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News Stories Archives - Since 1998
Issakainen Unveils an ETF-of-Income-ETFs The folks at a Midwestern fund firm are launching another index fund, and this one tracks an index of their own funds... MutualFundWire.com - Tuesday, June 3, 2025
What Do Trump 2.0 and SCOTUS Action Mean For 401ks? Stay Tuned Retirement plan industry insiders gather in Washington, D.C. and ponder the changing regulatory and legal environment... 401kWire.com - Tuesday, June 3, 2025
McCoy Offers RKers a New Way to Connect With Advice and Income Solutions Updated \| The team at a retirement plan fintech in the Southwest is launching a new for recordkeepers to connect with the firm's marketplace of solutions... 401kWire.com - Tuesday, June 3, 2025
Jumper Adds an I-Banking Alum to His C-Suite, And ... Future Capital's chief is making two key additions to his senior leadership team... 401kWire.com - Tuesday, June 3, 2025
A CEF Will Merge Into a $1.8B-AUM Muni Bond Fund The reorganizing closed-end fund is more than 36 years old. The acquiring, open-end sibling is more than 31... MutualFundWire.com - Tuesday, June 3, 2025
Newfound and ReSolve Add a 4th ETF to Their Stack, And ... The two firms and a familiar ally are also teaming up on a fifth ETF in less than a year and a half... MutualFundWire.com - Monday, June 3, 2024
Three Allies Line Up a New PEP For July A Midwestern TPA is teaming up for a new pooled employer plan... 401kWire.com - Monday, June 3, 2024
Crane Anoints Five Ascensus Sales Execs, Including an NSD A quintet of sales executives are on the rise at the PE-backed recordkeeper... 401kWire.com - Monday, June 3, 2024 - Reader Rating: 5
Goldman's New Ret Chief Hires a T. Rowe Vet Greg Wilson appoints a large market institutional sales chief for defined contribution... 401kWire.com - Monday, June 3, 2024
Week In Preview, June 3 - June 9 This week, the teams at Broadridge, DCIIA, ERIC, ERISApedia, NAPA, PlanSponsor, Spark, That401kSite.com, and WIPN will host events... 401kWire.com - Monday, June 3, 2024
Week In Preview, June 3 - June 9 This week, the teams at the ICI, MFDF, MMI, and the SEC will host events... MutualFundWire.com - Monday, June 3, 2024
A $4T-AUM Titan Expands Its ESG Line The new active equity mutual fund comes in a number of share classes... MutualFundWire.com - Friday, June 3, 2022
An RKer Sponsors LPGA The sponsorship agreement is expected to continue through 2025... 401kWire.com - Friday, June 3, 2022
A Pru Alum Joins a KPA Aggregator The new hire now serves as a retirement plan consultant at a Golden State shop... 401kWire.com - Friday, June 3, 2022 - Reader Rating: 5
Participant Trading More Than Doubled In May Yet TDFs and TRFs continue to dominate participants' contributions and balances, despite leading trading outflows... 401kWire.com - Friday, June 3, 2022
A $55B Swing In a Week The Refinitiv Lipper folks reveal the latest weekly U.S. fund flows data... MutualFundWire.com - Friday, June 3, 2022
UBS Hires a 17-Year BofA 401k Vet The new hire at the wirehouse is based in the Midwest... 401kWire.com - Friday, June 3, 2022 - Reader Rating: 5
Novick Resurfaces, Joining a Board The BlackRock co-founder will help oversee an electronic direct lending exchange... MutualFundWire.com - Thursday, June 3, 2021
Aquiline Buys a 1,000-Employee Retirement Biz A consulting firm agrees to sell off its U.S. retirement arm in advance of a planned merger... 401kWire.com - Thursday, June 3, 2021 - Reader Rating: 5
Why Stout and Wilson Picked This Buyer The former NAPA president talks about the recent sale of her practice... 401kWire.com - Thursday, June 3, 2021 - Reader Rating: 3
RPAG Teams Up to Help KPAs Value Their Practices An industry M&A consulting firm launches a firm valuation program for advisors in the network... 401kWire.com - Thursday, June 3, 2021
Doll Crosses Over to a Faith-Based Boutique The move follows the investment guru's retirement from Nuveen earlier this year... MutualFundWire.com - Thursday, June 3, 2021
Seven Years In, a $6B-AUA KPA Team Sells A PE-backed insurance brokerage buys in the Mid Atlantic... 401kWire.com - Thursday, June 3, 2021 - Reader Rating: 5
As Eu Exits, an AllianzGI Leader Heads For the U.S. Meanwhile, leadership at the multinational asset manager is reorganizing its fixed income business... MutualFundWire.com - Wednesday, June 3, 2020
After 45 Years, a MetLife Director Retires He worked on the client relations team... 401kWire.com - Wednesday, June 3, 2020 - Reader Rating: 1
