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Schwab Asset Management [view profile

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211 Main Street San Francisco CA 94105 ph: 800-648-5300
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News Stories Archives - Since 1998
Fink and Co Prep a Long-Term Muni Fund The folks at an $11.6T-AUM titan are preparing to launch another index ETF... MutualFundWire.com - Tuesday, March 11, 2025 - Reader Rating: 1
T. Rowe's Vaughan Passes the Baton In the NW A new hire is coming in from Fidelity and joining the provider's DC I-O team... 401kWire.com - Tuesday, March 11, 2025 - Reader Rating: 1
14.1 Percent and Counting New research shows the 401(k) savings rate rising a bit last quarter... 401kWire.com - Tuesday, March 11, 2025 - Reader Rating: 1
FuturePlan Wins an OG PEP In the Midwest Updated \| The move comes after the Ascensus TPA arm filed earlier this year to become a PPP. The shifting pooled employer plan in question debuted four years ago, at the dawn of the space... 401kWire.com - Tuesday, March 11, 2025 - Reader Rating: 1
6 FI Funds, $1.2B The folks at a $195B-AUM asset manager celebrate the growth of their young ETF business... MutualFundWire.com - Tuesday, March 11, 2025 - Reader Rating: 1
Chavez-DeRemer Passes Her Final Hurdle The Senate confirmed Trump's Secretary of Labor pick yesterday evening... 401kWire.com - Tuesday, March 11, 2025 - Reader Rating: 1
Harbor Doubles Down With an ETF Ally of 18 Months The teams at the two firms are launching another fund together... MutualFundWire.com - Monday, March 11, 2024 - Reader Rating: 1
Near Seattle, a PPP Exits, And ... The pooled employer plan appears to predate the official launch of PEPs by two years... 401kWire.com - Monday, March 11, 2024 - Reader Rating: 1
Barnett Adds an MFS Vet to Great Gray's Senior Leadership The new hire will lead sales at the CIT specialist... 401kWire.com - Monday, March 11, 2024 - Reader Rating: 1
An AZ Sales Vet Joins Alerus The new hire comes in from Mutual of Omaha... 401kWire.com - Monday, March 11, 2024 - Reader Rating: 1
Week In Preview, March 11 - March 17 This week, the teams at DCIIA, ERIC, P&I, Spark, and WIPN are hosting events... 401kWire.com - Monday, March 11, 2024 - Reader Rating: 1
Week In Preview, March 11 - March 17 This week, the teams at ICI, Irish Funds, MFDF, MMI, Nicsa, and WE are hosting events... MutualFundWire.com - Monday, March 11, 2024 - Reader Rating: 1
A $6B-AUM Shop Adds Three Managed Outcome ETFs One of the new ETFs is a fund-of-funds, while the other two invest directly in options... MutualFundWire.com - Friday, March 11, 2022 - Reader Rating: 1
MetLife's Howe Doubles Down On DC I-O A sales chief has recently doubled the size of one of the insurer's three stable value channel teams... 401kWire.com - Friday, March 11, 2022 - Reader Rating: 1
One Year In, a Georgia VP Switches Firms The veteran wholesaler now serves as an RVP with a national RKer... 401kWire.com - Friday, March 11, 2022 - Reader Rating: 1
Industry Outflows Return, But ... The Refinitiv Lipper folks reveal the latest weekly U.S. fund flows data... MutualFundWire.com - Friday, March 11, 2022 - Reader Rating: 1
DoL Is Not a Crypto 401k Fan, Graff Warns The ARA chief talks to KPAs and other industry insiders at the 2022 American Trust Conference... 401kWire.com - Friday, March 11, 2022 - Reader Rating: 1
RKers Encourage Vaccinations Against COVID-19; Some Require It Providers weigh in on the health precautions they're taking as many DC industry employees return to in-person work... 401kWire.com - Friday, March 11, 2022 - Reader Rating: 1
Which Late Trump Regs Should KPAs Get to Know? The DoL issued a number of retirement plan-related regulations in 2020. Yet the new administration has its own take... 401kWire.com - Thursday, March 11, 2021 - Reader Rating: 1
A $12B-AUM Firm Is Shutting Down The 14-year-old shop has closed its mutual funds to new investments and is preparing to liquidate them... MutualFundWire.com - Thursday, March 11, 2021 - Reader Rating: 1
Post-Merger, Two KPA Teams Continue As Is For Now Stay tuned for more updates later this year... 401kWire.com - Thursday, March 11, 2021 - Reader Rating: 1
PenChecks Partners With a Participant Engagement Specialist The integration is all about helping with the automatic rollover efforts for 401(k)s and other retirement plans... 401kWire.com - Thursday, March 11, 2021 - Reader Rating: 1
Oswald and Platinum 401k Team With an RKer The trio will power a new pooled employer plan... 401kWire.com - Thursday, March 11, 2021 - Reader Rating: 1
AmCent Adds Another TDF Choice Updated \| The Midwestern fund firm launches a target-date fund series that is powered, in part, by a newer unit... 401kWire.com - Thursday, March 11, 2021 - Reader Rating: 1
