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Charles Schwab Investment Management [view profile ]
211 Main Street  San Francisco  CA  94105  ph: 800-648-5300 

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60. Larry Goldbrum (2011) 59. Ron Bush (2011) 58. Barbara Fallon-Walsh (2011)
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51. Melissa Cowan (2011)

News Stories Archives - Since 1998
A 27-Year American Century Vet Departs
A top distro exec has left the firm...
MutualFundWire.com - Friday, January 20, 2017 Views
Bill Chetney's GRPAA to Host National Conference!
The invitation-only event will take place at the Arizona Biltmore in Phoenix, Arizona, convening approximately 350 industry insiders, which includes 200 401(k) plan advisors (KPAs) and 85 service providers...
401kWire.com - Friday, January 20, 2017 - Reader Rating: 4.82
Filings for Fundsters - January 20, 2017
A compilation of the latest SEC filings!..
MutualFundWire.com - Friday, January 20, 2017 Views
Former EBSA Chief May Return to Post
With the new administration officially in place, leadership seats in EBSA remain vacant, but rumor has it.....
401kWire.com - Friday, January 20, 2017 - Reader Rating: 3.5
Sigmund Moves Over to Conduent
Xerox's retirement business solutions have been move to the new company. ..
401kWire.com - Friday, January 20, 2017
An Arizona B-D Promotes One
A 401(k) plan advisor (KPA) in the Scottsdale, Arizona region has been promoted!..
401kWire.com - Friday, January 20, 2017 - Reader Rating: 4.67
Will You Help Elizabeth Warren Save the Fiduciary Reg?
The outspoken populist politician is trying to rally big B-Ds, mutual fund shops, banks, and insurers to fight an expected delay or retraction of the rule after President-elect Donald Trump takes office today...
MutualFundWire.com - Friday, January 20, 2017 Views
SageView Advisory Group Names Award Winners
The fifth annual Retirement Plan Service Provider Excellence in Client Service Awards were presented in Laguna, California. ..
401kWire.com - Friday, January 20, 2017
SEC Examiners Aren't Alone In Putting High-Yield Bond Funds Under the Microscope
Fresh from filing a suit against Third Avenue, a class-action law firm is turning its sights to the rest of the high-yield bond mutual fund business and to the fund firms and B-Ds that offer them...
MutualFundWire.com - Wednesday, January 20, 2016 Views
Christie Adds NJ to the List of State-Run Retirement Plan Marketplaces
This state will now work towards creating a marketplace for small business retirement plans...
401kWire.com - Wednesday, January 20, 2016
LA County Seeks a Custodian
Two plans are up for grabs as Los Angeles County seeks changes for its' participants...
401kWire.com - Wednesday, January 20, 2016 - Reader Rating: 3.5
Lack of Access to DC Plans Varies State to State
A new report analyzes the various differences in access to and participation in employer-sponsored plans across the United States...
401kWire.com - Wednesday, January 20, 2016
An Appellate Court Cements a Principal Victory
The case hinges on whether or not Principal is a fiduciary. ..
401kWire.com - Wednesday, January 20, 2016 - Reader Rating: 5
This Twin Cities KPA Shop Brings On a New SVP
A 401(k) industry veteran chooses a new KPA shop based in Minnesota...
401kWire.com - Wednesday, January 20, 2016 - Reader Rating: 4
Reynolds Makes Putnam's Latest FA-Support Maneuver
Today the Beantown mutual fund shop unveils a "multi-faceted program" to help advisors with practice management...
MutualFundWire.com - Wednesday, January 20, 2016 Views
iShares, SSgA, and WisdomTree Lead This Pack
A trade publication reveals finalists for its awards. The winners will be announced in March...
MutualFundWire.com - Wednesday, January 20, 2016 Views
Where Does Retirement Fit Into Obama's "Middle-Class Economics"?
Answer? We'll get back to you in two weeks...
401kWire.com - Tuesday, January 20, 2015
A Kansas Firm Acquires Two Colorado KPA Shops
A Leawood, Kansas-based firm recently made some new affiliates.....
401kWire.com - Tuesday, January 20, 2015
Peter Kraus' AB
He is compressing AllianceBernstein's brand...
MutualFundWire.com - Tuesday, January 20, 2015 Views - Reader Rating: 5
At Baron, One David Succeeds Another
A key exec retires from the Big Apple mutual fund shop...
MutualFundWire.com - Tuesday, January 20, 2015 Views
An Arizona TPA Hires in New York
The shop is expanding into the Big Apple...
