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News Stories Archives - Since 1998
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Hancock Wins a $500MM Empire State Plan
The Beantown provider has been hired for plans covering more than 2,000 participants...
401kWire.com -
Tuesday, March 24, 2020
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Reader Rating: 1
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COVID-19 Pushes Back Two More Conferences
Another pair of events, including one of the industry's most prominent events, have been postponed thanks to the ongoing coronavirus pandemic...
MutualFundWire.com -
Tuesday, March 24, 2020
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Bill Mueller Resurfaces At a Former Sister Company
The ex-Fi360 chief takes over another retirement plan industry firm...
401kWire.com -
Tuesday, March 24, 2020
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Charlie Nelson Reminds Clients About the 401k Marathon
The Voya Retirement chief weighs in as markets shake and the coronavirus crisis continues...
401kWire.com -
Tuesday, March 24, 2020
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Reader Rating: 1
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Two Money Funds Get Rescued While a Third Dips
Corrected | The developments come after the Fed launched a money fund-boosting program last week...
MutualFundWire.com -
Tuesday, March 24, 2020
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A 28-Year Principal Vet Exits
The sales exec is based in the Buckeye State...
401kWire.com -
Tuesday, March 24, 2020
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The DoL Plans a Fiduciary Seminar
The DoL will be hosting sessions to address fiduciary responsibilities. ..
401kWire.com -
Friday, March 24, 2017
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Reader Rating: 4.5
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The Show Must Go On, Excessive Fee Suit is Denied For This Tech Giant
Order in the court! This particular 401(k) excessive fee suit has been denied...
401kWire.com -
Friday, March 24, 2017
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A New Player Squeezes into the ETF Market
A Connecticut-based firm powers its first ETF...
MutualFundWire.com -
Friday, March 24, 2017
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Filings for Fundsters - March 24, 2017
A compilation of the latest SEC filings!..
MutualFundWire.com -
Friday, March 24, 2017
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Vanguard, Nuveen, and Morgan Stanley Win Big in Gotham
99 mutual fund shops win at an industry awards show in the Big Apple, and most won multiple awards...
MutualFundWire.com -
Friday, March 24, 2017
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Reader Rating: 3
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Kestra Financial Moves Office Location
...this company is moving office locations...
401kWire.com -
Friday, March 24, 2017
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Oregon KPA Shop Promotes an Executive
401(k) plan advisor (KPA) shop has recently promoted an executive at the firm!..
401kWire.com -
Friday, March 24, 2017
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Warren Takes on Clayton
President Trump's pick for SEC chair had his first scheduled confirmation hearing on Thursday...
MutualFundWire.com -
Friday, March 24, 2017
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Lean On Local TPAs
It's hard out here for a KPA. Remember that experienced third-party administrators can be useful problem-solvers that support your business...
401kWire.com -
Thursday, March 24, 2016
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Schweiss Evaluates Allies For TD's Next 401k Step
The RIA custodian continues to ramp up its support for would-be KPAs...
401kWire.com -
Thursday, March 24, 2016
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The Few, the Proprietary, the TDF Giants
New research reinforces conventional 401(k) wisdom about how concentrated the target date fund business is...
401kWire.com -
Thursday, March 24, 2016
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Reader Rating: 5
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A Boston-based KPA Changes B-D from Capitol Securities
A Midwest 401(k) plan advisor (KPA) is no longer aligned with Capitol Securities as its broker-dealer...
401kWire.com -
Thursday, March 24, 2016
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Don't Launch Target Date Funds; Join Them
New research serves as a harsh reminder of how difficult it is to make headway in the highly-concentrated TDF marketplace...
MutualFundWire.com -
Thursday, March 24, 2016
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A NYC-based Advisory Shop Welcomes Veteran ERISA Lawyer
A New York, New York-based independent fiduciary for retirement and 401(k) plans has added an ERISA lawyer to its team...
401kWire.com -
Thursday, March 24, 2016
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Valic Nabs Two Plans in Western New York
The Houston, Texas-based plan provider continues it RFP hot streak. ..
401kWire.com -
Thursday, March 24, 2016
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Reader Rating: 2
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Goldfarb Falls On His Sword
The Ruane, Cunniff & Goldfarb chief retires after his famed fund takes a beating thanks to its investment in troubled pharmaceutical company Valeant...