A 39-Year-Old Fund Firm's Founder Dies A Midwestern asset manager's team is mourning their namesake... MutualFundWire.com - Thursday, March 11, 2021 - Reader Rating: 1
What Does Coronavirus Mean For Conference Season? Word is that some firms are restricting domestic travel in light of coronavirus' continued spread. Some fundster events are being pushed back or cancelled... MutualFundWire.com - Wednesday, March 11, 2020 - Reader Rating: 1
COVID-19 Hits the Conference Season Word is that some firms are restricting domestic travel in light of coronavirus' continued spread. Some defined contribution industry conferences are being pushed back or cancelled... 401kWire.com - Wednesday, March 11, 2020 - Reader Rating: 1
Crane Hunts After Hiring Two RVPs The Ascensus recordkeeping sales chief welcomes two new hires and is expected to make another key appointment soon... 401kWire.com - Wednesday, March 11, 2020 - Reader Rating: 1
A 401k Enrollment Shop Joins the Managed Accounts Biz Watch for the firm to work on post-enrollment participant tools next... 401kWire.com - Wednesday, March 11, 2020 - Reader Rating: 1
COVID-19 Comes to Asset Management A Gotham employee at a big asset manager tests positive, and a key regulatory agency's HQ is going remote... MutualFundWire.com - Wednesday, March 11, 2020 - Reader Rating: 1
A Former RKer Chief Rises on an Insurer's Board A 401(k) industry veteran takes a key spot on Hanover Insurance Group's board of directors... 401kWire.com - Wednesday, March 11, 2020 - Reader Rating: 1
Hub Adds a KPA Biz in Maryland The acquisitive insurance brokerage buys an agency that has a retirement plan practice... 401kWire.com - Monday, March 11, 2019 - Reader Rating: 1
Lombardi Hires an East Coast DC I-O Exec The new ICMA-RCer previously worked with a Gotham asset manager... 401kWire.com - Monday, March 11, 2019 - Reader Rating: 1
An ERISA and Taft-Hartley Specialist Joins Reinhart One of the law firm�s recent additions will advise plan administrators and multiemployer benefit funds... 401kWire.com - Monday, March 11, 2019 - Reader Rating: 1
Week In Preview, March 11-17 This week the teams at J.P. Morgan, P&I, and SS\|RBA are all hosting events... 401kWire.com - Monday, March 11, 2019 - Reader Rating: 1
Week In Preview, March 11-17 This week the teams at ICI, informa, InvestmentNews, Irish Funds, and RBC Capital Markets are all hosting events... MutualFundWire.com - Monday, March 11, 2019 - Reader Rating: 1
Did Industry Influence Sink Utah's SARP Bill? A State Administered Retirement Plan proposal died this week. But why?.. 401kWire.com - Friday, March 11, 2016 - Reader Rating: 1
A $500MM Global Transpo Plan Parks With Its RKer Old Dominion Freight Line remains loyal to its recordkeeper. .. 401kWire.com - Friday, March 11, 2016 - Reader Rating: 1
One Beantown PM Leaves a $233MM Pair of Funds There's no word yet on who fill the departing PM's shoes at the two equity mutual funds... MutualFundWire.com - Friday, March 11, 2016 - Reader Rating: 1
Prepare For ICI's MFIM 2016! More than 1,300 fundsters and guests are converging on Orlando this weekend... MutualFundWire.com - Friday, March 11, 2016 - Reader Rating: 1
Benham Talks Ameritas' "Incredible Timing" 401kWire chats with Ameritas' retirement plan division chief... 401kWire.com - Friday, March 11, 2016 - Reader Rating: 1
KPA Profile: David Montgomery Forward-thinking and co-partnerships are at the heart of this KPAs family shop. .. 401kWire.com - Friday, March 11, 2016 - Reader Rating: 1
Allianz's Baete Finishes His Hunt For a New Pimco-Allianz GI Uber-Boss The new hire will lead Allianz's asset management and U.S. life insurance businesses... MutualFundWire.com - Friday, March 11, 2016 - Reader Rating: 1
Hochstetler Names a New Praxis Funds Prez David Gautsche is departing to take over Goodville Mutual Casualty Company... MutualFundWire.com - Wednesday, March 11, 2015 - Reader Rating: 1
Stadion's New Chief Hunts Jud Doherty is about to ascend to the ETF strategist's CEO throne. He's looking for acquisitions... MutualFundWire.com - Wednesday, March 11, 2015 - Reader Rating: 1
A Nebraska KPA Team Choose Cambridge Four advisors located in the Cornhusker State just picked a new broker-dealer... 401kWire.com - Wednesday, March 11, 2015 - Reader Rating: 1
Citizens Bank Keeps its Recordkeeper Empower remains recordkeeper of $35 MM plan. .. 401kWire.com - Wednesday, March 11, 2015 - Reader Rating: 1
Fido Wins an Apparel Giant's 401k HanesBrands chooses Fidelity as its retirement plan services provider. .. 401kWire.com - Wednesday, March 11, 2015 - Reader Rating: 1
