Effective Monday, November 20, 2017, the Eagle Family of Funds will be known as Carillon Family of Funds. With this change, the existing Eagle fund names and cusips will also change. More information.
BPAS, working in partnership with Financial Finesse, has released a Spanish version of its financial wellness program. Our expanded education program has been extremely well-received by our adviser partners, plan sponsors, and participants. This release allows us to serve a broader base of customers, particularly in the Puerto Rico marketplace. Be sure to also check out the recently released Spanish version of BPAS.com at bpas.com/es/. For more details about the Financial Wellness program please contact [email protected].
BPAS, que trabaja en asociación con Financial Finesse, ha lanzado una versión en español del programa de bienestar Financial Finesse. Nuestro programa de educación ampliado ha sido extremadamente bien recibido por nuestros socios asesores, patrocinadores del plan y participantes del plan. Esta versión nos permite servir a una base más amplia de clientes, particularmente en el mercado de Puerto Rico. Asegúrese también de comprobar la versión recientemente publicada de BPAS.com en español en bpas.com/es/. Para más detalles sobre el programa de bienestar Financial Finesse comunícate con [email protected].
The Eagle Family of Funds has acquired Scout Investment Funds. Effective Monday, November 6, 2017, Eagle will be known as Carillon Family of Funds and US Bancorp will assume transfer agent responsibilities of the former Scout Funds. More information.
American Century announces enhancements to its One Choice® series of Target Date Portfolios. More information.
Pending shareholder approval, at the close of business on November 17, 2017, Federated MDT Large Cap Value Fund, will be re-domiciled, creating a new fund. The Fund name, NASDAQ symbols and Tax Identification Number will remain the same. The Fund numbers and CUSIP numbers will change. More information.
Effective 6/1/18 the Prudential A, C, R and Z shares are closing to new investors, including group retirement plans. Prudential will be launching R2 and R4 shares of some funds. No changes will be made to Q shares. More information will be provided in December. No action is required at this time. More information.
BPAS anounced today that Donna Kramer has joined the firm as an External Wholesaler located in the New York City area. Donna’s focus will be on marketing the firm’s DB and DC administrative services in partnership with Advisors, Corporate Trustees and other financial intermediaries in the greater New York City (NYC) region.
Donna brings a wealth of industry experience to BPAS. She spent the last 25 years at an advisory firm in the NYC metro area. Read more.