MutualFundWire.com -
Thursday, March 24, 2016
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Reader Rating: 1
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RKers Say They Cannot Handle the New Money Fund World
If SPARK's data is representative, new regs from the SEC may kill the use of no-governmental money funds in 401(k)s. ..
401kWire.com -
Thursday, March 24, 2016
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Reader Rating: 4.5
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Katz vs WisdomTree
One of the biggest analysts watching asset managers sees bad things in the Gotham ETF shop's future...
MutualFundWire.com -
Thursday, March 24, 2016
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Federated Stays "Very Active" in Deals, Agreeing to One and Prepping Another
The Keystone State money market mutual fund giant continues to be a solution for other fundsters looking to exit that side of the business...
MutualFundWire.com -
Tuesday, March 24, 2015
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Mr. No-Load Dies at 84
Sheldon Jacobs, author of first self-help book on no-load mutual funds, died on Friday. ..
MutualFundWire.com -
Tuesday, March 24, 2015
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Wells Fargo Scores a Builder's $524MM Plan
A Midwestern plan sponsor with about 1,600 full-time, salaried employees moves its ..
401kWire.com -
Tuesday, March 24, 2015
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Reader Rating: 4
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Ex-ASPPA Politico Makes Buzzfeed, For All The Wrong Reasons
A bird's eye view caught a few things that could've been left unsaid... ..
401kWire.com -
Tuesday, March 24, 2015
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Reader Rating: 5
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NAPA Lauds an MA KPA Shop
Drumroll, please ... A 401(k) plan advisor (KPA) team that is located in Peabody, Massachusetts, was just named the winner of the 2015 NAPA 401(k) Advisor Leadership Award!..
401kWire.com -
Tuesday, March 24, 2015
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An Ex Ascensus Wholesaler Joins John Hancock
The new hire will support financial representatives and 401(k) plan advisors (KPAs) in a Boston-based recordkeeper's Central Division!..
401kWire.com -
Tuesday, March 24, 2015
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Reader Rating: 3.67
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Ascensus Wins Workplace Kudos, Four Years Running
A local paper recognizes the Keystone State RKer yet again...
401kWire.com -
Tuesday, March 24, 2015
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Reader Rating: 5
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This NY RKer Epically Enhances Its Brand
An upstate New York-based recordkeeper that does outsourced recordkeeping for banks and others who want to offer 401(k) plans to their clients recently launched a.....
401kWire.com -
Tuesday, March 24, 2015
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Law Firms Still Dominate When It Comes to 401k Generosity
They won seven of the ten slots on BrightScope's latest list of the most generous plan sponsors...
401kWire.com -
Tuesday, March 24, 2015
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Reader Rating: 5
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Only One Asset Manager CEO Catches Barron's Eye
The publication releases the latest iteration of its list of the 30 best CEOs in the world. A familiar face stayed on the list...
MutualFundWire.com -
Tuesday, March 24, 2015
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Hancock's Arnott Assembles a S.W.A.T. Team
Hancock now has a unit devoted to garnering business from tough-to-please prospects...
MutualFundWire.com -
Monday, March 24, 2014
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Rock Creek Winds Around Retail Channel
Yet another fund of funds group partners with a larger investment management firm to offer mutual funds...
MutualFundWire.com -
Monday, March 24, 2014
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Glynn Returns in a B-D Leadership Role
The Commonwealth and New York Life alum takes over retirement services for a hybrid B-D...
401kWire.com -
Monday, March 24, 2014
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The RBG Team Recruits an LPL Advisor in the OC
A former Mother Merrill advisor joins the 401k advisory giant...
401kWire.com -
Monday, March 24, 2014
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NAPA Appoints a New President
Steven Dimitriou takes the reins from Marcy Supovitz. ..
401kWire.com -
Monday, March 24, 2014
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Lincoln's McCrory Adds Two Wholesalers
Two add-ons have been hired for the bundled provider's intermediary retirement plan sales force.....
401kWire.com -
Monday, March 24, 2014
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401k Advisors, SunGard's Got Your Back
The recordkeeping software giant debuts a tool that "automates and documents the entire fiduciary investment process."..
401kWire.com -
Monday, March 24, 2014
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Advisors, How Healthy Are Your Plans?
A Midwestern provider debuts a tool to help retirement plan specialists show their value...
401kWire.com -
Monday, March 24, 2014
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Reader Rating: 5
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The More PMs the Merrier?
Recent research suggests you should probably hire more managers...