PE In DC Lineups? The DoL Weighs In The Department of Labor's EBSA arm offers an information letter... 401kWire.com - Wednesday, June 3, 2020
More DC Leaders Address George Floyd's Death Additional leaders across the defined contribution industry are speaking up, even as protests and violence continue across the U.S... 401kWire.com - Wednesday, June 3, 2020 - Reader Rating: 3
PCS and Russell Team Up With an East Coast 338 The trio power a new 401(k) and 403(b) product... 401kWire.com - Wednesday, June 3, 2020 - Reader Rating: 5
More MF Chiefs Speak Up As BLM Protests Continue CEOs of mutual fund firms are among the business leaders talking about racism in the wake of the death last week of an unarmed, arrested black man in Minnesota... MutualFundWire.com - Wednesday, June 3, 2020
Leafhouse and Stadion Team Up With a Robo RKer The three firms' teams recently launched an ETF-only 401(k) offering, intended for the small plan market and, according to one source, a younger audience. .. 401kWire.com - Wednesday, June 3, 2020
A 19-Year Invesco Vet Departs The move comes as Invesco integrates its biggest acquisition yet... MutualFundWire.com - Monday, June 3, 2019
Post-Sale, URPC's Chief Departs Yet she's staying in the retirement plan industry... 401kWire.com - Monday, June 3, 2019 - Reader Rating: 5
Ascensus Buys a TPA Acquirer The PE-backed RKer's TPA arm brings in a PE-backed, multi-office TPA... 401kWire.com - Monday, June 3, 2019 - Reader Rating: 4.88
A Blockchain-Powered Startup Hires a DC I-O Vet The new hire takes over distribution at the Gotham shop, which focuses on making alternative investments more accessible... 401kWire.com - Monday, June 3, 2019
Week In Preview, June 3-9 This week the teams at BPAS, Pru, Spark, Strategic Insight, and SVIA are all hosting events... 401kWire.com - Monday, June 3, 2019 - Reader Rating: 2
Week In Preview, June 3-9 This week the teams at FIASI, informa, and Pru are all hosting events... MutualFundWire.com - Monday, June 3, 2019
Fisher Consolidates MainStay's FA Sales Under One Chief A top exec moves on from the New York Life subsidiary, and another expands his role... MutualFundWire.com - Friday, June 3, 2016
A Wisconsin KPA Shop Drops Its B-D A Wisconsin 401(k) advisory shop makes a move on its own... 401kWire.com - Friday, June 3, 2016 - Reader Rating: 5
Plan Sponsors Are Largely Satisfied With Plan Advisors Plan sponsors are also underestimating the level of engagement participants want... 401kWire.com - Friday, June 3, 2016
From the Investment Perspective, Nothing Changes Now That This Deal Has Closed A publicly-traded Canadian asset manager's U.S. chief talks about his latest acquisition... MutualFundWire.com - Friday, June 3, 2016
401kDIRECT Teams Up With a B-D Ally and Reboots Online The Campbell, California-based retirement plan provider changes its website and seals a new partnership... 401kWire.com - Friday, June 3, 2016
A New HR Chief Takes Over a $332MM 401k The previous HR and benefits director retired. .. 401kWire.com - Friday, June 3, 2016
T. Rowe's $190MM Mea Culpa The WSJ expects that the publicly traded mutual fund shop will soon announce a reimbursement plan for mutual fund shareholders who missed out thanks to an accidental "yes" vote... MutualFundWire.com - Friday, June 3, 2016
BMO Puts Its RKer On the Block The word on 401(k) Street is that the Canadian bank has put its U.S. retirement plan recordkeeping business up for sale... 401kWire.com - Wednesday, June 3, 2015 - Reader Rating: 3.83
Transamerica Gains a Key Distro Ally A wirehouse will now offer the insurer's retirement plan platform for non-profits... 401kWire.com - Wednesday, June 3, 2015 - Reader Rating: 4.67
BNY Mellon Lands an Outsourcing Deal With a $770B Asset Manager This summer a publicly-traded mutual fund hop will move its portfolio and fund accounting services to the giant custodial bank's asset servicing unit... MutualFundWire.com - Wednesday, June 3, 2015
An Advisor-Focused Retirement Reporter Switches Sides A consulting shop that supports B-Ds' and RIAs' retirement plan efforts just hired a veteran journalist from an industry trade pub... 401kWire.com - Wednesday, June 3, 2015
FAs Could Score Referrals Through This Online Startup A Beantown firm founded by an ex-Lazard PM offers individual investors a different take on the classic risk questionnaire ... and their business model relies on advertising from platforms that investors might use to implement their freshly-revealed risk tolerance... MutualFundWire.com - Wednesday, June 3, 2015 - Reader Rating: 5