Millennials Are Saving Early, But Not Enough The Principal finds majority of millennials are saving for retirement, but may find themselves short on funds in their later years. .. 401kWire.com - Wednesday, March 11, 2015 - Reader Rating: 1
Another RKer Catches 316 Fever An East Coast-based, small market recordkeeper recently unveiled a newly launched 3(16) alliance services to give plan sponsors a helping hand when it comes to their fiduciary duties and day-to-day administrative tasks... 401kWire.com - Wednesday, March 11, 2015 - Reader Rating: 1
Accountants In Oregon Hire a Retirement Chief An accounting firm that offers tax, accounting, and advisory and consulting services to businesses and individuals welcomed a retirement plan consultant to the practice. .. 401kWire.com - Wednesday, March 11, 2015 - Reader Rating: 1
Northern Trust Enhances its Services For Plan Sponsors A Chicago-based custodian just enhanced its services for DC plan sponsors!.. 401kWire.com - Wednesday, March 11, 2015 - Reader Rating: 1
A Canary in the Closet-Indexing Coal Mine? A class-action from the other side of the Atlantic may not bode well for active fundsters whose wares seem too close to their benchmarks... MutualFundWire.com - Wednesday, March 11, 2015 - Reader Rating: 1
How Much Disclosure Is Too Much? Borzi Is Open to Suggestions Today the EBSA chief and her boss unveiled a follow-up 401k fee disclosure regulation proposal, and they left a lot of details TBA... 401kWire.com - Tuesday, March 11, 2014 - Reader Rating: 1
Morningstar Names a New Alts Head The research firm has named successor to Nadia Papagiannis... MutualFundWire.com - Tuesday, March 11, 2014 - Reader Rating: 1
The Adventures of Tom Winnick Continue The continuing journey of this veteran distribution executive landed him a managing director's position at a major fund firm... MutualFundWire.com - Tuesday, March 11, 2014 - Reader Rating: 1
Participants Flock to Vanguard TDFs The low-cost bundled provider finds in a new TDF study. .. 401kWire.com - Tuesday, March 11, 2014 - Reader Rating: 1
A Midwestern Advisor Takes Over Marketing For SageView Randy Long names one of his own as CMO for the SoCal-based 401k RIA giant... 401kWire.com - Tuesday, March 11, 2014 - Reader Rating: 1
Get to Know This TAMP Better Envestnet's platform is adding advisors to its fold, fast. And did we mention that funds don't do revenue share, at all... MutualFundWire.com - Tuesday, March 11, 2014 - Reader Rating: 1
24 Platforms and Counting For NY Life Stable Value The insurance giant gains more distribution for two of its retirement plan DC I-O offerings... 401kWire.com - Tuesday, March 11, 2014 - Reader Rating: 1
Borzi Wants You to Guide Plan Sponsors Through Fee Disclosures This morning the EBSA chief and her boss will unveil a proposed reg that follows up on the 401k fee disclosure regs implemented in 2012... 401kWire.com - Tuesday, March 11, 2014 - Reader Rating: 1
Sampson Hooks a CRM A top retirement plan advisor in the Northeast hires a Great-West alum... 401kWire.com - Tuesday, March 11, 2014 - Reader Rating: 1
Is a Sea Change Coming in Liquid Alts Hiring? Mutual funds were once considered too boring, and too low paying, to entice top investing talent. How the tides have turned. But is the feeling mutual?.. MutualFundWire.com - Tuesday, March 11, 2014 - Reader Rating: 1
Musto Takes J.P. Morgan's Participant Communications to the Next Level The bundled provider has unveiled enhancements to its participant communication program. .. 401kWire.com - Tuesday, March 11, 2014 - Reader Rating: 1
Principal's HQ Project Has a $285MM Price Tag A local pub highlights the first phase of the insurance giant's new campus... MutualFundWire.com - Monday, March 11, 2013 - Reader Rating: 1
Which Funds Did Well With The Bear and The Bull? USA Today's Waggoner looks at how funds did during the latest market cycle... MutualFundWire.com - Monday, March 11, 2013 - Reader Rating: 1
Mary Jo White Promises To Bring Down The Hammer The prospective top market cop promises to go after violators strongly... MutualFundWire.com - Monday, March 11, 2013 - Reader Rating: 1
A 401k Advice Specialist Sells to a Private Equity-Backed Sibling A Midwestern retirement plan advice and managed account shop has a new parent... 401kWire.com - Monday, March 11, 2013 - Reader Rating: 1
The Game is On for iShares Fund Frenzy! Rotisserie fund contest for institutional investors starts in 11 days and counting... MutualFundWire.com - Monday, March 11, 2013 - Reader Rating: 1
SaverNation Adds a DC Bigwig to Its Board The California start-up has a new investor... 401kWire.com - Monday, March 11, 2013 - Reader Rating: 1
