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66 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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A 19-Year Hancock Vet Joins Lincoln
Thursday, April 18, 2024
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The new hire is based in the Midwest.
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How Does Empower Address Financial Happiness?
Thursday, April 18, 2024
Reader Rating: 5
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A leader at the recordkeeper sheds light on their financial wellness efforts.
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Good Hires a Former Ubiquity C-Suiter
Thursday, April 18, 2024
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The move comes as Ascensus is preparing to buy part of an ally's retirement business.
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A Familiar FL Chief Will Lead M&A For a Freshly Acquired RKer
Wednesday, April 17, 2024
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The PE-backed provider bought the entrepreneur's shop five years ago.
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Why Ascensus Is Buying a Unit From a Nearby Partner
Wednesday, April 17, 2024
Reader Rating: 5
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A Keystone State firm explains their latest pending acquisition.
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OneAmerica Explains a New Initiative For Female KPAs
Wednesday, April 17, 2024
Reader Rating: 5
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The new initiative's support is free of charge to up to 30 female advisors.
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NPPG Plans a May PEP
Wednesday, April 17, 2024
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The Garden State will serve as administrative fiduciary, PPP, TPA, and trustee to the new pooled employer plan.
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Benson and McNellis Hire a DC Vet Near Detroit
Tuesday, April 16, 2024
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The new addition to DailyVest team serves as vice president of 401(k) platforms.
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McCarthy and Dash Team Up to Train Female FAs
Tuesday, April 16, 2024
Reader Rating: 5
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Corrected | The OneAmerica and Broadridge folks are teaming up on a new initiative to sponsor women through the AIF program.
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Vanguard Will Sell Some Retirement Biz to a Longtime 401k Ally
Tuesday, April 16, 2024
Reader Rating: 5
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The deal is expected to close in the third quarter.
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One of an RKer's PPP's Exits, But ...
Tuesday, April 16, 2024
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An acquired PEP player is exiting the space and a PEP shuts down.
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A 16-Year Mercer Vet Joins a Consulting Firm Near Boston
Monday, April 15, 2024
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The new hire allows the firm "to dedicate additional expertise in the Pooled Employer Plan (PEP) Market," according to their chief commercial officer.
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In Q1 2024, an RKer Added 56,000 Participants
Monday, April 15, 2024
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A retirement plan recordkeeper's publicly traded parent offers its latest metrics across multiple business lines.
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While a KY Exec Joins PenChecks, a PA Principal Vet Rises
Friday, April 12, 2024
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The new PenChecks hire's most recent past employer is Principal.
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Two DC I-Os Fuel a New DC APP, With Income Inside
Friday, April 12, 2024
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Six different allies are teaming up to power the new offering (which they're not calling a "managed account").
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Which Concern Tops Retirement Income For Participants Across All Generations?
Friday, April 12, 2024
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New provider research highlights generational similarities when it comes to Americans' financial concerns.
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A DC I-O Vet Succeeds the Retiring Kevin Clark
Friday, April 12, 2024
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The handoff took effect last month at a freshly rebranded ally to RKers.
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In PA, an Industry Vet Will Build a New BPAS Team
Thursday, April 11, 2024
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The new hire most recently spent 21 years with PNC.
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An AMA Team-Up Nears 10K Participants, And ...
Thursday, April 11, 2024
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Watch for one of the allies to team up with a couple more recordkeepers soon, too.
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An Eight-Year CEO Is Out Post-Succession
Thursday, April 11, 2024
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The CEO switch is effective immediately, a spokesperson for the company confirms.
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Simply Put, Alerus Launches PEP Number Eight
Thursday, April 11, 2024
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Per a recent filing, the new pooled employer plan was slated to debut last week.
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A WI TPA Enters the PEP Space, And ...
Wednesday, April 10, 2024
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The Midwestern shop's team is planning their first two pooled employer plans.
