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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 401k Exec Leaves Mutual of Omaha After Two Years
Monday, April 22, 2019
Reader Rating: 5
The departing director had been with the company since 2017.

Ed Murphy Expands His C-Suite By Three
Monday, April 22, 2019
Reader Rating: 3
The Empower chief promotes a pair of company veterans and is on the hunt for someone to fill a third key role.

MassMutual Takes to the Ice
Monday, April 22, 2019
A new partnership commences with a Mother's Day campaign.

An Edward Jones Alum Joins TRA
Thursday, April 18, 2019
Reader Rating: 5
The new sales consultant will cover New York and New Jersey.

A 24-Year MetLife Vet Is On His Way Out
Thursday, April 18, 2019
A sales director is leaving after more than two decades at the insurance company.

Chong Teams Up On Financial Wellness
Thursday, April 18, 2019
Reader Rating: 4.5
The CUNA Mutual retirement chief unveils an interactive program aimed at helping participants improve their financial knowledge and well-being.

What the TD Deal Means For Matrix
Wednesday, April 17, 2019
Reader Rating: 3.33
Cindy Dash talks about Broadridge's first big Matrix deal in four years.

Patterson and Ohl Guide an Institute
Wednesday, April 17, 2019
EVPs at Fidelity and Lincol have been appointed as chair and vice chair of a research organization.

Broadridge Buys a 10,000-Plan Trust Biz
Wednesday, April 17, 2019
Reader Rating: 4.5
The deal is expected to close this quarter.

A New Hire Succeeds a Rising Standard Vet
Wednesday, April 17, 2019
After serving the company for 29 years, a retirement plan consultant becomes a senior sales director.

A 17-Year Transamerica Vet Joins Voya
Tuesday, April 16, 2019
Reader Rating: 5
The Voya team in Chicago welcomed a new VP, client relationship director for tax-exempt market.

SS&C's McQuaid Hires In North Carolina
Tuesday, April 16, 2019
Reader Rating: 3
The exec previously spent nearly a decade at FIS.

DeCamillo Resurfaces ... Outside 401k
Tuesday, April 16, 2019
Reader Rating: 3
The former T. Rowe RKing chief takes a top job at an insurer's distribution arm.

An ERISA Attorney Joins Jackson Lewis in L.A.
Tuesday, April 16, 2019
For the law firm's employee benefits practice group, it's the fourth high-profile new hire so far this year.

An AllianceBernstein ERISA Specialist Departs
Monday, April 15, 2019
The ERISA counsel was also a senior vice president.

Sullivan and Dougherty Unveil Financial Wellness Updates
Monday, April 15, 2019
These expansions come as part of Prudentialís effort to help plan sponsors promote financial wellness.

Murphy Unveils a Digital Assistant Connection
Monday, April 15, 2019
The new account capabilities will incorporate several security measures to protect plan participants' information.

Oakford, Kading, and Others Team Up for Advisor-Focused HSAs
Monday, April 15, 2019
The new program aims to change the conversation about HSAs.

Invesco's Distro Reorg Hits DC I-O
Friday, April 12, 2019
After the OpFunds merger, a trio of retirement leaders will leave the combined firm. Two others will divide up the 401(k) channel.

Stevenson Brings Alums from Transamerica and Pru
Friday, April 12, 2019
Reader Rating: 5
The new hires are based in Colorado and Florida.

DeCamillo and David Pass the Reins at T. Rowe
Friday, April 12, 2019
Reader Rating: 5
The changes are part of a broader distro reorg at the publicly traded asset manager.

Fidelity Bundles 401k Into a New Product
Friday, April 12, 2019
Among other features, the new suite will incorporate HR and HSA capabilities.

A Boston Putnam Alum Rejoins Empower
Thursday, April 11, 2019
Reader Rating: 1
The new hire previously worked for the company as a retirement consultant.

Three Principles Will Guide the Principal-Wells Fargo Integration
Thursday, April 11, 2019
Reader Rating: 4
A top Principal exec talks about the impending deal, which is expected to close early next quarter.

ICMA-RC Rolls Out a New Tool for Plan Sponsors
Thursday, April 11, 2019
This tool will help plan sponsors evaluate their retirement plans.

A 9 MM-Participant Rker Tackles Student Debt
Thursday, April 11, 2019
Reader Rating: 5
Empower Retirement teams up with CommonBond to integrate retirement and student loan repayments solutions

Two Top Execs, One Ex-DC, Leave Voya
Wednesday, April 10, 2019
One previously led the tax-exempt retirement plan business at the giant provider.

Outside 401k, an Ex-Principal Bigwig Rises at Great American
Wednesday, April 10, 2019
He is based in Cincinnati, Ohio.

TIAA Tells Customers "How Life Will Be In Retirement"
Wednesday, April 10, 2019
Reader Rating: 5
The company added a new feature to its Retirement Profile tool

An Empire State RKer Upgrades Online
Wednesday, April 10, 2019
A publicly traded firm releases new features for its 401(k) participant and advisor portals.

As Transamerica Reorgs, Familiar Chiefs Return to Retirement
Tuesday, April 09, 2019
Reader Rating: 5
The retirement plan and benefits businesses are combining under a single unit: workplace solutions.

NAPA 2019 Preview - Day 3
Tuesday, April 09, 2019
The conference wraps up today, though KPAs can stick around for a designation cram session.

Wells Sells IRT, For Up to $1.35B
Tuesday, April 09, 2019
Reader Rating: 5
The deal is expected to close in Q3 2019.

