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

http://www.schwab.com  -  SEC Filings
Fund Profiles
News Stories Archives - Since 1998
The New Fund Fuss - June 22, 2017
The latest news on funds!..
MutualFundWire.com - Thursday, June 22, 2017
Wells Fargo Finds Gen X Needs More Attention
A new report released by Wells Fargo analyzed retirement savings by generation. ..
401kWire.com - Thursday, June 22, 2017
Aberdeen Clears Two Key Merger Hurdles
Watch for the Scottish multinational asset manager and Standard Life to close their deal in less than two months...
MutualFundWire.com - Thursday, June 22, 2017
Foresight Wealth Management Makes Two Executive Appointments
This KPA shop just added two new hires.....
401kWire.com - Thursday, June 22, 2017
A Lone Star Fund Chief Refocuses Away From Subadvisors
Watch for this fundster to expand his distribution team within the next year...
MutualFundWire.com - Wednesday, June 22, 2016
As Schroders Does a U.S. Deal, Two Distro Execs Shift
A 10-year company veteran is moving on from the U.S. arm of the publicly-traded, British multinational asset manager. And another distro exec's role is changing...
MutualFundWire.com - Wednesday, June 22, 2016 Views
Mesirow Welcomes a 20-Year Industry Vet
A veteran in the financial service industry for approximately 20 years joins the Chicago, Illinois-based company this month...
401kWire.com - Wednesday, June 22, 2016 - Reader Rating: 3
PSCA Trumpets Clear Passageway for MEPs
The concept of less regulation and greater flexibility with MEPS has bipartisan support. ..
401kWire.com - Wednesday, June 22, 2016
KPAs, Nationwide is On Your Fiduciary Side
Nationwide has put together a series of educational events for KPAs as they asses the Department of Labor's fiduciary rule...
401kWire.com - Wednesday, June 22, 2016
A Music City Provider Vet Aligns With Pensionmark
The KPA is also switching B-Ds...
401kWire.com - Wednesday, June 22, 2016
An America's Dairyland 401k Plan Names New Benefits Chief
The former retirement benefits manager at Johnson Controls has retired...
401kWire.com - Wednesday, June 22, 2016
BlackRock In Blue Jeans
Larry Fink and Co are easing up a bit on their dress code, except when it comes to top execs and client meetings...
MutualFundWire.com - Wednesday, June 22, 2016 Views
Post-Merger, Salient Isn't Deal-Hunting ... Yet
Earlier this month the Texas-based alts shop closed on its purchase of California-based Forward. What's next?..
MutualFundWire.com - Monday, June 22, 2015 Views - Reader Rating: 4
Ivy Evaluates Options As a Key Distro Exec Departs
One of Tom Butch's SVPs is moving on from the Midwestern mutual fund shop...
MutualFundWire.com - Monday, June 22, 2015 Views - Reader Rating: 1
Fifth Third Wraps Up Its Outsourced RKer Hunt
The bank started the search to see if it was getting the best deal for the money. ..
401kWire.com - Monday, June 22, 2015 - Reader Rating: 5
DeKalb County in Georgia is Seeking a Recordkeeper
DeKalb County Government is requesting proposals for 5-year contract...
401kWire.com - Monday, June 22, 2015
Arnerich Massena Promotes
A new senior consultant has recently switched roles at a firm located in the Beaver State!..
401kWire.com - Monday, June 22, 2015
A Kentucky KPA Joins a New Shop
...a 401(k) plan advisor joins a Kentucky shop...
401kWire.com - Monday, June 22, 2015
Turner Fights Four Ex-Employees In Court
The beleaguered mutual fund entrepreneur fends off one lawsuit while filing three of his own...
MutualFundWire.com - Monday, June 22, 2015 Views
Spangler Slashes Nationwide's Fund Fees
Nationwide Funds Group is the latest firm to get rid of redemption fees..
MutualFundWire.com - Friday, June 22, 2012 Views - Reader Rating: 5
A $481MM J.P. Morgan Fund Liquidates
The fund is down 26.84 percent year-to-date...
MutualFundWire.com - Friday, June 22, 2012 Views
401kExchange Locked in a Dispute With an Alum
The quarrel involves the ex-employee's decision to join another company...