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Vestwell, With an AMA Ally, Powers a 190-Location Brokerage's New 401k Offering
Wednesday, April 10, 2024
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The team at an aggregator near Chi-Town is teaming up for a small-market retirement plan solution.
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Two Years In, an Ex-B-D Chief and Banker Takes Over a Ret Fintech
Wednesday, April 10, 2024
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His predecessor led the VC-backed firm for eight years.
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NestEggs, Schwab Team Up For a Family Office PEP
Wednesday, April 10, 2024
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The new pooled employer plan is expected to debut next month.
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Moore Promotes an 11-Year Lincoln Vet
Tuesday, April 9, 2024
Reader Rating: 5
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A SoCal is on the rise at the Keystone State RKer.
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In Cali, an ADP Alum Joins Vestwell
Tuesday, April 9, 2024
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The new hire will cover SoCal and Hawaii for the Gotham RKer.
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NAPA's 2024 Summit Eclipses Them All
Tuesday, April 9, 2024
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A record of more than 2,800 retirement plan industry insiders, including 1,400 advisors, gathered in Music City this week.
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Henon Hires an 8-Year ARA Vet
Tuesday, April 9, 2024
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The new EACH Enterpise team member will support RAC members.
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Kading Picks Two New LeafHouse EVPs
Monday, April 8, 2024
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The Lone Star State 3rd party 3(38)'s chief brings on one leader and promotes another
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9 Years In, a Midwestern Hancock Vet Rises
Friday, April 5, 2024
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The executive now serves as a regional vice president at the recordkeeper.
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In CO, a DC Sales Vet Joins an RKer's Non-Qual Team
Friday, April 5, 2024
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The new hire is joining a national retirement plan provider that is based in the Keystone State.
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Three of the Best RKers to Work For In 2024
Friday, April 5, 2024
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A business magazine teams up with a workplace culture specialist to recognize 100 employers, including several in the defined contribution retirement plan business.
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Three Sales Execs Leave ARA
Thursday, April 4, 2024
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One of the departing executives focused on education, one on media, and one on conferences.
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In SE Texas, a $500MM-AUMA RIA Sells
Thursday, April 4, 2024
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An insurance brokerage's KPA aggregator arm buys a Lone Star State advisory team.
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20 Years In, a $76.5B-AUMA Provider's CIO Passes the Reins
Thursday, April 4, 2024
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A company veteran of nearly 17 years will succeed the departing C-suiter on an interim basis.
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Definiti's Misenko: "We Want to Make Them the Hero"
Thursday, April 4, 2024
Reader Rating: 1
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The national TPA's team is rolling out a KPA support program. Watch for the strategic accounts chief to expand her team, too.
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Near KC, an Ally to KPAs Turns Three
Wednesday, April 3, 2024
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Watch for the founder to expand her team in the coming months.
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Envestnet Teams Up With Smart and Lincoln
Wednesday, April 3, 2024
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The trio power a pair of new pooled employer plans.
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A 4,200-Employee Insurance Brokerage Updates Its PEP
Wednesday, April 3, 2024
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The updated PEP debuted at PEPs' dawn in 2021.
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A Year-Old RIA Helps FAs Streamline 401k Servicing
Wednesday, April 3, 2024
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A former wholesaler's shop is rolling out a new offering for supporting his advisor allies.
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What Will the Ascensus Deal Mean For Mutual of Omaha?
Tuesday, April 2, 2024
Reader Rating: 3.5
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A senior leader at the acquiree talks about the pending deal.
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Cap Group Plugs Personalized TDFs Into a 9,000-Employee RKer
Tuesday, April 2, 2024
Reader Rating: 5
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The service is now available to small and mid-market 401(k) plans. Watch for others to gain access this summer.
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Two of the Best RKer Workplaces In 2024
Tuesday, April 2, 2024
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The teams at a national newspaper and a workplace culture research specialist recognize hundreds of employers in a variety of industries across the country.