Borzi's Staff Frets Over CPA Competence The Department of Labor staffers think that your client's CPAs are falling down on the job. Not surprisingly, the AICPA disagrees. .. 401kWire.com - Wednesday, June 3, 2015 - Reader Rating: 5
See Bill Gross' Old Keyboard ... and Password! The former bond king donates "his old desk toys" to the Smithsonian... MutualFundWire.com - Wednesday, June 3, 2015
A 401k Sales Exec Retires From the Standard The West Coast-based retirement plan provider says goodbye to an East Coast-based industry veteran... 401kWire.com - Tuesday, June 3, 2014
Two Provider Websites Outshine the Rest In DALBAR's Eyes These two recordkeepers knows what's going on when it comes to their websites ..... 401kWire.com - Tuesday, June 3, 2014
403b Sponsors Prune Their Investment Options ...according to a new survey put out by the PSCA... 401kWire.com - Tuesday, June 3, 2014
Eaton Touts ETF Franchise to Investors and Other Fundsters Eaton Vance is marketing the new, actively managed ETFs through its Navigate Fund Solutions business, but they have yet to be approved by the SEC... MutualFundWire.com - Tuesday, June 3, 2014
BMO Intros R Shares for Four Funds Two new retirement share classes are now available for four of BMO's funds. .. 401kWire.com - Tuesday, June 3, 2014
The Spark Institute Unveils an Updated RFP Guide The recordkeeper trade group has a new RFP guide. .. 401kWire.com - Tuesday, June 3, 2014
Y-Chromosomed Participants Have More Confidence A new OneAmerica survey shows a sizable gap in retirement confidence between men and women. .. 401kWire.com - Tuesday, June 3, 2014
EBRI Goes Mobile The Washington, D.C.-based think tank has a new app allowing users to access research and data via mobile devices. .. 401kWire.com - Tuesday, June 3, 2014
Is BMO's Phil Enochs Like Gen. Patton? BMO's sales commander is marshaling a big cavalry. Are you ready to stand up to him?.. MutualFundWire.com - Tuesday, June 3, 2014
The WSJ Says the 401k Needs Some Maintenance The most widely-circulated national newspaper evaluates the 401(k)... 401kWire.com - Tuesday, June 3, 2014
Retirees Hold a Fifth of Mid-to-Jumbo 401k Assets ... according to a new analysis of retiree assets in plans with more than 100 participants. .. 401kWire.com - Tuesday, June 3, 2014
Gundlach is the New SPDR Man Step aside, Andrew Garfield. In your face, Tobey Maguire. Eat it, Bill Gross!.. MutualFundWire.com - Tuesday, June 3, 2014 - Reader Rating: 5
A Bond PM Steps Aside at Waddell Daniel Vrabac is no longer the PM for Waddell & Reed Advisors Fixed Income and Money Market Funds at Waddell & Reed Advisors Funds. [SEC Filing]... MutualFundWire.com - Monday, June 3, 2013
RS Investments Names New PM to Fund, Heralds More Changes Starting July 1, 2013, U-Wen Kok will be the new PM for the RS International Fund at RS Investments. The fund will also undergo a name change to RS International Fund from RS International Growth Fund. [SEC Filing]... MutualFundWire.com - Monday, June 3, 2013
A PM Leaves a Goldman Value Fund J. Kelly Flynn is no longer the PM for the Goldman Sachs Small Cap Value Fund [profile] [SEC Filing]... MutualFundWire.com - Monday, June 3, 2013
Alger Debuts Two Growth Funds The Big Apple mutual fund shop unveils two new funds targeting international and emerging markets. .. MutualFundWire.com - Monday, June 3, 2013
A Bank Scoops Up a Buckeye RKer An Ohio shop with assets under administration of around $500 million changes hands... 401kWire.com - Monday, June 3, 2013
Exchange Traded Concepts Sees Three ETFs on the Horizon Exchange Traded Concepts, LLC filed to launch three new ETFs. Horizon ETFs Management (USA) LLC will be the sub-advisor to Horizons S&P 500 Covered Call ETF, the Horizons S&P Financial Select Sector Covered Call ETF, and the Horizons S&P Energy Select Sector Covered Call ETF [SEC Filing].href="http://www.sec.gov/Archives/edgar/data/1547950/000139834413002713/fp0007341_n1aa.htm">SEC Filing]... MutualFundWire.com - Monday, June 3, 2013
Payden Rebrands a Value Fund Payden & Rygel [profile] has changed the name of Payden Value Leaders Fund to Payden Equity Income Fund.[SEC Filing ]... MutualFundWire.com - Monday, June 3, 2013
First Pacific Advisors Adds Two PMs to a Fund First Pacific Advisors has brought on two additional PMs to its FPA Crescent Fund. Mark Landecker and Brian A. Selmo have joined Steven T. Romick, who has served as PM since the fund's inception in 1993. Landecker served as a vice president of the Adviser from 2009 to 2012. Selmo was a vice president of the Adviser from 2008 to 2012. [SEC filing]. .. MutualFundWire.com - Monday, June 3, 2013
