Public Fund Firms, Federated and T. Rowe Stand Out
Two analysts offer their take on how asset managers are doing...
MutualFundWire.com - Tuesday, June 15, 2010 Views
BlackRock First in UAW's VEBA Line
The trust created to provide UAW retiree medical benefits is prepping to award $45 billion in mandates...
MutualFundWire.com - Tuesday, June 15, 2010 Views
Vanguard Commentator Weighs In on Fund Payouts
Daniel Wiener shares his thoughts...
MutualFundWire.com - Monday, June 15, 2009 Views
Royce Names a Co-CIO
The New York firm appoints a company veteran to serve as co-CIO alongside Chuck Royce...
MutualFundWire.com - Monday, June 15, 2009 Views
An Insurer's Fund Arm is Hiring Wholesalers
The asset manager is looking to fill wholesaler posts in New Jersey and Philadelphia...
MutualFundWire.com - Monday, June 15, 2009 Views - Reader Rating: 3
ING Names a New TPA Channel Head
The exec will lead the TPA channel for the corporate and the 403b markets...
401kWire.com - Monday, June 15, 2009 - Reader Rating: 2.5
Two Midwest TPAs Become One
Executives expect annual revenues to increase by 60 percent...
401kWire.com - Monday, June 15, 2009 - Reader Rating: 2
Wuelfing Sees 401k Sales Opps Shrinking Further
Bob Wuelfing delivered a grim, though not unexpected, forecast to Spark conference attendees...
401kWire.com - Monday, June 15, 2009 - Reader Rating: 2.5
Funds See Second Month of Inflows
Net flows were positive for the second month running, putting the industry on pace to get $150 billion in new money during 2009's first half...
MutualFundWire.com - Monday, June 15, 2009 Views - Reader Rating: 4
Senate Approves Federal TSP Changes
A proposal to include Roth access and mutual fund options in TSP moves forward...
401kWire.com - Monday, June 15, 2009 - Reader Rating: 4
Reserve Tallies $16.6 Million in Primary Expenses
The Wall Street Journal reports on some outstanding expense figures for the money fund that broke the buck...
MutualFundWire.com - Monday, June 15, 2009 Views - Reader Rating: 1
Active Managers at American Funds and Fidelity Win Praise
Active funds that were hammered in the past year are now capitalizing on the market rally...
MutualFundWire.com - Monday, June 15, 2009 Views
A New Retirement Head Looks to Maintain a Pattern of Growth
A retirement services vet steps up to the plate as president of a DC-focused unit at a trust company...
401kWire.com - Monday, June 15, 2009 - Reader Rating: 4
WSJ Revisits Vanguard's Failed Bid for iShares
WSJ columnist Jason Zweig offers additional details on Vanguard's ultimately unsuccessful iShares bid...
MutualFundWire.com - Monday, June 15, 2009 Views
Where Are the Target Date and Target Risk Assets Flowing?
A Bay State research firm releases its latest look at what's happening in the lifecycle and lifestyle markets. ..
401kWire.com - Friday, June 15, 2007
A.G Edwards, Wachovia Reps Learn Details of Retention Packages
Today A.G Edwards and Wachovia reps got the details of their retention packages...
MutualFundWire.com - Friday, June 15, 2007 - Reader Rating: 3
SEC Releases Compliance Newsletter
Today the SEC released its first edition of the ComplianceAlert letter...
MutualFundWire.com - Friday, June 15, 2007
Legg Mason Looking for a Few Good Men and Women
This week we travel to Maryland to check out jobs at ProFunds and Legg Mason...
MutualFundWire.com - Friday, June 15, 2007 Views
Nymex is Considering Three Suitors in Possible Sale
The New York Mercantile Exchange is considering a sale to NYSE Euronext, Deutsche Boerse AG or Chicago Mercantile Exchange Holdings Inc...
MutualFundWire.com - Friday, June 15, 2007
Fed Blesses Mellon-BoNY Merger
The Federal Reserve has approved the merger of The Bank of New York Company and Mellon Financial Corporation...
MutualFundWire.com - Friday, June 15, 2007 Views - Reader Rating: 5
Evergreen to Merge Funds
Evergreen Investments has put forward two fund merger proposals...
MutualFundWire.com - Friday, June 15, 2007 Views - Reader Rating: 2.83
Novick Puts BlackRock Chips on 401ks
With the MLIM acquisition under its belt, BlackRock is readying a multi-pronged strategy to chase down defined contribution plan assets...
MutualFundWire.com - Friday, June 15, 2007 Views - Reader Rating: 2.85
Does a Billion Dollar Bet on Rydex Make Sense?
Word of the Rydex auction is starting to spread through the financial media, but does the $1 billion price tag so often cited make sense for the players named? ..
