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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
Two OneAmerica Retirement Insiders Win For Partnership
The insurer's annual employee awards event was held last week...
401kWire.com - Tuesday, February 25, 2020
A $2.28B Client Doubles Down With Transamerica
They've used the recordkeeper for a decade, and now they're hiring them on the DB side, too...
401kWire.com - Tuesday, February 25, 2020
The Five Most Ethical RKers
A corporate standards specialist honors 132 companies, including five with DC recordkeeping businesses...
401kWire.com - Tuesday, February 25, 2020 - Reader Rating: 5
A $26B-AUM Shop Adds a Prez
A 29-year-old mutual fund firm on the West Coast welcomes a key exec in a newly created role...
MutualFundWire.com - Tuesday, February 25, 2020
A Money Center Bank Rebrands Its 401k Biz
The changes come amid broader branding changes at the publicly traded multinational...
401kWire.com - Monday, February 25, 2019 - Reader Rating: 3.5
After Stable Value Expansion, Conklin Welcomes a 25-Year Vet
He joins as the provider's stable value product line is expanding...
401kWire.com - Monday, February 25, 2019 - Reader Rating: 1
ProShares Wins as Mid-Size Flows Stabilize
M* updates January 2019 fund flows data for ETFs and long-term, open-end mutual funds...
MutualFundWire.com - Monday, February 25, 2019 Views
Mike Francis Hires in Minnesota
The consulting firm's new VP will manage a new branch office...
401kWire.com - Monday, February 25, 2019 - Reader Rating: 1
Week In Preview, February 25 - March 3
This week the teams at Fi360 and NIRS are hosting events...
401kWire.com - Monday, February 25, 2019 - Reader Rating: 3.67
Week In Preview, February 25 - March 3
This week the teams at Citi, Fund Intelligence, and JOHCM are hosting events...
MutualFundWire.com - Monday, February 25, 2019 Views
Watch Your Language
The words that KPAs use matter a great deal. Here are five tips for improving your word choice when talking to plan sponsors, participants, and random people in elevators and at parties...
401kWire.com - Thursday, February 25, 2016
A 25-Year-Old Shop Judiciously Reaches Beyond Its Distro Home
The fund firm has its first distribution chief, and his first target is the RIA channel...
MutualFundWire.com - Thursday, February 25, 2016 Views - Reader Rating: 5
More Than $16B of Deutsche's Money Fund Biz Is Transforming
The German multinational's U.S. asset management arm is adapting in the face of new regulations...
MutualFundWire.com - Thursday, February 25, 2016 Views
A KPA Duo Says HI to RayJay
A brother tandem is moving its KPA shop to RayJay - in Hawaii. ..
401kWire.com - Thursday, February 25, 2016
A Rhode Island Bank Switches RKers
A mid-size defined contribution plan has a new recordkeeper...
401kWire.com - Thursday, February 25, 2016
There Is a Confidence Rift Between Plan Sponsors and Participants
BlackRock checks the pulse of retirement readiness...
401kWire.com - Thursday, February 25, 2016
Fulford Finds Pimco's Next DC I-O Sales Chief Within
The bond fund giant's head of U.S. retirement promotes one of his own...
401kWire.com - Thursday, February 25, 2016 - Reader Rating: 4.5
Meet BNY Mellon's Next Arledge
The folks at the publicly-traded custodial bank say goodbye to their investment management chief as a familiar face steps in...
MutualFundWire.com - Thursday, February 25, 2016 Views
An ADP and Voya Alum Dies
An industry veteran in the Chicago area passes away.....
401kWire.com - Wednesday, February 25, 2015
Virtus Faces Class-Action Flak Over F-Squared
The performance-reporting scandal surrounding a key subadvisor is now pulling in the Connecticut mutual fund shop itself...
MutualFundWire.com - Wednesday, February 25, 2015 Views
Will This Jumbo Plan Fly to a New RKer?
A $4.1B, 44,744-participant plan sponsor is conducting a recordkeeping RFP...
