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News Stories Archives - Since 1998
Filings For Fundsters - September 21, 2017
The latest mutual fund industry filings with the SEC .....
MutualFundWire.com - Thursday, September 21, 2017
John Meunier Resurfaces Post-Cogent
The industry brand researcher takes a new C-suite post, outside financial services but still near Beantown...
401kWire.com - Thursday, September 21, 2017
Axsater Hunts For a Connector
The Wells Fargo Asset Management strategic business segments chief and institutional DC I-O veteran is creating a new key position...
MutualFundWire.com - Thursday, September 21, 2017
Voya Extends a 401k Platform to 403bs and 457s
The platform is designed for plans with between $1 million and $75 million in assets...
401kWire.com - Thursday, September 21, 2017 - Reader Rating: 5
A $9B KPA Shop Will Expand Its Newest Team in 2018
They added two people earlier in 2017, yet don't expect further additions before year end...
401kWire.com - Thursday, September 21, 2017
Shamburger and Stevens Hire a Pair of Wholesalers
T. Rowe Price's 401k RKing biz welcomes new execs in the Northeast and Southeast, both in newly created roles...
401kWire.com - Thursday, September 21, 2017 - Reader Rating: 5
One of Fundsters' Biggest Fears Came True, But How Much?
SEC Chairman Clayton shared potentially scary news yesterday but was light on the details...
MutualFundWire.com - Thursday, September 21, 2017
This Long Island KPA Heads to Another Wirehouse
A 401(k) plan advisor (KPA) based in the Long Island region has moved from one wirehouse to another. ..
401kWire.com - Wednesday, September 21, 2016
After Two American Beacon Deals, Needles Is Hiring
American Beacon make its first acquisition earlier this year, and its second will close later this fall...
MutualFundWire.com - Wednesday, September 21, 2016 Views
Filing for Fundsters - September 21, 2016
A compilation of the latest SEC filings!..
MutualFundWire.com - Wednesday, September 21, 2016 Views
OppenheimerFunds Has a New Program For 401k Advisors
OppenheimerFunds' s head of retirement confirmed a new program for KPAs!..
401kWire.com - Wednesday, September 21, 2016 - Reader Rating: 5
You Have Two Extra Months to Comment on Modernizing the 5500
The DoL has extended the comment period for the Form 5500 Modernization Proposals...
401kWire.com - Wednesday, September 21, 2016
eMoney Advisor To Unveil New Products
The CEO and executives from eMoney Advisors will unveil new products at its third annual summit taking place this week.....
401kWire.com - Wednesday, September 21, 2016 - Reader Rating: 3.5
ERISApedia Has a New Retirement Tool
A Burrmont Compliance Lab Company recently unveiled a new search tool.....
401kWire.com - Wednesday, September 21, 2016 - Reader Rating: 3
Fidelity the Fund Firm, 401k Provider ... and Tourist?
A new report shows half a dozen mutual fund firms and a big mutual fund subadvisor as being big players in the VC-dominated world of late-stage startups...
MutualFundWire.com - Wednesday, September 21, 2016 Views
Six Distro Tips From Small Fund Firms
Panelists speak in one of the opening sessions at Gemini's advisor conference...
MutualFundWire.com - Monday, September 21, 2015 Views - Reader Rating: 5
What's Next After USAA's New Global Equity Income Fund?
A product development exec talks to MFWire after the shop's latest launch...
MutualFundWire.com - Monday, September 21, 2015 Views
Pharma Firm Switches RKers For Its $422MM Plan
Another win for Fido.....
401kWire.com - Monday, September 21, 2015 - Reader Rating: 3
Wells Fargo Targets Hispanic Savers for Hispanic Heritage Month
Wells Fargo celebrates Hispanic Heritage Month by working to help Hispanic participants in 401(k) plans prepare for their future...
401kWire.com - Monday, September 21, 2015
Cerulli Urges Providers to Show Advisors Some Love
A new report from Cerulli suggests that defined contribution investment-only (DC I-O) firms and recordkeepers should build a strategy to identify, engage, and nurture the "emerging" or next generation of retirement specialist advisors...
401kWire.com - Monday, September 21, 2015
SunGard Introduces 5 Financial Planning Apps for Savers via Windows Store
Sungard introduces a series of five financial panning applications via the Windows Store...
401kWire.com - Monday, September 21, 2015
This Cali Education Specialist Says Goodbye to Her B-D
A 401(k) plan advisor (KPA) based in Orange County, California, is no longer aligned with her designated broker-dealer...