MutualFundWire.com - Friday, June 15, 2007 Views - Reader Rating: 3.77
NASD, NYSE Invite Comments on New Proposal
The NASD and NYSE want to know what you think about a proposed joint guidance regarding the review and supervision of electronic communications...
MutualFundWire.com - Friday, June 15, 2007
A Midwest Accountant Boosts its 401k Commitment
An Illinois-based accounting and tax services firm has formed a Retirement Plan subsidiary that will focus on providing services -- including recordkeeping -- to small and mid-sized firms...
401kWire.com - Friday, June 15, 2007
Georgia CPAs Launch Fee-Only Plan Advisory Shop
A Peach State accounting firm that already owns an acquisitive TPA wants to get in on the post-PPA independent DC advice action. ..
401kWire.com - Friday, June 15, 2007
Harbor Funds Picks New Subadvisor For Large Cap Value Fund
The Harbor Funds Board of Trustees has chosen a New York firm to replace Armstrong Shaw Associates as the subadvisor to the Harbor Large Cap Value Fund...
MutualFundWire.com - Friday, June 15, 2007 Views
BGI Launches Dividend ETF
Barclays Global Investors has launched the iShares Dow Jones EPAC Select Dividend Index Fund on the NYSE Arca...
MutualFundWire.com - Friday, June 15, 2007 Views
SEC to Propose Rule on Unbundling Comissions, Just Not Anytime Soon
A rule that would require money managers to unbundle commissions will likely be proposed, but not anytime in the near future...
MutualFundWire.com - Friday, June 15, 2007 Views
Marsico to Buy Back Namesake Funds
Tom Marsico, chief executive officer and chief investment officer of Marsico Capital Management, is buying back the company from Bank of America...
MutualFundWire.com - Friday, June 15, 2007 Views - Reader Rating: 3
Fed Chair Thinks Auto Enrollment is a Good Idea
Boosting participation through auto-enrollement gets a boost from Bernanke. But the Fed chairman still likes financial education too...
401kWire.com - Thursday, June 15, 2006
Tire Retreader Deflates DB
A Midwestern manufacturer closes its pension plan to new hires and plans to freeze the plan at the end of the year for current employees...
401kWire.com - Thursday, June 15, 2006
Pentegra Names Montgomery Replacement
The White Plains, New York-based firm has turned to a banking vet to fill the CEO post vacated by Ken Montgomery...
401kWire.com - Thursday, June 15, 2006
BPO Slowdown Drops Hewitt's Stock
The next CEO at the HR outsourcer may see tougher times ahead...
401kWire.com - Thursday, June 15, 2006
Schwab RPS Fires Four-Pronged Auto Attack
The suite of services allows plan sponsors to customize their employees' level of default involvement in their plans...
401kWire.com - Thursday, June 15, 2006
Dinner Attracts 401k Industry Honchos
A recent event made Manhattan the latest place to see and be seen for those in the industry...
401kWire.com - Thursday, June 15, 2006 - Reader Rating: 2.5
RIIA Makes an Association Alliance
The retirement income trade group pairs up with an association from the annuity industry...
401kWire.com - Thursday, June 15, 2006
Broker on the Bay Slashes MF Transaction Fees
More than fund-related item has emerged from "Chuck"'s San Francisco headquarters this week...
MutualFundWire.com - Thursday, June 15, 2006 Views
ING Emails Reveal Market-Timing Concern
The complaint New Hampshire's securities regulator has brought against ING Groep includes internal ING emails referring to market-timing practices as far back as 2001, it's emerged...
MutualFundWire.com - Thursday, June 15, 2006 Views - Reader Rating: 3
13 Lucky For Vanguard's Crew
Vanguard's "Partnership Plan," created by Jack Bogle in 1984 as a perk and way of sharing company profits with employees, may be inspiring more loyalty than usual this year...
MutualFundWire.com - Thursday, June 15, 2006 Views
Fidelity Replaces New Millenium Maestro
Fidelity has named a portfolio manager to succeed Neal Miller at the $3.4 billion New Millennium Fund...
MutualFundWire.com - Thursday, June 15, 2006 Views
Mellon Subsidiary Stages Record Launch
Mellon Financial Corp. has brought out a mammoth new fund in Asia: a $3 billion, highly diversified offering from UK-based subsidiary Mellon Global Investments, managed in part by other subsidiaries and aimed primarily at the Japanese retail market...
MutualFundWire.com - Thursday, June 15, 2006 Views
Principal Tool Shows Income Replacement
Participants can estimate total future monthly income with a new online tool from Principal...
401kWire.com - Wednesday, June 15, 2005 - Reader Rating: 2
NYLIM Adds to Sales Force
The new hire will serve as a vice president...
401kWire.com - Wednesday, June 15, 2005 - Reader Rating: 1.5
State Street Buys Stake in TPA
The two will collaborate to develop technologies for the non-profit clients...