A New Asset Management Recruiter Opens its Doors The new firm has offices in New York and Boston... MutualFundWire.com - Monday, March 11, 2013 - Reader Rating: 1
Murphy Hires a Mercer Vet for a Top Putnam Post A DC industry insider returns to the Beantown provider... 401kWire.com - Monday, March 11, 2013 - Reader Rating: 1
Munder Hires a CalPERS Guru New hire will serve as senior PM for fixed income... MutualFundWire.com - Monday, March 11, 2013 - Reader Rating: 1
Piper Jaffray Sells the Rest of an Asset Manager Chief executive of unit buys it from Piper for $4MM. .. MutualFundWire.com - Monday, March 11, 2013 - Reader Rating: 1
Principal Puts $285MM Into Phase One of its New HQ A local paper looks into the bundled provider's building project in Iowa... 401kWire.com - Monday, March 11, 2013 - Reader Rating: 1
Fido Faces Another Float Lawsuit Three participants are saying the Boston Behemoth used money from accounts for operations expenses... 401kWire.com - Monday, March 11, 2013 - Reader Rating: 1
ETrade Anoints One of Ned's Boys The ex Ned Johnson protege served at Fidelity* twice... MutualFundWire.com - Monday, March 11, 2013 - Reader Rating: 1
WSJ Announces the New Equity "Holy Grail" Financial newspaper says there is a new idea shaking the way investors pick their stocks... MutualFundWire.com - Monday, March 11, 2013 - Reader Rating: 1
Kudos to Artisan! An investor pub says the IPO delivered the best pop from an asset manager in years... MutualFundWire.com - Monday, March 11, 2013 - Reader Rating: 1
Buy Bill Gross' House The bond fund guru puts a residence on the market... MutualFundWire.com - Monday, March 11, 2013 - Reader Rating: 1
Trade Groups May Disagree on Proxy Voting Reuters has the story... MutualFundWire.com - Monday, March 11, 2013 - Reader Rating: 1
SEC Sweeps Alt Funds and 12b-1s Regulator to scrutinize the different kinds of payments made to fund distributors as well as the use of private fund strategies in alts, among other things... MutualFundWire.com - Monday, March 11, 2013 - Reader Rating: 1
An I-O Giant Cuts Target Date Fund Fees A mutual fund firm lowers expenses on its age-based funds... 401kWire.com - Friday, March 11, 2011 - Reader Rating: 1
Fidelity's Income Rises Despite 'Disappointing' Withdrawals It wasn't all peaches and cream for Fidelity last year... MutualFundWire.com - Friday, March 11, 2011 - Reader Rating: 1
Pimco Slashes Fees for Total Return and 17 Others The fixed income mutual fund giant cuts supervisory and admin fees across 18 funds... MutualFundWire.com - Friday, March 11, 2011 - Reader Rating: 1
DST Beefs Up a Tool The RKing technology provider is looking to make it even easier for sponsors to comply... 401kWire.com - Friday, March 11, 2011 - Reader Rating: 1
Artisan Partially Re-Closes International Value A $3.32 billion fund will no longer accept most new investors... MutualFundWire.com - Friday, March 11, 2011 - Reader Rating: 1
A 3-Star Ivy Fund Swallows a 2-Star One The Waddell & Reed subsidiary plans to merge a $585 million fund into a $916 million one... MutualFundWire.com - Friday, March 11, 2011 - Reader Rating: 1
Fidelity Snags an ING Exec Fido has filled a new position within its tax-exempt unit with an ING executive... 401kWire.com - Friday, March 11, 2011 - Reader Rating: 1
Abby Johnson is 69th on Forbes' Billionaire List Johnson's net worth makes her one of the richest women in the world... MutualFundWire.com - Friday, March 11, 2011 - Reader Rating: 1
Coming Soon: Pimco Total Return 4, With Less Leverage! Bill Gross prepares to launch a new version of his giant bond mutual fund... MutualFundWire.com - Friday, March 11, 2011 - Reader Rating: 1
Big Fund Firms Spend Big Lobbying Bucks Brand name fund firms are making their voices heard with regulators... MutualFundWire.com - Friday, March 11, 2011 - Reader Rating: 1
An Asset Manager is Headed Towards a Partial IPO The asset manager's parent mentioned the partial IPO on Thursday... MutualFundWire.com - Thursday, March 11, 2010 - Reader Rating: 1
Northern Trust Would Like to Buy a Fund Administrator or Asset Manager Northern Trust CEO Frederick Waddell is interested in purchasing a fund administrator or asset manager... MutualFundWire.com - Thursday, March 11, 2010 - Reader Rating: 1
JPMorgan Communicates its ETF Ambitions The firm filed papers with the SEC to be able to launch actively managed and index-based ETFs... MutualFundWire.com - Thursday, March 11, 2010 - Reader Rating: 1
Top 40 Advisor: Jim O'Shaughnessy This Chicago-area NRP member lands in the top 40 DC advisors of 2009 as one of the ten finalists in the mid-market... 401kWire.com - Thursday, March 11, 2010 - Reader Rating: 1
