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61 stories matched your search criteria. To read the complete story you must be an active member of the 401kWire.com. For information on becoming a member contact our sales department at 212-331-8995 x101.
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One RPSI Leader Stays, One Retires
Tuesday, September 2, 2025
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A national acquirer snapped up the TPA last September.
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Near Indy, a Strongpoint Shop Hires a CBIZ Alum
Tuesday, September 2, 2025
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The new hire will serve as a wholesaler at the TPA, which was acquired last year.
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In 2026, P&I's Ex-Pres Will Join a DC Group's C-Suite
Tuesday, September 2, 2025
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The hire now serves as a strategic advisor at a defined contribution industry trade group.
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In Florida, a Provider Warms Up a September Launch
Friday, August 29, 2025
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The new offering is expected next week.
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An Aggregator Reports a 2-Client Breach, Outside Its KPA Biz
Friday, August 29, 2025
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The incident involved an email with information about a pair of wealth management clients.
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What About Gusto's Other 401k Allies?
Friday, August 29, 2025
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The payroll provider is poised to buy a 401(k) unicorn. What will that deal mean for Gusto's relationships with other retirement plan recordkeepers?
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Hest Seals a 3rd SoCal Deal In 8 Months
Thursday, August 28, 2025
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This latest deal, Strongpoint's 6th of 2025, brings the acquirer its 19th TPA.
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Jones Sees This Aon Offering "Setting a New Standard For Scale"
Thursday, August 28, 2025
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An insurance broker's team is celebrating further growth of a four-year-old retirement plan product.
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AmericanTCS and Voya Weigh Anchor On a New 403b
Thursday, August 28, 2025
Reader Rating: 2.33
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The two providers are teaming up another retirement plan offering.
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Daybright Acquires Its First Illinois Firm
Wednesday, August 27, 2025
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The deal closed earlier this month and brings 13 more employees to the Garden State acquirer.
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Ohl Says Goodbye to a 17Y Transamerica Vet
Wednesday, August 27, 2025
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The departure comes as a key senior leader is joining the recordkeeper's team.
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A 401k Unicorn Lines Up a Sale to a Payroll Co For 400K Businesses
Wednesday, August 27, 2025
Reader Rating: 2
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A 13-year-old, privately held provider of benefits, HR, and payroll software agrees to buy a 10-year-old, venture-capital-backed recordkeeper.
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Definiti and Transamerica Will Guide a September Launch
Wednesday, August 27, 2025
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The providers are teaming up to roll out a pooled employer plan next week.
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In the Midwest, a MissionSquare Alum Joins Definiti
Tuesday, August 26, 2025
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The new hire will cover Illinois, Michigan and Wisconsin at the national TPA.
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Slavic Wins Over a Transforming Texas MEP
Tuesday, August 26, 2025
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The MEP is relaunching as a PEP in the fall.
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6 Months In, a 35,000-Plan RKer Ramps Up Its Promises
Tuesday, August 26, 2025
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The folks at a retirement plan provider in California are updating their list of guarantees to their plan sponsors and participants.
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A 10Y Brighthouse Vet Joins an RKer's Leadership Team
Tuesday, August 26, 2025
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The new hire will lead product strategy and development at the retirement plan provider.
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A 4,832-Plan Provider Reveals an Accidental Breach
Monday, August 25, 2025
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The incident in question took place about a month ago.
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Swanson Welcomes a July Alum to SinglePoint
Monday, August 25, 2025
Reader Rating: 5
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The new hire will serve as VP of TPA business development at the retirement plan-focused artificial intelligence startup.
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An Institutional Trust Entrepreneur Dies At 66
Friday, August 22, 2025
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A memorial service is scheduled for tomorrow in the Kansas City area.
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Watch For an $829B-AUM AM's DC Chief to Focus On ...
Friday, August 22, 2025
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A publicly traded fund firm's head of defined contribution talks about private markets and retirement income.
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Redstone Picks 3, Building a 39YO Provider's New Division
Friday, August 22, 2025
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The Sunshine State firm's new sales chief promotes one company executive and hires a pair of fellow Ameritas alumni. Watch for her to continue expanding the new team.
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24Y In, a C-Suiter Passes the Reins At a 5000-Employee RKer
Thursday, August 21, 2025
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Updated | An Aflac alumna is succeeding the exiting leader at the PE-backed provider.
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An RKer NSM Shifts to a $100B-AUA Trust Co
Thursday, August 21, 2025
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The freshly promoted executive will now serve as national sales manager and head of distribution at a familiar CIT provider.
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A SoCal TPA Will Enter a New Biz In April 2026
Thursday, August 21, 2025
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A Los Angeles County firm's team files to become a pooled plan provider.
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TPAs Gather 13 RKers and Other Allies In SLC
Thursday, August 21, 2025
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A group's four-day, annual conference was held earlier this month.
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As FRP Rolls Out, Byerly's Successor Forms His Leadership Team
Wednesday, August 20, 2025
Reader Rating: 5
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The new chief points to four key leaders on his team. Watch for mass release of the new platform within a year.
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In the Northeast, a $10.5B-AUA Duo Keeps Its RKer
Wednesday, August 20, 2025
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Updated | The renewed contract took effect on June 1 and will last up to 7 more years.
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Houston Exits
Wednesday, August 20, 2025
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The former recordkeeping chief is handing off another hat next month.
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11 Months Post-Sale, a Tar Heel TPA Leader Retires
Wednesday, August 20, 2025
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The executive most recently served as director of operations at firm that acquired her shop.
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Fido Wins a $59MM Missouri Plan
Tuesday, August 19, 2025
Reader Rating: 1
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The recordkeeper change is scheduled for next month.