401kWire.com - Wednesday, February 25, 2015 - Reader Rating: 5
A 3rd Fund Firm Catches Eaton Vance's Alternative to ETF Fever
Updated | An East Coast insurer's mutual fund arm allies with the Beantown fund firm's Navigate Fund Solutions subsidiary...
MutualFundWire.com - Wednesday, February 25, 2015 Views
RayJay Brings On a KPA in Atlanta
...along with two others on the same team, managing a total of $109 MM...
401kWire.com - Wednesday, February 25, 2015
Redhawk Joins a 401k Platform
A managed account shop in Minnesota has just been added to a retirement services platform!..
401kWire.com - Wednesday, February 25, 2015
Just How Much Can the LSE Make From a Partial Sale of Russell?
The exchange is reportedly aiming for $1.2B to $1.5B for the manager of managers...
MutualFundWire.com - Wednesday, February 25, 2015 Views
A Montage Sales Exec Moves within the Family
Jenny Rhodus has joined Nuance...
MutualFundWire.com - Tuesday, February 25, 2014 Views
With Acquisitions on His Mind, a California RIA Joins Pensionmark and IFP
Troy Hammond and Mike Woods and their team welcome a South Central California shop to their network...
401kWire.com - Tuesday, February 25, 2014 - Reader Rating: 5
PSCA Has a Few Questions For Your 403b Clients
How do your 403b plans compare to the field? The folks at PSCA and the Principal are trying to find out...
401kWire.com - Tuesday, February 25, 2014
Highland Names Chieftain in Battle for the Independents
Dallas-based alts shop continues its hiring spree by hiring a national accounts director for the independent broker dealer channel...
MutualFundWire.com - Tuesday, February 25, 2014 Views
401k Advisors Improve Outcomes, and Plan Sponsors Know It
The Retirement Advisor Council releases new data on what sponsors think about advisors...
401kWire.com - Tuesday, February 25, 2014
Fido's Managed Account Biz Grew 78 Percent in 2013
Over 700 new sponsors signed on to use the Boston Behemoth's managed account service last year. ..
401kWire.com - Tuesday, February 25, 2014
Galvin Probes 401k Match Woes: What's His Angle?
Updated | The secretary of the Commonwealth of Massachusetts sent letters to 25 providers asking for information about sponsors that have switched to end-of-year, lump-sum matches. ..
401kWire.com - Tuesday, February 25, 2014
So This Is Why El-Erian Left
A Wall Street Journal article portrays escalating tension between exiting Pimco CEO Mohamed El-Erian and co-founder Bill Gross...
MutualFundWire.com - Tuesday, February 25, 2014 Views - Reader Rating: 3
Tap Into Inertia, Says New York Life's Murphy
Patrick Murphy, the CEO of New york Life's retirement group, talks auto features in 401ks. ..
401kWire.com - Tuesday, February 25, 2014 - Reader Rating: 5
Vanguard Reprices Both Ways
The mutual fund titan cuts fees on three funds, yet raises them on two others...
MutualFundWire.com - Monday, February 25, 2013 Views
A DC I-O Searches for a Platform Manager
The exec will help the intermediary distribution team build new DC client relationships...
401kWire.com - Monday, February 25, 2013
ING Keeps a $3B Client
A state sticks with the RKer...
401kWire.com - Monday, February 25, 2013 - Reader Rating: 5
Touchstone Cleans Up Its Menu
The Midwestern mutual fund shop does a bit of spring cleaning in its product lineup...
MutualFundWire.com - Monday, February 25, 2013 Views
New York Life Goes Mobile
The RKer is launching an app...
401kWire.com - Monday, February 25, 2013 - Reader Rating: 5
RIIA Names a Winner
The prize will be handed out next month...
401kWire.com - Monday, February 25, 2013
Calamos Doubles Down on Calamos
The founder and chief executive gains roughly 176,000 shares...
MutualFundWire.com - Monday, February 25, 2013 Views
New Partners Aims to Help RIAs Launch Collective Funds
A pair of companies team up to support advisors who want to launch their retirement plan investment offerings...