401kWire.com - Tuesday, January 20, 2015
OneAmerica Wins Four Tennessee 403bs
An Indianapolis-based recordkeeper just added $15 billion worth of 403(b) plans, effective January 14, 2015...
401kWire.com - Tuesday, January 20, 2015
Annin Picks Analyst and Tech Chiefs
... for his Mesirow unit. One is a new hire, the other promoted from within...
401kWire.com - Tuesday, January 20, 2015
Six RKers Team Up With Pershing
The BNY Mellon RIA- and B-D-support giant officially rolls out its retirement plan offering...
401kWire.com - Tuesday, January 20, 2015 - Reader Rating: 4.67
Transamerica Shows Millennials a Roadmap
... via a live broadcast to inform millennials about health and wealth, including saving for retirement. ..
401kWire.com - Tuesday, January 20, 2015
Will Obama Talk Retirement?
Is the President going to discuss his plans on his proposed myRA accounts in his State of the Union address?..
401kWire.com - Tuesday, January 20, 2015
Bill Gross' $100MM Habit
Gross just put more money into a Pimco CEF ... and into philately...
MutualFundWire.com - Tuesday, January 20, 2015 Views
10 DC I-Os Partner With ING
The bundled provider includes outside managers in a new target date product and reveals some pricing info...
401kWire.com - Friday, January 20, 2012
Knights Take a Piece of a Boston Fund Firm
A mutual fund firm sells a stake to an insurance company...
MutualFundWire.com - Friday, January 20, 2012 Views
Seven Pimco PMs Climb to EVP
The SoCal fixed income giant names 23 new EVPs, 47 new SVPs and 83 new VPs...
MutualFundWire.com - Friday, January 20, 2012 Views
Pimco Promotes a Top Retirement Exec
The SoCal fixed income giant names 23 new executive vice presidents...
401kWire.com - Friday, January 20, 2012 - Reader Rating: 1
Mainstay's Parent Reorgs
Yet Steve Fisher will remain head of the MainStay Funds...
MutualFundWire.com - Friday, January 20, 2012 Views
John Kim Dons a Retirement Income Hat
The CEO of New York Life Investments expands his domain and takes on a new title...
401kWire.com - Friday, January 20, 2012 - Reader Rating: 2
At Least Three Finalists Circle DWS' Parent
Will the price for Deutsche Bank's non-European and non-Asian asset management business pass $2.58 billion?..
MutualFundWire.com - Friday, January 20, 2012 Views - Reader Rating: 5
Ferguson Hunts For TIAA-CREF's New Asset Management Chief
A top, 27-year veteran is leaving the teacher-focused retirement plan provider, but not just yet...
MutualFundWire.com - Friday, January 20, 2012 Views
A Former Invesco Exec Founds a New Firm
She is looking to grow her new business four-fold in human capital and $500 million -fold in actual capital by year's end. ..
MutualFundWire.com - Friday, January 20, 2012 Views - Reader Rating: 4
VALIC Snags an M&I Wholesaler
A M&I wholesaler has joined VALIC's sales team...
401kWire.com - Thursday, January 20, 2011 - Reader Rating: 5
ING Surpasses a 403b Milestone
ING's 403(b) site surpasses a milestone...
401kWire.com - Thursday, January 20, 2011
Frost Offers Mutual Fund Investors a Taste of Alternatives
The Texas mutual fund firm unveils its newest hedge-like offering...
MutualFundWire.com - Thursday, January 20, 2011 Views - Reader Rating: 4
AdvisorShares Makes an ETF 36 Bps Cheaper
The Maryland-based mutual fund firm makes the changes only three months after the product's launch...
MutualFundWire.com - Thursday, January 20, 2011 Views
Plan Sponsors Need More Client Service
A new survey says plan providers need to bring their A-game to sponsor presentations...
401kWire.com - Thursday, January 20, 2011 - Reader Rating: 4.67
Wasatch Will Partially Close a $1.42B Fund
The Utah-based mutual fund will still make the fund available direct...
MutualFundWire.com - Thursday, January 20, 2011 Views
Putnam and BlackRock Headline Service Awards
A research and consulting firm has released its annual list of service award winners...
MutualFundWire.com - Thursday, January 20, 2011 Views
Fidelity Reups With a $14B DC Plan
The Boston Behemoth also adds a $3.4 billion plan...
401kWire.com - Thursday, January 20, 2011 - Reader Rating: 5
Only One 401k Provider Gets a Nod from Dalbar
A provider picked up some accolades from the market research and consulting firm...
