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18 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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Sheridan Road Sells, As Expected
Wednesday, January 09, 2019
Reader Rating: 5
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An acquisitive insurance brokerage buys a big Chicagoland KPA shop.
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A 39-Year Industry Vet Retires From MassMutual
Tuesday, January 15, 2019
Reader Rating: 5
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Over the years, the exec worked worked in actuarial services, client management, sales, and more.
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A Faith-Based Fund Firm Makes a DC I-O Push
Wednesday, January 09, 2019
Reader Rating: 4
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Last year they started restructuring their TDFs.
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Two Execs Join MassMutual In KY and TN
Monday, January 14, 2019
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The latest additions to MassMutual are here to "support financial advisors in the retirement plans marketplace."
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A Texas RKer Launches a Small Plan Product
Friday, January 11, 2019
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The new offering, soft-launched in the fall, bundles in 3(16) and 3(38) services, has a lineup powered by Expand, and includes offerings from DFA, Stadion, and Tandem.
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Four Partners Leave a Carolina KPA Shop
Thursday, January 10, 2019
Reader Rating: 1
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Updated | The quartet is starting a new shop nearby.
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Ameritas' Wholesaling Force Expands By Five, With One More Coming
Monday, January 14, 2019
Reader Rating: 5
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The new hires are part of the team led by the insurer's new retirement plans national sales VP.
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Another Genstar Co Buys BrightScope and PlanSponsor's Parent
Monday, January 14, 2019
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The deal is expected to close early this quarter.
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Empower Sponsors a Third PGA Tour Pro
Thursday, January 10, 2019
Reader Rating: 1
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This new ally also teamed up with one of the recordkeeper's sister companies three years ago.
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Four Ohio National Alums Join the Standard
Thursday, January 10, 2019
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The new hires all joined the insurer's retirement plan wholesaling team late last fall.
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DeCamillo Consolidates a T. Rowe Channel Under a Familiar Chief
Tuesday, January 15, 2019
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The mutual fund firm's RKer chief promotes two execs.
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Atlantan Retirement Pros Team Up to Educate
Thursday, January 10, 2019
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DB and DC industry insiders create a new group to train their fellows.
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Goldstein Hunts After a Shift
Friday, January 11, 2019
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The NYC-area KPA recently aligned with Resources Investment Advisors.
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Wagner Hires a Top EBSA Vet
Wednesday, January 09, 2019
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The new Wagner Law Group attorney previously served as a division chief in the DoL unit's office of regulations and interpretations.
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Case of the Week: Discretionary Or Directed Trustee?
Wednesday, January 09, 2019
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ERISA consultants at the Retirement Learning Center Resource Desk regularly receive calls from financial advisors on a broad array of technical topics related to IRAs, qualified retirement plans and other types of retirement savings plans, including nonqualified plans, stock options, and Social Security and Medicare. We bring Case of the Week to you to highlight the most relevant topics affecting your business.
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Kublin Picks a CIF Distro Chief
Monday, January 14, 2019
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The RKer chief promotes a Boston area industry veteran.
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A Colorado KPA Shop Upgrades Online
Tuesday, January 15, 2019
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A Denver, Colorado-based investment advisory firm is enhancing their online presence.
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Ruble Plans Further Hiring After Expanding His Advisory Board
Friday, January 11, 2019
Reader Rating: 4
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The Custodia chief expects to increase his team's size by about two-thirds this year.
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