401kWire.com - Friday, June 22, 2012 - Reader Rating: 1
Fielding Miller Seals a VA Deal for CapTrust
The 401k RIA unveils a new partnership...
401kWire.com - Friday, June 22, 2012
Miyao Creates and Fills a New Sales Post at kasina
Internal promotion will liase with customers and work on sales and marketing...
MutualFundWire.com - Friday, June 22, 2012 Views
Morningstar Rates Alternatives
Morningstar releases ratings of alternative mutual funds..
MutualFundWire.com - Friday, June 22, 2012 Views
Advisors Consolidate Dominance of Small-Market Distribution
More and more small plans are being sold through intermediaries rather than directly ...
401kWire.com - Friday, June 22, 2012
A $137MM BMO Client Switches to Wells
A Wisconsin plan sponsor hires a new recordkeeper...
401kWire.com - Friday, June 22, 2012
Desai Makes a Rocky Mountain Hire
The new director will focus on small plan sales...
401kWire.com - Friday, June 22, 2012 - Reader Rating: 5
A Retirement Income Pub Gains a Sibling
The new product will provide information to advisors...
401kWire.com - Friday, June 22, 2012
Gus Sauter Retires
The top PM at the world's largest mutual fund shop is stepping down...
MutualFundWire.com - Friday, June 22, 2012 Views
Doll's Models Weren't BlackRock's
New sentence says Doll's funds based on third party, not proprietary models...
MutualFundWire.com - Friday, June 22, 2012 Views
Are High-Fee Funds "Snake Oil"?
Research from UPenn Law School looks at why investors choose costly funds..
MutualFundWire.com - Friday, June 22, 2012 Views
Girard Miller Lands a New Gig
A pension fund based in the OC hires an ex-mutual fund chief as CIO...
MutualFundWire.com - Friday, June 22, 2012 Views
Morningstar's ETF Guru Predicts "Creative Destruction"
AdvisorOne interviewed Burns on the future of ETFs...
MutualFundWire.com - Friday, June 22, 2012 Views
McInerney Reaffirms BMO Funds' Love of Milwaukee
Despite several funds moving to the Windy City, a top exec claims they will try to grow in Milwaukee...
MutualFundWire.com - Friday, June 22, 2012 Views
Embattled PM Leaves BlackRock
An energy fund PM stepped down this week following a conflict-of-interest report...
MutualFundWire.com - Friday, June 22, 2012 Views
Peter Kraus is Sticking Around
The AllianceBernstein board renews Kraus' contract for another five years...
MutualFundWire.com - Friday, June 22, 2012 Views
Three Influential Funds, Three New Bosses
Three contrarian fund PMs talk to Reuters about their strategies...
MutualFundWire.com - Friday, June 22, 2012 Views
Gross Warns Against Risk Assets
Aberdeen's announcement that it is underweight leads the Pimco star to opine...
MutualFundWire.com - Friday, June 22, 2012 Views
Will Regions Sell Morgan Keegan After a $210M Settlement?
Federal regulators and five states unveil a settlement with the Regions subsidiary over seven bond mutual funds. Regions ponders 'strategic alternatives' for the brokerage...
MutualFundWire.com - Wednesday, June 22, 2011 Views
Pru Continues its Hiring Spree
Prudential Financial's mutual fund arm continues to build out its independent broker-dealer channel. It is also forming a team dedicted to the top RIAs...
MutualFundWire.com - Wednesday, June 22, 2011 Views
Participant Auto-Investing Quadruples in Seven Years
A jumbo market, bundled 401k provider unveils new data on industry trends...
401kWire.com - Wednesday, June 22, 2011 - Reader Rating: 4
Vanguard and TIAA-CREF Earn Mobile Brownie Points
A new reports says that most mutual fund shops are just not up to snuff with their mobile strategies...
MutualFundWire.com - Wednesday, June 22, 2011 Views
A Pimco Exec Heeds a Hedge Fund's Beckon
Another mutual fund exec makes a break for hedge fund land...
MutualFundWire.com - Wednesday, June 22, 2011 Views
Fiduciary Advisors Can Now Register
A consulting firm unveils a new designation for retirement plan intermediaries...