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Kay Joins a Midwestern TPA to Cover the Pacific NW
Tuesday, August 19, 2025
Reader Rating: 5
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The new hire is based in Southern California.
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10 RPCs, With $94B in AUA, Find a Common Star
Tuesday, August 19, 2025
Reader Rating: 5
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The new group of shops (don't call them TPAs) collectively serves more than 38,000 retirement plans with more than 2 million participants.
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401k Folks Ponder Trump's EO On Alts In 401ks
Tuesday, August 19, 2025
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Stay tuned for further action from the DoL and SEC.
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Powell Brings a 26Y SEC Vet to MissionSquare
Monday, August 18, 2025
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The new hire now serves as senior securities counsel at the recordkeeper.
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Best and Rizzuto Sell to a $235B-AUA Aggregator
Monday, August 18, 2025
Reader Rating: 4
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The sale of a $25-billion-AUMA, 23-person RIA closed last week.
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Alerus Launched Another Ret Plan Offering Last Week
Monday, August 18, 2025
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The folks at the Upper Midwest provider are rolling out another pooled employer plan.
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This New White Label IRA Platform Is For B-Ds, RIAs, RKers, and More
Friday, August 15, 2025
Reader Rating: 5
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A rollover ally to retirement plan providers launched its latest offering at the end of last month.
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Pander Appoints Externals In Illinois, Louisiana, and Texas
Friday, August 15, 2025
Reader Rating: 5
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The newly picked external wholesalers include alumni of Paylocity and the Standard, as well as a former internal wholesaler at Voya.
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With M3 and Empower, a Midwestern TPA Secures a PEP Path
Friday, August 15, 2025
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The three firm's teams are preparing to roll out a pooled employer plan in 2026.
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Flattich Rises, and an Empower Alum Joins MissionSquare
Thursday, August 14, 2025
Reader Rating: 4
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The new hire is based in the Tar Heel State.
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In Ohio and New Hampshire, McIsaac Adds RVPs
Thursday, August 14, 2025
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One new hire is a Pentegra veteran, and the other most recently worked on the KPA side of the business.
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An 85-Chapter Trade Group Hires Empower As RKer
Thursday, August 14, 2025
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The move comes after the group transformed their MEP into a PEP last year.
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This Summer, Voya Made a Long-Awaited Ret Income Connection
Wednesday, August 13, 2025
Reader Rating: 5
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An asset management titan's TDF-retirement income combo product is now available to this recordkeeper's large 401(k) and 457(b) plan sponsors.
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6 of 2025's Fastest Growing 401k Players
Wednesday, August 13, 2025
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A business pub's team recognizes thousands of privately held companies, including at least six connected to the DC space.
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DeLong and Brandt Bring Back an 8Y AB Vet
Wednesday, August 13, 2025
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The returning executive recently joined the publicly traded asset manager's institutional team.
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McIsaac Brings a 10Y Transamerica Vet to FuturePlan
Tuesday, August 12, 2025
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The new hire also previously worked with Empower and OppenheimerFunds.
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Hawley Will Take Over As a Midwestern Insurer's Prez
Tuesday, August 12, 2025
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The 25-year company veteran once led distribution for the company's retirement plan business.
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In Mass, an HR Software Co Becomes a PPP, And ...
Monday, August 11, 2025
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The new PPP's team is preparing to roll out a PEP this fall.
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5Y In, an Ex-Ameritas Leader Joins Slavic
Monday, August 11, 2025
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The executive now serves as head of sales at the Sunshine State TPA.
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After Passing $750B In AUMA, an RKing Unit Rebrands, And ...
Monday, August 11, 2025
Reader Rating: 5
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A publicly traded retirement plan provider's profits rise 9.8 percent Y/Y.
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After Selling $2.5B, Will an RKer Giant Expand a "Relatively Unheralded" Offering?
Friday, August 8, 2025
Reader Rating: 1
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A recordkeeper's team says they're on track to reach $5 billion in sales this year in a new in-plan investment offering.
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Setna and Simon Sell to Secure Their Teams and Legacy
Thursday, August 7, 2025
Reader Rating: 5
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A PE-backed acquirer in Illinois buys into Ohio and makes its second New York play in two weeks.
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IRALogix Launches a DC-Like Platform
Thursday, August 7, 2025
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The Pennsylvania fintech's new, white label offering is "fully digital."
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Two Providers Prep a Rockefeller 403b Offering
Thursday, August 7, 2025
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Updated | The new pooled employer plan is scheduled to debut next month.
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Vaillancourt Reveals Voya Appointments In CA, MA, MI, and NY
Wednesday, August 6, 2025
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The Voya Retirement chief unveils a new hire and a trio of promotions.
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Edward Jones Teams With a $690B-AUA RKer
Wednesday, August 6, 2025
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A publicly traded retirement plan provider's team unveils alliance with the Midwestern broker-dealer, which has more than 20,000 FAs.
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A Mid-Atlantic Sales Vet Joins a Chicagoland TPA As NSM
Tuesday, August 5, 2025
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The new hire is based in the Philadelphia area.
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Empower, Equitable, and T. Rowe Alumni Join an RKer's Product Team
Tuesday, August 5, 2025
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Two of the new hires started yesterday, while the third started about a month ago.
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In PA, a 51YO KPA Shop and RKing TPA Sells
Monday, August 4, 2025
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A nearby, private equity-backed acquirer makes another purchase.
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A 20Y Liberty Mutual Vet Joins an RKer's C-Suite
Monday, August 4, 2025
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The Garden State firm's new leadership hire is based in the Boston area.
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