401kWire.com - Thursday, January 20, 2011 - Reader Rating: 1.79
Gross & Others Accuse Whitney of Making an 'Outlandish' Muni-Bond Forecast
A bond analyst is laying low after being skewered over her forecast. ..
MutualFundWire.com - Thursday, January 20, 2011 Views
Schwab Expands its ETF Lineup to 13
The San Francisco-based brokerage giant launches two new exchange-traded funds...
MutualFundWire.com - Thursday, January 20, 2011 Views
A Vanguard ETF Emerges as Number Three
The Pennsylvania-based low cost mutual fund firm now boasts the third biggest exchange-traded fund in the business...
MutualFundWire.com - Thursday, January 20, 2011 Views
Lawson Sets a Date, Ned Needs a Successor
Rodger Lawson is retiring at the end of the quarter...
MutualFundWire.com - Wednesday, January 20, 2010 Views - Reader Rating: 3
Reuters Chronicles TCW's Clash with 'The Godfather'
A Reuters article from Tuesday contains a detailed account of the confrontation between Jeff Gundlach and TCW CEO Marc Stern last September...
MutualFundWire.com - Wednesday, January 20, 2010 Views - Reader Rating: 4
ALPS Completes its Second Adoption
The Denver-based company finished the adoption of the Clough China Fund last week...
MutualFundWire.com - Wednesday, January 20, 2010 Views
Lord Abbett Cuts Fees on a Pair of Funds
Lord Abbett lowers net expense ratios on two international funds...
MutualFundWire.com - Wednesday, January 20, 2010 Views
Putnam Bids Adieu to Three Wholesalers and Welcomes Two
Changes continue at Putnam Investments...
401kWire.com - Wednesday, January 20, 2010
Diversified Wins a 457 and 403b on Tobacco Road
A southern hospital has contracted Diversified to the administration of two DC plans...
401kWire.com - Wednesday, January 20, 2010 - Reader Rating: 2
Schwab Gains Participants in '09
The fourth quarter earnings statement from Chuck shows that the company's retirement services unit saw an increase in assets and participants...
401kWire.com - Wednesday, January 20, 2010
BlackRock Names its Top Bond Man
The New York City-based asset management giant names the sole leader of its fixed income group...
MutualFundWire.com - Wednesday, January 20, 2010 Views
MassMutual Grows its Nonprofit Staff, Sales
MassMutual has attracted a Fidelity vice president and nonprofit specialist..
401kWire.com - Wednesday, January 20, 2010
A Much-Criticized Fund is Shutting Down
The AP is reporting that a microcap fund, plagued by huge fees and low performance, is liquidating...
MutualFundWire.com - Wednesday, January 20, 2010 Views
At Schwab, Money Fund Waivers Drag Down Asset Management Fees by 20 Percent
Money market fund fee waivers rose to $110 million in the fourth quarter...
MutualFundWire.com - Wednesday, January 20, 2010 Views
On the Verge of an Ownership Change, a Fund Firm Returns to the Black
Columbia Management, whose long-term asset management business is in the process of being purchased by Ameriprise, was in the black in the final quarter of 2009...
MutualFundWire.com - Wednesday, January 20, 2010 Views
Pimco's Total Return Fund Chalks Up Another Milestone
PIMCO's behemoth fund and brain-child of Bill Gross – the Total Return Fund – surpassed the $200 billion asset mark by year-end December, reports the Wall Street Journal's Min Zeng on Wednesday...
MutualFundWire.com - Wednesday, January 20, 2010 Views
An L.A. Asset Manager Finds Cause to Bolster its Ties with SEI
The Los Angeles firm deepens its relationship with SEI...
MutualFundWire.com - Wednesday, January 20, 2010 Views
One ETF is Banking on Bank Earnings
A SPDR stock-index ETF is in the spotlight of The Journal's fund column Wednesday..
MutualFundWire.com - Wednesday, January 20, 2010 Views
State Street Eyes Fund Back-Office Work, SSgA Fees Fall
Updated | The Boston-based custodian looks to do more outsourced mutual fund work...
MutualFundWire.com - Tuesday, January 20, 2009 Views - Reader Rating: 5
WisdomTree Rechristens Six of its Funds
The New York firm has renamed six funds within its "high-yielding equity fund" lineup...
MutualFundWire.com - Tuesday, January 20, 2009 Views
Turner Names 20 New Principals
A senior sales executive is among the new principals at the Berwyn, Pennsylvania-based firm...