401kWire.com - Monday, February 25, 2013
A Mutual Fund Shop Prices its IPO at $322MM
The pricing would value the asset manager at $1.86 billion...
MutualFundWire.com - Monday, February 25, 2013 Views
An Asset Manager Looks for Wholesalers in Four Territories
A Northeastern mutual fund shop hunts to fill some sales openings...
MutualFundWire.com - Monday, February 25, 2013 Views
Minority Workers in Particular Struggle With Saving For Retirement
Many don't have access to a retirement plan..
401kWire.com - Monday, February 25, 2013
Behold! The Taxman Cometh!
MarketWatch's Jonnelle Marte warns mutual fund investors that big tax bites may be coming...
MutualFundWire.com - Monday, February 25, 2013 Views
M* Says Investors Aren't Idiots
The return gap isn't because investors are too dumb, the research leader says...
MutualFundWire.com - Monday, February 25, 2013 Views
Can Longleaf and T. Rowe Stop the Dell Deal?
Probably not, writes Jaffe...
MutualFundWire.com - Monday, February 25, 2013 Views
BlackRock Wins the SEC's Stamp for a Metal ETF
The regulatory agency approves a proposed iShares offering...
MutualFundWire.com - Monday, February 25, 2013 Views
ING Faces a 401k Fee Suit
12b-1s land the provider in hot water...
401kWire.com - Friday, February 25, 2011 - Reader Rating: 1.75
Fixed Income Execs Prep Maiden Offering
A trio of fixed income executives are launching their first mutual fund...
MutualFundWire.com - Friday, February 25, 2011 Views
Transamerica Recruits a Principal Wholesaler
Jason Crane brings on board a wholesaler to cover North Texas...
401kWire.com - Friday, February 25, 2011 - Reader Rating: 5
Columbia Switches Up Tech Fund PMs Post Acquisition
Some new faces join Columbia's technology funds..
MutualFundWire.com - Friday, February 25, 2011 Views
Nationwide Lays off 40 401k Staffers
Is there more to come?..
401kWire.com - Friday, February 25, 2011 - Reader Rating: 3
Vanguard Slashes Some Prices and Rebrands Some ETFs
The low-cost mutual fund titan gives new names to four exchange-traded funds while cutting fees on seven index funds...
MutualFundWire.com - Friday, February 25, 2011 Views
Merrill Triples Its New 401k Biz
The bundled provider gives The 401kWire a glimpse of its numbers for last year...
401kWire.com - Friday, February 25, 2011 - Reader Rating: 5
Hartford Boosts its 457 Unit With Three New Wholesalers
The Hartford has appointed three new regional sales reps to boost its government plan sales...
401kWire.com - Friday, February 25, 2011
A Templeton PM Bids the Firm Adieu
And another Templeton insider takes his place...
MutualFundWire.com - Friday, February 25, 2011 Views - Reader Rating: 1
Top Advisor: Paul Massey
The Noble Group (Raymond James)..
401kWire.com - Friday, February 25, 2011 - Reader Rating: 5
Top Advisor: Bruce Gsell
Bruce Gsell Managing Director, Investments The Gsell Group/Merrill Lynch Edison, New Jersey..
401kWire.com - Friday, February 25, 2011
Advisors Dig Deeper Into American Funds and Pimco
MStar gives insight into which mutual funds advisors want to know more about...
MutualFundWire.com - Friday, February 25, 2011 Views - Reader Rating: 1
Money Market Mutual Funds Assets Dip By $5B
Money market mutual funds' coffers were $5 billion lighter last week...
MutualFundWire.com - Friday, February 25, 2011 Views
An SRI Bond Fund Catches the WSJ's Eye
The WSJ uncovers a socially responsible bond fund...
MutualFundWire.com - Friday, February 25, 2011 Views
RR Donnelley Deal is All Bowned Up
The largest printer of materials for fund firms is selling to RR Donnelley...
