Contents

Wells Fargo scores a hit with LifePath mutual funds that simplify saving for retirement. 3A

Bankers Trust takes a run at Fidelity Investments for dominance of the 401(k) business. 4A

First Chicago grabs onto the name recognition of Putnam Mutual Funds to boost its plan sales. 5A

Carolina First assembles a tasty menu of mutual fund offerings for its retirement-plan clients. 6A

Star Banc shuns the conservative route with equity funds managed by a host of regional companies. 8A

First Security guards it Rocky Mountain stronghold with a revamped 401(k) products. 8A

State Street leaps ahead in the 401(k) race by snaring some big corporate clients. 12A

First New Hampshire keeps a popular retirement plan alive while teaming with a new partner. 12A

Bank of Stockton makes its 401(k) business grow by cultivating a partnership with Federated Investors. 16A