MutualFundWire.com - Tuesday, January 20, 2009 Views
Two Top Regulator Spots Open Up
The inauguration of Barack Obama leaves a leadership vacuum at the top of one retirement-related government agency...
401kWire.com - Tuesday, January 20, 2009 - Reader Rating: 2
Cerulli Predicts (Slow) Growth for 401k
Analysts at Boston-based Cerulli say the impact of auto enrollment and auto escalation will be somewhat offset by the negative pressure on savings brought about by economic conditions...
401kWire.com - Tuesday, January 20, 2009 - Reader Rating: 4
Kennedy Collapses
Update 2 | The leading 401k man in the Senate is reportedly conscious after being rushed to the hospital...
401kWire.com - Tuesday, January 20, 2009 - Reader Rating: 3.5
Ibbotson Brings its Portfolio Construction Service Downmarket
The Morningstar subsidiary is now making its target maturity construction service available to small- and mid-sized plans...
401kWire.com - Tuesday, January 20, 2009 - Reader Rating: 2
A Senior Exec Bids Adieu to MassMutual
The exec left the Springfield, Massachusetts-based plan provider earlier this month...
401kWire.com - Tuesday, January 20, 2009
Another Media Company Suspends its 401k Match
A Richmond, Virginia-based owner of 24 newspapers and 19 TV stations plans to suspend its match at least through the end of the year...
401kWire.com - Tuesday, January 20, 2009
Reserve Sought Help from the Fed, SEC and even the ICI
It's been a little over three months since the Primary Fund broke the buck and details continue to emerge about what transpired in the run-up to that moment...
MutualFundWire.com - Tuesday, January 20, 2009 Views
One Jersey TPA Gobbles Another
Updated | An insurance brokerage sells its third-party pension admin business...
401kWire.com - Tuesday, January 20, 2009 - Reader Rating: 4
Uhlmann to Leave SEC Staff
Peter M. Uhlmann is stepping down as the SEC's chief of staff. The 39-year-old took over the post as the chief of in 2005...
MutualFundWire.com - Tuesday, January 20, 2009 Views
Baron Taps an Allianz Vet as Chief Distribution Officer
The new hire brings "big company" experience to the New York City-based Baron Capital...
MutualFundWire.com - Tuesday, January 20, 2009 Views
Manning & Napier is Hiring in Florida
The relatively obscure fund firm is seeking to leverage its top flight performance by adding to its distribution...
MutualFundWire.com - Tuesday, January 20, 2009 Views - Reader Rating: 5
State Street Bolsters SSgA's Stable Value
The asset manager's parent company stepped in to provide additional assets and buy out weak securities from the SSgA stable value pools during 2008's final months...
401kWire.com - Tuesday, January 20, 2009
State Street Took Fixed Income Hits in Q4
The institutional bank and asset manager will likely disclose more details of the hits taken by its fixed income portfolios in the final months of 2008...
MutualFundWire.com - Tuesday, January 20, 2009 Views
Double, Triple, Toil and Trouble
Direxion's toil to create a three times leverage fund is a hit that could prove trouble for ProShares double leverage ETFs...
MutualFundWire.com - Tuesday, January 20, 2009 Views
UBS Purchases AIG Index Used by Pimco
The benchmark index for Pimco's Commodity Real Return Fund is changing hands...
MutualFundWire.com - Tuesday, January 20, 2009 Views
E&Y Consolidates Its Caribbean Offices
As bleak as 2008 was for U.S.-based mutual funds, things may have been even worse for offshore funds...
MutualFundWire.com - Tuesday, January 20, 2009 Views
Lou Valentino Joins Consultancy
One of the deans of the defined contribution industry has signed on with an emerging consulting firm...
401kWire.com - Friday, January 20, 2006
Russell Investment Group Names East Coast Rep
The manager of managers has named a New England regional director to work with financial intermediaries...
401kWire.com - Friday, January 20, 2006
Ex-Chairman Pleads Guilty in Executive Life Case
The neverending saga of Executive Life goes on as a French banking official takes a guilty plea...
401kWire.com - Friday, January 20, 2006
Russell Corp Makes DB to DC Switch
The athletic equipment maker is the latest plan sponsor to beef up its 401k plan and curtail its DB plan...
401kWire.com - Friday, January 20, 2006
TSP Awards Ed Mandate
The nation's largest defined contribution plan taps a provider to develop an education campaign as part of its launch of lifecycle funds...
401kWire.com - Thursday, January 20, 2005
Playboy Enterprises Inc.
