Kaiser Permanente Ejects Mutual Fund Series based on Callan Recommendation

Posted on 11/15/2020

The trustees of Kaiser Permanente’s KP Funds family have Callan LLC as its funds’ investment advisor. The trustees decided to liquidate its target-date mutual fund series and four core mutual funds effective December 15, 2020, according to a filing with the Securities and Exchange Commission (SEC). The KP Funds are offered exclusively to participants in […]

Get News, People, and Transactions, Delivered to Your Inbox