ICI Hires a Mutual Fund Directors Forum Alum The fundster trade group welcomes a new director of financial services policy. .. MutualFundWire.com - Monday, June 3, 2013
Auto-Features on the March: BofA Merrill Highlights Plan Design Successes Auto-features have continued to contribute to plan succcess, the RKer's execs say... 401kWire.com - Monday, June 3, 2013
Hancock Hires a Gatekeeper Honcho The new position will focus on analysts and gatekeepers at major broker-dealers... MutualFundWire.com - Monday, June 3, 2013 - Reader Rating: 5
Glavin Picks a Prez The OpFunds chief names a familiar face as his number two... MutualFundWire.com - Monday, June 3, 2013
DiCenso Buys in Minneapolis The Gallagher Retirement Services chief makes an acquisition in the Midwest... 401kWire.com - Monday, June 3, 2013 - Reader Rating: 3.5
Counting Down to Money Fund Reform What is coming this week?.. MutualFundWire.com - Monday, June 3, 2013
Hedgers Are Failing, Will Fundsters Too? More and more mutual funds are implementing hedge fund approaches. .. MutualFundWire.com - Monday, June 3, 2013 - Reader Rating: 5
Legg Mason's Sullivan Talks Deals The FT reports that Legg Mason's CEO plans to acquire a "game-changer.".. MutualFundWire.com - Monday, June 3, 2013
Fido Foolishly Stands Between a Fund Family and Its Shareholders The WSJ reports that Boston Behemoth nixed the mailing of an annual shareholder party invitation... MutualFundWire.com - Monday, June 3, 2013
Fink Sells Shares, Yet It's Unclear Why Larry Fink is selling shares in BlackRock, but Bloomberg doesn't say why... MutualFundWire.com - Monday, June 3, 2013
Hartford Anoints a Wellington PM Wellington's Nanette Abuhoff Jacobson takes a post at Hartford Funds. .. MutualFundWire.com - Monday, June 3, 2013
Fido Continues to Hunt for Cieszko's Replacement The top job at FIIS has been open since end-January... MutualFundWire.com - Friday, June 3, 2011
Virtus Forms a New Fleet The Connecticut-based firm launches a new affiliate and names David Albrycht to a C-level role... MutualFundWire.com - Friday, June 3, 2011
Gemini Lands Twin Partnerships The mutual fund back-office specialist teams up with an accounting software firm and a compliance specialist... MutualFundWire.com - Friday, June 3, 2011
A Top Advisor Benchmarks � Advisors A long-time retirement plan specialist gathers data from her peers... 401kWire.com - Friday, June 3, 2011 - Reader Rating: 4
The Gray Lady Attacks 401k Fees, Again A columnist at the national paper notes the upcoming disclosure regs from the DoL... 401kWire.com - Friday, June 3, 2011 - Reader Rating: 4.55
Pioneer Forms Ties with Fiduciary Benchmarks The agreement marks the second relationship Pioneer has signed with a fiduciary consultant within the last six months... 401kWire.com - Friday, June 3, 2011
A Newport Alum Goes to DailyAccess The wholesaler will start at the Mobile, Alabama-based recordkeeper next week... 401kWire.com - Friday, June 3, 2011 - Reader Rating: 5
Why Do Plan Sponsors Hire Professional Advisors? A trade group completes the first phases of its study and prepares for another... 401kWire.com - Friday, June 3, 2011 - Reader Rating: 2.8
NEPC Brings a Risk Specialist on as COO The Bay State consulting firm says goodbye to one operations chief and hires another... 401kWire.com - Friday, June 3, 2011
DailyAccess Names its New Finance Chief The recordkeeper turns to an HSBC alum to fill the post vacated by Jim Matthew... 401kWire.com - Friday, June 3, 2011
WSJ Names Four Go-Anywhere Funds with High Marks from Analysts and Advisors The WSJ's Reshma Kapadia lists four funds that 'have been time-tested and that get high marks from advisers and analysts.'.. MutualFundWire.com - Friday, June 3, 2011
Should the FDIC Cover Money Fund Investors? Two professors debate about how the SEC should update money market mutual fund regulations, post-Reserve Prime... MutualFundWire.com - Friday, June 3, 2011
Calamos Mulls Opening More Offices Abroad The Naperville, Illinois-based company currently has one office abroad... MutualFundWire.com - Friday, June 3, 2011
Vanguard Lands on a List of Healthiest Employers A Philadelphia paper praises the low-cost mutual fund titan as an employer... MutualFundWire.com - Friday, June 3, 2011
TIAA's Institutional Sales Chief Takes Over a U.S. Insurer Updated \| The bundled provider says goodbye to a top exec as he moves on to a post outside of DC... 401kWire.com - Thursday, June 3, 2010
Fund Openings: June 3, 2010 Here's a roundup of mutual fund and ETF launches... MutualFundWire.com - Thursday, June 3, 2010