401kWire.com - Monday, September 21, 2015
A Co-PM of a Four-Star Bond Fund Dies
A Gotham shop mourns a 20-year firm veteran...
MutualFundWire.com - Monday, September 21, 2015 Views
Armed Man Takes a Pittsburgh TPA Hostage
Today the CEO of a small Pittsburgh benefits TPA was taken hostage, then released without any injuries...
401kWire.com - Friday, September 21, 2012
Auto-IRAs? Safe Harbor? Here's What's Next from Washington
Here's a roundup of lobbying efforts and regulators' moves in D.C...
401kWire.com - Friday, September 21, 2012 - Reader Rating: 3
FINRA Fines Fidelity
The Boston Behemoth got hit by a $375,000 fine...
MutualFundWire.com - Friday, September 21, 2012 Views
Stork and Reaper for September 21, 2012
It was a particularly brutal week for mutual funds: only four hosted by the Stork, while the Reaper revoked at least 19 dinner reservations...
MutualFundWire.com - Friday, September 21, 2012 Views
Pacific Life Wins QDIA Validation
Five Pacific Life target-risk funds were confirmed as meeting QDIA requirements. ..
401kWire.com - Friday, September 21, 2012
The Lights Go Out at 401kExchange
401kExchange filed for bankruptcy this morning...
401kWire.com - Friday, September 21, 2012 - Reader Rating: 4
Schwab's ETF 401k Isn't Here Yet
The plan still isn't ready, but Bettinger says it could come next year...
401kWire.com - Friday, September 21, 2012
Walt Talks ETF Fees
Walt Bettinger has dropped his company's fees on seven ETFs with a combined $4.46 billion in assets...
MutualFundWire.com - Friday, September 21, 2012 Views
Prove Shapiro Right, Win $5,000
A website offers a bounty for evidence supporting Schapiro's money market risk claims...
MutualFundWire.com - Friday, September 21, 2012 Views
One Retirement Advisor in the Midwest Rebrands
A 401k specialist puts himself "one notch up on the fiduciary ladder."..
401kWire.com - Friday, September 21, 2012
Scanlan Nears His CFO Choice for RS
The CFO opening follows a slew of C-suite changes at San Francisco firm. ..
MutualFundWire.com - Friday, September 21, 2012 Views
Schapiro Says the FSOC Will Take Up Money Fund Reform
The SEC commissioner writes about her next step in a WSJ op-ed...
MutualFundWire.com - Friday, September 21, 2012 Views
A Burglar Drives Off in Gundlach's Porsche Carrera 4S
$10 million worth of art and valuables were stolen from the fundster...
MutualFundWire.com - Friday, September 21, 2012 Views - Reader Rating: 2
A Judge Keeps the Bents Waiting
The Reserve Primary Fund trial has been postponed...
MutualFundWire.com - Friday, September 21, 2012 Views
TCW Renews One Contract, But Is Gundlach Waiting to Pounce?
P&I writes that DoubleLine's founder may be looking to steal talent from his rival...
MutualFundWire.com - Friday, September 21, 2012 Views
T. Rowe Gets the Full M* Treatment
A fund analyst is looking at how T. Rowe funds are doing in the new M* rating system...
MutualFundWire.com - Friday, September 21, 2012 Views
M* Likes a Junk Bond ETF
Analyst largely dislikes this asset class, but not this fund...
MutualFundWire.com - Friday, September 21, 2012 Views
"Are These People Crazy?" Wonders Gross
The bond king says that he has no idea what fixed-income index fund investors are thinking...
MutualFundWire.com - Friday, September 21, 2012 Views
CNBC and Gundlach Rage Against M*'s "Garbage In, Garbage Out"
CNBC is siding with Jeff Gundlach against Morningstar's new analyst ratings system...
MutualFundWire.com - Friday, September 21, 2012 Views - Reader Rating: 5
A $9 Billion Plan Picks a New Provider
The mega plan sponsor, currently an Aon Hewitt client, will make the switch effecive June 2012...
401kWire.com - Wednesday, September 21, 2011
Ameritas Lands Two Partners for a New MEP
A pair of firms will help an insurance provider market a new offering...
401kWire.com - Wednesday, September 21, 2011 - Reader Rating: 1
Delaware Hires on Both Coasts
Jeff Klepacki hires two for Delaware's distribution team...
MutualFundWire.com - Wednesday, September 21, 2011 Views
Broadridge Helps Schwab Enhance OneSource
A publicly-traded back office supports the mutual fund supermarket at the discount brokerage giant...
