Support (800) 723-8274 Client Login
Call Sales
(800) 451-9188

Monthly Archives: October 2015

401(k) Plans With Employer Stock – A Vanishing Breed

In my last blog article, I talked about how retirement plans had evolved from employer sponsored and employer run profit sharing plans into outsourced participant directed 401(k) plans. One of the big differences between the old profit sharing plans and today’s 401(k) plan that I did not get to mention in the last article is the use of employer stock in the retirement plan. Read more

Burton Keller
L. Burton Keller was a principal founder of the company in 1985 and currently focuses on strategic initiatives for the company. Mr. Keller also serves as company representative to the DTCC and is an active member of the Bank, Trust and Retirement Advisory Committee of the Investment Company Institute.

Delta Data’s CEO, Whitfield Athey to Speak at NICSA GMM

How to Identify Risk in Your Distribution Channel Using Quantitative Analytics
Read more

Delta Data Staff
Our staff writers work with Delta Data executives and industry experts to bring you news, trends and insight on the mutual funds industry, particularly issues, regulation, and technology in regard to fund oversight and distribution. Delta Data provides the back-end solutions that companies use to process billions of dollars of transactions and stay ahead of the change™.

Watching the Pendulum Swing on 401(k) Plan Expenses

There have been several articles in the news recently about how mutual fund expense ratios are continuing to drop for 401(k) plan participants. These were based on a report issued by the Investment Company Institute in August 2015 called Read more

Burton Keller
L. Burton Keller was a principal founder of the company in 1985 and currently focuses on strategic initiatives for the company. Mr. Keller also serves as company representative to the DTCC and is an active member of the Bank, Trust and Retirement Advisory Committee of the Investment Company Institute.

Delta Data Client Conference

Stay tuned for the official release of information on the 2016 Client Conference!

Delta Data Staff
Our staff writers work with Delta Data executives and industry experts to bring you news, trends and insight on the mutual funds industry, particularly issues, regulation, and technology in regard to fund oversight and distribution. Delta Data provides the back-end solutions that companies use to process billions of dollars of transactions and stay ahead of the change™.