BNY Mellon Sees Another Change in its Top Ranks The head of wealth management moves on from the New York-based bank... MutualFundWire.com - Thursday, June 3, 2010
A Luxury Clothing Firm Hires a New Advisor and Ponders an RKer Switch The California-based plan sponsor has hired an NRP member firm as its new advisor... 401kWire.com - Thursday, June 3, 2010 - Reader Rating: 3
Evergreen Alums Reunite at Loomis Sayles Loomis Sayles finishes the formation of its newest equity team... MutualFundWire.com - Thursday, June 3, 2010
Alger Beefs Up its Web Site The New York-based asset manager rolls out new features on its Web site... MutualFundWire.com - Thursday, June 3, 2010 - Reader Rating: 5
At SunTrust, the Course is Clear SunTrust has made a third-party guaranteed income 401k product available to its clients... 401kWire.com - Thursday, June 3, 2010
PenChecks Jazzes Up its Online Look The San Diego-based outsourced plan distributions provider launches a new version of its website... 401kWire.com - Thursday, June 3, 2010
ING Adds a TPA Expert The new hire joined Ralph DelSesto's team on Tuesday... 401kWire.com - Thursday, June 3, 2010
Vanguard Looks to 2055 The Valley Forge, Pennsylvania-based bundled plans to expand its target-date lineup with a product launch slated for Q3... 401kWire.com - Thursday, June 3, 2010
Two Benefits Consulting Firms Join at the Hips Updated \| A pair of Mid-Western firms merge... 401kWire.com - Thursday, June 3, 2010
SSgA Says Goodbye to Rockefeller The Boston firm picks a replacement for Arlene Rockefeller, who is retiring after nearly three decades with the company... MutualFundWire.com - Thursday, June 3, 2010
Donahue Expects Money Fund Fee Waivers to Drop The Federated chief speaks at a conference in the Big Apple... MutualFundWire.com - Thursday, June 3, 2010
A $7.4 Billion 529 Plan Sticks with AllianceBernstein AllianceBernstein will continue as program manager for another five years... MutualFundWire.com - Thursday, June 3, 2010
American Century Allocates a PM Job The Midwestern mutual fund firm hires a new senior vice president... MutualFundWire.com - Thursday, June 3, 2010
Paper Tells Investors to Find Money Fund Alternatives The Wall Street paper of record points its readers away from money market mutual funds because new regs make the uncompetitive... MutualFundWire.com - Thursday, June 3, 2010
BofA Merrill Reboots MLConnect Andy Sieg and his team reboot the advisor-sold, small plan DC product at BofA Merrill. Watch for Sieg to changes to the alliance partner list for the offering... 401kWire.com - Thursday, June 3, 2010 - Reader Rating: 3.5
Capital Group Moves Ahead With Reductions Significant staff cuts will be made over the next two weeks... MutualFundWire.com - Wednesday, June 3, 2009
SBI Sells Part of Rydex Rydex SGI's brokerage arm has changed hands... MutualFundWire.com - Wednesday, June 3, 2009
Will a 'Reduction in Managers' Hit ADP Retirement? The payroll giant prepares to restructure itself... 401kWire.com - Wednesday, June 3, 2009 - Reader Rating: 1.5
Vanguard Makes Over Three Money Funds Vanguard reorganizes three money market funds... MutualFundWire.com - Wednesday, June 3, 2009
Financial Engines Broadens Its Offerings A new retirement planning guide aims to personalize investment goals... 401kWire.com - Wednesday, June 3, 2009
A Bear and JPMorgan Vet Strategizes for ING The asset management arm of the insurer expands its investment solutions group... MutualFundWire.com - Wednesday, June 3, 2009
MFS Draws Media to Company's Outlook The Massachusetts fund firm holds a conference call for reporters to highlight company's expertise... MutualFundWire.com - Wednesday, June 3, 2009
A Fund Firm Unveils New DC I-O Offerings Another investment manager adds I shares... 401kWire.com - Wednesday, June 3, 2009
WSJ Highlights Inflation-Fighting Funds From MFS and Others A WSJ columnist advises investors on combating inflation in their portfolio... MutualFundWire.com - Wednesday, June 3, 2009
Citi Goes Live With Its Latest Fund Service The fund support unit makes a new service available to mutual fund firms. .. MutualFundWire.com - Wednesday, June 3, 2009
A Broker-Dealer Finds a Unique Plan Source A West Coast broker dealer has tapped into a niche Midwestern Market... 401kWire.com - Wednesday, June 3, 2009 - Reader Rating: 5
Baron Flies to an I Shares Class An Empire State fund firm adds a new class for eight of its offerings... MutualFundWire.com - Wednesday, June 3, 2009