401kWire.com - Wednesday, June 22, 2011 - Reader Rating: 3.67
ING Targets Banks and Payroll Providers
Should ADP and Paychex be worried?..
401kWire.com - Wednesday, June 22, 2011 - Reader Rating: 3.5
Men's Wearhouse Shelves Pru
The $104 million plan has a new recordkeeper...
401kWire.com - Wednesday, June 22, 2011 - Reader Rating: 3
401k Insiders Offer Canine Support to Veterans
New York area retirement plan execs socialize in support of a specialized charity...
401kWire.com - Wednesday, June 22, 2011 - Reader Rating: 3
Fidelity Offers Muni Bond Funds With a Twist
Fido's offers new muni-bond funds...
MutualFundWire.com - Wednesday, June 22, 2011 Views
Half of Prime Money Funds' Bucks Are in European Banks
The WSJ catches on to the worries over European woes' possible effect on the money market mutual fund market...
MutualFundWire.com - Wednesday, June 22, 2011 Views - Reader Rating: 4
Deutsche Bank Rebrands Five ETFs
The change, which took effect last week, doubles the number of ETFs the db-X umbrella...
MutualFundWire.com - Wednesday, June 22, 2011 Views
Analysts Have Ideas for the SEC and Target Date Funds
The WSJ Fund Track column has some ideas from a pair of fund watchers on how the SEC could better regulate target date funds...
MutualFundWire.com - Tuesday, June 22, 2010 Views - Reader Rating: 5
Fidelity Names a New Top Bond Exec
Christine Thompson steps up from the Boston Behemoth's muni desk...
MutualFundWire.com - Tuesday, June 22, 2010 Views
BrightScope Preps an I-O Offering
The benchmarking startup will roll out a new service next month...
401kWire.com - Tuesday, June 22, 2010 - Reader Rating: 3.67
A Former Fido Exec Fights for His Options
The issue may come down to whether Fidelity had a consistent policy when paying out stock options for departed employees...
MutualFundWire.com - Tuesday, June 22, 2010 Views
An RKer Buys a TPA
Updated | This marks the fourth acquisition for the open architecture provider...
401kWire.com - Tuesday, June 22, 2010
Pioneer Honchos Go Real Estate Hunting
The Boston-based mutual fund firm will likely be based in a different Boston office come 2012...
MutualFundWire.com - Tuesday, June 22, 2010 Views
AllianceBernstein Offers a New, Four-Pronged Approach to Target Date Funds
The New York asset manager unveils a new take on the popular default investment options...
401kWire.com - Tuesday, June 22, 2010
Fido Hooks Up With Participants on the Go
The bundled provider extends its iPhone app to a new group...
401kWire.com - Tuesday, June 22, 2010 - Reader Rating: 2
DWS' Move Puts Dreman's Hoover in Charge
The Deutsche-owned mutual fund has a new subadvisor in a bid for better performance...
MutualFundWire.com - Tuesday, June 22, 2010 Views - Reader Rating: 5
Regulators Give Flooding Victims Some Extra Filing Time
The IRS extends a deadline for plan sponsors in eight states...
401kWire.com - Tuesday, June 22, 2010
Reynolds Continues to Beef Up Putnam's 401k Play
Putnam unveils new websites for retirement plan advisors and sponsors...
MutualFundWire.com - Tuesday, June 22, 2010 Views
Vanguard Not Impressed with India
An Indian publication reports that Vanguard executives who made a site visit were less then enthralled with the potential to open up shop there...
MutualFundWire.com - Tuesday, June 22, 2010 Views - Reader Rating: 1
An ETF Trader Defends the Specialized Mutual Funds
In the wake of the flash crash, a guest columnist in a trade pub fends off trading concerns about exchange-traded funds...
MutualFundWire.com - Tuesday, June 22, 2010 Views
Ticonderoga Sees 401k Rules Creating Headwinds for T Rowe and Others
Bad weather is causing headwinds for mutual fund sponsors, warns a Ticonderoga analyst as he downgrades T. Rowe Price...
MutualFundWire.com - Tuesday, June 22, 2010 Views
Is Direxion's Reverse Split Decision a Good Move?
The WSJ column points out that a split in ETF shares may have more meaning than just slicing a pie more ways...
