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60 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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Teaming Up, M* Plugs Managed Accounts Into PEPs
Thursday, October 23, 2025
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The Midwestern firm is partnering with a Jersey Shore TPA.
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Kendall Hires In MN and Promotes a 29Y Company Vet
Thursday, October 23, 2025
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The new hire most recently hails from TIAA.
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Who Will Take Over Sales For This 300-Person TPA?
Thursday, October 23, 2025
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The national firm's head of sales is moving on.
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37Y In, a MissionSquare Leader Exits
Thursday, October 23, 2025
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The Mid-Atlantic executive first joined ICMA-RC in 1988.
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In the Palmetto State, a 26Y Fido Vet Returns
Wednesday, October 22, 2025
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The executive first joined the Boston Behemoth in 1993 and left in 2019.
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Two Years In, a TPA-Focused Fintech and a Payroll Specialist Amp Up Their Alliance
Wednesday, October 22, 2025
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One firm's offering is now "natively embedded" into the others' "census, compliance, and client portal workflows."
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Hub RPW's #2 Springs to Another Aggregator
Wednesday, October 22, 2025
Reader Rating: 9
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Updated | The exec will lead business operations and integrations at a Lone Star State firm.
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Andreski Hires an Arizona Horace Mann Alum
Tuesday, October 21, 2025
Reader Rating: 9
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The new hire joins Definiti's external wholesaling team.
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A 20Y Fidelity Vet Joins OneDigital
Tuesday, October 21, 2025
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The provider veteran is now serving as a KPA at the aggregator.
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FuturePlan and Wilshire Team Up With an Empire State RKer
Tuesday, October 21, 2025
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The trio are rolling out a new pooled employer plan.
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Liss Adds a Peach State Sales Vet to His C-Suite
Tuesday, October 21, 2025
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Updated | The rising executive first joined the Big Apple TPA in 2021.
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Female KPAs With MMA, OneDigital, and 44 Other Firms Win Big
Monday, October 20, 2025
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A KPA trade group's team reveals the 255 winners of their annual awards recognizing women in the retirement plan advisor business.
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Shi Passes the Reins After 5Y In This RKer's C-Suite
Friday, October 17, 2025
Reader Rating: 3
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Her successor first joined the retirement plan provider earlier this year.
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20 Years, 36 Employees, 6,500 Plan Sponsors
Friday, October 17, 2025
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A micro-market provider's team celebrates their platinum anniversary.
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Porteous Guides a $284B-AUM Firm's DC Push
Friday, October 17, 2025
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The veteran SSIM and BlackRock DC I-O leader is joining a publicly traded alternatives manager in a newly created role.
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An RKer Rebounds to 5.619MM Accounts
Friday, October 17, 2025
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A publicly traded firm with a retirement plan recordkeeping arm offers its latest metrics across multiple business lines, including DC.
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1Y In, a Finway Empower Product Rebrands
Friday, October 17, 2025
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The renamed pooled employer plan continues to also be powered by RBC.
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Edward Jones and Others Back a 401k AI Startup
Thursday, October 16, 2025
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Several big recordkeepers are also supporting the new firm.
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Quinlan Will Lead a $1.2T-AUM AM's U.S. DC Push
Thursday, October 16, 2025
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A publicly traded alternative asset manager's team is looking to build out their presence in the defined contribution business.
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Mercer Advisors Can't Resist Hiring a Veteran KPA M&A Exec
Wednesday, October 15, 2025
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The new hire is based in the Kansas City area.
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DeNoyior Hires a Gator State Gallagher Alum
Wednesday, October 15, 2025
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The new hire will focus on public sector retirement plans.
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Upham Will Take Over a $640B-AUMA RIA's KPA Biz
Wednesday, October 15, 2025
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Updated | The move will come after the Midwestern wealth management aggregator closes on a key acquisition at the end of 2025.
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PrismHR and Transamerica Will Support a New Year's Launch
Wednesday, October 15, 2025
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The PEP has a planned launch date of January 1, 2026.
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How Big Was a Publicly Traded RKer's 3-Month Breach?
Tuesday, October 14, 2025
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More than 7,000 Texas residents are affected by this data breach, which took place from October 2024 through January 2025.
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Chan Now Leads M&A For an RKer's $1T-AUMA Parent
Tuesday, October 14, 2025
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The executive joined the publicly traded company four years ago.
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Haberli Takes Over a $308B-AUMA DC and WM Giant ... For Now
Tuesday, October 14, 2025
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Updated | The CEO of a private equity-backed, 401(k) managed account specialist is stepping back and preparing to say goodbye.
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A View to a Killer Aggregator Deal: Mallouk Doubles His KPA Biz
Friday, October 10, 2025
Reader Rating: 5
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Creative Planning is officially poised to buy a giant, national retirement plan-focused RIA from the Southwest.
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For TPA 20, a Midwestern Acquirer Buys In Maryland, Again
Friday, October 10, 2025
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This is the TPA acquirer's second purchase in the Baltimore area in less than two years.
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Voya and AmericanTCS Will Totally Team Up Twice In January
Friday, October 10, 2025
Reader Rating: 5
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The two providers' teams will power a pair of new pooled employer plans.
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An 8Y Ameritas Vet Joins Shelnutt's Team
Friday, October 10, 2025
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The new hire will serve as director of account management at a publicly traded provider.