Obama Names an EBSA Deputy The Obama administration names a Wall Streeter as deputy to Borzi at EBSA. .. 401kWire.com - Wednesday, June 3, 2009
Morgan Keegan Splits Arb Rulings on its Regions Select Funds A fund company sees mixed decisions from legal disputes with fund shareholders... MutualFundWire.com - Wednesday, June 3, 2009 - Reader Rating: 5
A Fidelity Vet Closes His Hedge Fund One of Lynch's proteges will try again. Fidelity names a new chief to grow its prime broker business... MutualFundWire.com - Wednesday, June 3, 2009
Pimco Plays Offense While Competitors Rein Back El-Erian makes a push: "We can play offense at a time when other people are playing defense.".. MutualFundWire.com - Wednesday, June 3, 2009 - Reader Rating: 5
Calamos Triples its Fund Assets Tough times are proving a boon to John Calamos Sr. and his Calamos Funds... MutualFundWire.com - Wednesday, June 3, 2009
Top Hancock Sales Executive Moves On There has been a change in the senior ranks at the Boston-based bundled DC plan provider... 401kWire.com - Tuesday, June 3, 2008 - Reader Rating: 3
BFDS Inks Deal on New House for New Hires Boston Financial Data Services is leasing a new space... MutualFundWire.com - Tuesday, June 3, 2008
Gold Investors Granted New ETF Options Investors in ETFs are getting added leverage thanks to the SEC and CFTC... MutualFundWire.com - Tuesday, June 3, 2008
Aberdeen Awards Fund Administration Mandate Aberdeen has picked a fund administration services provider for its 26 U.S.-based mutual funds... MutualFundWire.com - Tuesday, June 3, 2008
MassMutual Research Supports Annuity Laddering The insurance provider unveils a new study suggesting that retirement income needs are best met when investors mix equities, bonds and fixed annuities... 401kWire.com - Tuesday, June 3, 2008
Federated Sees Value in the Global Economy The Pittsburgh-based investment manager has launched a new fund that will take advantage of value opportunities in the global marketplace... MutualFundWire.com - Tuesday, June 3, 2008
Petroleum Firm Hires Provider for its $26M Plan The Denver-based refined petroleum products marketing and distribution firm has tapped a 401k provider... 401kWire.com - Tuesday, June 3, 2008
Trade Groups Highlight Retirement Unfriendly Budget Scoring The report from 10 retirement-focused trade groups finds that the current budgeting process makes retirement plans look more costly to the Feds than they really are... 401kWire.com - Tuesday, June 3, 2008
Principal Hires Wholesaler for the West The new hire will handle 13 western states for the Principal Funds... MutualFundWire.com - Tuesday, June 3, 2008
NIPA Kicks Off Business Management Program TPA owners and top executives will see new resources as NIPA expands its annual business management conference into a year-round education effort... 401kWire.com - Tuesday, June 3, 2008
MN Plan Sponsor Gets a New Provider The Minneapolis-based sponsor has hired a new provide for its $12.6 million plan... 401kWire.com - Tuesday, June 3, 2008
Inspira Taps 401k Vets for Sales and Ops Roles The private label, IRA rollover specialist is building out its leadership ranks with former executives from Newport and The Standard... 401kWire.com - Tuesday, June 3, 2008 - Reader Rating: 3
Great-West Hits Managed Account Milestone Officials at the RIA unit of Great-West say assets increased nearly 25 percent since January... 401kWire.com - Tuesday, June 3, 2008
Fidelity Targets Hybrids for its New Program Fidelity Institutional Wealth Services and National Financial have launched a program for firms and advisors in the hybrid space... MutualFundWire.com - Tuesday, June 3, 2008 - Reader Rating: 3.25
TIAA-CREF Vet Makes the Long Jump to Being an Advisor UPDATED \| A SoCal-based advisory firm brings in a non-profit plan specialist from the giant provider. .. 401kWire.com - Tuesday, June 3, 2008 - Reader Rating: 2
Comerica Hunts for a New Distribution Chief The Detroit-based provider is searching for a replacement for Bill Feldmaier, who has moved to another provider... 401kWire.com - Tuesday, June 3, 2008 - Reader Rating: 4.81
Ricciardi Moves on from the SEC Walter Ricciardi, who led the SEC team that brought about the $8 million settlement with Fidelity in the improper gifts case, is joining a New York law firm... MutualFundWire.com - Tuesday, June 3, 2008
Ameristock Becomes the Latest Advisor to Rethink its ETFs The fund advisor is closing its lineup of Treasury ETFs. The move marks the second time an ETF advisor has given up on the Ryan benchmarks... MutualFundWire.com - Tuesday, June 3, 2008