MutualFundWire.com -
Monday, March 24, 2014
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Reader Rating: 2
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Volatility Specialist Plans Three More Mutual Funds
A niche startup fund firm could start prepping a second offering this summer...
MutualFundWire.com -
Thursday, March 24, 2011
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A Transamerica Sales Exec Bails
Four months after taking on a role...
401kWire.com -
Thursday, March 24, 2011
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Reader Rating: 1.33
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Minnesota Felon Admits He Stole 401k Funds
A plan sponsor pleads guilty to pilfering his plan...
401kWire.com -
Thursday, March 24, 2011
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Reader Rating: 5
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Gross and Co Hire Two Lord Abbett Alums
Pimco adds a pair of execs to its bank loan portfolio management team...
MutualFundWire.com -
Thursday, March 24, 2011
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Direxion Launches a Trio of ETFs
The Boston-based shop is offering three new ways to hedge
rate movements. ..
MutualFundWire.com -
Thursday, March 24, 2011
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A Now-Defunct RIA Allegedly Swiped $1M in 401k Cash
The DoL sues a Chicago area retirement plan advisor, one who already faces the wrath of the SEC...
401kWire.com -
Thursday, March 24, 2011
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Paychex Seeks 401k Help in the Big Apple
The payroll giant is looking for a NYC-based wholesaler...
401kWire.com -
Thursday, March 24, 2011
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Reader Rating: 1
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Heavy Inflows Pour into Japanese Equity ETFs
Earthquake? Nuclear meltdown? Fuggedaboutit...
MutualFundWire.com -
Thursday, March 24, 2011
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Globe Analyzes the Impact of Fido Moving
The paper wonders how much the Marlborough office closing with impact Massachusetts...
MutualFundWire.com -
Thursday, March 24, 2011
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MFS and Delaware Take Home the Gold
Some mutual fund firms shine at an industry award show in the Big Apple...
MutualFundWire.com -
Thursday, March 24, 2011
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An NY Fund Shop Hunts for an Acquisition
The Manhattan-based firm, which runs a $1 million mutual fund, looks to grow by acquisition...
MutualFundWire.com -
Wednesday, March 24, 2010
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MetLife Makes 5500 Filing Easier
The insurer's retirement team is helping 403b clients with the new form regulations...
401kWire.com -
Wednesday, March 24, 2010
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Reader Rating: 1
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RiverPark Ramps Up its Active ETF Push
The New York City-based firm is ramping up efforts to educate advisors on active ETFs...
MutualFundWire.com -
Wednesday, March 24, 2010
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Top 40 Advisor: Todd Lohman
This Iowa-based Principal veteran lands in the top 40 DC advisors of 2009 as one of ten finalists in the small market...
401kWire.com -
Wednesday, March 24, 2010
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Kelly's Team at Invesco Will Grow Bigger
Terry Kelly will lead a bigger team of retirement consultants when Invesco completes its deal with Morgan Stanley...
401kWire.com -
Wednesday, March 24, 2010
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A Shariah-Compliant Fund Inks a Distribution Deal with Nationwide
A Shariah-compliant collective investment fund has landed on the Nationwide platform...
401kWire.com -
Wednesday, March 24, 2010
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BofA Rings Up a Call Center Award
For the 6th year in a row, the company has won the J.D. Power and Associates' distinction...
401kWire.com -
Wednesday, March 24, 2010
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Does "F" Stand for Fidelity?
A contract code-named "Project F" has reportedly been approved by government officials in North Carolina...
MutualFundWire.com -
Wednesday, March 24, 2010
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Reader Rating: 2
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DWS Targets ETFs for its Target Lineup
Starting May, six Target funds intend to invest the equity portion mainly in ETFs...
MutualFundWire.com -
Wednesday, March 24, 2010
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Pimco Makes 101 Promotions
The co-head of the bank and brokerage channel are among the newly promoted at Pimco...
MutualFundWire.com -
Wednesday, March 24, 2010
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Reader Rating: 1
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Vanguard, BlackRock and Pimco Talk Treasuries
The Journal asks several top fund execs about their views on U.S. government debt...
MutualFundWire.com -
Wednesday, March 24, 2010
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Segal Names its National Compliance Retirement Practice Leader
Segal brought on board an employee benefits attorney who has worked with Washington law firms for the post...