BofA Lands Two Big 401k Clients Bank of America CEO Brian Moynihan talks about client wins... 401kWire.com - Thursday, March 11, 2010 - Reader Rating: 1
An Advisor Proposes a 4 Percent Retirement Solution One retirement industry veteran is taking Treasury's Mark Iwry up on his call for ideas on how to help solve the nation's retirement crisis... 401kWire.com - Thursday, March 11, 2010 - Reader Rating: 1
RPAG Rates ETFs for 401k Plans The advisor group has updated one of its tools to include an ETF rating system... 401kWire.com - Thursday, March 11, 2010 - Reader Rating: 1
Columbia Lures a Putnam Exec Columbia Management, whose long-term asset management business is about to become part of Ameriprise, names its product management head... MutualFundWire.com - Thursday, March 11, 2010 - Reader Rating: 1
Fidelity's MacDonald Reveals Numbers The new head of Fidelity's workplace investing division talks about new additions to Fidelity's benefits platform... 401kWire.com - Thursday, March 11, 2010 - Reader Rating: 1
Pru Ends its Hunt for a DC I-O Wholesaler in the West Prudential Investments brought on board an ING alum as Western regional account manager... 401kWire.com - Thursday, March 11, 2010 - Reader Rating: 1
Hensler Heads to OppFunds Oppenheimer fills the empty head of distribution position.. MutualFundWire.com - Thursday, March 11, 2010 - Reader Rating: 1
Ex-Columbia Execs Score a Court Victory The U.S. Court of Appeals upheld a ruling that dismissed claims filed by the SEC against James Tambone and Robert Hussey... MutualFundWire.com - Thursday, March 11, 2010 - Reader Rating: 1
Investors Foolish to Flee Stock Funds, Journal Says In the Thursday issue of the WSJ Fund Track, Sam Mamudi writes that investors are re-entering the market too late to help them... MutualFundWire.com - Thursday, March 11, 2010 - Reader Rating: 1
Schwab Scouts for Fund Wholesalers Schwab is looking for wholesalers to pitch the Laudus and Schwab Funds... MutualFundWire.com - Wednesday, March 11, 2009 - Reader Rating: 1
SSgA Tells Barclays to Go Long for a New ETF Play The Boston asset manager unveils a new exchange-traded offering... MutualFundWire.com - Wednesday, March 11, 2009 - Reader Rating: 1
An RIA Sues a Fund Firm For Deviating From Objectives A financial planning firm accuses the advisor of a mutual fund of breaking its own investment goals, and a federal judge lets the suit go forward... MutualFundWire.com - Wednesday, March 11, 2009 - Reader Rating: 1
Transamerica is Looking for Wholesalers The Los Angeles-based plan provider is on the hunt to fill three wholesaler posts, two of which are newly created... 401kWire.com - Wednesday, March 11, 2009 - Reader Rating: 1
OppFunds Names DC Wholesaling Vet's Successor The Manhattan fund firm promotes from within to fill an East Coast opening... 401kWire.com - Wednesday, March 11, 2009 - Reader Rating: 1
A Midwestern Accounting Firm Promotes a TPA Exec From Within A DC administrator and recordkeeper names a new managing member... 401kWire.com - Wednesday, March 11, 2009 - Reader Rating: 1
Fidelity Adds to its Advisor-Sold Menu The Boston Behemoth has taken the wraps off three funds sold through advisors... MutualFundWire.com - Wednesday, March 11, 2009 - Reader Rating: 1
Auto Dealers Ride with their Preferred Plan Provider An association of independent auto dealers has named its preferred retirement plan provider... 401kWire.com - Wednesday, March 11, 2009 - Reader Rating: 1
Hand Benefits From Another Collective Trust Partner A Texas advisory firm taps the BPA-Harbridge subsidiary to gain a wider DC foothold... 401kWire.com - Wednesday, March 11, 2009 - Reader Rating: 1
2009 Claims More Fund Casualties So Far So far this year, 40 mutual funds had at least one share class liquidated, according to Morningstar data... MutualFundWire.com - Wednesday, March 11, 2009 - Reader Rating: 1
A Fund Exec's Departure Catches the Eye of the WSJ The paper reports on a change coming in 2010... MutualFundWire.com - Wednesday, March 11, 2009 - Reader Rating: 1
Diversified Jazzes Up its Sponsor Site The Purchase, New York-based provider has unveiled an enhanced version of its plan sponsor Web site... 401kWire.com - Tuesday, March 11, 2008 - Reader Rating: 1
ASPPA Fights Connecticut DC Proposal The industry trade group takes on a plan to create a state small business DC plan. .. 401kWire.com - Tuesday, March 11, 2008 - Reader Rating: 1
Federated to Bulk Up its DC I-O Team The Pittsburgh asset manager is on the hunt to fill six openings in its DC I-O team in an expansion following a thorough review of its retirement business... 401kWire.com - Tuesday, March 11, 2008 - Reader Rating: 1
American Century Taps New SVP Of its Institutional Biz The new hire will oversee the Kansas City-based investment manager's DC I-O sales efforts... 401kWire.com - Tuesday, March 11, 2008 - Reader Rating: 1