MutualFundWire.com - Tuesday, June 22, 2010 Views
Putnam Upgrades the Advisor and Plan Sponsor Experience, in Real-Time
Bob Reynolds and his team beef up their support for employers and intermediaries using the new Great-West-powered Putnam platform...
401kWire.com - Tuesday, June 22, 2010 - Reader Rating: 5
A Media Acquirer Targets Strategic Insight
Will a non-mutual-fund-industry player make a move on the fund data firm?..
MutualFundWire.com - Monday, June 22, 2009 Views
Jury Finds an Ex-MFS Fund Manager Liable for Insider Trading
After a three-hour deliberation, a federal jury in Boston found a former MFS fund manager liable for insider trading...
MutualFundWire.com - Monday, June 22, 2009 Views
An Insurer Shuts Down GIC Rates, For Now
The publicly-disclosed traditional GIC rate market shrinks by one...
401kWire.com - Monday, June 22, 2009 - Reader Rating: 3
Fetting Received $6.5 Million in Fiscal '09
The Baltimore-based fund firm's chief took home a cash bonus of $936,422..
MutualFundWire.com - Monday, June 22, 2009 Views
Target Date Overseers Gain A New Tool
A new product anticipates increased need for oversight of target date fund subadvisors...
401kWire.com - Monday, June 22, 2009
PlanSponsor's Acquirer Eyes Two Strategic Targets
Industry insiders say the new parent of Asset International wields a nine-figure acquisition budget and closes in on more financial services-related deals...
401kWire.com - Monday, June 22, 2009
Clamor for 401k Advice Grows
More than half of finance and HR execs polled by Schwab say they have seen an increase in employee requests for advice since September...
401kWire.com - Monday, June 22, 2009 - Reader Rating: 3
A New Global SRI Fund Hits The Shelves
The third in an SRI series offers a broad approach to sustainability-oriented investment...
MutualFundWire.com - Monday, June 22, 2009 Views - Reader Rating: 3
MassMutual Names its Next CEO
The insurer taps a successor for Stu Reese, who is stepping down in January...
401kWire.com - Monday, June 22, 2009
Transamerica Puts Out a CD for Advisors
The California-based provider unveils a new, DC-focused, audio training program for intermediaries...
401kWire.com - Monday, June 22, 2009
Women in the Retirement Business Form a New Networking Group
Updated | A new group coalesces around a DC industry conference...
401kWire.com - Monday, June 22, 2009 - Reader Rating: 3
An Insurer Retools Its Communications for DC Participants
A retirement plan provider unveils a new educational campaign in light of the shaking market...
401kWire.com - Monday, June 22, 2009 - Reader Rating: 2
A Schwab Alum Targets Advisors and TPAs For a Fund Firm
Updated | A California asset manager expands its DC I-O team and looks to hire more...
401kWire.com - Monday, June 22, 2009
Gross Confesses to Sending Don Phillips a 'Very Childish' E-mail
The New York Times' Devin Leonard pens a lengthy profile on the celebrated bond fund manager...
MutualFundWire.com - Monday, June 22, 2009 Views - Reader Rating: 2
Is Fidelity Eyeing a Transatlantic Deal?
Fidelity and two other US asset managers are reportedly among the firms circling the third-party asset management arm of Britain's Lloyds Banking Group...
MutualFundWire.com - Monday, June 22, 2009 Views
ICI Chief Calls for a Comprehensive Point-of-Sale Disclosure Plan
Paul Schott Stevens warns the administration against placing a "skull and cross bones" notice on mutual funds...
MutualFundWire.com - Monday, June 22, 2009 Views
WSJ Casts its Spotlight on Financial-Sector Funds
The WSJ piece over the weekend names the sector's winners and losers...
MutualFundWire.com - Monday, June 22, 2009 Views
Prudent Bear Sees Dark Cloud Around Silver Lining
Prudent Bear portfolio manager Doug Noland is staying a skeptic...
MutualFundWire.com - Monday, June 22, 2009 Views - Reader Rating: 4
Big Investors Run to Indexing
Mutual fund firms and other asset managers that cater to the pension, foundation and endowment market are waking up to some stressful news Monday morning -- more of these investors are favoring passive portfolios rather than active ones...