401kWire.com -
Tuesday, March 24, 2009
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Fidelity Gears Up for the Launch of a Fund and the Reopening of Two
The Boston Behemoth plans to launch a fund and reopen two others next week...
MutualFundWire.com -
Tuesday, March 24, 2009
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M&I Hires a New Retirement Sales Chief
The sales executive will lead a team of 18 external wholesalers at the Milwaukee-based plan provider...
401kWire.com -
Tuesday, March 24, 2009
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Conflicts of Interest Can Adversely Impact DC and DB Plans, GAO Says
Testifying at a hearing on investment advice, an official with the Government Accountability Office says conflicts of interest can adversely affect DC and DB plans...
401kWire.com -
Tuesday, March 24, 2009
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A Fund Firm Swings the Job Ax Anew
The asset manager cut 20 jobs and its subsidiary laid off 100 employees...
MutualFundWire.com -
Tuesday, March 24, 2009
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AARP Taps a Recordkeeping Service Provider for its New 401k Products
AARP Financial has taken the wraps off three 401k products...
401kWire.com -
Tuesday, March 24, 2009
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Reader Rating: 4
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GuidedChoice CEO to Testify at This Morning's
Hearing on Advice
The advice provider's top executive is one of six witnesses trekking to the Hill this morning to talk about investment advice...
401kWire.com -
Tuesday, March 24, 2009
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Reader Rating: 3
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Royce Pulls the Plug on a Tech Fund
The New York City-based value specialist plans to shutter a fund next month...
MutualFundWire.com -
Tuesday, March 24, 2009
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A Senator Takes Aim at Target-Date Funds
In Tuesday's WSJ Fund Track, Daisy Maxey picks up on a senator's efforts to spur regulation of target-date funds' investments.
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MutualFundWire.com -
Tuesday, March 24, 2009
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Reader Rating: 3
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A Stable Value Wrapper Departs
As the symptoms of sub-prime flu continue to spread and play themselves out, one firms gets out of the business of lending its rating to stable value assets.
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401kWire.com -
Monday, March 24, 2008
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Hancock Taps Ten for its Sales Team
The Boston-based provider has bulked up its sales force and has taken steps to deepen its TPA ties...
401kWire.com -
Monday, March 24, 2008
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Reader Rating: 4
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Chalk Wipes Slate Clean, Brands Anew After Deal
Fresh off an acquisition, the Chalk 401k Advisory Board creates a new brand and aligns with a California broker-dealer...
401kWire.com -
Monday, March 24, 2008
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Ex-Smith Barney Exec to Lead Advanced Equities Wealth Management
Advanced Equities Wealth Management has reportedly tapped a chairman and CEO...
MutualFundWire.com -
Monday, March 24, 2008
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Morgan Wants Mack
Morgan Stanley is urging it shareholders to vote against a proposal that would force CEO John Mack to give up the role of chairman...
MutualFundWire.com -
Monday, March 24, 2008
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Morningstar Signs On Two B-Ds for its New Managed Portfolios
Two independent b-ds have signed on to use the Morningstar Managed ETF Portfolios...
MutualFundWire.com -
Monday, March 24, 2008
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B-D Focused Attorney Joins Haynes and Boone
Law firm Haynes and Boone has hired a new attorney focused on broker-dealer compliance...
MutualFundWire.com -
Monday, March 24, 2008
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Russell Lengthens its Target-Date Lineup
The Tacoma, Washington-based firm has added half a dozen funds to its stable of target funds...
401kWire.com -
Monday, March 24, 2008
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Wells Fargo Moves Management of a Fund Outside its Walls
Wells Fargo has switched up the sub-advisor for the Wells Fargo Advantage Dividend Income Fund...
MutualFundWire.com -
Monday, March 24, 2008
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Spark Institute to IRS: Show Us How You Want 403b Done
The lobbying group asks for more guidance for the non-profit DC world and offers to help.
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401kWire.com -
Monday, March 24, 2008
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Fidelity to 401k Advisors: Follow These Three Steps
The Boston Behemoth cites its own new research as support for suggested practice management strategies for intermediaries.
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401kWire.com -
Monday, March 24, 2008
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Reader Rating: 1
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Dimon Asks Favor from Fellow Wirehouse Chiefs
The chief of JPMorgan has asked rival brokerages to put the kibosh on hiring Bear brokers, for now...
MutualFundWire.com -
Monday, March 24, 2008
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W&R Hire is a Bet that One Plus One Equals None
Fund insiders seem not to be taking the Spitzer settlements seriously any longer...