DIA Eyes North of $4B in Sales The Purchase, New York-based provider aims to rack up $4.3 billion in new business this year... 401kWire.com - Tuesday, March 11, 2008 - Reader Rating: 1
Wells Fargo to Link Participants to Quicken The Minneapolis-based provider will make the enhancement later this year... 401kWire.com - Tuesday, March 11, 2008 - Reader Rating: 1
Fee-based Assets Overwhelmingly Find their Way into Rep-as-Advisor Programs Rep-as-advisor programs are the beneficiaries of the abolition of the Merrill Rule, Cerulli finds... MutualFundWire.com - Tuesday, March 11, 2008 - Reader Rating: 1
Insurer Faces Company Stock Inquiry: Take Five Yet another law firm goes after a mega market California sponsor. .. 401kWire.com - Tuesday, March 11, 2008 - Reader Rating: 1
Lehman Layoffs Begin The pink slips are in the mail... MutualFundWire.com - Tuesday, March 11, 2008 - Reader Rating: 1
Schwab Beefs Up its RI Lineup The San Francisco firm has added more retirement income mutual fund offerings... 401kWire.com - Tuesday, March 11, 2008 - Reader Rating: 1
Wisconsin Non-Profit Taps Advisor For Two Plans A healthcare sponsor chooses an investment consultant. .. 401kWire.com - Tuesday, March 11, 2008 - Reader Rating: 1
XShares Names National Sales Director XShares Securities has promoted Edward Lynch to the role of national sales director... MutualFundWire.com - Tuesday, March 11, 2008 - Reader Rating: 1
Why Oil ETFs are Not Investor Darlings In Tuesday's WSJ Fund Track column, Gregory Meyer gets to the bottom of why investors interest in Oil ETFs has been lukewarm at best... MutualFundWire.com - Tuesday, March 11, 2008 - Reader Rating: 1
Touchstone Hires a Portland Firm to Subadvise an Institutional Fund Touchstone Investments has turned to a Portland-based investment manager to run an institutional growth fund... MutualFundWire.com - Tuesday, March 11, 2008 - Reader Rating: 1
KeyCorp's B-D Settles with NASD KeyCorp's broker-dealer subsidiary McDonald Investments will pay a $275,000 fine to resolve market timing allegations with the NASD, the company disclosed in a Friday... MutualFundWire.com - Friday, March 11, 2005 - Reader Rating: 1
Retirement Industry Pushes for EGTRRA Permanence Lobbyists for plan sponsors are pushing Congress to make the EGTRRA pension-related provisions permanent... 401kWire.com - Friday, March 11, 2005 - Reader Rating: 1
Thaler and the Neurocons New research bolsters Dick Thaler's behavioral conclusions about 401(k) participants... 401kWire.com - Friday, March 11, 2005 - Reader Rating: 1
Hoosiers are Looking for Equity Managers Managers must step quick to get their bids in before the deadline at the end of the week... 401kWire.com - Friday, March 11, 2005 - Reader Rating: 1
401(k) Investors Continue to Chase Opps Abroad Although Hewitt Associates' monthly report on 401(k) participant trading notes that February transfer activity in 401(k) plans was on the low side, participants that did transfer assets favored international equity investments... MutualFundWire.com - Friday, March 11, 2005 - Reader Rating: 1
Participants Continue to Chase Opps Abroad 401(k) participants continued the trend of moving money from domestic stock funds to international equity funds, reports Hewitt... 401kWire.com - Friday, March 11, 2005 - Reader Rating: 1
Hewitt Signs Two More to HR BPO The HR services firm has signed a total of nine clients since its 2004 Exult acquisition... 401kWire.com - Friday, March 11, 2005 - Reader Rating: 1
Fido Adds More Age-Targeted Funds Fidelity targets a different market with the popular product... 401kWire.com - Friday, March 11, 2005 - Reader Rating: 1
Fido Intros Age-Targeted Funds for Insurers Fidelity Investments is expanding its asset-allocation fund empire with products designed for the insurance market... MutualFundWire.com - Friday, March 11, 2005 - Reader Rating: 1
Keeping up with the Johnsons In case you were wondering, the Johnsons of Fidelity are still rich. Daughter-father team Abigail and Edward Johnson made a decent showing on Forbes magazine's "World Billionaires" list... MutualFundWire.com - Friday, March 11, 2005 - Reader Rating: 1
Commishes Wonder About Unintended Consequences There are signs that the SEC chiefs sense disclosure overload creeping up on the fund industry... MutualFundWire.com - Thursday, March 11, 2004 - Reader Rating: 1
TSP May Be Up For Grabs A Senator is pushing for the Federal Thrift Savings Plan to take competitive bids for its recordkeeping and processing... 401kWire.com - Thursday, March 11, 2004 - Reader Rating: 1