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Empower Teams With NPPG and a $144B-AUM Wealth Manager
Friday, October 10, 2025
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The trio are rolling out a pooled employer plan.
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A SoutheasternTrust Co Moves Its $3.5B-AUA RKing Biz
Thursday, October 9, 2025
Reader Rating: 5
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A 38-year-old firm's bundled retirement plan business is switching to a different back-office ally.
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ADP, Pentegra, and Reliance Will Team Up In January
Thursday, October 9, 2025
Reader Rating: 5
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The three providers will power a new pooled employer plan at the beginning of next year.
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7Y In, an AmericanTCS C-Suiter Exits
Wednesday, October 8, 2025
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The executive is based near Charlotte.
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Strongpoint, Fiduciary Wise, and Kovitz Connect With Nationwide
Wednesday, October 8, 2025
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The four companies are teaming up to power a pair of group plan solutions within a new platform that debuted earlier this year.
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Narcisse Picks a 13Y TIAA Vet and an Ex DC I-O Titan Chief
Wednesday, October 8, 2025
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A bundled provider's product and business development chief makes a pair of key appointments.
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Good Takes Over Soon, But ...
Wednesday, October 8, 2025
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Updated | A recordkeeping chief handoff is scheduled for the beginning of next year ...
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35Y In, a 100-Office Aggregator's Chief Passes the Reins
Tuesday, October 7, 2025
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A veteran B-D leader and former fundster is taking over a KPA and wealth management network that includes more than 630 people.
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Ascensus and an Aggregator Rename One of the OG PEPs
Tuesday, October 7, 2025
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The rebranded pooled employer plan continues to be powered by Ascensus' Newport Group arm.
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Two RIAs Spring Together, With 70 People and $10B
Monday, October 6, 2025
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A KPA and wealth management shop in the Mid-Atlantic combines with a Big Apple firm.
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A 30YO, $345B-AUA RIA Teams With Transamerica
Monday, October 6, 2025
Reader Rating: 5
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The two firms will roll out a PEP together in the new year.
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In a "Strategic Milestone," Chiccino Will Lead an RKer's Participant WM Biz
Friday, October 3, 2025
Reader Rating: 5
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The former senior LPL executive will report to a publicly traded recordkeeper's wealth management president.
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A Gator State Ex-RKer Chief Steps Back After 36 Years
Friday, October 3, 2025
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The retiring executive most recently led enterprise growth for a PE-backed acquirer.
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Schumm and Co. Make "an Ambitious Talent Investment"
Thursday, October 2, 2025
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A roborecordkeeper's team launches a 12-month leadership development program.
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12Y In, an Ex-RKer Chief Leaves a Midwestern Insurer
Thursday, October 2, 2025
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The departure comes after the provider rebranded last year.
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The Standard Reveals PEP #58
Thursday, October 2, 2025
Reader Rating: 2
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The new offering was scheduled to debut at the beginning of 2025.
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Alera Enters Kansas Via a $200MM-AUA Acquisition
Wednesday, October 1, 2025
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The deal, unveiled this week, closed over the summer and brings the aggregator to the Kansas City area.
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Check It Out: A Guideline Alum Switches to a Payroll Firm
Wednesday, October 1, 2025
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The new hire previously focused on strategic partnerships for the roborecordkeeper.
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How Big Was a July Breach of an Insurer and DC Income Provider?
Wednesday, October 1, 2025
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A new regulatory filing reveals that about 1.5 million people were potentially affected.
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Daybright Rebrands Two 2025 Launches
Wednesday, October 1, 2025
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Both PEPs were officially scheduled to debut at the beginning of the year.
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Two PA Execs Take On New T. Rowe Roles
Tuesday, September 30, 2025
Reader Rating: 5
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One of the executives is shifting into a new job at the provider, while the other is joining from Ascensus.
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Ascensus Hires In the DMV and Near NYC and ATL
Tuesday, September 30, 2025
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The new hires include EGPS and Pontera alumni.
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A 44YO TN TPA Teams With Voya, Again
Tuesday, September 30, 2025
Reader Rating: 2
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Updated | The firms are rolling out another pooled employer plan together.
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A Utah PEO Elevates Itself Into the PEP Space
Tuesday, September 30, 2025
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The filing was submitted to regulators last week.
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Post-Sale, Watch For OneDigital's "Aggressive M&A" to Continue
Monday, September 29, 2025
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The insurance brokerage and KPA aggregator has a 35-person team focused on mergers and acquisitions.
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A 32YO Trust Co Breach Exposes At Least 16 People
Monday, September 29, 2025
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The cybersecurity incident in question took place last month.
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McCarthy Will Help Guide a Trustodian
Monday, September 29, 2025
Reader Rating: 5
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The former RKer chief is one of two new directors joining a Midwestern firm's board of directors.
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46Y In, a Washington City Stays With Its RKer
Friday, September 26, 2025
Reader Rating: 2
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The new contract is for another 10 years.
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In the Tar Heel State, Morabito Hires an 18Y T. Rowe Vet
Friday, September 26, 2025
Reader Rating: 5
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The new hire will now serve as a regional sales director at Empower.
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UBS Readies a Launch, with Finway and Empower
Friday, September 26, 2025
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The three firms' teams are expected to roll out a new pooled employer plan later this fall.
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