Fidelity Enhances 401(k) Product
Fidelity Investments Institutional Brokerage Group has enhanced its Premiere Select 401(k)/Profit Sharing Plan, which is tailored for small businesses and available exclusively through the company‚s correspondent broker-dealer clients.
Premiere Select‚s enhancements include an expanded menu of mutual funds, new sales support and marketing materials, and upgraded Web and telephone functionality for plan sponsors, participants and investment professionals.
Premier Select is designed for plans with less than $3 million in assets and up to 250 participants. For more information about Fidelity Investments, visit www.fidelity.com.
New Book By Bachrach
A new book co-authored by Bill Bachrach provides insight for advisors on how to fine tune their listening skills.
It‚s All About Them: How Trusted Advisors Listen for Success, (Aim High Publishing, $14.95, paperback) written by Bachrach and Steve Shapiro, explains the importance of listening and what it really means, as well as how to be a better listener and benefit your practice. For more information or to request copies of Bachrach‚s books, please contact Lisa Pomerleau at (800) 347-3707, ext. 202, or [email protected], or visit the Web sites www.bachrachvbs.com or www.valuesbasedfinancialplanning.com.
Fremont Names Manager
Fremont Investment Advisors of San Francisco has named Canadian firm Jarislowsky Fraser Limited (JFL) to manage the Fremont International Growth Fund.
JFL, founded in Montreal in 1955 as an investment research firm, has $19.6 billion in assets under management. A team of four investment professionals will oversee the fund, with $30 million in assets. JFL succeeds Capital Guardian Trust, which had managed the fund since 1998. Investors interested in more information may call (800) 548-4539 or visit www.fremontfunds.com.