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54 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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Mrozek Hires In CT and FL
Monday, May 5, 2025
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The new external wholesaler hires coming from John Hancock and Equitable.
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A CO Principal Vet Becomes a KPA
Monday, May 5, 2025
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The former RM is joining an insurance brokerage and aggregator.
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MMA Teams With GPS and Lincoln
Monday, May 5, 2025
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The three firms are rolling out a new retirement plan product later this spring.
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Wagner Moves Up In Boston
Friday, May 2, 2025
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The ERISA law firm's new HQ is still in Beantown's Financial District.
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Bruno Brings a OneAmerica Alum to Momenta
Friday, May 2, 2025
Reader Rating: 5
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The new Midwestern hire will serve as an external wholesaler at the entrepreneur's Bay Area TPA.
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A 17-Year Company Vet Joins an East Coast RKer's C-Suite
Thursday, May 1, 2025
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He's succeeding an exiting leader who spent 23 years with the provider.
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Principal, Transamerica, and 4 More RKers Win a Trade Group's Praise
Thursday, May 1, 2025
Reader Rating: 3
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A plan sponsor group recognizes a number of its own and their providers.
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Murphy and Fink Launch a Zero Bps Fund For DC
Thursday, May 1, 2025
Reader Rating: 5
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The new offering is an indexed, separate account product.
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Nevin and Lisa Win Big In Vegas
Wednesday, April 30, 2025
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The ARA team kicks off their second Sin City conference of the week.
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Post-Sale, a 37YO TPA Keeps Its Identity, For Now
Wednesday, April 30, 2025
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The chief of an acquirer talks about his latest purchase and what's next.
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Andreski Hunts As a New England C-Suiter Exits
Wednesday, April 30, 2025
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The departing executive first joined Definiti in 2022 and is now launching a new venture.
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Will Trump Smile On Alts In 401ks?
Wednesday, April 30, 2025
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DC industry insiders discussed the prospect yesterday on the main stage at the NAPA 401(k) Summit.
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Vestwell Teams Up In New England
Tuesday, April 29, 2025
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The provider is joining a marketplace of partners.
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Davidson Says a New Partnership's Timing Is Critical
Tuesday, April 29, 2025
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The Financial Finesse Founder talks about a new alliance.
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A Gator State DC I-O Vet Leaves MassMutual
Tuesday, April 29, 2025
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The departing wholesaler first joined MassMutual in 2019.
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M* and Empower Back NAPA's New Venture
Monday, April 28, 2025
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Brian Graff and his team are launching another certificate program.
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Fong Joins As Knox Prepares to Say Goodbye
Monday, April 28, 2025
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A former DCIIA C-suiter will be retiring soon.
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OneDigital Makes a Multi-Tool Alliance
Monday, April 28, 2025
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The folks at the insurance brokerage's KPA aggregator arm are teaming up with a back-office giant.
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Will the Supremes Intervene In Another Plan Fee Suit?
Friday, April 25, 2025
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SCOTUS asks the Solicitor General to weigh in on an appeal. ERISA legal eagles share their perspectives on the case.
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PenCheck Levels Up a Platform
Friday, April 25, 2025
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Updated | The folks at a SoCal ally to RKers and TPAs are upgrading their automatic IRA platform.
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Heartland Goes With This 401k Startup
Friday, April 25, 2025
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The Oklahoma payroll and HCM shop now has a preferred 401(k) provider.
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Workers Smile On At Least 3 Types of Ret Income Options
Thursday, April 24, 2025
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A Washington, D.C. think tank's team releases an annual report based on a survey of thousands of workers and retirees.
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An Outsourced IRA Provider Prefills Auto-Rollover Forms
Thursday, April 24, 2025
Reader Rating: 5
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The team is rolling out version 6.0 of their signature service.
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To Help Navigate Life's Uncertainties, T. Rowe Builds In Another Account Type
Thursday, April 24, 2025
Reader Rating: 5
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The launch of the new offering follows the passage several years ago of Secure 2.0.
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Empower Keeps a $564MM-AUA Plan
Wednesday, April 23, 2025
Reader Rating: 5
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Updated | The 8,600-participant plan sponsor has worked with the recordkeeper for 15 years.
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Parikh Explains Finch's Latest RKer Team-Up
Wednesday, April 23, 2025
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The Finch C-suiter weighs in on a new three-party partnership.
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Near Salt Lake, a C-Suiter Rises At OneDigital FS
Wednesday, April 23, 2025
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The official promotion comes after the executive took on the role on an interim basis last fall.
