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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
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The departing director had been with the company since 2017.
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Ed Murphy Expands His C-Suite By Three
Monday, April 22, 2019
Reader Rating: 3
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The Empower chief promotes a pair of company veterans and is on the hunt for someone to fill a third key role.
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MassMutual Takes to the Ice
Monday, April 22, 2019
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A new partnership commences with a Mother's Day campaign.
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An Edward Jones Alum Joins TRA
Thursday, April 18, 2019
Reader Rating: 5
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The new sales consultant will cover New York and New Jersey.
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A 24-Year MetLife Vet Is On His Way Out
Thursday, April 18, 2019
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A sales director is leaving after more than two decades at the insurance company.
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Chong Teams Up On Financial Wellness
Thursday, April 18, 2019
Reader Rating: 4.5
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The CUNA Mutual retirement chief unveils an interactive program aimed at helping participants improve their financial knowledge and well-being.
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What the TD Deal Means For Matrix
Wednesday, April 17, 2019
Reader Rating: 3.33
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Cindy Dash talks about Broadridge's first big Matrix deal in four years.
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Patterson and Ohl Guide an Institute
Wednesday, April 17, 2019
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EVPs at Fidelity and Lincol have been appointed as chair and vice chair of a research organization.
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Broadridge Buys a 10,000-Plan Trust Biz
Wednesday, April 17, 2019
Reader Rating: 4.5
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The deal is expected to close this quarter.
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A New Hire Succeeds a Rising Standard Vet
Wednesday, April 17, 2019
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After serving the company for 29 years, a retirement plan consultant becomes a senior sales director.
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A 17-Year Transamerica Vet Joins Voya
Tuesday, April 16, 2019
Reader Rating: 5
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The Voya team in Chicago welcomed a new VP, client relationship director for tax-exempt market.
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SS&C's McQuaid Hires In North Carolina
Tuesday, April 16, 2019
Reader Rating: 3
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The exec previously spent nearly a decade at FIS.
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DeCamillo Resurfaces ... Outside 401k
Tuesday, April 16, 2019
Reader Rating: 3
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The former T. Rowe RKing chief takes a top job at an insurer's distribution arm.
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An ERISA Attorney Joins Jackson Lewis in L.A.
Tuesday, April 16, 2019
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For the law firm's employee benefits practice group, it's the fourth high-profile new hire so far this year.
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An AllianceBernstein ERISA Specialist Departs
Monday, April 15, 2019
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The ERISA counsel was also a senior vice president.
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Sullivan and Dougherty Unveil Financial Wellness Updates
Monday, April 15, 2019
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These expansions come as part of Prudential’s effort to help plan sponsors promote financial wellness.
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Murphy Unveils a Digital Assistant Connection
Monday, April 15, 2019
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The new account capabilities will incorporate several security measures to protect plan participants' information.
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Oakford, Kading, and Others Team Up for Advisor-Focused HSAs
Monday, April 15, 2019
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The new program aims to change the conversation about HSAs.
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Invesco's Distro Reorg Hits DC I-O
Friday, April 12, 2019
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After the OpFunds merger, a trio of retirement leaders will leave the combined firm. Two others will divide up the 401(k) channel.
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Stevenson Brings Alums from Transamerica and Pru
Friday, April 12, 2019
Reader Rating: 5
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The new hires are based in Colorado and Florida.
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DeCamillo and David Pass the Reins at T. Rowe
Friday, April 12, 2019
Reader Rating: 5
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The changes are part of a broader distro reorg at the publicly traded asset manager.
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Fidelity Bundles 401k Into a New Product
Friday, April 12, 2019
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Among other features, the new suite will incorporate HR and HSA capabilities.
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A Boston Putnam Alum Rejoins Empower
Thursday, April 11, 2019
Reader Rating: 1
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The new hire previously worked for the company as a retirement consultant.
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Three Principles Will Guide the Principal-Wells Fargo Integration
Thursday, April 11, 2019
Reader Rating: 4
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A top Principal exec talks about the impending deal, which is expected to close early next quarter.
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ICMA-RC Rolls Out a New Tool for Plan Sponsors
Thursday, April 11, 2019
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This tool will help plan sponsors evaluate their retirement plans.
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A 9 MM-Participant Rker Tackles Student Debt
Thursday, April 11, 2019
Reader Rating: 5
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Empower Retirement teams up with CommonBond to integrate retirement and student loan repayments solutions
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Two Top Execs, One Ex-DC, Leave Voya
Wednesday, April 10, 2019
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One previously led the tax-exempt retirement plan business at the giant provider.
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Outside 401k, an Ex-Principal Bigwig Rises at Great American
Wednesday, April 10, 2019
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He is based in Cincinnati, Ohio.
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TIAA Tells Customers "How Life Will Be In Retirement"
Wednesday, April 10, 2019
Reader Rating: 5
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The company added a new feature to its Retirement Profile tool
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An Empire State RKer Upgrades Online
Wednesday, April 10, 2019
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A publicly traded firm releases new features for its 401(k) participant and advisor portals.
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As Transamerica Reorgs, Familiar Chiefs Return to Retirement
Tuesday, April 09, 2019
Reader Rating: 5
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The retirement plan and benefits businesses are combining under a single unit: workplace solutions.
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NAPA 2019 Preview - Day 3
Tuesday, April 09, 2019
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The conference wraps up today, though KPAs can stick around for a designation cram session.
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Wells Sells IRT, For Up to $1.35B
Tuesday, April 09, 2019
Reader Rating: 5
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The deal is expected to close in Q3 2019.
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Burns and Breitenkamp Unveil a Personalized Retirement Solution
Monday, April 08, 2019
Reader Rating: 5
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The new accounts are designed with adaptivity in mind.