MutualFundWire.com - Monday, June 22, 2009 Views
Providers Discuss Participant Behavior in a Shaky Economy
The Wall Street Journal checks in with 401k providers to find out whether participants are contributing more or less in these uncertain times...
401kWire.com - Sunday, June 22, 2008 - Reader Rating: 1
Sterling Financial in the Crosshairs of Big Apple Law Firm
The Pennsylvania-based financial services firm is the subject of an investigation by a New York class action firm over possible ERISA violations...
401kWire.com - Friday, June 22, 2007
Forward Adds Share Class
Forward Management launched an institutional share class (no-load) for the Forward International Equity Fund on June 11...
MutualFundWire.com - Friday, June 22, 2007 Views - Reader Rating: 4
Bay State Brokers Launch Fiduciary Advice RIA
Two independent reps gets certified and starting winning PPA advice business, and in the process they're avoiding the whole plan sale process altogether. ..
401kWire.com - Friday, June 22, 2007
BoNY, Mellon Announce Picks for Joint Board
The Bank of New York Company and Mellon Financial Corporation have announced their choices for the board of directors of The Bank of New York Mellon Corporation...
MutualFundWire.com - Friday, June 22, 2007 Views
Brookstreet Closes Its Doors
The Irvine, California-based broker-dealer has shut its doors on Friday...
MutualFundWire.com - Friday, June 22, 2007
Hedge Fund or Mutual Fund? Missing Funds and Added Disclosure.
Bloomberg's editors get confused -- and then straighten things out ... Some mutual funds disappear from the Washington Post and Teberg laments his decision to get into the fund game...
MutualFundWire.com - Friday, June 22, 2007 Views
Lincoln DC Exec Gets New Role
The head of product and marketing for Lincoln's DC business is moving on to another role within the company...
401kWire.com - Friday, June 22, 2007 - Reader Rating: 2.5
Study Finds Omnibus Accounts Limit Funds' Ablility to Find Market-Timers
A new report by the Coalition of Mutual Fund Investors, finds that fund firms are virtually powerless to put a stop to market-timing in omnibus accounts...
MutualFundWire.com - Friday, June 22, 2007 Views - Reader Rating: 2.57
Scion of Brookstreet Founder Exits Company
The scion of the founder of embattled broker dealer Brookstreet Securities Corp. has and invited 500 reps to join him...
MutualFundWire.com - Friday, June 22, 2007 - Reader Rating: 2.83
New Citi Consulting Exec Wants You
A new hire at the banking giant looks for new hires as he takes a bird's eye view of retirement plans' strategic importance. ..
401kWire.com - Friday, June 22, 2007
NYSE EuroNext Names COO for US Trading
NYSE Euronext has hired a UBS executive as chief operating officer for US products...
MutualFundWire.com - Friday, June 22, 2007 - Reader Rating: 3
Bay Area Provider Bags Another Payroll Partnership
The San Francisco-based provider has added another payroll company to its list of partners. ..
401kWire.com - Friday, June 22, 2007
What Does the Nuveen Deal Mean?
Have the private equity floodgates to the asset management industry been opened by Wednesday's unveiling of the $5.75 billion deal that will take Nuveen private? And what does the future hold for Nuveen itself?..
MutualFundWire.com - Friday, June 22, 2007 Views - Reader Rating: 3
Client Services Exec Moves Up at Wells Fargo
The Minneapolis-based provider has promoted one of its senior execs...
401kWire.com - Friday, June 22, 2007 - Reader Rating: 1
IXIS, Security Benefit Life Need Your Experience
Last time you saw these two companies together in the same article, it involved a firm called Rydex. Turns out they're also both in the market for some qualified job candidates...
MutualFundWire.com - Friday, June 22, 2007 Views - Reader Rating: 2.33
401k Fee Suits: Fidelity: 1, Schlichter: 0
Score one for Fidelity. The Boston Behemoth racked up a victory Wednesday when a federal judge threw out a fee suit filed by Schlichter Bogard & Denton against the firm and a large plan sponsor...
MutualFundWire.com - Friday, June 22, 2007 Views - Reader Rating: 3
Emerging DC Recordkeeper Seeks Larger Plans
One of the emerging recordkeepers that broke ground by bringing funds and NAV products to small plan sponsors is setting its sights on larger plans. The move could be a path for fund firms seeking a way into the DC space...