Firm Clones Successful Fund Leg Mason recently launched a retail version of a successful institutional bond fund... MutualFundWire.com - Thursday, March 11, 2004 - Reader Rating: 1
Aggressive Growth Fund Not Aggressive Heritage Asset Management aligns a fund name with its investment objective... MutualFundWire.com - Thursday, March 11, 2004 - Reader Rating: 1
Insurer Offers Advisor New Tools New tool from Nationwide lets advisors work backward to target gaps in retirement plans... 401kWire.com - Thursday, March 11, 2004 - Reader Rating: 1
BofA Settlement May Hit Quarter Billion Dollars The bank may pay $250 million or more and agree to cut fees according to a published report... MutualFundWire.com - Thursday, March 11, 2004 - Reader Rating: 1
West Virginia Eyes Another Fund Firm The state may not be the home to the most fund investors, but it is playing a bigger role in the fund investigations... MutualFundWire.com - Thursday, March 11, 2004 - Reader Rating: 1
ICI Names Successor for Fink The Investment Company Institute board of governors announced a successor to Matthew Fink this morning... MutualFundWire.com - Thursday, March 11, 2004 - Reader Rating: 1
SEC Backing Off Hard Close A top SEC official told Senators yesterday that he is looking at alternitives to 4 PM fund trade cutoff... 401kWire.com - Thursday, March 11, 2004 - Reader Rating: 1
Wells Fargo Says Yes to Adopting Funds A deal in which Wells Fargo adopts three funds is likely to go through later this year... MutualFundWire.com - Thursday, March 11, 2004 - Reader Rating: 1
Dreyfus Acquires Assets Dreyfus Corp acquires $284 million in assets from a fund firm... MutualFundWire.com - Thursday, March 11, 2004 - Reader Rating: 1
HR 1000 Text Released The full text of the markup version of the bill is now available... 401kWire.com - Tuesday, March 11, 2003 - Reader Rating: 1
Regulators Release Breakpoints Report, Call for More Research Finds one-third of trades are charged the incorrect commission. More than 2,000 broker-dealers will need to sample A share trades... MutualFundWire.com - Tuesday, March 11, 2003 - Reader Rating: 1
Diversified Extends Education Series The firm adds to its ongoing education series to empower participants... 401kWire.com - Tuesday, March 11, 2003 - Reader Rating: 1
The Hartford Adds Topic-Specific Seminars The provider also selects a vendor to provide retirement planning seminars and newsletters... 401kWire.com - Tuesday, March 11, 2003 - Reader Rating: 1
Dems Offer Alternative Pension Bill The gap between the Republicans and Democrats appears as wide as ever... 401kWire.com - Tuesday, March 11, 2003 - Reader Rating: 1
DB Sponsors Come Together More than 50 plan sponsors have banded together to lobby for DB plans. They will start by mailing President Bush... 401kWire.com - Tuesday, March 11, 2003 - Reader Rating: 1
PFPC Offers Wash Sales Tool as a Stand-Alone Product The wash sales tool will also now cover fixed income investments as well as equities... MutualFundWire.com - Tuesday, March 11, 2003 - Reader Rating: 1
ManuLife Creates HNW Division The insurer seeks to move annuities, 529 plans and managed accounts through the newly carved out niche... MutualFundWire.com - Tuesday, March 11, 2003 - Reader Rating: 1
Fund Managers Lose 14,000 Reasons to Go On CNBC Merrill Lynch is switching channels on its financial advisors. Funds may lose a way to reach the key distribution channel... MutualFundWire.com - Tuesday, March 11, 2003 - Reader Rating: 1
MetWest Taps ex-Nicholas-Applegate Exec The new hire will oversee the international core value products run by the California manager... MutualFundWire.com - Tuesday, March 11, 2003 - Reader Rating: 1
UNX Names President The firm hires William Karsh for the post... MutualFundWire.com - Tuesday, March 11, 2003 - Reader Rating: 1
Schwab Op-Ed Supports Bush on Taxes The founder of the San Fran brokerage weighs addresses the tax debate in Washington... MutualFundWire.com - Tuesday, March 11, 2003 - Reader Rating: 1
Fund Dies After Manager Packs Up Shareholders followed Ira Unschuld out the door prompting Schroders to merge the fund out of existence... MutualFundWire.com - Tuesday, March 11, 2003 - Reader Rating: 1
State Looks at New Plan More than 150,000 state workers may get a new DC plan. The list of potential vendors will likely be a short one... 401kWire.com - Tuesday, March 11, 2003 - Reader Rating: 1
Big Easy Vendor Partners for Payroll The New Orleans bundler links with a payroll provider to offer a package to smaller and mid-sized sponsors... 401kWire.com - Tuesday, March 11, 2003 - Reader Rating: 1
See Your Stars Ahead of Time Predicting the stars was never so easy as it is now with a new Morningstar tool... MutualFundWire.com - Monday, March 11, 2002 - Reader Rating: 1