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A 401k Unicorn Offers KPA Partners a New Connection
Wednesday, April 23, 2025
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The folks at a West Coast recordkeeper are rolling out a new platform for their advisor allies.
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9 Years In, a Victory DC I-O Vet Retires
Tuesday, April 22, 2025
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The Denver area executive also previously worked with Alger, Merrill, and Schwab.
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Retirement Income By Any Other Name ...
Tuesday, April 22, 2025
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New research from an insurer offers insights into participants' thoughts on retirement income.
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SCOTUS Rules, and DC Insiders Fear "A Lot More Litigation"
Monday, April 21, 2025
Reader Rating: 5
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The U.S. Supreme Court's decision in this latest fee suit was unanimous.
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Barnett Adds a CRO
Monday, April 21, 2025
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The new hire previously held a similar role at an AI-powered marketing and communications specialist.
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Intellicents, Finway, and Empower Dream Up a PEP
Monday, April 21, 2025
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The three firms' teams are preparing to launch a new retirement plan product later this spring.
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Strongpoint Acquires Its 2nd Bay Area TPA
Thursday, April 17, 2025
Reader Rating: 5
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The deal closed last month and boosts the Midwestern acquirer's headcount to nearly 420 employees in total.
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Voya and AmericanTCS Connect For a May Launch
Thursday, April 17, 2025
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The two providers are teaming up to build another PEP.
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Yoerger Seals a Tar Heel State Deal
Wednesday, April 16, 2025
Reader Rating: 5
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The TPA acquisition deal closed on April 1.
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Crain Joins a New, AI-Powered Venture
Wednesday, April 16, 2025
Reader Rating: 5
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The BofA veteran will lead recordkeeper sales for the ERISA attorney's new startup.
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AmericanTCS and Empower Teamed Up Again In March
Wednesday, April 16, 2025
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The two providers rolled out another pooled employer plan.
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A Gem State 401k Vet Automates Participant Engagement
Tuesday, April 15, 2025
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A wholesaler-turned-entrepreneur launches another venture, two years after rolling out his own RIA.
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Murphy Backs an 11-Time LPGA Champ
Tuesday, April 15, 2025
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This is the RKer's fourth LPGA golfer sponsorship.
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Empower Teams Up In Tennessee For an April Launch
Tuesday, April 15, 2025
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The new offering is expected to debut on April 25.
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Lacey Will Help Scale a Fin Wellness Shop
Monday, April 14, 2025
Reader Rating: 5
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The new hire most recently served as CRO of Smart USA and its Stadion arm.
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Payroll Integrations Explains the Stax.ai Team Up
Monday, April 14, 2025
Reader Rating: 2
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The latter's TPA clients support more than 120,000 plan sponsors.
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Empower and Finway Prep a June Launch. What About a 338?
Monday, April 14, 2025
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The two firms are teaming up to build another pooled employer plan.
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Simonds Brings a 20Y Corebridge Vet to Daybright
Friday, April 11, 2025
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The freshly rebranded provider's team welcomes an SVP in Texas.
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Bilo Taps a 10Y Nationwide Vet In SoCal
Friday, April 11, 2025
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The reassigned executive is based in Southern California.
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CT, DMV, and NYC Execs Join 401GO
Thursday, April 10, 2025
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The new hires come from Nationwide, HSA Bank, and Farther.
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In May, Newport Will Premier a New Offering
Thursday, April 10, 2025
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The Ascensus arm is building another pooled employer plan.
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7 Simple Machines and Finch Plug Into a Midwestern RKer
Wednesday, April 9, 2025
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The tech integration is focused on supporting TPA allies.
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A $72B-AUMA RKer's CEO Adds a Retail Chief
Wednesday, April 9, 2025
Reader Rating: 5
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A senior MassMutual alumna is taking on the new leadership role at the Mid-Atlantic provider.
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In SoCal, an ADP Alum Joins T. Rowe
Tuesday, April 8, 2025
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The new hire will serve on the provider's external wholesaling team.
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RBC Teams With Empower and Finway
Tuesday, April 8, 2025
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Folks at the three firms are preparing to roll out a retirement plan offering later this spring.
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As Markets Swooned With Tariff Fever, Participant Engagement Spiked, But ...
Monday, April 7, 2025
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The folks at a PE-backed recordkeeper offer insights into how retirement savers reacted to stock market turmoil at the end last week.
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2Y In, a Midwestern Newport Alum Joins FuturePlan
Monday, April 7, 2025
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The veteran retirement plan wholesaler will now serve as an RVP at Ascensus' national TPA.
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