MutualFundWire.com - Thursday, February 25, 2010 Views
U.S. News Lists the Best Mutual Funds for 2010
The pub highlights top-ranked funds in 11 categories...
MutualFundWire.com - Thursday, February 25, 2010 Views
Top 40 Advisor: Bill Heestand
This Portland, Oregon-based advisor lands in the top forty DC advisors of 2009 as one of the ten finalists in the micro market...
401kWire.com - Thursday, February 25, 2010 - Reader Rating: 2
A Top Retirement Exec Leaves a Wirehouse
Updated | The broker-dealer may be searching for a new institutional consulting chief...
401kWire.com - Thursday, February 25, 2010 - Reader Rating: 1
Great-West Picks Shea's Successor
Great-West has a new Ohio-based wholesaler. The new hire takes over for Steve Shea, who moved on to another role within the plan provider last month...
401kWire.com - Thursday, February 25, 2010 - Reader Rating: 1.5
Fidelity Top Brass Spins Falling Revenue into Increased Profits
The Boston Behemoth reveals its numbers for 2009. The bottom line is up even as the top line falls...
MutualFundWire.com - Thursday, February 25, 2010 Views
Neuberger Berman Lures a Citi Vet
The New York City-based asset manager, which became independent nearly a year ago, appoints a finance chief...
MutualFundWire.com - Thursday, February 25, 2010 Views
Sprint Nextel Dials Up a Target-Fund Provider
The telecom giant adds target-date collective trust funds to its 401k investment menu...
401kWire.com - Thursday, February 25, 2010
A Former Blue Angel Lands at Janus
Janus adds the former Blue Angel to its sales team...
MutualFundWire.com - Thursday, February 25, 2010 Views - Reader Rating: 2
Fidelity Axes Two PMs Over Ethics
Fidelity International showed two fund managers the door after an investigation into a breach of ethics...
MutualFundWire.com - Thursday, February 25, 2010 Views - Reader Rating: 5
DC Industry Insiders Push Tax Credits to Lawmakers
Another Congressional committee hears testimony, and this time faces from across the retirement industry dominate the witness list...
401kWire.com - Wednesday, February 25, 2009
An Online Brokerage Quits the Mutual Fund Management Business
A New York-based online broker plans to liquidate four index funds by March 27...
MutualFundWire.com - Wednesday, February 25, 2009 Views
MassMutual is the Latest to Release '08 Participant Data
The Springfield, Massachusetts-based provider is the latest to share numbers on participant activity in 2008...
401kWire.com - Wednesday, February 25, 2009
Target-Date Funds Take a Back Seat at the Senate Retirement Hearing
Even as its chair sent letters to regulators asking for more rules regarding aged-based asset allocation funds, a Congressional committee hearing brushed past the subject to take on other issues...
401kWire.com - Wednesday, February 25, 2009 - Reader Rating: 2.5
Hartford's Prez is Stepping Down
With Thomas Marra's departure, Hartford CEO Ramani Ayer will now directly oversee the firm's life operations and the property and casualty businesses...
401kWire.com - Wednesday, February 25, 2009
Gamco Completes its Separation from Teton
Mario Gabelli's Gamco Investors has finished the spin-off of Teton Advisors...
MutualFundWire.com - Wednesday, February 25, 2009 Views
Advisors and Plan Sponsors Have Another Matchmaker
A Pittsburgh-based company is offering a new appointment setting program to financial services and insurance professionals...
401kWire.com - Wednesday, February 25, 2009
A T. Rowe DC Exec Defects to Investment Management
A retirement industry marketing vet joins the asset management team at an insurer...
401kWire.com - Wednesday, February 25, 2009
Eaton Vance Posts 57 Percent Profit Drop, Beats the Street
Eaton Vance reported earnings Wednesday for its first fiscal quarter of 2009, which ended on January 31...
MutualFundWire.com - Wednesday, February 25, 2009 Views
Gross Weighs in on Bank Nationalization Debate
Bill Gross warns against nationalizing banks...