Playboy is hitching up with Fidelity Investments to provide rollovers to former plan participants. Fidelity is already the bundled provider to the Chicago-headquartered publisher's $75 million 401(k) plan...
401kWire.com - Thursday, January 20, 2005
Are You in the Zone?
Style-drift wary investors have a new tool, thanks to Morningstar. The fund rater has refined its nine-box matrix. Funds' actual holdings will now be graphically represented via a "centroid" -- a dot representing the weighted average of all of the fund's equity holdings. The dot is surrounded by a shaded area representing 75 percent of a fund's portfolio. For an example, check out Legg Mason's popular Value fund...
MutualFundWire.com - Thursday, January 20, 2005 Views
California Savings Plus Plan
The public plan is looking for five managers. Bids are due at the end of the month...
401kWire.com - Thursday, January 20, 2005
Is an Alternative to the Hard 4pm Close Near?
The SPARK Institute continues to plug away...
401kWire.com - Thursday, January 20, 2005 - Reader Rating: 5
LSA Mother to Help ACLI Lobby Against Them
The American Council of Life Insurers has retained the expert of experts to help it fight the creation of Lifetime Savings Accounts...
401kWire.com - Thursday, January 20, 2005
No Coke, No Vanguard for Fido
The Boston Behemoth’s stance on limiting short-term traders is costing it a little bit of its 401k business and opening the door to other fund firms...
401kWire.com - Thursday, January 20, 2005 - Reader Rating: 5
Will the White House Tip the Scales in 2005?
Although there's no official word yet on who will replace Democratic SEC commissioner Harvey Goldschmid, sources have told Reuters that the administration may not name a successor for one year.....
MutualFundWire.com - Thursday, January 20, 2005 Views
ICI Group Gives Indy Chair Recs
Independent Directors Council, a group of independent directors within the ICI, is not waiting for an answer on the independent chairman issue from the courts or Congress. And nor, does it believe, are many fund firms. The group issued recommendations on the duties of independent chairman in a report, but is vague on key issues like director compensation...
MutualFundWire.com - Thursday, January 20, 2005 Views
Survey: Sponsors Making Moves
A new survey finds that sponsors have been paying attention to the fund scandal and are making a slew of changes...
401kWire.com - Tuesday, January 20, 2004 - Reader Rating: 4
Janus Names New Division Head
Fund firm snags a Citigroup exec to head its embattled international funds division...
MutualFundWire.com - Tuesday, January 20, 2004 Views
PFPC Lands KeyCorp Exec
Executive joins firm to manage third party distribution efforts...
MutualFundWire.com - Tuesday, January 20, 2004 Views
Waddell and Reed Completes Fund Merger
Two funds the firm picked up last year add $2.5 billion in assets under management to the roster...
MutualFundWire.com - Tuesday, January 20, 2004 Views
Lipper: 12b-1 Fees Are Used Properly
Lawmakers may find in upcoming hearings that the fund industry may not be the gang in the black hats after all...
MutualFundWire.com - Tuesday, January 20, 2004 - Reader Rating: 4
2003 A Good Year for Some 529 Plans
While the industry has mostly forgotten the once hot product, at least a few states report eye-popping growth...
MutualFundWire.com - Tuesday, January 20, 2004 Views
Two Firms Announce Educational Alliance
Advisors and broker dealers in need of certfication courses now have a new option...
MutualFundWire.com - Tuesday, January 20, 2004 Views
Bush Likely to Revive ERSAs
Those paying close attention to the State of the Union are likely to hear about a now familiar concept (though the name may be different)...
401kWire.com - Tuesday, January 20, 2004 - Reader Rating: 3
Plan Sponsor Football Fans Get A Discount
A North-Carolina based retirement education provider gets generous in celebration of the Panther playoff success...
401kWire.com - Tuesday, January 20, 2004 - Reader Rating: 3.5
TD Waterhouse Sees its Adoption Fall Through
Are there any potential buyers left for the brokerage unit?..
MutualFundWire.com - Tuesday, January 20, 2004 Views
Eaton Vance Intros New Fund
The Boston fund company has created a tax-managed value fund and hired a new exec to manage it...
MutualFundWire.com - Thursday, January 20, 2000 - Reader Rating: 3
Nationwide Downsizes
Nationwide Retirement Solutions, a subsidiary of Nationwide Financial, has announced a major shake-up in the marketing and distribution of its public sector DC retirement services, including the lay-off of a large percentage of its 400 person sales staff...
401kWire.com - Thursday, January 20, 2000 - Reader Rating: 3
New Marketing Chief at Van Kampen
The Chicago fund company has tapped a new head of its marketing team...
