|
|
|
* * *
|
|
39 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.
|
|
* * *
|
|
|
Boan Takes Over Sales Distro At a Midwestern Provider
Friday, June 20, 2025
Reader Rating: 5
|
The veteran retirement plan, mutual fund, and insurance distribution sales leader moves on from a retirement income startup's C-suite.
|
10Y In, an IRALogix Co-Founder Steps Back
Wednesday, June 18, 2025
|
The change is scheduled to take effect at the end of the month.
|
With "Careful Strategy," July Expands Through a Dual Deal
Wednesday, June 18, 2025
Reader Rating: 5
|
Watch for the Lone Star State firm to add the freshly acquired shops' teams to its.
|
In CT, a Paychex Alum Joins Empower
Tuesday, June 17, 2025
|
The new hire also previously spent 11 years with Voya.
|
A 51YO Texas TPA Sells, And ...
Tuesday, June 17, 2025
Reader Rating: 5
|
The deal closed at the end of last month.
|
Clients of ADP, Empower, MMA, OneDigital, and Principal Win Big In Chi-Town
Tuesday, June 17, 2025
Reader Rating: 5
|
The award winners are revealed at a 16-year-old trade group's annual planning meeting.
|
Davis Anoints an 8Y T. Rowe Vet In the Southeast
Monday, June 16, 2025
|
The shifting DC I-O veteran is based in the Volunteer State.
|
Gould and Koumantaros Team Up
Friday, June 13, 2025
|
An outsourced IRA provider's team is integrating their offering with that of a back-office ally to TPAs.
|
Treichel Brings On a Senior Vet of 2 Aggregators
Friday, June 13, 2025
|
The new hire will serve as Of Counsel and is based in Kansas City.
|
Voya Will Recordkeep a July AmericanTCS Launch
Friday, June 13, 2025
|
The folks at the two providers are teaming
|
After the ERISApedia Deal, What's Next For McCutcheon & Co?
Thursday, June 12, 2025
|
ERISApedia's acquirer offers more details about the recent deal.
|
A 23Y OneAmerica Vet Joins Cruz's Leadership Team
Thursday, June 12, 2025
|
Updated | The new hire now serves as a vice president in the retirement plans business at Ameritas.
|
18Y In, a Veteran Stable Value Leader Exits an RKer
Wednesday, June 11, 2025
|
Word is that the executive now has a consulting shop.
|
In TX, a Veteran 403b Sales Leader Resurfaces at GuideStone
Wednesday, June 11, 2025
|
The new hire is a sales vet returning to the DC space after a hiatus.
|
A Utah Sales Vet Joins TRPC After a Hiatus
Wednesday, June 11, 2025
|
The new hire will serve on the Daybright firm's wholesaling team.
|
On the Jersey Shore, a TPA Preps an August Launch
Wednesday, June 11, 2025
|
The folks at a Garden State firm are preparing yet another summer debut.
|
For 2 New Launches, a 2.7MM-Participant RKer Bundles and Unbundles
Tuesday, June 10, 2025
Reader Rating: 2
|
The provider teams up with a familiar ally for a pair of new offerings. A 3rd new offering is planned for later this year.
|
PensionPro's Parent Seals a 10th Retirement Acquisition
Tuesday, June 10, 2025
|
The PE-backed firm's newest purchase is in the Peach State.
|
3Y In, a Fido Lawyer Returns to Private Practice
Tuesday, June 10, 2025
|
A veteran ERISA litigator in the Midwest is rejoining a law firm that he previously spent more than a decade with.
|
Porter Reveals a Multi-Product, Advisor-Assisted Platform
Monday, June 9, 2025
|
The folks at a Midwestern insurer's recordkeeping arm are roll out a pair of new solutions as part of a new platform.
|
Finway and Empower Partner With an AZ Network
Monday, June 9, 2025
|
The trio's teams are preparing to roll out a retirement plan product next month.
|
Shah Picks a "Rare Talent" In SoCal As No. 2
Monday, June 9, 2025
Reader Rating: 5
|
EFE's chief is hiring a veteran retirement plan industry executive as the 401(k) managed account and wealth management RIA's president.
|
Empower Wins a $105MM Taft-Hartley In PA
Friday, June 6, 2025
|
The union's plan moved earlier this year with a five-year contract.
|
Walberg Wins As 400-Plus DC Insiders Gather In D.C.
Friday, June 6, 2025
|
The DCIIA and Spark folks teamed up again in the DMV for their annual public policy forum.
|
NAPA Responds to the Rise of Managed Accounts
Thursday, June 5, 2025
|
The trade group's team rolled out another certificate program for KPAs.
|
Why T. Rowe Extended This Tool's Reach
Thursday, June 5, 2025
Reader Rating: 5
|
The digital offering builds on a fintech acquisition the provider made two years ago.
|
Watch For a $1.4T-AUM AM to Add More Alts In TDFs
Wednesday, June 4, 2025
|
The team at the multinational asset manager, which is part of a publicly traded insurer, is also looking at the DC guaranteed income space.
|
Wilson Welcomes a Cali Principal Alum to Voya
Wednesday, June 4, 2025
|
The new hire joins the emerging markets sales team for wealth solutions and is based near Sacramento.
|
McCoy Offers RKers a New Way to Connect With Advice and Income Solutions
Tuesday, June 3, 2025
|
Updated | The team at a retirement plan fintech in the Southwest is launching a new for recordkeepers to connect with the firm's marketplace of solutions.
|
MissionSquare's New CIO Adds a Leader In the Midwest
Monday, June 2, 2025
|
The new hire hails most recently from the wealth management industry.
|
A 13Y Empower Vet Joins TRPC
Monday, June 2, 2025
|
The new hire is based near Denver.
|
In Texas, a 25YO TPA's Chief Prepares to Step Back
Friday, May 30, 2025
Reader Rating: 5
|
A familiar lead will take over the Lone Star State firm this summer.
|
Salerno and Co Plan Another July Debut
Friday, May 30, 2025
|
The PEP has a planned launch date of July 1.
|
After a MEP Jury Verdict and a Settlement, What's Next?
Thursday, May 29, 2025
|
Two parts of yet another retirement plan fee lawsuit have recently been resolved.
|
Slavic Prepares a July Launch
Thursday, May 29, 2025
|
A Florida TPA's team is preparing to roll out a new retirement plan offering this summer.
|
20 Years In, an Equitable Leader Exits
Thursday, May 29, 2025
|
The departing executive is based in the Tar Heel State.
|
A Gator State PEO Works On a PEP Push
Wednesday, May 28, 2025
Reader Rating: 1
|
The Sunshine State firm has filed to launch its first retirement plan pooled employer plan this summer.
|
Andreski Hires a Senior Alum of a Giant RIA
Tuesday, May 27, 2025
|
The Gotham executive joins the national TPA's senior leadership team.
|
Teaming Up, a TX RIA Plants a TPA Biz
Tuesday, May 27, 2025
|
Two Lone Star State shops launch a fiduciary administration business.
|
401kWire Member Login