MutualFundWire.com - Friday, June 22, 2007 Views - Reader Rating: 2.44
NASD Hits Wachovia with Fine for Lax Broker Supervision
The NASD has fined Wachovia Securities $2 million for failing to adequately supervise its fee-based brokerage business between 2001 through 2004...
MutualFundWire.com - Friday, June 22, 2007 Views
SEC Turns to Funds of Funds
Funds of funds were the hot topic for the Securities and Exchange Commission Wednesday...
MutualFundWire.com - Thursday, June 22, 2006 Views
ShareBuilder Inks Another Distribution Deal
ShareBuilder Corp. has sealed a distribution pact with a West Coast business group...
401kWire.com - Thursday, June 22, 2006
Hartford Readies 401(k) for Upmarket Push
The Simsbury, Connecticut-based insurer is looking to roll out a product in the third quarter in line with its bid to appeal to the small-to-middle market plan sponsors...
401kWire.com - Thursday, June 22, 2006 - Reader Rating: 3.67
Survey: Race Affects Retirement Views
Fewer blacks than whites are worried about retirement, according to a just-released survey...
401kWire.com - Thursday, June 22, 2006 - Reader Rating: 2
Merrill Lynch's Retirement Income Product in Beta
After two years in the works, the wirehouse giant is getting closer to launching its ballyhooed retirement income service...
401kWire.com - Thursday, June 22, 2006 - Reader Rating: 3
Ocean State Consultants Launch Problem Solving Program
The process seeks out "problem" plan participants, then gives them the will and means to change...
401kWire.com - Thursday, June 22, 2006
Federated Shops for Green Mountain State Funds
Three Federated mutual funds are set to swallow three Sentinel funds if Federated fund shareholders approve the adoption this fall...
MutualFundWire.com - Thursday, June 22, 2006 Views
BlackRock Shows Off Range of Merged Funds
BlackRock has unveiled a range of new mutual funds following mergers with the funds of Merrill Lynch & Co...
MutualFundWire.com - Thursday, June 22, 2006 Views
Two Centennial State Fund Veterans Retire
A combined 30 years of company service will leave Janus Capital Group at the end of the month. Claire Young and Blaine Rollins -- portfolio managers for the Janus Olympus Fund and Janus World Funds Plc -- U.S. All Cap Growth Fund, and the Janus Triton Fund, respectively -- plan to retire on June 30 .....
MutualFundWire.com - Thursday, June 22, 2006 Views
Are Pension Managers Hungry for DC Business?
One major i-banking player is hunting for an executive to shepherd its charge into the defined contribution space, sources report. The story underscores a dilemma that many defined benefit leaders face as they realize the importance of getting their funds onto 401(k) platforms. ..
MutualFundWire.com - Thursday, June 22, 2006 Views
The Burden of Market Timing
A former portfolio manager for PEA Capital took the stand Wednesday in the trial of former PIMCO Advisors Distributors CEO Stephen Treadway, and recounted his dismay upon learning that his fund had been opened to market-timed trades by financier Edward Stern...
MutualFundWire.com - Thursday, June 22, 2006 Views
PWC Resigns as Solly Fund Auditor
The resignation affects 16 closed-end funds. The audit firm will be replaced by KPMG...
MutualFundWire.com - Wednesday, June 22, 2005 Views
Welcome to TD Ameritrade
The combined company becomes the third largest brokerage in terms of client accounts...
MutualFundWire.com - Wednesday, June 22, 2005 Views
MetLife Plies Annuities to Retirees
Another competitor aims to make retirement income a snap...
401kWire.com - Wednesday, June 22, 2005 - Reader Rating: 4
Rocky Mountain Custodian Enters EGTRRA IRA Fray
A firm better known for its fund clearing operations has struck a distribution deal for its EGTRRA rollover product...
401kWire.com - Wednesday, June 22, 2005 - Reader Rating: 5
DoL Sues Computer Programming Company
A Miami company did not forward employee contributions to its plan, according to the DoL...
401kWire.com - Wednesday, June 22, 2005
Bear Stearns Discloses Possible SEC Action
The brokerage discloses that it may face penalties in connection with fund trading...