Burns and Breitenkamp Unveil a Personalized Retirement Solution
Monday, April 08, 2019
Reader Rating: 5
The new accounts are designed with adaptivity in mind.

Bramlett Names Ascensus' TPA Future
Monday, April 08, 2019
Reader Rating: 5
The move comes a year after the RKing entrepreneur joined the open-architecture giant.

NAPA 2019 Preview - Day 2
Monday, April 08, 2019
A reformed hacker will take the stage this afternoon.

Graff Rallies the NAPA Nation Against a New Bill
Sunday, April 07, 2019
Reader Rating: 3
This year in his opening remarks at the NAPA 401(k) Summit, the ARA chief has a new call to arms.

NAPA 2019 Preview - Day 1
Sunday, April 07, 2019
Today the 401(k) industry's top cop will take the stage, and DC industry insiders will go bowling.

A CT 401k Sales Vet Joins DST
Friday, April 05, 2019
Reader Rating: 5
The new hire previously worked for Lincoln.

RAC Appoints its First President
Friday, April 05, 2019
A 30-year veteran KPA and senior advisor of the council will hold the position until June 2020.

How Much Money is Going to 401k Class Action Payouts?
Friday, April 05, 2019
Reader Rating: 2
401k-related suits typically involve less money than defined benefit cases.

Russell's Jung Hires a Schwab Retirement Alum
Thursday, April 04, 2019
Reader Rating: 5
The new hire is based on the east coast.

A 17-Office KPA Team Reunites With a Transformed Ally
Thursday, April 04, 2019
Reader Rating: 4.9
The team of about 80 people works with $11 billion in client assets. They are switching their RIA, OSJ, and B-D affiliations.

An Early Pay Specialist Buys a Mobile FinWellness Shop
Wednesday, April 03, 2019
Reader Rating: 1
The financial wellness provider "will be absorbed" into the parent company.

Marsh Will Buy a $16B-AUA KPA RIA
Wednesday, April 03, 2019
Reader Rating: 4.5
The deal is expected to close this quarter and will combine the target with a Pennsylvania-based arm of the insurance agency.

Is There a Strong Chance That Congress Will Pass Retirement Plan Reform This Year?
Wednesday, April 03, 2019
The House Ways and Means Committee passed a new retirement bill as the Senate introduces an updated Act on retirement and savings

Fielding Miller Lifts Out a $13B-AUA Team
Wednesday, April 03, 2019
CapTrust adds a trio of KPAs, plus support staff, in the southeast.

Joe Boan Hires an East Coast Principal Vet
Tuesday, April 02, 2019
Transamerica has a new regional vice president for mid-sized retirement plans in southern New Jersey and Delaware.

A $21B-AUM RIA Is On the Hunt For More KPAs
Tuesday, April 02, 2019
A private equity-backed wealth management RIA just brought in a big Chi-Town team. Stay tuned for more acquisitions.

Goldman, Nationwide, Allianz, BNY, and Franklin Back a 401k Fintech Startup
Tuesday, April 02, 2019
Reader Rating: 5
An NYC entrepreneur raises $30 million more for his advisor-focused shop.

Blue Prairie Merges Into a $10B-AUM RIA
Tuesday, April 02, 2019
Reader Rating: 5
The deal closed yesterday and brings nearly the entire KPA shop's team over.

A 10-Year DST Vet Departs
Monday, April 01, 2019
The move comes a year after SS&C bought the recordkeeper to recordkeepers.

36 More KPAs Join RAC
Monday, April 01, 2019
The new additions are part of the 2019 term.

Jerry Patterson GOes With a New Stable Value Product
Monday, April 01, 2019
Reader Rating: 1
The Principal team roles out a new, general account product.

Yoerger Returns
Friday, March 29, 2019
Reader Rating: 3.5
The former RKing chief joins a giant RIA.

After Twelve Years, a Plan Sponsor Settles With Schlichter
Friday, March 29, 2019
This was one of the first 401(k) fee suits he filed back in 2006.

A 4,300-Plan RKer Revamps Online
Friday, March 29, 2019
The team restyled the recordkeeper's website to promote what they describe as their low-fee high-quality approach to recordkeeping.

Klein Confirms a PCS C-Suite Addition
Thursday, March 28, 2019
401kWire previously reported on the new hire joining the open architecture RKer.

After Seven Years, a Key DC Exec Leaves a Midwestern Insurer
Thursday, March 28, 2019
Reader Rating: 4.96
There is no official word yet on how his duties are being handled.

A $3B KPA Team Grows to 13 People and Counting
Wednesday, March 27, 2019
The latest hire is a former NFP advisor, and the team is still on the hunt.

GRPF Welcomes a Central Florida Shop
Wednesday, March 27, 2019
Reader Rating: 4.98
The team previously aligned with IFP.

Transamerica's Zino Hires a 30-Year Principal Vet
Wednesday, March 27, 2019
Transamerica has a new division sales manager for its southeastern division.

A $44B AUM Shop's DC I-O Approach Restructures
Tuesday, March 26, 2019
A 37-year-old asset management firm's traditional intermediary and institutional advisor channel teams will handle defined contribution business, too.

Parks Finishes Raising $19MM
Tuesday, March 26, 2019
Updated | His online RKing shop closes its series D round of funding.

PE Buys a Rebranding KPA RIA's Old Name
Monday, March 25, 2019
Reader Rating: 2
The firm provides wealth management and KPA services to business owners.

4,100 Advisors Gain a New Fiduciary Service
Monday, March 25, 2019
Reader Rating: 4
A wirehouse launches another fiduciary offering.



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