MutualFundWire.com - Thursday, January 20, 2000 - Reader Rating: 3
Odd Lots, January 20, 2000
Korea widens its horizon ... Oops!..
MutualFundWire.com - Thursday, January 20, 2000 - Reader Rating: 3
Hancock's Search is Over
The search has been a long one, but now it is finally over. John Hancock Retirement Services has named George Manning national sales manager after looking to fill the post for a little over a year, a spokesperson with the firm told the 401kWire.com...
401kWire.com - Thursday, January 20, 2000 - Reader Rating: 3
You are Not Alone
David Wray, head of the PSCA, begins his series of regular columns for the 401kWire.com. In this article, Wray looks at some of the challenges facing plan sponsors today and where they can go to get help...
401kWire.com - Thursday, January 20, 2000 - Reader Rating: 3
Anchorage Bank Seeks Vendor for 401k
Anchorage, Alaska-based First National Bank of Anchorage (OTC BB : FNAN) has issued RFPs for its existing profit-sharing plan and for a new 401(k) plan, Ward Harris, managing director with the sponsor's consulting firm, San Francisco-based McHenry Consulting Group, told the 401kWire.com. The profit-sharing plan has $18 million in assets. The bank employs 800 individuals...
401kWire.com - Wednesday, January 20, 1999 - Reader Rating: 3
SunGard to Buy FDP
Miami-based FDP Corp. (Nasdaq:FDPC) will be acquired by SunGard Data Systems (NYSE:SDS) in a stock-for-stock transaction, according to the company. The deal is expected to close in the first quarter...
401kWire.com - Wednesday, January 20, 1999 - Reader Rating: 3
Clinton's Remarks on Retirement Security
Follow this link for the transcript of President Clinton's remarks in last night's State of the Union on retirement security and the new USA accounts...
401kWire.com - Wednesday, January 20, 1999 - Reader Rating: 3
AERS Promotes Exec
American Express Retirement Services (AERS) of Minneapolis, Minnesota, has tapped Christopher G. Daley to be vice president, eastern region -- New England territory, a spokesperson told the 401kWire.com. Daley, now working in sales for the New York City region, will be moving to the Boston area before the end of the first quarter...
401kWire.com - Wednesday, January 20, 1999 - Reader Rating: 3
Startup Readies Web Software for Account Access
IntraVESTnet, Inc., a Boston-headquartered startup company, is developing a suite of “rentable” applications to deliver as an on-line Extranet service. Dubbed "401K-in-a-box", the product is being designed as an integrated system to tie together and deliver plan data over the web to both participants and plan sponsors. ..
401kWire.com - Tuesday, January 20, 1998 - Reader Rating: 3
401k Forum Opens Boston Office
The 401k Forum, a web-based advisory company for 401(k) participants, has opened a regional office in Boston with the hiring of Susette Deering. Deering will be in charge of sales for the eastern half of the U.S. and report to Sharon French, vice president of sales in the 401k Forum’s San Francisco office.
..

401kWire.com - Tuesday, January 20, 1998 - Reader Rating: 3
Coleman Seeks to Make Camp with New Recordkeeper
Wichita, Kansas-located Coleman, maker of outdoor camping equipment, has begun looking for a recordkeeper for its $20 million plus plan, according to reports. The company’s current recordkeeper, Bankers Trust, will be considered in the search. Reached on the telephone today, Kyle Wendt, corporate benefits manager, refused comment on the search...
401kWire.com - Tuesday, January 20, 1998 - Reader Rating: 3
Eight Tips for a Successful Education Meeting
What works in employee meetings? If anyone knows, Anne McKillips does. Last year Total Benefits Communications, a firm she founded in 1993, held more than 10,000 employee meetings for plan sponsors nationwide. To lead these meetings, Total Benefits Communications uses a network of roughly 1,000 professionals with backgrounds in human resources, benefits, consulting, investments, insurance, or banking. In addition, every year she surveys her presenters to find out what works in meetings and what doesn’t. Recently, she shared her insights into what her presenters have found works in education meetings with the 401kWire.

..

401kWire.com - Tuesday, January 20, 1998 - Reader Rating: 3
For Tuesday, January 20, 1998
Early reports suggest that 1997 was more than a banner year for 401(k) providers. Merrill Lynch announced that 401(k) assets under management grew 60%, or $27 billion during the year. ..
401kWire.com - Tuesday, January 20, 1998 - Reader Rating: 3
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