MutualFundWire.com - Wednesday, June 22, 2005
Burt Greenwald Joins Board
The mutual fund maven will join the board of New York City asset management firm William D. Witter...
MutualFundWire.com - Wednesday, June 22, 2005 Views
What Did O'Connell Do?
The termination letter for the ex-CEO of MassMutual paints an ugly portrait .....
MutualFundWire.com - Wednesday, June 22, 2005 Views
Details on the Citigroup, Legg Mason Deal
The rumored swap between Citigroup's asset management unit for Legg Mason's brokerage is close to happening .....
MutualFundWire.com - Wednesday, June 22, 2005 Views
CitiStreet Sees More Interest in Age-Target Funds
Plan sponsors who are familiar with asset allocation are ahead of the curve...
401kWire.com - Wednesday, June 22, 2005 - Reader Rating: 3
Touchstone Taps Subadvisor for New Micro Fund
Los Angeles subadvisor teams with Touchstone Investments to put extra micro-cap capacity to use...
MutualFundWire.com - Tuesday, June 22, 2004 Views
Big Apple Software Maker to Add SDBA
Investlink may be close to signing a contract with Ameritrade...
401kWire.com - Tuesday, June 22, 2004
JPMorgan Fleming Lands a Managers Funds Contract
Two former managers at 40/86 Advisors are taking a Managers Fund subadvisory contract with them to JPMorgan Fleming Asset Management. ..
MutualFundWire.com - Tuesday, June 22, 2004 Views
Fido Prepares Mailing to Inform Participants of Fund Closing
The Boston Behemoth is taking the unusual step of closing off a fund to all new investors -- even those in 401k plans. It will mail letters to participants explaining what is happening this week...
401kWire.com - Tuesday, June 22, 2004 - Reader Rating: 3.5
ICI Numbers Point to Rebounding Market Share for Mutual Funds
After peaking in 1999 only to fall with the bear market, mutual funds are once again winning share in the retirement plan market...
401kWire.com - Tuesday, June 22, 2004 - Reader Rating: 3.5
AERS Hires Wachovia Sales Pro
Not the same old Story at AERS; the firmís new vice president of sales brings 14 years of institutional products experience to the expanding AERS distribution arm...
401kWire.com - Tuesday, June 22, 2004 - Reader Rating: 2
New Market Doubles Assets
The $5 million, 5-star fund acquires Old Dominion Investors Trust...
MutualFundWire.com - Tuesday, June 22, 2004 Views
The Hartford Touts Investment Expertise
The insurer hires a strategist for a new advisor-facing position...
MutualFundWire.com - Tuesday, June 22, 2004 Views
SEC Vote on Indy Chairs is No Secret
The five SEC commissioners meet Wednesday to vote on whether to require independent commissioners. No one expects to be surprised by the final tally...
MutualFundWire.com - Tuesday, June 22, 2004 Views
Keep That Champagne on Ice
Japanese DC plans will not be the windfall some may be hoping for argues the consulting firm in a just released report. ..
401kWire.com - Friday, June 22, 2001 - Reader Rating: 3
Vanguard Switches a Fund Advisor
Vanguard calls it quits on a 14 year relationship with Lincoln Capital Management. ..
MutualFundWire.com - Friday, June 22, 2001 - Reader Rating: 3
Two Million 403b Participants Get New Provider
Nearly two million teachers and school district employees in Los Angeles have the opportunity to learn about a new vendor for their defined contribution plan...
401kWire.com - Friday, June 22, 2001 - Reader Rating: 3
Turner Conquers a Titan
An impending purchase will settle the estate of a Maryland fund...
MutualFundWire.com - Friday, June 22, 2001 - Reader Rating: 3
GoldK Adds A Web Design Firm And An Advisor
WorldWideWebWorks to spruce about the GoldK product; the latest member of their advisory board brings lots of government experience to bear...
401kWire.com - Thursday, June 22, 2000 - Reader Rating: 3
Stable Value Rates for June 22, 2000
..
401kWire.com - Thursday, June 22, 2000 - Reader Rating: 3
Delaware Hires Western Manager
Delaware Investments has hired a new sales head for its Western region from Pioneer Investments...