MutualFundWire.com - Wednesday, September 21, 2011 Views
An Allianz Shop Hires Northern Trust
The Chitown support firm unveils a new deal...
MutualFundWire.com - Wednesday, September 21, 2011 Views
Fidelity Reveals DC Sales Figures
Executives share numbers for the first half of 2011 and sales commitments for 2012...
401kWire.com - Wednesday, September 21, 2011 - Reader Rating: 2.33
Do Guaranteed Products Keep Savers in Equities?
A bundled provider examines how people right before and after retirement adjust their investing in reaction to retirement income products...
401kWire.com - Wednesday, September 21, 2011 - Reader Rating: 2
Guggenheim Consolidates, Yet the Rydex Name Lives On
Updated | The asset manager will now boast a combined $24.1 billion in U.S. mutual fund assets and $19 billion in ETFs...
MutualFundWire.com - Wednesday, September 21, 2011 Views - Reader Rating: 3
SSgA Preps a Floating-Rate ETF
The Boston-based ETF giant files to launch a floating-rate ETF...
MutualFundWire.com - Wednesday, September 21, 2011 Views
Mansueto Plans a Mansion Near Lake Michigan
The Morningstar chief reportedly buys up eight townhome lots to build a dreamhouse...
MutualFundWire.com - Wednesday, September 21, 2011 Views
Pimco Hunts for a National Retirement Sales Manager
The exec will lead seven wholesalers...
401kWire.com - Tuesday, September 21, 2010 - Reader Rating: 3.5
A Smith Barney 401k Vet Joins an Indie RIA
A Midwestern retirement plan advisory firm brings a new team member on board...
401kWire.com - Tuesday, September 21, 2010
Pimco Builds Out its ETF Line
The Newport Beach, California-based firm on Thursday rolled out two new ETFs...
MutualFundWire.com - Tuesday, September 21, 2010 Views
Pentegra Hires an AUL Alum
The financial services-focused provider brings on a regional director in the Midwest...
401kWire.com - Tuesday, September 21, 2010 - Reader Rating: 4
An Investing Legend Passes the CIO Baton
The investing legend is giving up the co-CIO title at the firm he founded in 1977...
MutualFundWire.com - Tuesday, September 21, 2010 Views
A Risk Expert Will Lead Symetra Retirement
The now-public insurance company reorganizes into three divisions, one of which is retirement...
401kWire.com - Tuesday, September 21, 2010 - Reader Rating: 5
Buckles Lands Atop a Special, Growing Unit
The Invesmart and Standard alum takes over part of a retirement strategies division...
401kWire.com - Tuesday, September 21, 2010 - Reader Rating: 1
Change at the Top Looms for Pioneer's Parent
What that would mean for Pioneer is unclear...
MutualFundWire.com - Tuesday, September 21, 2010 Views
It's Time to Buy Some Neuberger Art
Sotheby's is about to auction off several hundred pieces of art from the Lehman Brothers collection, including works brought over when Lehman bought the asset manager in 2003...
MutualFundWire.com - Tuesday, September 21, 2010 Views - Reader Rating: 1
Leveraged and Inverse ETFs Could Find Themselves Under a Starless Sky
Morningstar is reportedly looking at the possiblity of ending the star ratings for leveraged and inverse ETFs...
MutualFundWire.com - Tuesday, September 21, 2010 Views
Spears Garners Praise from Barron's
Tweedy Browne's John Spears is the subject of a Barron's profile...
MutualFundWire.com - Tuesday, September 21, 2010 Views
Ward to Pilot Boeing's Retirement Plan
Boeing picks an internal managing director to head-up pension investments...
401kWire.com - Monday, September 21, 2009
RSM Hunts for a Midwestern DC Wholesaler
The non-producing TPA shifts a business development director into a new role and prepares to hire...
401kWire.com - Monday, September 21, 2009
Merk Nabs a Marketing Pro
The California-based currency fund specialist names its first ever director of marketing...
MutualFundWire.com - Monday, September 21, 2009 Views - Reader Rating: 5
Stock Strategist Says BlackRock-BGI Deal Ups the M&A Ante
A stock strategist for Morningstar, says that the pressure may be on the bottom half of the top ten fund firms to bulk up...
MutualFundWire.com - Monday, September 21, 2009 Views
Two Industry Trade Groups to Join Forces
Don't call it a merger; two firms are set to join forces after recent success on a joint project...