MutualFundWire.com -
Monday, March 24, 2008
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Fidelity to Launch K Shares
The Boston Behemoth is adding a lower cost share class for its 401k clients..
MutualFundWire.com -
Monday, March 24, 2008
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Reader Rating: 5
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Short Gold ETNs Shoot Up
Anti-gold bugs should take a look at the new exchange traded notes that short the commodity...
MutualFundWire.com -
Monday, March 24, 2008
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Reader Rating: 5
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Small Plan Market is Consolidating Quickly
Top providers in the small and micro plan markets are strengthening their grip, turning 401k's last open range into another take away contest...
401kWire.com -
Friday, March 24, 2006
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Reader Rating: 4.33
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AUL Unveils Online Education Tool
The Midwest-headquartered provider rolls out a retirement planning resource for participants...
401kWire.com -
Friday, March 24, 2006
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Reader Rating: 1
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New TFS Fund Bets Big on Strong Performance
The management firm says its new Small Cap Fund, launched earlier this month, has the market's most daring fulcrum fee...
MutualFundWire.com -
Friday, March 24, 2006
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Reader Rating: 4.67
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Judge: Morgan Brokerage Chief Can Have Role In Recruitment
The New York state judge who on Tuesday issued a temporary restraining order prohibiting a Morgan Stanley executive from "directly or indirectly" hiring Merrill Lynch employees appears to have softened her stance.
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MutualFundWire.com -
Friday, March 24, 2006
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Michigan RIA Launches Utopian Fund Family
The Utopia Funds are tailored to the needs of small investors who want ample diversification and a simple portfolio...
MutualFundWire.com -
Friday, March 24, 2006
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Alpine Woods Takes Aim At Institutional Market
The father-and-son tandem behind Alpine Woods Investments is taking a stab at the institutional market. Stephen and Samuel Lieber have formed a new unit in a bid to broaden the Purchase, New York-based firm's presence in the institutional arena...
MutualFundWire.com -
Friday, March 24, 2006
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GE Participants Sue Over Stock
No, you did not miss the latest financial scandal. But, the lack of scandal is not stopping GE participants from suing over alleged 401k losses in GE stock...
401kWire.com -
Friday, March 24, 2006
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AST Taps Subadvisor
AST Trust Co. has brought XTF Advisors on board to subadvise collective funds that invest in exchange-traded funds.
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401kWire.com -
Friday, March 24, 2006
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Janus Sheds Two Subadvised Funds
As part of a larger strategy to bring its funds under in-house management, Janus is planning to shed two of its subadvised funds...
MutualFundWire.com -
Thursday, March 24, 2005
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Columbia Hires Away Putnam Exec
Life's peachy for one Putnam executive. Columbia Management has hired former Putnam manager Stephen Peacher as chief investment officer of taxable fixed-income. He will manage 75 managers, analysts and traders...
MutualFundWire.com -
Thursday, March 24, 2005
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Top Fidelity Trader Calls it Quits
Another Fidelity Investments trader has left the firm amid continued scrutiny of the firm's entertainment and gifting practices..
MutualFundWire.com -
Thursday, March 24, 2005
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Reader Rating: 2.33
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Eggers Back at Dreyfus
Thomas F. Eggers will reassume leadership of Dreyfus Corporation on April 1, according to a news release. Eggers will leave Scudder Investments, where he was president and chief executive officer...
MutualFundWire.com -
Thursday, March 24, 2005
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How to Spot Top Producers
What differentiates the top 401(k) advisors from the rest? Three advisors give tips on what makes them tick...
401kWire.com -
Thursday, March 24, 2005
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Reader Rating: 2.67
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Invesmart Exec Jumps to Consulting Firm
There is no word yet on if he has been replaced...
401kWire.com -
Thursday, March 24, 2005
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Reader Rating: 1
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AOL Time Warner Stock Suit Moves Forward
Fidelity is among the long roster of defendants...
401kWire.com -
Thursday, March 24, 2005
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Software Co. Forms Consulting Arm
The new institute will offer plan consulting, documents and education...
401kWire.com -
Thursday, March 24, 2005
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Reader Rating: 5
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AIM Files to Shutter Eight Funds
AIM Investments has filed to merge eight lackluster funds with approximately $5.8 billion in assets into eight other funds .....