Know the Way to San Jose? A California sponsor is looking for a bundled vendor for a combined 401k and 457 plan... 401kWire.com - Monday, March 11, 2002 - Reader Rating: 1
ProManage Founder Sees Boom Foreseeing skyrocketing growth, the portfolio manager is adding sales people and channels... 401kWire.com - Monday, March 11, 2002 - Reader Rating: 1
CNA Trust Adds Insurance The insurer is adding something old that is new again to its product. .. 401kWire.com - Monday, March 11, 2002 - Reader Rating: 1
New B/D Head at ABN AMRO There is a new top dog in the Michigan office of the firm... MutualFundWire.com - Monday, March 11, 2002 - Reader Rating: 1
AMEX Intros New Equity Funds There are two new subadvised funds out in the marketplace. And there is more to come... MutualFundWire.com - Monday, March 11, 2002 - Reader Rating: 1
NYC to be OK UBS PaineWebber Report ... Scottish Widows Integrated ... NY Life Reports Income ... ABN AMRO on the Baltic... MutualFundWire.com - Monday, March 11, 2002 - Reader Rating: 1
NYC to be OK UBS PaineWebber Report ... Scottish Widows Integrated ... NY Life Reports Income ... ABN AMRO on the Baltic... 401kWire.com - Monday, March 11, 2002 - Reader Rating: 1
Oil Company Looks to Add Funds Tulsa, Oklahoma-headquartered CITGO Petroleum Corp. wants to add funds to its 401(k) plans' investment lineup, Vickie Ferguson, financial analyst, told the 401kWire.com. The four plans have a total of $658 million of assets, according to Nelson's Directory of Plan Sponsors and 4,600 participants... 401kWire.com - Thursday, March 11, 1999 - Reader Rating: 1
Law Firm Bundles Plan The Seattle, Washington-headquartered law firm of Lane Powell Spears Lubersky LLP has bundled its 401(k) with KeyBank, an official with knowledge of the plan told the 401kWire.com. The plan has $80 million in assets with 800 participants... 401kWire.com - Thursday, March 11, 1999 - Reader Rating: 1
Participant Confidence Up Says Fido Fidelity Investments reports that its 401(k) Participant Confidence Index Rose six points. The survey, taken in February, shows that 94% of investors were "somewhat-to-very confident" that their investment picks would meet long-range retirement goals. 500 participants were surveyed... 401kWire.com - Thursday, March 11, 1999 - Reader Rating: 1
American Express to Up Ante for FA Business American Express' IDS funds group, which soon could be known as American Express Funds, has proposed a distribution fee in order to boost FA sales... MutualFundWire.com - Thursday, March 11, 1999 - Reader Rating: 1
American Skandia and Putnam's Marriage Hits the Rocks American Skandia is again playing the field after Putnam Investments agrees to end its relationship as sub-advisor to three of the insurer's VAs... MutualFundWire.com - Thursday, March 11, 1999 - Reader Rating: 1
Sponsor Spotlight Call Calling all Sponsors. Are there important retirement benefits issues you can't keep to yourself? Want to share your concerns with your colleagues in other corporations that sponsor 401(k) plans and those who work for provider organizations? The 401kWire.com is giving you the opportunity. We seek benefits administrators and human resources officials as guest columnists to share their hard-won insights with their peers. In exchange we will provide a six-month free subscription to the 401kWire.com for those columnists published in Sponsor Spotlight. Your column will appear on our website, and we will send your column via electronic mail to our list of sponsors. Columns should be between 250 and 500 words. If you have any questions, please contact Tony Pennino, editor... 401kWire.com - Thursday, March 11, 1999 - Reader Rating: 1
Frank Russell to Offer Education Online Tacoma, Washington-headquartered Frank Russell Company will use the Architec(k) product from Wiesenberger to offer education to its plan participants. Wiesenberger's online service was highly customized to fit Frank Russell's needs... 401kWire.com - Thursday, March 11, 1999 - Reader Rating: 1
Odd Lots, March 11, 1999 Bank One may be eyeing Mercantile ... Do Beer, milk, and financial services mix? ... Year-end vacations are in short supply ... more on TCW's new funds... MutualFundWire.com - Thursday, March 11, 1999 - Reader Rating: 1
Power Board Finds Great West Electric Nashville, TN-based Electric Power Board has replaced Aetna with Great West Life as the bundled provider for its 457 plan. The move will add seven funds to the plan making for a total of 18, according to Donald Kohanski, senior vice president and CFO at the power board... 401kWire.com - Wednesday, March 11, 1998 - Reader Rating: 1

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