401kWire.com - Monday, September 21, 2009
JPMorgan Lowers Expense Caps on its Target-Date Funds
The New York asset manager brings down expense caps in R2 and A share classes...
401kWire.com - Monday, September 21, 2009
Vanguard Weighs the Pros and Cons of ETFs in DC Plans
A new report from the recordkeeper warns against the increasing trend of adding ETFs to defined contribution platforms...
401kWire.com - Monday, September 21, 2009 - Reader Rating: 5
A 457 Specialist Changes Hands
The Chicago firm, which has nearly 600 governmental clients, has a new majority owner...
401kWire.com - Monday, September 21, 2009
Are U.S. Funds Actually Inexpensive?
While critics of U.S. funds point to high fees that hinder investors, a comparison to European funds shows that U.S. pricing may be a bargain...
MutualFundWire.com - Monday, September 21, 2009 Views - Reader Rating: 1
Muni Funds Raking in Assets
Muni funds have already doubled their 12 month record for net flows with three months left in the year...
MutualFundWire.com - Monday, September 21, 2009 Views
EPFR Data Shows Bond Flows Driving Flows
The WSJ Fund Track picks up on new fund flow data from Boston-based EPFR...
MutualFundWire.com - Monday, September 21, 2009 Views - Reader Rating: 3
Who are the 401k Industry's Leading Women?
Women executives are on the rise in the DC plan business. Who are they and who makes up the next generation?..
401kWire.com - Friday, September 21, 2007 - Reader Rating: 1.5
Northwestern Provider Takes the Fee Debate to the Participants
After teaching sponsors about DC fees, one provider has decided to go straight to the end customer. ..
401kWire.com - Friday, September 21, 2007
GM Could Roll New Hires Into 401k
The Wolverine State auto giant negotiates to stop adding workers to its DB. This could be good news for a certain Bay State provider. ..
401kWire.com - Friday, September 21, 2007
From Investment Advisor to Fiduciary Advisor
A reader provides his take on how plan advisory practices should look in a post-PPA marketplace. ..
401kWire.com - Friday, September 21, 2007 - Reader Rating: 4.38
Cogent Kicks Up CommTrak
Summit, New Jersey-based Cogent Consulting has enhanced its CommTrak online system to give money managers more control over commission spending...
MutualFundWire.com - Friday, September 21, 2007
AllianceBernstein Wants Great Conversations
The New York firm has created a new program to help advisors and plan sponsors navigate the PPA era...
401kWire.com - Friday, September 21, 2007
Wechsler 'Danses' to the Beat of a New Hire
Wechsler Ross & Partners, marketing and design firm to the fund industry, has hired Shelly Danse as vice president of business development...
MutualFundWire.com - Friday, September 21, 2007 Views - Reader Rating: 5
New York, New York, The Address of Your New Job?
Ever wanted to move to the big city? We've found the jobs that could make it a reality...
MutualFundWire.com - Friday, September 21, 2007 Views - Reader Rating: 3
DC Industry to DoL: How Should We Handle Revenue Sharing?
Representatives of the 401k industry ask the regulatory agency for help. ..
401kWire.com - Friday, September 21, 2007
Lincoln Snags Recruitment Vet from National Financial
Lincoln Financial Network has hired Christine Baker as regional managing director, advisor recruitment for the southeast territory...
MutualFundWire.com - Friday, September 21, 2007 - Reader Rating: 3
Southwest Securities Choses Member of Parent Company for a Starring Role
James Ross has been chosen as the new president and CEO of Southwest Securities...
MutualFundWire.com - Friday, September 21, 2007 - Reader Rating: 5
Fiserv Exec Is Tapped To Run TD Ameritrade's Corporate Services Unit
UPDATE | TD Ameritrade has appointed a leader for its corporate services business...
401kWire.com - Friday, September 21, 2007
The East Coast Johnsons' Fortune Expands
The Forbes List of the 400 Richest Americans was released today...
MutualFundWire.com - Friday, September 21, 2007 Views - Reader Rating: 2.83
South Korea, Taiwan Poised to Become Major Players in Emerging Market Funds
In today's WSJ FundTrack column, Evan Ramstad tells emerging market fund managers that they had better prepare for the FTSE giving South Korea and Taiwan emerging market status...
MutualFundWire.com - Friday, September 21, 2007 Views - Reader Rating: 2.75
Most Hancock Clients Now Use Lifestyle Funds
In the decade since NCR helped refine the lifestyle fund product, the concept has taken off. Now John Hancock reports that 80 percent of its clients offer the funds...