MutualFundWire.com -
Thursday, March 24, 2005
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MassMutual Wins $4.4 Million Plan
A big Washington DC real estate firm chose MassMutual Retirement as provider for their retirement plan...
401kWire.com -
Wednesday, March 24, 2004
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Reader Rating: 1.67
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Vanguard Reopens Precious Metals Fund
Consolidation in precious metals also leads the fund to expand its investment field...
MutualFundWire.com -
Wednesday, March 24, 2004
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Rollover Help on a Free CD-ROM
T. Rowe Price will offer a free CD-ROM detailing retirement plan rollovers...
401kWire.com -
Wednesday, March 24, 2004
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Reader Rating: 4
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Janus May Settle Soon
Reports say Janus is close to settling with regulators...
MutualFundWire.com -
Wednesday, March 24, 2004
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Reader Rating: 4
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401k Searches Reported This Week
A California chip-maker is on the prowl for a new provider. So is a law firm. Those searches and many more...
401kWire.com -
Wednesday, March 24, 2004
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Putnam Accuses SEC of Headline Seeking
The fund firm is not going quietly into the night. Says it will pay penalties commensurate with harm done, but not what SEC is seeking...
MutualFundWire.com -
Wednesday, March 24, 2004
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Reader Rating: 5
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SEC Looks at Fair Pricing
An SEC study finds that fund firms are falling short when it comes to adopting fair pricing for securities held in their portfolios...
MutualFundWire.com -
Wednesday, March 24, 2004
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Lineberry Signs on with Chicago Firm
The former head of the AXA Financial and MetLife 401k businesses has signed on with a new employer.
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401kWire.com -
Wednesday, March 24, 2004
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Reader Rating: 3
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SunGard INVEST ONE Module
SunGard introduces a new module in response to client interest in increased operational efficiency...
MutualFundWire.com -
Wednesday, March 24, 2004
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Reader Rating: 4
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AXA Unit in Outsourcing Talks
The money management arm of Europe’s largest insurer is in talks to outsource some of its funds administration...
MutualFundWire.com -
Wednesday, March 24, 2004
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Glavin Will Depart Scudder
The president of Scudder Funds will start a new job as COO in April...
MutualFundWire.com -
Monday, March 24, 2003
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SanFran Firm Hires Marketer
The fund firm lands a Schwab marketing pro for new position...
MutualFundWire.com -
Monday, March 24, 2003
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Fund Firm Markets Patriot Act Software
The Win98 tool promises to ease compliance with the act...
MutualFundWire.com -
Monday, March 24, 2003
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Crawford & Co. Narrows Advice Search
The Atlanta insurance service provider is to decide between two advice providers...
401kWire.com -
Monday, March 24, 2003
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NYLIM Adds Relationship Head
The DB-DC specialist adds an ex-Putnam exec for its client relationship efforts...
401kWire.com -
Monday, March 24, 2003
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Reader Rating: 2
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SunGard Unit Links TPAs, Sponsors to Fund Firms
The unit is absorbing the Mid Atlantic acquisition, and continues to grow its institutional funds supermarket effort...
401kWire.com -
Monday, March 24, 2003
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401(q&a) with Jerry Bramlett
Part 1 of a conversation between the head of The 401(k) Company and the 401kWire.com...
MutualFundWire.com -
Friday, March 24, 2000
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Reader Rating: 3
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Another Index
Looks like another tech index is being offered up and published on the American Stock Exchange...
MutualFundWire.com -
Friday, March 24, 2000
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Reader Rating: 3
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MassMutual Hires Two
Ted Maitland and Jim Moore join the sales force...
401kWire.com -
Friday, March 24, 2000
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Reader Rating: 3
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401(q&a) with Jerry Bramlett
Part 1 of a conversation between the head of The 401(k) Company and the 401kWire.com...
401kWire.com -
Friday, March 24, 2000
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Reader Rating: 3
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Week of March 24, 2000, RFP Roundup
The 401kWire.com takes a look at the past couple of weeks in searches...
401kWire.com -
Friday, March 24, 2000
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Reader Rating: 3
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Federated's Blue-Light Special Results
Pittsburgh's Federated Investors announced a three-week load waived special offering for four of its funds earlier in the month -- the results are in...
MutualFundWire.com -
Friday, March 24, 2000
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Reader Rating: 3
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Odd Lots, March 24, 2000
Director dollars ... The cost of rising redemptions ... Additional charges for Bond...