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A Familiar Ally Will Support Slavic401k PEP #16
Tuesday, April 2, 2024
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The PEP's launch was slated for a month ago.
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One DC Leader Joins, Another Rises At a $1.6T-AUMA Consulting Firm
Monday, April 1, 2024
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The new hire most recently hailed from PGIM.
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NPPG Gears Up For an April PEP
Monday, April 1, 2024
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The new pooled employer plan is expected to launch later this month.
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Two C-Suiters Join a 35-Year-Old KPA Aggregator, And ...
Monday, April 1, 2024
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The PE-backed firm's new chief is expanding his senior leadership team, even as one top executive prepares to say goodbye.
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A 14-Year Company Vet Succeeds a Retiring Stable Value I-O Chief
Thursday, March 28, 2024
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The exiting executive spent "nearly 38 years in the institutional retirement, investment management, and 529 industries."
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Smolen's Team Readies a Select Summer Launch
Thursday, March 28, 2024
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The folks in a recordkeeper's core market unit are prepping a new offering for small businesses.
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Kais Takes Over an RKer At a 165-Year-Old Insurer
Wednesday, March 27, 2024
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Updated | The new hire's predecessor is shifting within the publicly traded company's senior leadership team.
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Collins and Byerly Pass the Reins At Spark
Thursday, March 28, 2024
Reader Rating: 5
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The Spark Institute has a trio of new board leaders.
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54 PEPs, $1B In AUA, and Counting
Wednesday, March 27, 2024
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FiduciaryxChange marks its 54th registered PEP.
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A 154,000-Plan RKer Will Buy a 27-Year Ally
Wednesday, March 27, 2024
Reader Rating: 5
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The target provider serves more than 2,300 plans, 65,000 participants, and $3.9 billion in AUA.
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"What Does It Mean to Have a Personal Brand?" A Network Celebrates Year One
Wednesday, March 27, 2024
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A DC marketing entrepreneur's latest venture reached a big milestone this month.
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A $200B-AUA RKer Adds a Platform Connected to 18 RIAs
Tuesday, March 26, 2024
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The provider is the 12th recordkeeper partner on the platform, which is powered by a publicly traded Midwestern company.
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With Voya and NBS, an RIA Will Pilot Its 1st PEP
Tuesday, March 26, 2024
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The RIA's new offering is slated to debut in June.
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In NC, a 23-Year Fido Vet Succeeds Hobby
Tuesday, March 26, 2024
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A North Carolina-based legal and distribution vet moves up within a Beantown-based firm.
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Finway, Empower, and Envestnet Make PEP Plans On the Prairie
Tuesday, March 26, 2024
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A Midwestern advisory firm is working with several allies to build a pooled employer plan.
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Waddell Brings a 29-Year Fido Vet to Empower
Monday, March 25, 2024
Reader Rating: 5
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The new hire will succeed a senior Personal Capital veteran.
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An 11-Year Putnam Vet Joins a CIT Specialist.
Friday, March 22, 2024
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The new hire is based in Southern California.
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Near Seattle, a $25MM 403b Hires a Midwestern RKer
Friday, March 22, 2024
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A nonprofit is hiring Nationwide for a 403(b) plan.
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Teaming Up, Empower Offers an RI Quartet
Thursday, March 21, 2024
Reader Rating: 5
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Updated | More than half a dozen allies are part of the recordkeeper's new suite of solutions for plan sponsor clients to choose from.
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Jason Roberts Brings On a Biz Dev Ally
Friday, March 22, 2024
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The new person joining PRI also works for Advintro.
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After the Sale, PCS' New Chief Adds a Pair of Senior Leaders
Thursday, March 21, 2024
Reader Rating: 1
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Updated | The new hires are coming in from T. Rowe and Wealth Enhancement Group.
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A DC I-O Leader Rises At a $45B-AUM Firm
Thursday, March 21, 2024
Reader Rating: 4.33
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The Colorado executive first joined the asset manager in 2020.
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