MutualFundWire.com - Wednesday, February 25, 2009 Views - Reader Rating: 3
Ned's Letter Gets Triple Press Play
Ned Johnson's letter to shareholders in Fidelity's annual report was picked up various media outlets including the Journal and two Boston papers. ..
MutualFundWire.com - Wednesday, February 25, 2009 Views
Fidelity Prepares a New Marketing Campaign
The Boston Behemoth plans to unveil a new marketing campaign this year, according to Rodger Lawson...
MutualFundWire.com - Wednesday, February 25, 2009 Views - Reader Rating: 1
Solis Finally Secures Senate Nod as Labor Chief
With the Senate voting 80-17 Tuesday afternoon, Hilda Solis becomes the nation's 25th labor secretary...
401kWire.com - Wednesday, February 25, 2009
Insiders See Stable Value Sitting Pretty Through Corporate Cash Crisis
Stable value players do not seem worried by the recent woes of yet another fixed income market segment, and some even think it could be a good thing for their niche. ..
401kWire.com - Monday, February 25, 2008
Bramlett Lays Out TPA Strategy for BenefitStreet
BenefitStreet's new president and CEO discusses the decision to sell all but one of the firm's TPAs...
401kWire.com - Monday, February 25, 2008 - Reader Rating: 4.83
Lateef Names CEO
The California firm, which recently launched its first mutual fund, has named a CEO...
MutualFundWire.com - Monday, February 25, 2008 Views
Pershing Advisor Solutions Taps a New COO
Pershing Advisor Solutions has reportedly named tapped appointed a new operations chief...
MutualFundWire.com - Monday, February 25, 2008
Seen and Heard at the NICSA Conference
Golf was the theme again as in years past at this year's NICSA Conference and Expo in Miami...
MutualFundWire.com - Monday, February 25, 2008 Views - Reader Rating: 3.5
Ricketts to Step Out of TD Chairmanship
TD Ameritrade chairman and founder Joe Ricketts said he will step down...
MutualFundWire.com - Monday, February 25, 2008 - Reader Rating: 3.29
Citi to Post Q1 Loss?
An OppCo analyst thinks that CitiGroup many be on its way to another writedown...
MutualFundWire.com - Monday, February 25, 2008 - Reader Rating: 3
Northern Trust Gives its Money Market Funds a Boost
Northern Trust is the latest company to shore up its money market funds...
MutualFundWire.com - Monday, February 25, 2008 Views
Mutual of Omaha to Buy a Retirement Wholesaler
The Nebraska provider has sealed a deal to purchase a retirement-focused wholesaling firm with annual sales of more than $500 million...
401kWire.com - Monday, February 25, 2008 - Reader Rating: 5
Hartford Life Names President
The division which includes the Connecticut company's retirement business will have a president starting May. There'll be no change, though, as to who Jim Davey reports to. ..
401kWire.com - Monday, February 25, 2008 - Reader Rating: 1
University of Miami Chooses an Advice Provider
The university, which has about 5,000 403b participants, began offering an advice program...
401kWire.com - Monday, February 25, 2008
ExpertPlan Adds Two to its Sales Team
The New Jersey-based outsourced recordkeeper has recruited two senior sales executives to head up new regional offices in the West and the South...
401kWire.com - Monday, February 25, 2008
Guardian Managed Accounts: QDIA Safe Harbor or Bust!
UPDATED| The New York-based insurance giant's investment management partner puts its own money on the line. ..
401kWire.com - Monday, February 25, 2008
WSJ Spotlights Short List for SEC Jobs
The WSJ reported Friday that the White House has come up with a short list of candidates to take on vacant posts at the SEC...
MutualFundWire.com - Monday, February 25, 2008 Views - Reader Rating: 4.4
A January to Forget for Mutual Fund Firms
In Monday's Wall Street Journal Fund Track column, Renee Schultes recounts mutual funds' rough January...