401kWire.com -
Friday, March 24, 2000
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Reader Rating: 3
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Odd Lots, March 24, 2000
Director dollars ... The cost of rising redemptions ... Additional charges for Bond...
MutualFundWire.com -
Friday, March 24, 2000
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Reader Rating: 3
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Paychex Launches Simple IRA
The 401kWire.com takes its weekly look at the comings and goings of the retirement and related industries...
401kWire.com -
Friday, March 24, 2000
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Reader Rating: 3
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Jumping Without a NetNet
This Internet fund is closing to new investors by mid-April...
MutualFundWire.com -
Friday, March 24, 2000
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Reader Rating: 3
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Sentinel Funds' Parent Signs BISYS
National Life recently signed BISYS to provide retirement plan recordkeeping for its Sentinel Funds family. It hopes this move will boost its funds' profile in the retirement channel...
MutualFundWire.com -
Wednesday, March 24, 1999
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Reader Rating: 3
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BISYS Signs with National Life Insurance
Montpelier, Vermont-based National Life Insurance Company has contracted Little Falls, New Jersey-headquartered BISYS (Nasdaq: BSYS) to provide recordkeeping services for its 401(k) service...
401kWire.com -
Wednesday, March 24, 1999
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Reader Rating: 3
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Will New Value Fund Fly High--AA Hopes So
American AAdvantage has launched its tenth fund, the Small Cap Value fund, subadvised by Brandywine and Hotchkis and Wiley...
MutualFundWire.com -
Wednesday, March 24, 1999
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Reader Rating: 3
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KeyBank Wins Two
Cleveland, Ohio-headquartered Key Asset Management has added two new clients to its 401(k) plan service, a spokesperson with the vendor told the 401kWire.com. The two sponsors are Dublin, Ohio-based Dominion Homes, Inc. and Burbank, California-located Swaner Hardwood Company...
401kWire.com -
Wednesday, March 24, 1999
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Reader Rating: 3
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What Sponsors Should be Aware Of
The 1998 BARRA RogersCasey/IOMA Annual Defined Contribution Survey of 475 large plan sponsors indicates that plan sponsors are lacking the necessary time and resources to adequately create and oversee an effective qualified retirement plan...
401kWire.com -
Wednesday, March 24, 1999
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Reader Rating: 3
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Odd Lots, March 24, 1999
Baron pays $1.6 million to fund ... Three influential funds celebrate significant anniversaries in 1999 ... Six heads are not always better than one...
MutualFundWire.com -
Wednesday, March 24, 1999
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Reader Rating: 3
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HighMark Making Inroads Into Japanese Market
HighMark Capital has agreed to subadvise its first investment trust portfolio for The Bank of Tokyo-Mitsubishi...
MutualFundWire.com -
Wednesday, March 24, 1999
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Reader Rating: 3
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Law Firm Feels Neighborly Toward J.P. Morgan/American Century
Kansas City, MO-located law firm Polsinelli, White, Vardeman & Shalton has bundled with Kansas City's J.P. Morgan/American Century Retirement Plan Services. The defined contribution plan has approximately $14 million in assets with close to 200 employees. The mutual fund company will provide recordkeeping, communications, and investment services...
401kWire.com -
Tuesday, March 24, 1998
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Reader Rating: 3
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Week of March 15, 1998
Friday, March 20, 1998. Cincinnati Business Courier.
In "How to Create an Investment Policy Statement", Doug Prince explains for plan sponsors the necessity of developing an investment policy statement for new 401(k) plans. The author suggests that employers sit down with providers -- and potentially legal and tax consultants -- and define the goals of the plan as well as stating the roles and fiduciary responsibilities of everyone involved. Prince also notes that the policy statement should also indicate whether the plan intends to comply with ERISA 404(c)...
401kWire.com -
Tuesday, March 24, 1998
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Reader Rating: 3
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Merger Prompts 401(k) Class Action At NationsBank
NationsBank is in the center of a legal controversy following its acquisition of Barnett Bank. Thomas J. Burns, a mid-level manager at Barnett, is suing former members of Barnett's board of directors and seeking over $200 million in damages for participants in the bank's defined contribution plan. The plan had purchased three million shares of stock for the purposes of future vesting for bank employees, and Burns's suit calls in to question who should control those shares...
401kWire.com -
Tuesday, March 24, 1998
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Reader Rating: 3
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