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63 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 Multinational RKer Startup Hires an M&A Leader
Wednesday, December 01, 2021
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The move comes after the firm raised another $228 million in funding earlier this year.
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vWise Gains Two Product Management Leaders
Wednesday, December 01, 2021
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Both new hires are based in the St. Louis area.
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Swisher and Roberts Team Up
Tuesday, November 30, 2021
Reader Rating: 5
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The duo is launching an operational fiduciary for group plans like MEPs and PEPs.
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MissionSquare Welcomes a Retail Retirement Chief
Tuesday, November 30, 2021
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The new hire previously worked with Envestnet and BB&T.
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At 87, an ERISA Law Firm Co-Founder Dies
Tuesday, November 30, 2021
Reader Rating: 5
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The attorney practiced at the firm for 45 years.
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For Ret Income, a $34.6B-AUM DC System Teams Up
Monday, November 29, 2021
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A DC I-O giant is partnering with a 300,000-participant group of defined contribution plans on a retirement income solution.
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An RIA Co-Founder Tackles DC Industry Recruitment
Monday, November 29, 2021
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A former KPA launches a new venture.
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A 15-Year New York Life Vet Joins MMA
Monday, November 29, 2021
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The new hire will serve as a retirement consultant.
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From 40 People to 70-Plus By Mid-2022
Friday, November 26, 2021
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A recordkeeper startup's U.S. chief talks to 401kWire about his expansion plans.
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Four RKers Win Big In Colorado
Friday, November 26, 2021
Reader Rating: 2
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The firms are among those recognized as being the state's most community-minded companies.
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ESG In 401k Managed Accounts? Two Firms Team Up
Friday, November 26, 2021
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They've been in talks since early this year.
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From Midwestern SARP Leader to RKer VP
Wednesday, November 24, 2021
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A provider in Gotham hires a VP of state and client relationship management.
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This ERISA Firm's First Female Chief Is About to Take Over
Wednesday, November 24, 2021
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She's already spent 20 years with the law firm.
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For Ret Income, Fidelity Connects Insurers With Participants
Tuesday, November 23, 2021
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The Boston Behemoth is tackling the DC retirement income problem with a new platform.
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29 Years, 47 People, $100B AUA
Tuesday, November 23, 2021
Reader Rating: 2
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A Garden State firm's team celebrates a big milestone.
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An RKer Finance Exec Heads Back to School ... As an Exec!
Tuesday, November 23, 2021
Reader Rating: 1
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In the Bay Area, a former provider VP is returning to her alma mater.
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FuturePlan Gains a Chi-Town-Area Sales Exec
Monday, November 22, 2021
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The new hire will also cover the Milwaukee metro area.
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Advisors Gain SDBA Ground With Two Generations, But ...
Monday, November 22, 2021
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A brokerage giants offers an updated look at how participants are using self-directed brokerage accounts.
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Academics Discuss Inequality In DC Access and Balances
Monday, November 22, 2021
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Speakers at DCIIA's recent conference discuss racial and economic disparities in defined contribution plans.
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A $50B-AUA Firm Buys a Cali Wealth and KPA RIA
Friday, November 19, 2021
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The acquiree has about $770 million in AUA.
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From Mutual of Omaha to Cuna Mutual
Friday, November 19, 2021
Reader Rating: 1
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A Midwestern exec joins an insurer's retirement plan wholesaling team.
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Ghilarducci and John Worry Over Older Worker Unemployment
Friday, November 19, 2021
Reader Rating: 3
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The duo talk at DCIIA's online conference.
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A 15-Year Hancock Vet Dies
Thursday, November 18, 2021
Reader Rating: 5
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He worked with the insurer's mutual fund business as well as its retirement plan business.
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A U.S. Retirement Chief Joins a $1.4T-AUM Firm
Thursday, November 18, 2021
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The news follows the departure of a senior exec earlier this fall.
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A 7-Year MassMutual Vet Joins Cuna Mutual
Thursday, November 18, 2021
Reader Rating: 4.33
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The new hire now serves on the provider's external wholesaling team.
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Reframing the Math Boosts Deferrals
Thursday, November 18, 2021
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Academics vindicate a KPA's "pennies on the dollar" approach.
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Why Goldman Is Entering the Bundled DC Biz
Wednesday, November 17, 2021
Reader Rating: 3
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A Goldman Sachs Asset Management leader talks to 401kWire about the asset management titan's new retirement plan partnership.
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Paylocity Integrates With a Titan's PEP
Wednesday, November 17, 2021
Reader Rating: 1
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Updated | The partnership involves "automated, two-way sharing of plan information" between the two firms.
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Anxiety and Depression Hurt Retirement Savings
Wednesday, November 17, 2021
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New research suggests a relationship between mental health and participant behavior and outcomes.
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Will the Financial Wellness Demand Gap Persist?
Wednesday, November 17, 2021
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T. Rowe execs gaze into their crystal balls and offer their takes on what's to come in the retirement plan business.
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AKA a New TPA Designation
Tuesday, November 16, 2021
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A trade group adds to its designation offerings.
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An 11-Year Nationwide Vet Joins a NJ Shop
Tuesday, November 16, 2021
Reader Rating: 3
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The new hire now serves as a senior fiduciary consultant at the Garden State firm.
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FuturePlan, Transamerica, and a 338 Team Up
Tuesday, November 16, 2021
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The trio are powering a new, pooled product for both existing and startup plans.
