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11 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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Transamerica Turns to "a Trusted Leader In Lifetime Income"
Wednesday, July 9, 2025
Reader Rating: 5
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Josh Rundle confirms that the recordkeeper will soon be offering a DC I-O giant's retirement income TDFs.
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10Y In, a TPA Chief Passes the Reins and Joins a KPA Aggregator
Monday, July 7, 2025
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Her successor has spent more than 17 years with the TPA.
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PPS and Principal Prep a 2026 Launch
Monday, July 7, 2025
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The planned launch date of this pooled employer is in January of next year.
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Erdmann Hires Two, Filling Mid-Atlantic and Midwest Openings
Wednesday, July 9, 2025
Reader Rating: 5
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A former KPA and a provider alumnus are joining the external wholesaling team at the Midwestern TPA.
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Did 401ks Dodge a One Big Beautiful Bill Bullet?
Tuesday, July 8, 2025
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Updated | ERISA legal eagles and DC industry insiders say that the omnibus legislation mostly leaves the retirement plan industry alone.
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McInnes Partners With a 16Y Pru Vet
Tuesday, July 8, 2025
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The new hire most recently led a Prudential unit south of the border and previously served in a leadership role in the insurer's recordkeeping business.
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For TD Personalization, LeafHouse and iJoin Team With a Cali Colossus
Wednesday, July 9, 2025
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The new offering is the managed accounts shop's first personalized target-date fund effort.
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14Y In, a Windy City Exec Takes Over As NSD
Thursday, July 10, 2025
Reader Rating: 5
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A retirement plan sales veteran in the Midwest has been promoted at a SoCal giant.
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Zapf and Conti Welcome an 1100-Plan TPA
Wednesday, July 9, 2025
Reader Rating: 5
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A national TPA alliance now has 13 member firms.
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4Y In, a Midwestern Research Chief Steps Away
Thursday, July 10, 2025
Reader Rating: 5
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The departing leader first joined the trade group's leadership in 2021 and took over its research arm in 2023.
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Preovolos Hires a CT TPA Tech Vet
Tuesday, July 8, 2025
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The New England executive takes on a newly created role at PenChecks, which is based in Southern California
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