Bogle Racks up Tenth Doctorate The Vanguard founder's alma mater recognizes the fund pioneer with an honorary doctorate ..... MutualFundWire.com - Friday, June 3, 2005
Will the Bear Settle Down? For a while now, TheStreet has been reporting that the regulatory hammer was going to fall on Bear Stearns. According to their last report, it looks like their anonymous sources have been right all along ..... MutualFundWire.com - Friday, June 3, 2005 - Reader Rating: 3
NY Dem Mulls Run Against Spitzer New York Attorney General Eliot Spitzer may have a tougher road to the New York Governor's office than some thought... MutualFundWire.com - Friday, June 3, 2005 - Reader Rating: 5
Consulting Firm Brings on Biz Dev Pro The new hire will help connect clients with resources... 401kWire.com - Friday, June 3, 2005
Three Move up the Ladder at 401(k) Company The firm creates a new role in corporate strategy and product development... 401kWire.com - Friday, June 3, 2005 - Reader Rating: 2.67
Regional Bank Finds Partner for 401k Entree A Chicago-area bank finds a recordkeeper for an in-house product... 401kWire.com - Friday, June 3, 2005 - Reader Rating: 2
A MassMutual Mystery There is a mystery at MassMutual where CEO Robert O'Connell was fired for "certain issues." What those issues are no one seems to know. MassMutual offers a family of subadvised funds under its own brand and owns OppenheimerFunds... MutualFundWire.com - Friday, June 3, 2005
Ex-Music Theorist Opens Fund Shop in Dairyland, USA A manager leverages his separate account management experience to launch a two-fund family... MutualFundWire.com - Friday, June 3, 2005
Cox Roundup: A Mixed Review President Bush's nomination of Chris Cox for the top SEC post is already causing partisan bickering... MutualFundWire.com - Friday, June 3, 2005
Marsh Hires I-Banks to Help with Putnam It is looking more and more like Putnam is on the block. Despite Marsh's denial of the first report that it is shopping Putnam, the Boston papers are all over the story. While the Boston Herald heard Putnam CEO Ed Haldeman telling Boston business leaders that "all options are on the table," the Globe says that Marsh has hired pair of investment bankers to put together a package... MutualFundWire.com - Friday, June 3, 2005
More Trouble for Amerindo's Vilar? The firm's co-founder, currently battling three separate fraud charges, gave access to hot IPOs to select offshore investors ..... MutualFundWire.com - Friday, June 3, 2005
Top Putnam DC Executive to Resign Putnam Senior Managing Director John Brown will be resigning at the end of June. He had headed both defined contribution and defined benefit for the Boston firm... 401kWire.com - Thursday, June 3, 2004
Mellon Picks Up $250 Million Mandate Principal Financial Group selects Mellon Equity Associates to sub-advise two funds... 401kWire.com - Thursday, June 3, 2004
Putnam Distribution Arm Faces Reorg The resignation of a Putnam senior managing director prompts Haldeman to take a fresh look at distribution... MutualFundWire.com - Thursday, June 3, 2004 - Reader Rating: 3
PSCA Chief Named Chair of ERISA Advisory Council David Wray moves from vice-chairman to chair of the council that advises the Labor Secretary on ERISA matters... 401kWire.com - Thursday, June 3, 2004
No More Room at Fido Fund A Fidelity fund, already closed to new investors, shuts even more doors to in flows... MutualFundWire.com - Thursday, June 3, 2004
Waddell Reed Finds CFO The new hire is from Stilwell Financial... MutualFundWire.com - Thursday, June 3, 2004
Fido Cleaves FESCo into Two Fidelity Employer Services Company is breaking into two units, one dedicated to retirement business and one covering human resources... 401kWire.com - Thursday, June 3, 2004 - Reader Rating: 3
Merrill May Sell Stake in MLIM The brokerage is reportedly considering selling a large stake of MLIM to Legg Mason... MutualFundWire.com - Thursday, June 3, 2004
SEC Considers Advisory Contract Disclosure The agency will consider requiring more disclosure on advisory contracts in its June 9 meeting... MutualFundWire.com - Thursday, June 3, 2004
JPM-Am Century Joint DC Effort Now History The transfer of ownership of J.P. Morgan/American Century Retirement Plan Services to JPMorgan is now complete... 401kWire.com - Tuesday, June 3, 2003 - Reader Rating: 4
UBOC Rolls Out Web-based Small K Platform The new program is designed to take the hassle out of administration for small business owners... 401kWire.com - Tuesday, June 3, 2003