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Bramlett Names Ascensus' TPA Future
Monday, April 08, 2019
Reader Rating: 5
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The move comes a year after the RKing entrepreneur joined the open-architecture giant.
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NAPA 2019 Preview - Day 2
Monday, April 08, 2019
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A reformed hacker will take the stage this afternoon.
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Graff Rallies the NAPA Nation Against a New Bill
Sunday, April 07, 2019
Reader Rating: 3
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This year in his opening remarks at the NAPA 401(k) Summit, the ARA chief has a new call to arms.
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NAPA 2019 Preview - Day 1
Sunday, April 07, 2019
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Today the 401(k) industry's top cop will take the stage, and DC industry insiders will go bowling.
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A CT 401k Sales Vet Joins DST
Friday, April 05, 2019
Reader Rating: 5
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The new hire previously worked for Lincoln.
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RAC Appoints its First President
Friday, April 05, 2019
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A 30-year veteran KPA and senior advisor of the council will hold the position until June 2020.
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How Much Money is Going to 401k Class Action Payouts?
Friday, April 05, 2019
Reader Rating: 2
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401k-related suits typically involve less money than defined benefit cases.
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Russell's Jung Hires a Schwab Retirement Alum
Thursday, April 04, 2019
Reader Rating: 5
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The new hire is based on the east coast.
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A 17-Office KPA Team Reunites With a Transformed Ally
Thursday, April 04, 2019
Reader Rating: 4.9
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The team of about 80 people works with $11 billion in client assets. They are switching their RIA, OSJ, and B-D affiliations.
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An Early Pay Specialist Buys a Mobile FinWellness Shop
Wednesday, April 03, 2019
Reader Rating: 1
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The financial wellness provider "will be absorbed" into the parent company.
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Marsh Will Buy a $16B-AUA KPA RIA
Wednesday, April 03, 2019
Reader Rating: 4.5
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The deal is expected to close this quarter and will combine the target with a Pennsylvania-based arm of the insurance agency.
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Is There a Strong Chance That Congress Will Pass Retirement Plan Reform This Year?
Wednesday, April 03, 2019
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The House Ways and Means Committee passed a new retirement bill as the Senate introduces an updated Act on retirement and savings
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Fielding Miller Lifts Out a $13B-AUA Team
Wednesday, April 03, 2019
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CapTrust adds a trio of KPAs, plus support staff, in the southeast.
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Joe Boan Hires an East Coast Principal Vet
Tuesday, April 02, 2019
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Transamerica has a new regional vice president for mid-sized retirement plans in southern New Jersey and Delaware.
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A $21B-AUM RIA Is On the Hunt For More KPAs
Tuesday, April 02, 2019
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A private equity-backed wealth management RIA just brought in a big Chi-Town team. Stay tuned for more acquisitions.
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Goldman, Nationwide, Allianz, BNY, and Franklin Back a 401k Fintech Startup
Tuesday, April 02, 2019
Reader Rating: 5
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An NYC entrepreneur raises $30 million more for his advisor-focused shop.
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Blue Prairie Merges Into a $10B-AUM RIA
Tuesday, April 02, 2019
Reader Rating: 5
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The deal closed yesterday and brings nearly the entire KPA shop's team over.
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A 10-Year DST Vet Departs
Monday, April 01, 2019
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The move comes a year after SS&C bought the recordkeeper to recordkeepers.
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36 More KPAs Join RAC
Monday, April 01, 2019
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The new additions are part of the 2019 term.
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Jerry Patterson GOes With a New Stable Value Product
Monday, April 01, 2019
Reader Rating: 1
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The Principal team roles out a new, general account product.
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Yoerger Returns
Friday, March 29, 2019
Reader Rating: 3.5
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The former RKing chief joins a giant RIA.
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After Twelve Years, a Plan Sponsor Settles With Schlichter
Friday, March 29, 2019
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This was one of the first 401(k) fee suits he filed back in 2006.
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A 4,300-Plan RKer Revamps Online
Friday, March 29, 2019
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The team restyled the recordkeeper's website to promote what they describe as their low-fee high-quality approach to recordkeeping.
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Klein Confirms a PCS C-Suite Addition
Thursday, March 28, 2019
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401kWire previously reported on the new hire joining the open architecture RKer.
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After Seven Years, a Key DC Exec Leaves a Midwestern Insurer
Thursday, March 28, 2019
Reader Rating: 4.96
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There is no official word yet on how his duties are being handled.
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A $3B KPA Team Grows to 13 People and Counting
Wednesday, March 27, 2019
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The latest hire is a former NFP advisor, and the team is still on the hunt.
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GRPF Welcomes a Central Florida Shop
Wednesday, March 27, 2019
Reader Rating: 4.98
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The team previously aligned with IFP.
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Transamerica's Zino Hires a 30-Year Principal Vet
Wednesday, March 27, 2019
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Transamerica has a new division sales manager for its southeastern division.
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A $44B AUM Shop's DC I-O Approach Restructures
Tuesday, March 26, 2019
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A 37-year-old asset management firm's traditional intermediary and institutional advisor channel teams will handle defined contribution business, too.
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Parks Finishes Raising $19MM
Tuesday, March 26, 2019
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Updated | His online RKing shop closes its series D round of funding.
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PE Buys a Rebranding KPA RIA's Old Name
Monday, March 25, 2019
Reader Rating: 2
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The firm provides wealth management and KPA services to business owners.
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4,100 Advisors Gain a New Fiduciary Service
Monday, March 25, 2019
Reader Rating: 4
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A wirehouse launches another fiduciary offering.
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