MutualFundWire.com - Monday, February 25, 2008 Views
New Jersey Sponsor Adds TRS to Pru Mandate
Prudential Retirement leverages its total retirement capabilities to land a start-up 401(k) for 2,000 potential participants...
401kWire.com - Friday, February 25, 2005 - Reader Rating: 3.5
DoL Sues Southern California Sponsor
It is another case of a struggling small employer turning its 401(k) into a corporate checking accounts says EBSA...
401kWire.com - Friday, February 25, 2005
Atlanta EBSA Office Gets Settlement from Sponsor
A North Carolina trucking firm has settled with the DoL after failing to direct deferrals to its 401(k) plan...
401kWire.com - Friday, February 25, 2005
Fee-Based Advisor Group Adds Members
Another six fee-only advisors have signed on with the Revere Coalition...
401kWire.com - Friday, February 25, 2005
PSCA Names Legal Counsel
The plan sponsor group has turned to a long-time friend to serve as its legal eagle...
401kWire.com - Friday, February 25, 2005
Who Will Take Roye's Hot Seat?
Speculation about who will replace Paul Roye at the SEC is already starting. The head of the SEC's Investment Management Division said last week that he will step down in the near future to go into the private sector...
MutualFundWire.com - Friday, February 25, 2005 Views - Reader Rating: 2.33
The ICI Documents 12b-1 Growth, but Who is Listening?
The ICI is making the case for why revenue sharing is not hurting fund investors, but is anyone listening? Thursday, the fund industry trade group released a study on how mutual funds use 12b-1 fees..
MutualFundWire.com - Friday, February 25, 2005 Views
Strickland Takes Over Fido Canada
Fidelity Investments has tapped Robert Strickland as head of its Canadian unit. Strickland takes over from David Denison, who is will leave Fidelity to head the Canada Pension Plan Investment Board. ..
MutualFundWire.com - Friday, February 25, 2005 Views
T. Rowe Closing Mid-Cap Fund
T. Rowe Price is closing its Mid-Cap Value Fund to new investors. The soft close will allow existing investors to continue to contribute to the fund. ..
MutualFundWire.com - Friday, February 25, 2005 Views
Janus Opens Two Funds
Janus formally opened the doors on new funds for the first time in two years on Friday. The Denver-based fund firm filed with the SEC on the funds in December...
MutualFundWire.com - Friday, February 25, 2005 Views
SEC Says Complaint Levels Fell Pre-Canary
The number of complaints reaching the SEC was decreased in its last fiscal year. But that was before the fund scandals started...
MutualFundWire.com - Wednesday, February 25, 2004 Views
New Tools for College Savers
BISYS to offer 529 tools as part of retirement application...
MutualFundWire.com - Wednesday, February 25, 2004 Views
PwC Says Disclosure Is Not Enough
PricewaterhouseCoopers calls for fund firms to commit to transparency...
MutualFundWire.com - Wednesday, February 25, 2004 Views - Reader Rating: 4
E-Seminar on Form 5500
Online seminar to be offered by a national authority on Form 5500...
401kWire.com - Wednesday, February 25, 2004 - Reader Rating: 4
Hancock Shareholders Give Green Light to Manulife Deal
The largest cross-border transaction in Canadian history moves one step closer to completion...
401kWire.com - Wednesday, February 25, 2004 - Reader Rating: 4
Consultant Helps Advisors Grade Fund Firms
401kExchange launches a redesign of their performance review. Changes include new data, format and pricing...
401kWire.com - Wednesday, February 25, 2004 - Reader Rating: 5
Manulife Reaches One Million Participants
The firm, which is focused on the small-mid sized plan market, achieves milestone...
401kWire.com - Tuesday, February 25, 2003 - Reader Rating: 5
Fidelity Looks Even Stronger than Before the Bear
The Boston Behemoth emerges from the phone booth dressed as a mild mannered services company in a universe of swaggering fund firms. And the bear market is making its lead even more insurmountable...