401kWire.com - Wednesday, June 15, 2005 - Reader Rating: 2.67
Another Firm Files ERISA Suit Against Pfizer
Pfizer gets hit by another 401k-related lawsuit...
401kWire.com - Wednesday, June 15, 2005 - Reader Rating: 2.5
Oppenheimer Names Replacement for Ruotolo
The fund firm has found a replacement for former executive vice president Andrew Ruotolo, who left Oppenheimer on June 10, 2005 .....
MutualFundWire.com - Wednesday, June 15, 2005 Views
Sterling Financial Unit Joins Fund Biz
Yardley, Pennsylvania-based Church Capital Management is launching its first mutual fund, the Church Capital Value Trust fund .....
MutualFundWire.com - Wednesday, June 15, 2005 Views
Morningstar Fields Investor Questions
Morningstar, long a champion of equal access to information, has decided to apply the same standard to itself .....
MutualFundWire.com - Wednesday, June 15, 2005 Views
No Payday for Putnam Whistleblower
There will be no pay day for the call center worker who first blew the whistle on market-timing trades at Putnam Investments. Peter Scannell, who has since left Putnam and now works for the Massachusetts, had sought $15 million under a state whistleblower law...
MutualFundWire.com - Wednesday, June 15, 2005 Views
Fido Tells Intermediaries to Get Onboard
Fidelity mandates redemption fees at the individual investor level by year end...
MutualFundWire.com - Tuesday, June 15, 2004 Views
Hartford Offers NAV-Based Program
The Hartford launches an open-architecture NAV-based program...
401kWire.com - Tuesday, June 15, 2004 - Reader Rating: 4.67
American Funds Shuffles R-Share Fees
The leading seller of retirement class shares is owning up to the cost of small account balance plans and tacking on recordkeeping fees...
401kWire.com - Tuesday, June 15, 2004 - Reader Rating: 3
Fiduciary Consultants Strike While the Iron is Hot
A New Jersey firm is betting that worried fiduciaries will pay to have their processes certified by an independent consultant...
401kWire.com - Tuesday, June 15, 2004 - Reader Rating: 5
Spitzer on Fire for 45th B-Day
The attorney general raises $1.5 million at a 45th birthday fundraiser last week; this week he gets flamed by the media...
MutualFundWire.com - Tuesday, June 15, 2004 - Reader Rating: 4
New ICI Prez Calls for Added Hedge Fund Oversight
Fund firms are not the only ones to blame: Stevens tells audience that intermediaries, hedge funds are also at fault...
MutualFundWire.com - Tuesday, June 15, 2004 Views - Reader Rating: 4
Social Security Prospects Brighter Than Thought
The CBO says Social Security funds will last to 2052. Report contradicts earlier Bush Administration study...
401kWire.com - Tuesday, June 15, 2004 - Reader Rating: 4
Another Fund Recommender Joins the Game
The fund rating unit of McGraw-Hill launches an advisor tool...
MutualFundWire.com - Tuesday, June 15, 2004 Views - Reader Rating: 5
Fed Approves JPMorgan Chase and Bank One Union
The banks clear the last regulatory hurdle...
MutualFundWire.com - Tuesday, June 15, 2004 Views
Pru Brokers Win Round One Against SEC
The new SEC chief in Boston vows to refile the case after a judge dismissed it yesterday...
MutualFundWire.com - Tuesday, June 15, 2004
Fido Switches Fund Lineup
Managers are swapped on seven funds...
MutualFundWire.com - Tuesday, June 15, 2004 Views
Skandia Names Head to New Unit
Skandia's chief marketer has taken over the firm's new Global Funds unit. ..
MutualFundWire.com - Friday, June 15, 2001 - Reader Rating: 3
Vanguard Adds Analytics
Vanguard adds analytics to aggregation ... GS buys Epoch -- Schwab out ... Council Gets Member...
401kWire.com - Friday, June 15, 2001 - Reader Rating: 3
Citco-Quaker Creates More Backoffice Options
A new joint-venture targets the US fund services industry...
MutualFundWire.com - Friday, June 15, 2001 - Reader Rating: 3
The Plot Thickens After UPI Acquisition
The BISYS acquisition of UPI may not be all its cracked up to be. ..
401kWire.com - Friday, June 15, 2001 - Reader Rating: 3
Vanguard Adds Analytics
Vanguard adds analytics to aggregation ... GS buys Epoch -- Schwab out ... Council Gets Member...
MutualFundWire.com - Friday, June 15, 2001 - Reader Rating: 3
ING Fuses Units
The new entity will broaden distribution for the full gamut of non-retail investment products. ..
MutualFundWire.com - Friday, June 15, 2001 Views - Reader Rating: 3
American Funds Considers Own Recordkeeping
The fund giant is mulling over putting together its own system but has made no decisions yet. ..