401kWire.com - Thursday, September 21, 2006 - Reader Rating: 5
Comerica Adds Retirement Plan Consultants
The Detroit-based bank has raised the number of consultants on its lineup to 9...
401kWire.com - Thursday, September 21, 2006 - Reader Rating: 2
ICI Continues Push For Streamlined Disclosure
The mutual fund trade group made its case before the ERISA Advisory Council on Thursday...
401kWire.com - Thursday, September 21, 2006 - Reader Rating: 4
Spark Institute Weighs In On Proposed 5500 Changes
The lobby group raises concerns over the proposed revisions...
MutualFundWire.com - Thursday, September 21, 2006 Views
Bear Stearns Sails On as Amaranth Sinks
After seeing a bad deal hit its assets on Monday, Amaranth Advisors liquidates its broker-dealer arm in its flailing dash for cash, but its clearing firm reportedly emerges intact...
MutualFundWire.com - Thursday, September 21, 2006 - Reader Rating: 3
The Hatchet Man Slows His Swing in Q3
James Gorman's strategy for streamlining Morgan Stanley's BD unit appears to be working. ..
MutualFundWire.com - Thursday, September 21, 2006
Smith Barney Team Goes Independent
Four brokers leave the wirehouse to set up their own shop under a different umbrella...
MutualFundWire.com - Thursday, September 21, 2006
Trust Co Targets Alternative IRAs
Is your high-balance participant looking for something you don't have?..
401kWire.com - Wednesday, September 21, 2005
Legg Settles Late Trading Charges for $1 MM
The firm's broker-dealer subsidiary allegedly processed more than 18,000 late fund trades .....
MutualFundWire.com - Wednesday, September 21, 2005 - Reader Rating: 2
TIAA-CREF Selects Rollover Provider
The service will eventually be available to all of the education provider's participants...
401kWire.com - Wednesday, September 21, 2005
EBRI: Sponsorship, Participation Up
Census Bureau data for 2003 shows that more people think of their DC plans as their primary plan...
401kWire.com - Wednesday, September 21, 2005 - Reader Rating: 3
TPA Offers Full Fee Disclosure
Advisors will be able to select from two pricing options...
401kWire.com - Wednesday, September 21, 2005 - Reader Rating: 4.78
Fund Closures Down, Openings Stabilize
The number of mutual funds that have merged or liquidated has decreased, following the trend of recent years, while openings have remained steady .....
MutualFundWire.com - Wednesday, September 21, 2005 Views
ING Waives Fees for Katrina-Hit
ING Funds has waived contingent deferred sales charges for residents of Katrina-affected areas in Louisiana, Mississippi, Alabama and Florida .....
MutualFundWire.com - Wednesday, September 21, 2005 Views
Mellon Forms JV with German Money Manager
Mellon Financial will broaden distribution of its investment products in Europe through a new deal with German asset manager WestLB AG .....
MutualFundWire.com - Wednesday, September 21, 2005 Views
Lockyer Can Proceed in American Funds Case
A Los Angeles Superior Court judge delivered a setback to American Funds in the fund firm's ongoing battle with California Attorney General Bill Lockyer .....
MutualFundWire.com - Wednesday, September 21, 2005 - Reader Rating: 2.5
DOL Extends Deadline for Florida Sponsors
Hurricane-battered plan sponsors in 42 Florida counties will have until the end of the year to file Form 5500 series documents...
401kWire.com - Tuesday, September 21, 2004
WMSI Adds A Fourth Destination
The rollover specialist adds Ameritrade to its network. In turn. Ameritrade will use the network to gather assets for its new IRA offering...
401kWire.com - Tuesday, September 21, 2004
SunGard Eases Rollover Process
SunGard EBS partners with ProNvest...
401kWire.com - Tuesday, September 21, 2004
The Standard Targets TPAs, Consultants
Fifty to 75 TPAs and consultants may be getting calls from The Standard’s salesforce...
401kWire.com - Tuesday, September 21, 2004
ICI Calls for More 401(k) Disclosure
The mutual fund trade group points regulators to other areas where regulators may find interesting practices: how about some more disclosure for plan sponsors and service providers?..
MutualFundWire.com - Tuesday, September 21, 2004 Views
ICI Calls for More 401(k) Disclosure
Plan sponsors and service providers: watch out. The ICI is making its voice heard at the DOL and it is calling for more sunlight on revenue sharing practices...