401kWire.com - Tuesday, February 25, 2003 - Reader Rating: 4.75
The Hartford Lands a New Marketing Man
The firm has hired a former Citigroup-Travelers exec to oversea stable-value products...
401kWire.com - Tuesday, February 25, 2003
CSF Throws Opens Doors
The trade group for 529 plan providers is off the ground...
MutualFundWire.com - Tuesday, February 25, 2003 Views
Status Quo for US Bancorp Funds
The decision to unload Piper Jaffrey will not shake things up at First American Funds...
MutualFundWire.com - Tuesday, February 25, 2003 Views
ETF Providers Get Islamic Indices
There are four more Titans indices for stocks meeting an Islamic screen...
MutualFundWire.com - Tuesday, February 25, 2003 Views
Lipper Promotes Awards Lunch
The fund rater is preparing its annual awards luncheon...
MutualFundWire.com - Tuesday, February 25, 2003 Views - Reader Rating: 3
Credit Raters Get a Fourth
DBRS joins Moodys, S&P and Fitch as an SEC sanctioned credit rater...
401kWire.com - Tuesday, February 25, 2003 - Reader Rating: 5
FEI Gets New CEO
The trade group of financial executives has named a successor for Philip Livingston...
401kWire.com - Tuesday, February 25, 2003 - Reader Rating: 1
LA Bond Shop Slices Fees
The other fixed income manager in the LA area is cutting its fees to attract attention (and assets)...
MutualFundWire.com - Tuesday, February 25, 2003 Views - Reader Rating: 4
ICI Caught in Web of Politics
The rumored attempt by Michael Oxley to pressure the ICI to hire Republicans could tarnish the industry...
MutualFundWire.com - Tuesday, February 25, 2003 Views - Reader Rating: 5
Fido Raises $400 Million
The Boston Behemoth locks in lower interest rates through a private placement...
MutualFundWire.com - Tuesday, February 25, 2003 Views - Reader Rating: 2
Sales Pro Leaves Pru, Opens Consulting Shop
This sales exec sees opportunity in providing one-on-one education and advice to small plan participants and sponsors...
401kWire.com - Tuesday, February 25, 2003 - Reader Rating: 5
What Should Sponsors Do?
With Enron and Global Crossing, the 401k world has suddenly turned upside down. What should plan sponsors do to make sure they do not fall into a litigious fate?..
401kWire.com - Monday, February 25, 2002 - Reader Rating: 3
Bank One Launches New 529 Program
The firm is targeting a national audience with its offering...
MutualFundWire.com - Monday, February 25, 2002 Views - Reader Rating: 3
Time to Get Real Estate?
The REIT industry is making a move on 401(k) plans...
401kWire.com - Monday, February 25, 2002 - Reader Rating: 3
Wells Fargo Makes Purchase
In searching for a sub-advisor, Wells Fargo ends up with an entire acquisition...
MutualFundWire.com - Monday, February 25, 2002 Views - Reader Rating: 3
Enron Backbiting
Insurers Place Blame ... Cautious Optimism ... Web Comfort...
401kWire.com - Monday, February 25, 2002 - Reader Rating: 3
Web Comfort
Insurers Place Blame ... Cautious Optimism ... Web Comfort...
MutualFundWire.com - Monday, February 25, 2002 Views - Reader Rating: 3
AFBA Adds Products to Advisor Channel
The firm is adding two of its funds for financial advisors...
MutualFundWire.com - Monday, February 25, 2002 Views - Reader Rating: 3
DIA Wins Three
The firm reveals three small plan wins...
401kWire.com - Monday, February 25, 2002 - Reader Rating: 3
Changing the Rules
A Washington wish list presented at ICI. How can 401(k)s be improved by legislation?..
401kWire.com - Friday, February 25, 2000 - Reader Rating: 3
Week of February 25, 2000
RFP Roundup

The 401kWire.com takes it regular look at the week in searches...
401kWire.com - Friday, February 25, 2000 - Reader Rating: 3
Deloitte Consulting CEO to Step Down
The chief executive officer of Deloitte & Touche Consulting has stepped down and been replaced by the chairman of the board...