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Cerrado Targets Cybersecurity
Tuesday, November 16, 2021
Reader Rating: 5
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Watch for the new TPA alliance to continue expanding its membership ranks, too.
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41,346 DC Plans, 10.7MM Participants, and Counting
Monday, November 15, 2021
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This publicly traded retirement plan provider added 2,661 DC plans in the past 12 months.
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A Garden State Sales Vet Joins IPS
Monday, November 15, 2021
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He most recently worked with a firm that was acquired last fall.
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A Sunshine State TPA Joins an Alliance
Monday, November 15, 2021
Reader Rating: 5
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Updated | The firm is the 12th member of the group, which launched earlier this year.
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In Q3, an RKer Earned a Record $319MM
Friday, November 12, 2021
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Yet its AUA slipped a bit in Q3, thanks to the impact of low interest rates and some higher participant withdrawal amounts thanks to higher balances.
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An RKer's Participant Count Rises 6.8 Percent
Friday, November 12, 2021
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A recordkeeper's publicly traded parent offers its latest metrics across multiple business lines.
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With Five Allies, a $210B-AUMA RKer Targets Small Plans, And ...
Friday, November 12, 2021
Reader Rating: 5
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The provider's team is looking to more allies in the coming months, too.
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What's Next After Mallouk's Big 401k Buy?
Thursday, November 11, 2021
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The Creative Planning chief talks to 401kWire about the deal, which is expected to close by the end of 2021.
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TDFs Gain as Few Participants Trade
Thursday, November 11, 2021
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New provider data suggests that 401(k) participant trading stayed at very low levels last month.
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An Insurance Brokerage Sells Its $110B-AUA KPA Biz
Thursday, November 11, 2021
Reader Rating: 5
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A giant, wealth management-focused RIA is about to make its third acquisition in the retirement plan space in two years.
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An Advisor DC I-O Chief Rises At a $1.67T-AUM Firm
Thursday, November 11, 2021
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A successor has not yet been named for the freshly promoted exec.
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A Fifth Insurer Joins a $6B-Asset Ret Income Platform
Wednesday, November 10, 2021
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The program first launched nine years ago, yet its AUM has tripled during the pandemic.
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An 11-Year ADP Vet Joins Standard
Wednesday, November 10, 2021
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The new hire is based in the Denver area.
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34.3MM Participants and Counting
Wednesday, November 10, 2021
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A giant provider offers a glimpse at its Q3 2021 metrics.
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Cap Group Partners With a Publicly Traded RKer
Tuesday, November 09, 2021
Reader Rating: 1
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The duo, with help from Wilmington Trust, launch a TDF series.
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Which 401k Features Lure New Hires?
Tuesday, November 09, 2021
Reader Rating: 5
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New research from a big provider shows how attracted workers are to different aspects of DC plans.
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Post-Merger, a $17.5B-AUA RKer Keeps Two Systems
Tuesday, November 09, 2021
Reader Rating: 5
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The provider now has about 8,100 plan sponsors, more than 250,000 participants with balances, and about 245 employees.
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Fi360's Faustino Rallies Retirement Income Players
Monday, November 08, 2021
Reader Rating: 1
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The Fi360 chief is one member of a trio behind a new consortium.
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vWise Connects With an IRA Startup
Monday, November 08, 2021
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The online engagement specialist have a new partnership.
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An 11-Year OpFunds Vet Joins Nationwide
Friday, November 05, 2021
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Updated | The new RVP serves as a hybrid wholesaler for the provider.
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How Much Can Participants Defer In 2022?
Friday, November 05, 2021
Reader Rating: 5
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The IRS updates its deferral limits for DC plans for next year.
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Three Years In, an Ascensus Exec Rises to VP
Friday, November 05, 2021
Reader Rating: 1
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The DC industry veteran is now covering Gotham for the provider's FuturePlan arm.
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A 15-Year Hancock Vet Retires, And ...
Thursday, November 04, 2021
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A new hire is stepping up to fill the departing exec's shoes.
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A Publicly Traded Provider Adds an App In Spanish
Thursday, November 04, 2021
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The launch adds to the recordkeeper's educational and financial wellness offerings for the Hispanic community.
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Why Ascensus Is Buying Newport
Wednesday, November 03, 2021
Reader Rating: 5
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David Musto talks about the PE-backed mega-merger.
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Two PE-Backed RKers Merge Into a $700B-AUA Giant
Wednesday, November 03, 2021
Reader Rating: 3
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The combined provider will serve more than 15 million participants and individual investors, more than 150,000 retirement plans, and have more than $700 billion in AUA.
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PE Seals a $2.2B Deal to Buy a Slice of an RKer
Wednesday, November 03, 2021
Reader Rating: 1
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A private equity firm now owns 9.9 percent of an insurance provider in the retirement plan space.
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A Gotham 401k Startup Buys a Nearby Ally
Tuesday, November 02, 2021
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The deal brings over about 40 people to the roborecordkeeper.
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As PEPs Spread, a Midwestern RKer Unveils an Alternative
Tuesday, November 02, 2021
Reader Rating: 5
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The new offering builds in 3(16) services and is available to 403(b)s and 457s, as well as 401(k)s.
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A 51-Year-Old TPA Sells
Monday, November 01, 2021
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The deal closed last month.
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