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50 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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Which RKer and RIA Will Help Power a New Tribal PEP?
Thursday, November 6, 2025
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An AmericanTCS talks about a pooled employer plan that they're rolling at the beginning of 2026.
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Never Mind $25B In 2H; This RKer Beat That In Q3
Thursday, November 6, 2025
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A recordkeeper titan's team reveals their results for Q3 2025.
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Guideline's Buyer Seals the Deal. What's Next For the Teams and Their Allies?
Thursday, November 6, 2025
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Updated | The 10-year-old 401(k) recordkeeper's OG partner has acquired it, as planned. The buyer weighs in on the deal and the next steps.
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With Guidance From Geli, an IT Provider Targets Retirement Services
Wednesday, November 5, 2025
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A Garden State firm and an affiliate are looking to support the retirement plan industry.
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Paychex Thinks 401k Income With a New Ally
Wednesday, November 5, 2025
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The payroll giant's retirement plan recordkeeping team is partnering with a Midwestern fintech.
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Mannino Welcomes a 26Y Industry Vet In OH
Tuesday, November 4, 2025
Reader Rating: 5
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The new Standard hire most recently spent five years with Principal.
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A $130B-AUMA RKer's Outflows Rise, But ...
Tuesday, November 4, 2025
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The team at a publicly traded insurer and retirement plan provider releases their Q3 2025 earnings report.
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Byerly Joins a Freshly-Acquired AI Firm
Monday, November 3, 2025
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The former FIS retirement chief is taking on a new leadership role at another software company.
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SS&C Builds an AI SAGE
Monday, November 3, 2025
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The back-office provider's team is rolling out a new financial wellness offering.
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Edwards Takes Over ASPPA, And ...
Monday, November 3, 2025
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The TPA trade group's board will switch on January 1.
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What's Next For Espinoza, Goss, and Shapiro As an Aggregator Divides?
Monday, November 3, 2025
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Retirement plan arms on both sides of the deal now have familiar new chiefs.
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FSG Will Sell a Midwestern Sibling of PCS
Friday, October 31, 2025
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The deal is expected to closed by the end of 2025.
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PPI Buys a 22YO SoCal TPA
Tuesday, October 28, 2025
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Updated | The deal comes after several other California acquisitions by the Garden State firm.
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3 Months Later, Strongpoint Buys Again in the Buckeye State
Thursday, October 30, 2025
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The Chicago-based acquirer is snapping up a second firm in the Cincinnati area.
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AmericanTCS and Lincoln Plan to Ring In 2026 With a Launch
Thursday, October 30, 2025
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The providers are teaming up on a new pooled employer plan.
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Windjue Adds a Palmetto State Hancock Vet
Wednesday, October 29, 2025
Reader Rating: 3.5
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The new hire will serve as RVP of TPA at Principal.
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FF4Life's Ex-Chief Joins OneDigital
Wednesday, October 29, 2025
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The new hire will serve as director of workplace to wealth strategy at the KPA aggregator.
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Teaming Up, an RKer and PPP Build TPA-Flexible PEPs
Wednesday, October 29, 2025
Reader Rating: 5
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The two new products will be usable by multiple TPAs.
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More Than 4MM Texas Were Exposed By This Breach, And ...
Wednesday, October 29, 2025
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A publicly traded recordkeeper offers more updates about the scope of a recent cybersecurity incident.
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A New Alliance Cuts Out "Back-and-Forth Between the Plan Sponsors and TPAs"
Tuesday, October 28, 2025
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A Finch spokesperson explains the firm's newly expanded partnership with a TPA-supporting fintech.
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A West Coast Ret Income Provider Reveals a Small Breach
Tuesday, October 28, 2025
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Four Massachusetts residents were potentially affected by the cybersecurity incident.
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After 33 Years, an Ex-Retirement Exec Leaves T. Rowe
Monday, October 27, 2025
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The retiring leader first joined the publicly traded provider in 1992.
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Pluss Brings a Victory Alum to Janus Henderson
Monday, October 27, 2025
Reader Rating: 5
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The new hire joins the publicly traded, multinational asset manager's DC I-O wholesaling team.
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A 17Y Transamerica Vet Takes Over Distro For a TPA
Monday, October 27, 2025
Reader Rating: 5
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Yet a key sales and distro leader is staying on at the Midwestern firm.
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Months After Selling, an EdgeCo ERISA Entrepreneur Retires
Friday, October 24, 2025
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Word is that his last day at the company was today.
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De Silva Hires a CMO
Friday, October 24, 2025
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Updated | The new hire is a senior TIAA alumna.
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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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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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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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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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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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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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