MutualFundWire.com - Friday, February 25, 2000 - Reader Rating: 3
Small Bytes: Hewitt Acquires Canucks
The 401kWire.com takes its weekly look at the comings and goings of the retirement and related industries...
401kWire.com - Friday, February 25, 2000 - Reader Rating: 3
How America Saves
The industry weighs in on the state of 401(k)s and it appears to be getting better all the time...
401kWire.com - Friday, February 25, 2000 - Reader Rating: 3
Treasury to Propose Money Laundering Rules
Broker-dealers may be required to detect and report on suspicious transactions...
MutualFundWire.com - Friday, February 25, 2000 - Reader Rating: 3
Frank Russell President Resigns
The son of the chairman of the Frank Russell Company is stepping down as president to pursue the ubiquitous "other opportunities"...
MutualFundWire.com - Friday, February 25, 2000 - Reader Rating: 3
Odd Lots, February 25, 2000
The year in numbers ... Fortune to launch e-index fund ... McCall busy at Merrill ... Index funds losing their luster...
401kWire.com - Friday, February 25, 2000 - Reader Rating: 3
Odd Lots, February 25, 2000
The year in numbers ... Fortune to launch e-index fund ... McCall busy at Merrill ... Index funds losing their luster...
MutualFundWire.com - Friday, February 25, 2000 - Reader Rating: 3
Advice Confusion
ICI conference attendees discuss the perils and confusion of ERISA...
401kWire.com - Friday, February 25, 2000 - Reader Rating: 3
KPMG Launches New 403b Service
KPMG Peat Marwick is launching a new product called the Tax Exempt Retirement Plan Analysis (TERPA). It is designed to help 403(b) plans reduce costs and improve their operations. The product is offered through the firm's Investment Consulting Group...
401kWire.com - Thursday, February 25, 1999 - Reader Rating: 3
SVA Feb. 18, 1999
..
401kWire.com - Thursday, February 25, 1999 - Reader Rating: 3
AERS Taps Delaware Investments Sales Exec
American Express Retirement Services (AERS) announced that it has hired Jerry Alrutz to develop relationships with mid- and large-size plan sponsors in the companies Eastern Region...
401kWire.com - Thursday, February 25, 1999 - Reader Rating: 3
Vanguard Says "No More" to Health Care Investors
Vanguard Funds will close doors on Health Care Fund by the end of the day and add redemption fees for shareholders...
MutualFundWire.com - Thursday, February 25, 1999 - Reader Rating: 3
KeyCorp Goes Online
KeyCorp (NYSE: KEY) of Cleveland, Ohio has launched a transactional function for its website for 401(k) participants. Chicago, Illinois-based Business Logic has provided the technological systems to make this possible...
401kWire.com - Thursday, February 25, 1999 - Reader Rating: 3
Odd Lots, Feb. 25, 1999
Two MFS fund managers quit for greener, private pastures...
MutualFundWire.com - Thursday, February 25, 1999 - Reader Rating: 3
OppenheimerFunds Management Moves
OppenheimerFunds moves two up the rungs. Also second Oppenheimer Capital senior exec resigns...
MutualFundWire.com - Thursday, February 25, 1999 - Reader Rating: 3
For Wednesday, February 25, 1998
Michael Barry, the head of Bankers Trust Plan Advisory Services Group, will be leaving the bank to form a new consulting company, the 401kWire has learned. Barry's departure comes months after MetLife's purchase of BT's recordkeeping and administration group.
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401kWire.com - Wednesday, February 25, 1998 - Reader Rating: 3
Manulife’s Alliance Family Grows Larger
Manulife Financial is introducing two new mutual funds as well as four sub-advised separate account funds to its clients who sponsor defined contribution plans and who have employees ranging in number from 25 to 500, according to Jacqueline Di Giovanni, vice president of pension marketing. ..
401kWire.com - Wednesday, February 25, 1998 - Reader Rating: 3
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