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Ryan and Hess Reflect As WIPN Updates Its Leadership
Wednesday, December 17, 2025
The volunteer-led trade group will enter 2026 with a new board.

A New Florida PPP Preps 2 PEPs
Monday, December 15, 2025
Reader Rating: 2
The two PEPs are expected to launch next month.

A DC Consulting Chief Will Take Over Retirement For a $474B-AUM Alts Firm
Monday, December 15, 2025
Reader Rating: 2
The publicly traded asset manager's key new hire is based in the Midwest.

AssetMark Snaps Up an RKer's $3B-AUMA Sibling, As Planned
Monday, December 15, 2025
Reader Rating: 2
Updated | A Bay Area TAMP closes on a DC-adjacent acquisition that was unveiled a month and a half ago.

A $370B-AUA Consulting Firm's Chief Will Step Back
Friday, December 12, 2025
Reader Rating: 2
The departing leader, who first joined the firm two years ago, will stay on as a strategic advisor.

Jumper Picks a C-Suiter and an EVP
Thursday, December 11, 2025
Reader Rating: 2
The Future Capital chief makes a pair of key new hires at the retirement plan managed account shop.

Participants Want Short Videos, Emails, and Texts, Not Chatbots
Thursday, December 11, 2025
Reader Rating: 2
Two veteran industry researchers discuss engagement onstage at the ERBI Financial Wellbeing Symposium.

Ascensus Works On a December Newport Launch
Thursday, December 11, 2025
Reader Rating: 2
The provider's team is rolling out another pooled employer plan this month.

Burt and DiSalvo Bring In a 1,200-Plan TPA In the Southeast
Wednesday, December 10, 2025
Reader Rating: 2
The acquisition, MAP's 12th, closed earlier this fall and boosts the national TPA to nearly 11,000 retirement plans in total.

Another RKer Will Spin Off Part of Guideline
Tuesday, December 9, 2025
Reader Rating: 2
The deal is expected to close next month.

Centana and Other VCs Put $33MM Into an RKer
Tuesday, December 9, 2025
Reader Rating: 2
The new round brings the startup's total fundraising to $48 million over the last four years.

Version 3.0 of an AI 401k Product Arrives
Monday, December 8, 2025
Reader Rating: 2
The original idea first came up in 2023.

AmericanTCS and Transamerica Conceive a January Launch
Monday, December 8, 2025
Reader Rating: 2
The two retirement plan providers are teaming up on a new offering next month.

2 DC Vets Will Rise At NEPC In 2026
Monday, December 8, 2025
Reader Rating: 2
One first joined the consulting firm last year, while the other first joined in 2022.

Transamerica Preps a January '26 Launch
Friday, December 5, 2025
Reader Rating: 2
The bundled provider's team is preparing to launch another pooled employer plan next month.

A 42-Year T. Rowe Vet Says Goodbye
Friday, December 5, 2025
Reader Rating: 2
The retiring executive first joined the provider in 1983.

Nationwide, JPMAM, SSIM, TIAA, and Allianz Bet On a Ret Income Connector
Thursday, December 4, 2025
Reader Rating: 2
The providers are participating in a $20-million new funding round in the startup.

3Y In, a Northeastern Wholesaler Exits EGPS
Thursday, December 4, 2025
Reader Rating: 2
The retirement plan industry veteran covered the New York City area at the TPA.

Vaillancourt's Team Just Finished the Pilot of a Participant Tool
Wednesday, December 3, 2025
Reader Rating: 2
A publicly traded retirement plan provider's team is rolling out a new retirement income offering.

Morissette Unveils Fido's Newest Micro Market Offering
Wednesday, December 3, 2025
Reader Rating: 2
The new product's target market includes self-employed individuals.

A TPA Sales Vet Leaves T. Rowe's DC I-O Team
Wednesday, December 3, 2025
Reader Rating: 2
The DMV executive joined the fund firm two years ago.

Bain Hires a Senior Ex-Manulife Retirement Leader
Tuesday, December 2, 2025
Reader Rating: 2
The executive spent a dozen years at the Canadian multinational.

Buffington Turns to AI to Keep KPAs In the Loop
Tuesday, December 2, 2025
Reader Rating: 2
The AI tool provides notifications about participants.

Schlageter Welcomes a Definiti Alum
Monday, December 1, 2025
Reader Rating: 2
The new hire will cover a Midwestern territory at Ameritas

This Platform Integration Is Right On Track to Wrap In Early 2026
Friday, November 28, 2025
Reader Rating: 2
A big recordkeeper's chief see her team bringing in their "strongest DC net flows year" in five years.

Francolini Resurfaces, Supporting a Midwestern RKer's TPA Allies
Wednesday, November 26, 2025
Reader Rating: 2
The veteran recordkeeping relationship management leader worked with Hancock until last year.

Donnelly Joins a Texas RKer's Senior Leadership Team
Tuesday, November 25, 2025
Reader Rating: 2
The senior Big Apple executive most recently worked with BofA.

PCS Adds an ARA Alum
Tuesday, November 25, 2025
Reader Rating: 2
The new hire previously supported the ARA's NAPA and PSCA subsidiaries.

An RKing Insurer Breach Hit 1 Mass Resident
Tuesday, November 25, 2025
Reader Rating: 2
The data breach affected SSN information.

Zook Explains T. Rowe's New Stable Value Alliance
Monday, November 24, 2025
Reader Rating: 1
The bundled provider is one of our key partners for a new offering from a Big Apple recordkeeper.

Gregory Hires In the DMV and Gotham
Monday, November 24, 2025
Reader Rating: 1
The Nationwide executive picks a pair of RVPs for the recordkeeper.

Near Milwaukee, a 21Y OneAmerica Vet Joins Principal
Friday, November 21, 2025
Reader Rating: 1
The new hire most recently hails from Voya.

Evergreen and Shoemaker Team Up With AmericanTCS and Empower
Thursday, November 20, 2025
Reader Rating: 1
The quartet are providers for a new pooled employer plan expected to debut at the beginning of 2026.

Park Welcomes a Senior Empower Alum to Manulife John Hancock
Thursday, November 20, 2025
Reader Rating: 1
The new hire is taking on a key leadership role at the recordkeeper.

An Empire State Nationwide Alum Joins Ascensus
Thursday, November 20, 2025
Reader Rating: 1
The new hire joins the recordkeeper's external wholesaling team.

Gallagher Stands By a 4YO PEP
Wednesday, November 19, 2025
Reader Rating: 1
The insurance brokerage acquired the pooled employer plan's namesake company several months ago.

Franken Brings an Emerald City Sales Vet to Transamerica
Tuesday, November 18, 2025
Reader Rating: 1
The new hire is based near Columbus, Ohio.

What Deters Small Biz From Offering 401ks?
Tuesday, November 18, 2025
Reader Rating: 1
New provider research looks at small business owners, both those offering retirement plans and those not offering plans.

Leno Joins DC Industry Insiders to Wise Up About the Future of Retirement
Tuesday, November 18, 2025
Reader Rating: 1
The focus is on improving retirement outcomes.

Franklin, Lincoln, MetLife, and T. Rowe Plug Into an RKer's Newest Product
Tuesday, November 18, 2025
Reader Rating: 1
A Gotham provider's team is rolling out a new, purely advisor-sold product, powered in part by a quartet of stable value allies.



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