MutualFundWire.com - Thursday, June 22, 2000 - Reader Rating: 3
ACCESSDATA Adds Sales and Marketing Staff
The Pittsburgh consulting and ASP firm has hired two industry veterans to flesh out their sales and marketing staff...
MutualFundWire.com - Thursday, June 22, 2000 - Reader Rating: 3
Penny Wise, Dollar Foolish
Morningstar's John Rekenthaler looks at what is important in monitoring a 401k investment program in this week's guest column...
401kWire.com - Thursday, June 22, 2000 - Reader Rating: 3
June 22, 2000
Fidelity's earnings sizzle ... Borgen busted...
MutualFundWire.com - Thursday, June 22, 2000 - Reader Rating: 3
June 22, 2000
Fidelity's earning sizzle ... Borgen busted...
401kWire.com - Thursday, June 22, 2000 - Reader Rating: 3
SVA June 11, 1999
..
401kWire.com - Tuesday, June 22, 1999 - Reader Rating: 3
JP Morgan and AC Bearish on Domestic Investments
JP Morgan and American Century's international investment executives think the best strategy is to sell US stocks and bonds, and invest in the growth they see in the global market...
MutualFundWire.com - Tuesday, June 22, 1999 - Reader Rating: 3
TAG On: Filing for 5500 Extensions
The 5500 form for our 401(k) plan is due at the end of June, and it doesn't look like we are going to be able to file on time. I know that I can file for an extension, but I've heard that there has been some change in the requirements for getting the filing deadline extended. Can you enlighten me?..
401kWire.com - Tuesday, June 22, 1999 - Reader Rating: 3
MassMutual Adds Funds to 401k Lineup
Springfield, Massachusetts-based MassMutual Retirement Services has added four new investment options to its 401(k) offering. Further, three new firms have joined its manager alliance, including JP Morgan, Morgan Stanley, and Waddell & Reed...
MutualFundWire.com - Tuesday, June 22, 1999 - Reader Rating: 3
MassMutual Adds Fund Offerings
Springfield, Massachusetts-based MassMutual Retirement Services has added four new investment options to its 401(k) offering. Further, three new firms have joined its manager alliance, including JP Morgan, Morgan Stanley, and Waddell & Reed...
401kWire.com - Tuesday, June 22, 1999 - Reader Rating: 3
New Sponsor Database Available Online
First, sponsor data was available in book form. Then you could get it on a cd-rom. Now,you can access that data on the Internet. Pension Data Resources, Inc. is launching its new website, PensionPlanet.com, that will allow subscribers to tap into scrubbed 5500 form data...
401kWire.com - Tuesday, June 22, 1999 - Reader Rating: 3
Odd Lots, June 22, 1999
The Internet fund's lessons ... Janus' slide ... Is Amerindo Tech now a money market fund? ... Asia is back...
MutualFundWire.com - Tuesday, June 22, 1999 - Reader Rating: 3
What are 401k Vendors Offering on the Internet?
From all of the talk, one would think that most 401(k) plan participants now have access to their accounts and plan information on the Internet. Surprisingly, newly published research shows that this is not the case. Instead, full-service 401(k) vendors have been taking careful steps when launching Internet access...
401kWire.com - Monday, June 22, 1998 - Reader Rating: 3
New York Sponsor No Longer Assimilated
It finally had to happen. A plan sponsor decided that it no longer wished to be assimilated by the Borg-like Fidelity and has decided to bundled with another service provider. At the beginning of the year, Rochester, NY-based Gleason Corporation (NYSE: GLE) hired Vanguard as the vendor for its 401(k) plan, William Stein, director of human resources, told the 401kWire. The plan has over 800 participants and, combined with the company's DC plan, has approximately $50 million in assets...
401kWire.com - Monday, June 22, 1998 - Reader Rating: 3
SSgA Shuts Small Cap
State Street Global Advisors has informed 401(k) plan sponsors that it will be shutting the doors on its Small Cap stock fund (SVSCX) on August 31...
401kWire.com - Monday, June 22, 1998 - Reader Rating: 3
Internet Features Offered by Selected Full-Service 401(k) Vendors
Key data on 401k plan providers...
401kWire.com - Monday, June 22, 1998 - Reader Rating: 3
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