|
|
|
* * *
|
|
45 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.
|
|
* * *
|
|
|
Hoo's Adding Alts to DC Plans Next? Voya!
Monday, July 14, 2025
Reader Rating: 5
|
A publicly traded retirement plan provider makes an alliance to bring alternatives into DC plans.
|
Bologna Picks Externals In Cali, the Carolinas, and the DMV
Monday, July 14, 2025
|
The Ascensus national sales director unveils a quartet of new RVP appointments, including three new hires.
|
Who Will Take Over a 4,500-Person Insurance Brokerage's KPA Aggregator?
Friday, July 11, 2025
|
Word is that the Midwestern firm's RPS chief is moving over to a competitor.
|
Near Philly, a Product Chief Joins a West Coast RKer
Friday, July 11, 2025
|
The senior leader most recently worked with a publicly traded insurer's retirement plan business.
|
Broadridge Plugs Matrix Into a Back-Office Ally to RKers
Friday, July 11, 2025
Reader Rating: 5
|
The partnership includes integrating Congruent's CORE platform.
|
NPPG and Empower Team Up For an August Launch
Thursday, July 10, 2025
|
The planned PEP's expected launch date is August 10.
|
14Y In, a Windy City Exec Takes Over As NSD
Thursday, July 10, 2025
Reader Rating: 5
|
A retirement plan sales veteran in the Midwest has been promoted at a SoCal giant.
|
4Y In, a Midwestern Research Chief Steps Away
Thursday, July 10, 2025
Reader Rating: 5
|
The departing leader first joined the trade group's leadership in 2021 and took over its research arm in 2023.
|
Erdmann Hires Two, Filling Mid-Atlantic and Midwest Openings
Wednesday, July 9, 2025
Reader Rating: 5
|
A former KPA and a provider alumnus are joining the external wholesaling team at the Midwestern TPA.
|
Zapf and Conti Welcome an 1100-Plan TPA
Wednesday, July 9, 2025
Reader Rating: 3
|
A national TPA alliance now has 13 member firms.
|
For TD Personalization, LeafHouse and iJoin Team With a Cali Colossus
Wednesday, July 9, 2025
|
The new offering is the managed accounts shop's first personalized target-date fund effort.
|
Transamerica Turns to "a Trusted Leader In Lifetime Income"
Wednesday, July 9, 2025
Reader Rating: 5
|
Josh Rundle confirms that the recordkeeper will soon be offering a DC I-O giant's retirement income TDFs.
|
Did 401ks Dodge a One Big Beautiful Bill Bullet?
Tuesday, July 8, 2025
|
Updated | ERISA legal eagles and DC industry insiders say that the omnibus legislation mostly leaves the retirement plan industry alone.
|
McInnes Partners With a 16Y Pru Vet
Tuesday, July 8, 2025
|
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.
|
Preovolos Hires a CT TPA Tech Vet
Tuesday, July 8, 2025
|
The New England executive takes on a newly created role at PenChecks, which is based in Southern California
|
10Y In, a TPA Chief Passes the Reins and Joins a KPA Aggregator
Monday, July 7, 2025
|
Her successor has spent more than 17 years with the TPA.
|
PPS and Principal Prep a 2026 Launch
Monday, July 7, 2025
|
The planned launch date of this pooled employer is in January of next year.
|
FuturePlan, JPMorgan, and Morgan Stanley Team With an RKer
Thursday, July 3, 2025
|
The four providers are powering a new solution for delivery allies of a retail titan.
|
Morabito Brings a Voya Transamerica Vet to Empower
Wednesday, July 2, 2025
|
The new hire is based in the Golden State and joins the provider's large market wholesaling team.
|
Brockman Rises At a Mid-Atlantic RKer
Wednesday, July 2, 2025
|
The Chicago area wholesaler is taking on a new role at a PE-backed retirement plan provider.
|
Next Up In DC Ret Income: Nuveen Adds a KPA Hub, And ...
Tuesday, July 1, 2025
|
The asset manager's DC I-O team is rolling out an online educational platform for advisors and building another new tool.
|
A Peach State Leader Leaves AmericanTCS
Tuesday, July 1, 2025
|
The move comes two years after the executive joined the provider through an acquisition.
|
Two Voya Vets Rise As a MEP PEP Leader Exits
Tuesday, July 1, 2025
Reader Rating: 5
|
The departing leader spent more than 40 years with the provider and predecessor companies.
|
Finway Rebrands a Voya- and RBC-Powered Product
Monday, June 30, 2025
|
The move comes less than five months after the retirement plan offering debuted.
|
McDonald Reveals Upgrades to a 58,000-Plan Platform
Monday, June 30, 2025
Reader Rating: 5
|
An asset manager's retirement plan business has added 2,200 plans so far this year across its two platforms.
|
A Gotham B-D Vet Joins Fiedler's Leadership Team
Monday, June 30, 2025
|
Updated | The new hire will serve as an EVP at the Lone Star State provider.
|
26 Years In, a Micro-Market 401k Pioneer Retires
Friday, June 27, 2025
|
Stay tuned for word on who will take over the recordkeeper he founded in 1999.
|
How Is the Boston Behemoth Upgrading a 1YO Edge?
Friday, June 27, 2025
|
Simplifying administration has been a key focus for the Fidelity team with their KPA- and TPA-powered retirement plan product.
|
As a PA Entrepreneur Retires, a Definiti Exec Extends His Reach
Friday, June 27, 2025
|
A provider sales veteran's territory is expanding at the TPA.
|
Mrozek Hires In NorCal, SoCal, and Texas
Thursday, June 26, 2025
|
Two Voya alumni and an ex-KPA are joining Lincoln's retirement plan wholesaling team.
|
A December Data Breach Was 33-Percent Bigger Than Previously Realized
Tuesday, June 24, 2025
|
Updated | The total number of individuals affected has risen to 3,073.
|
An MA Entrepreneur Joins 401GO's C-Suite
Thursday, June 26, 2025
|
The new hire now serves in a newly created senior leadership role at the retirement plan provider.
|
An Insurance Brokerage Data Breach Hits More Than 10,000 People
Wednesday, June 25, 2025
|
The Midwestern firm has a KPA aggregator arm.
|
Amazon Delivers a PEP Connection
Wednesday, June 25, 2025
|
A Gotham recordkeeper is launching a retirement plan offering for the small businesses who help deliver the retail giant's packages.
|
64 Percent of This RKer's Participants Use 1 Fund Each
Wednesday, June 25, 2025
|
The folks at an asset management giant's retirement plan arm release the 2025 edition of their annual report on participant behavior.
|
For a Select Launch, Empower Teams With a Jersey TPA
Wednesday, June 25, 2025
|
The new PEP was initially scheduled to debut on April 25.
|
An RKer IDed and Contained a Breach Affecting 1,281 People
Monday, June 23, 2025
|
The May 7 cybersecurity incident was discovered on June 10 and revealed to the authorities on June 20.
|
Holloway Brings Another McKinsey Alum to MissionSquare
Monday, June 23, 2025
|
The new hire takes on a newly created role under the recordkeeper's new CSO.
|
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.
|
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.
|
Empower and Finway Reroute a PEP's Brand
Wednesday, June 18, 2025
|
The new pooled employer plan debuted less than six months ago.
|
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.
|
Finway Tweaks a Freshly Planted Empower PEP
Tuesday, June 17, 2025
|
The new pooled employer plan was expected to debut at the beginning of the month.
|
401kWire Member Login