401kWire.com - Tuesday, September 21, 2004 - Reader Rating: 4
Utah Finds Replacement for Fired 529 Director
The stateís 529 plan appoints a new director, two months after former director Dale Hatch was fired over allegedly transferring the planís administrative assets into his personal accounts...
MutualFundWire.com - Tuesday, September 21, 2004 Views
Morningstar Ups Ante with Retirement Product
Morningstar rolls its advice and recommendations into one product and lets participants compare stars...
401kWire.com - Tuesday, September 21, 2004
InvestorConnect Opens Second Garden State Investor Service Center
Proxy-solicitor InvestorConnect opened a 200-seat service representative center in Lyndhurst, New Jersey on September 1. The new facility is blocks away from its 60-seat center...
MutualFundWire.com - Tuesday, September 21, 2004 Views - Reader Rating: 2
Judge Names Independent Fiduciary in DOL Suit
The DOL wins out in an action against an Ohio-based company...
401kWire.com - Tuesday, September 21, 2004
Insider No Longer Chair at Hartford Funds
Dr. Robert Gavin, Jr. replaces Tom Marra, president of the Hartford Mutual Funds, as chairman of the board of directors. Gavin has been a member of the Hartford Mutual Funds board since 2002 (and Hartford-acquired Fortis funds since 1989)...
MutualFundWire.com - Tuesday, September 21, 2004 Views
No Big Judgments Are Likely
Since the first class actions were filed against the mutual fund sponsors named in the market timing scandals law firms representing the industry have been arguing that the scandals will not lead to large payday for plaintiffs. But that did not stop class action lawyers from racing to file their cases. Now the WSJ is taking the side of those saying fund firms will not be on the hook for much in the way of damages. ..
MutualFundWire.com - Tuesday, September 21, 2004
Federated Adopts
The Pittsburgh firm adds another $164 million in assets by acquiring another fund family...
MutualFundWire.com - Friday, September 21, 2001 - Reader Rating: 3
Participants Stay the Course
They are not panicking, but that does not mean that the World has not changed for plan vendors. What to expect...
401kWire.com - Friday, September 21, 2001 - Reader Rating: 3
September 21, 2000
Janus Speaks ... eBay Popular with Funds ... MetaMarkets Launches IPO Fund ... Energy Funds Benefits ... Asian Funds on a Tear...
MutualFundWire.com - Thursday, September 21, 2000 - Reader Rating: 3
September 21, 2000
Janus Speaks ... eBay Popular with Funds ... MetaMarkets Launches IPO Fund ... Energy Funds Benefits ... Asian Funds on a Tear...
401kWire.com - Thursday, September 21, 2000 - Reader Rating: 3
Merrill Lynch Expands Down Under
Merrill Lynch has launched an entire array of funds for the Australian market as a direct response to the country's recent tax reform...
MutualFundWire.com - Tuesday, September 21, 1999 - Reader Rating: 3
Calling For a Match
This Texas company might shortly be asking its 401k provider for an enhanced company match...
401kWire.com - Tuesday, September 21, 1999 - Reader Rating: 3
American Express Teams Up With Schwab
AEFA has inked an agreement with Charles Schwab, offering 2000 of the mutual funds available through Schwab's to its clients...
MutualFundWire.com - Tuesday, September 21, 1999 - Reader Rating: 3
American Express Teams Up With Schwab
AEFA has inked an agreement with Charles Schwab, offering 2000 of the mutual funds available through Schwab's to its clients...
401kWire.com - Tuesday, September 21, 1999 - Reader Rating: 3
Lord, Abbett Closes Fund
The New York based fund family is closing the door on a small cap fund...
MutualFundWire.com - Tuesday, September 21, 1999 - Reader Rating: 3
401k Forum Allies With Marketwatch
401k Forum has entered into a licensing agreement with CBS Marketwatch.com to assist and educate the public on 401k retirement issues...
401kWire.com - Tuesday, September 21, 1999 - Reader Rating: 3
Odd Lots, September 21, 1999
Van Kampen wants a raise ... Vanguard wants more of your money, at least at first ... Enhanced index funds come with enhanced hype and enhanced fees...
MutualFundWire.com - Tuesday, September 21, 1999 - Reader Rating: 3
Cape Cod Bank Taps Provider
Hyannis, MA-located Cape Cod Bank and Trust Company has chosen Fidelity to be the bundled provider for its 401(k) plan, Kathy Sherman, accountant, told the 401kWire. The plan has 400 participants with $17 million in assets...
401kWire.com - Monday, September 21, 1998 - Reader Rating: 3
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