401kWire.com - Friday, June 15, 2001 - Reader Rating: 3
Courting Press
What's behind NY Life's strategy of aggressively pursuing the media as it defends yesterday's class action suit?..
401kWire.com - Thursday, June 15, 2000 - Reader Rating: 3
New Technology Works!
Not only is technology changing the industry, it is determining the winners and losers, argues John Rekenthaler...
MutualFundWire.com - Thursday, June 15, 2000 - Reader Rating: 3
NY Life Fighting Back
How is New York Life taking the class-action suit filed yesterday on behalf of Gary Mehling? Not lying down...
MutualFundWire.com - Thursday, June 15, 2000 - Reader Rating: 3
BMA Adds Sub-Accounts to VA
Two new fund companies have investment options in the BMA Clarity variable annuity...
MutualFundWire.com - Thursday, June 15, 2000 - Reader Rating: 3
SVA June 9, 2000
..
401kWire.com - Thursday, June 15, 2000 - Reader Rating: 3
New Technology Works!
Not only is technology changing the industry, it is determining the winners and losers argues John Rekenthaler...
401kWire.com - Thursday, June 15, 2000 - Reader Rating: 3
Union Taps MassMutual
Las Vegas-based IBEW Local Union No. 357 will switch plan vendors July 1. ..
401kWire.com - Thursday, June 15, 2000 - Reader Rating: 3
Morningstar Continues International Expansion
Morningstar is revving up the expansion engines, with its third new international venture in the last month...
MutualFundWire.com - Thursday, June 15, 2000 - Reader Rating: 3
June 15, 2000
Don't cry for me, Fund Industry ... SRI funds now one in eight dollars ... Fund gimmicks...
401kWire.com - Thursday, June 15, 2000 - Reader Rating: 3
June 15, 2000
Don't cry for me, Fund Industry ... SRI funds now one in eight dollars ... Fund gimmicks...
MutualFundWire.com - Thursday, June 15, 2000 - Reader Rating: 3
More Socially Responsible Funds Pass IMC Fiduciary Audit
A recent fiduciary due diligence audit by The The Investment Management Council found that a higher percentage of socially screened funds passed than in the overall fund universe...
MutualFundWire.com - Tuesday, June 15, 1999 - Reader Rating: 3
DC is Out in DC
Rep. Earl Pomeroy is trying to revitalize the defined benefit plan. And SPARK attendees worry about unintended consequences to Pomeroy's tax credit concept...
401kWire.com - Tuesday, June 15, 1999 - Reader Rating: 3
Scudder Brings More Sponsors into the Fold
b>Scudder Defined Contribution Services has won five new clients in recent weeks, a firm spokesperson told the 401kWire.com. These moves bring in an additional $259 million in assets under management and 22,000 participants under the Scudder umbrella...
401kWire.com - Tuesday, June 15, 1999 - Reader Rating: 3
Nicholas-Applegate Hires Global Marketing Head
San Diego-based Nicholas-Applegate has hired a new global marketing head from American Express...
MutualFundWire.com - Tuesday, June 15, 1999 - Reader Rating: 3
Southwire Looks Locally
Carrollton, Georgia-headquartered Southwire Company -- manufacturer of wires, rods, and cables -- has chosen INVESCO of Atlanta, Georgia to be the bundled provider for its 401(k) plan, Frank Deems, vice president of finance, told the 401kWire.com. The plan has approximately $275 million in assets and over 4,000 participants...
401kWire.com - Tuesday, June 15, 1999 - Reader Rating: 3
Odd Lots, June 15, 1999
Fidelity on pace to collect performance bonuses ... The WSJ excuses funds' poor performance ... Net brokers stocks plunge ... and more! ..
MutualFundWire.com - Tuesday, June 15, 1999 - Reader Rating: 3
First Data Taps New Provider
Atlanta, GA-heaquartered First Data Corporation has chosen American Express to be the bundled provider for its 401(k) plan, Michelle Butler, a company spokesperson, told the 401kWire. The plan has close to 25,000 participants and approximately $458 million in assets, according to government filings...
401kWire.com - Monday, June 15, 1998 - Reader Rating: 3
Keynote Speaker Addresses Company Stock
Fleming Meeks, assistant managing editor of Education Services at Money, is in a good mood. Why? Because, according to him, 401(k)'s have revolutionized the capital. And it is a revolution for good. Fleming believes that 401(k) have truly democratized the marketplace letting the "little guy" become involved in the whole investing process...
401kWire.com - Monday, June 15, 1998 - Reader Rating: 3
8 Ways Sponsors Judge Their Providers
Those wanting to know the numbers on the 401(k) market now customarily gather at Bob Wuelfing's "Market Place Update" given at the opening session of every meeting of the Society of Professional Recordkeepers and Administrators (SPARK)...
401kWire.com - Monday, June 15, 1998 - Reader Rating: 3
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