B-D Client Group Head to Exit Firm An EVP at Jersey City-based Knight Trading Group plans to leave after six years. The firm creates new sales head position... MutualFundWire.com - Tuesday, June 3, 2003 - Reader Rating: 2.33
Funds Named After Managers Beat the Deck A Virginia-based financial planner cites personal assets and extreme confidence of the managers as key reasons for the relative success of such funds... MutualFundWire.com - Tuesday, June 3, 2003 - Reader Rating: 1
Retirement A Savings Priority, But Few Max The new participant survey released by Putnam Investments finds too few investors are maxing their contributions, while more need to set clear retirement savings goals... 401kWire.com - Tuesday, June 3, 2003 - Reader Rating: 4.33
Benefits Consultant Intros an eSeminar The online event sponsored by McKay Hochman is designed to help experienced retirement pros... 401kWire.com - Tuesday, June 3, 2003 - Reader Rating: 3
SVA May 21, 1999 .. 401kWire.com - Thursday, June 3, 1999 - Reader Rating: 3
Ivy Funds Set to Expand Sales Force The Mackenzie-owned Ivy funds are increasing sales and marketing efforts and adding a new fund of funds asset allocation program to its offerings... MutualFundWire.com - Thursday, June 3, 1999 - Reader Rating: 3
New VC For Financial Engines Hot, hot, hot. That is the only word for the way advice has captured of the entire 401(k) industry. Well, advice has just received another shot in the arm with the announcement today that Palo Alto, California-based Financial Engines has received $20 million in its third round of financing. According to the firm, it has received $20 million from eight separate investors... 401kWire.com - Thursday, June 3, 1999 - Reader Rating: 3
Kelmoore Launches Covered Option Fund Palo-Alto asset manager has introduced a covered call fund, the first of its kind, marketed to retirees... MutualFundWire.com - Thursday, June 3, 1999 - Reader Rating: 3
Fido Now Offers Unbundled Education In its latest move, Fidelity Investments is launching a new service that will allow participants to receive educational services even if they work for companies that are not fully bundled clients, Perry Chlan, vice president of institutional client services at the vendor, told the 401kWire.com... 401kWire.com - Thursday, June 3, 1999 - Reader Rating: 3
Remora Group Seeks to Grow RIA-Fund Relationships Several fund complexes have joined to form the Remora Group, intending to strengthen bonds between the RIA community and mutual fund. So RIAs are the shark?.. MutualFundWire.com - Thursday, June 3, 1999 - Reader Rating: 3
Odd Lots, June 3, 1999 Merrill's new fee strategy signals new era for fund distribution ... new fund champ?.. MutualFundWire.com - Thursday, June 3, 1999 - Reader Rating: 3
TAG On: Average Deferral Percentage We have a plan that failed the Average Deferral Percentage "ADP" test that did not correct within the following year. We are debating whether to correct the situation using Voluntary Compliance Resolution "VCR" or the Administrative Policy Regarding Self Correction "APRSC". We are utilizing a prototype the only options in the plan document to correct a failed ADP test are a pro rata Qualified Non-Elective Contribution "QNEC", or refunds to highly compensated employees made within 12 months after the end of the plan year... 401kWire.com - Thursday, June 3, 1999 - Reader Rating: 3
Hopes and Hype Build Around Savings Summit As those in the nation's capital prepare for the first White House/Congressional Summit on Retirement Savings, the news wires have been burning up with retirement stories. In the past two days we have counted at least nine stories on the issue on the wires. This count doesn't even include stories written by members of the press. .. 401kWire.com - Wednesday, June 3, 1998 - Reader Rating: 3
Schweers Switches from Slocum John Schweers, chief operating officer of the Minneapolis, MN firm Jeffrey Slocum & Associates has stepped down from his post, KC Connor, vice president, told the 401kWire. Connor reported that Slocum was "pursuing other opportunities" and "may have been offered a position as of last week.".. 401kWire.com - Wednesday, June 3, 1998 - Reader Rating: 3
Gerber Scientific Adds Funds South Windsor, CT-headquartered Gerber Scientific, Inc. (NYSE: GRB), at the beginning of the year, introduced four new funds for its employees, Lynn Wytas, assistant treasurer, told the 401kWire. The plan has approximately $35 million in assets with about 1,500 participants... 401kWire.com - Wednesday, June 3, 1998 - Reader Rating: 3

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