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71 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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Donnelly Spells Out Nuveen's KPA Engagement Expansion
Monday, May 21, 2018
The DC I-O team at TIAA's asset manager takes their advisor support offerings up a notch.

Will This Stable Value Shop Launch Its Own Funds?
Monday, May 21, 2018
A $2.1-billion institutional fixed income asset manager has focused its DC efforts directly on big plan sponsors and on multi-manager firms, at least so far.

After the DST Sale, a DC Vet Heads Down Under
Friday, May 18, 2018
Updated | This exec is taking over another business line overseas.

Three States Throw a Fid Rule Hail Mary
Friday, May 18, 2018
The court battle for the controversial Obama-era regulation may not be finished.

When No News is Good News for the DC Industry
Friday, May 18, 2018
An annual study finds that participants are committed to saving, no matter what.

An Ex-Innovest KPA Joins a Mile High Shop
Friday, May 18, 2018
Reader Rating: 2
This KPA has 30 years of experience in the retirement industry.

The Nifty Fifty's Board Gathers In Alaska
Thursday, May 17, 2018
Reader Rating: 4.5
The governing members of a group of female DC industry leaders are meeting with a new mission: helping participants roll money from their old employer's plan to their new employer's plan.

Nationwide Wins a $115.8MM Muni Plan
Thursday, May 17, 2018
Reader Rating: 5
The insurance giant has gained another municipal contract, this time in Arizona.

Who Might Buy Newport Group?
Thursday, May 17, 2018
Reader Rating: 3.5
DC industry insiders are abuzz about the rumored nine-figure deal.

A Pennsylvania RIA Adds Financial Wellness
Thursday, May 17, 2018
More than 180 retirement plans advised by this KPA shop can look forward to a new financial wellness tool.

Far Fewer Participants Go For Broke, Allocation-Wise
Thursday, May 17, 2018
Updated | New data from a giant RKer show that the percentage of participants that have gone completely into equities, or completely out of them, has dwindled dramatically over the last decade.

Are TDFs Due for an Evolution?
Thursday, May 17, 2018
Reader Rating: 5
Despite widespread adoption of target date funds in 401(k) plans, the investment option is still misunderstood by many plan participants. What does the future hold for TDFs?

Hancock's Lepard Promotes a Rising Star in the Midwest
Wednesday, May 16, 2018
This Hancock employee has been working for the firm since 2011

An East Coast RKer Cuts Dozens of Jobs
Wednesday, May 16, 2018
Reader Rating: 5
Layoffs hit an insurer's retirement plan business earlier this spring.

A 40-Year Vet Joins an Illinois Firm
Wednesday, May 16, 2018
This 40-year vet's position is a newly created one.

After Restructuring, a Midwestern RKer Welcomes Three Wholesalers
Wednesday, May 16, 2018


Chittenden Upgrades TIAA's Mobile Support For Plan Sponsors
Tuesday, May 15, 2018
Reader Rating: 5
A few weeks ago the provider released a new tool.

Securian Readies a Pair of Fiduciary Plan Offerings
Tuesday, May 15, 2018
The insurance and financial services company unveiled plans this week for a new "streamlined" retirement service for small businesses.

Who Will Lead this $118B Shop's DC I-O Charge?
Tuesday, May 15, 2018
The distro chief at a big mutual fund shop may soon expand his national accounts team with a defined contribution specialist.

Welsh Unveils One DB-esque DC Platform
Monday, May 14, 2018
Reader Rating: 4
OneAmerica launches a new plan alongside its existing traditional DC, DB, and cash balance plan offerings.

With New Hires, a VC-Backed Robo-Planner Targets 401k
Monday, May 14, 2018
Reader Rating: 4.83
The Gotham startup already has one RKer ally and is hunting for more.

Schwab Adds 5K Participants
Monday, May 14, 2018
The publicly traded brokerage giant release its monthly update for April 2018.

An NYC TPA Launches a Mobile App for KPAs and Plan Sponsors
Friday, May 11, 2018
NYC-based TPA launches an app designed for their clients and KPAs.

KPAs Join Gallagher In Four States
Friday, May 11, 2018
Reader Rating: 5
Dean Clune confirms several new additions to the insurance brokerage's retirement services team.

Voya Buys a Big Non-Qual Shop
Friday, May 11, 2018
Reader Rating: 5
Charlie Nelson makes a deal to acquire a Bay Area, RKing TPA that specializes in nonqualified deferred compensation benefits.

Watch For a KPA Alliance's $100MM Bespoke Platform to Add Another RKer
Thursday, May 10, 2018
Reader Rating: 5
Word is that another provider is teaming up with the network on its growing product for small and micro plans.

This TPA's New CEO Ponders a Bicoastal Expansion
Thursday, May 10, 2018
Reader Rating: 5
The midwestern firm will welcome its first female CEO in August, and she has has plans for regional expansion.

Two Key Transamerica Vets Rise
Thursday, May 10, 2018
Reader Rating: 5
Joe Boan expands the roles of a pair of execs, both of whom now report directly to him.

Who Will Lead Retirement For This Insurance Brokerage?
Thursday, May 10, 2018
A practice leader departs as a top exec searches for someone to fill a newly created spot.

Small-Mid Plan Sales Drove Empower's Q1 Growth
Wednesday, May 09, 2018
Reader Rating: 5
The recordkeeping giant's parent reports Q1 2018 earnings and smiles on Empower's results.

A $2.4B 457 Sticks With Pru and Hunts For TDFs
Wednesday, May 09, 2018
Updated | A state reups with the recordkeeper for three more years and hunts for TDFs.

A 15-Year John Hancock Vet Moves Up
Wednesday, May 09, 2018
This John Hancock vet was previously the AVP for JHRPS technology and delivery management.

An Insurer Revamps Online, For Participants and Others
Wednesday, May 09, 2018
Reader Rating: 4
The new website is designed to be easier to understand and more user-friendly.

Reengaging Participants After Set-It-And-Forget-It
Tuesday, May 08, 2018
Reader Rating: 3.5
A DC I-O and a think tank are working on a tool to help retirement plan participants "make more active decisions along the way."

Transamerica Wins a 24-College Group
Tuesday, May 08, 2018
Reader Rating: 5
24 private colleges are working to bundle together a 403(b) MEP.

Tomorrow EBRI Will Honor an Exec From a $4B Plan
Tuesday, May 08, 2018
The plan sponsor is the winner of the 2017 EBRI Lillywhite Award.

After Five Years, a Giant B-D Retires a Participant Platform
Monday, May 07, 2018
The broker-dealer will shut down the three-part program this fall.

A 2,000-Participant Union Hires Milliman
Monday, May 07, 2018
The firm will do communication, RKing, and TPA work for the Taft-Hartley DC plan.

Pru's Stout Promotes Two in the East
Monday, May 07, 2018
These two Prudential Vets have almost 20 years combined experience with the company.

Adding This Participant Support "Was a No-Brainer" For Principal
Friday, May 04, 2018
Reader Rating: 4
Corrected | A Des Moines, Iowa-based legal insurance firm is doing a partnership to offer extended services to plan participants.

At Ameritas, a Transamerica Vet Takes Over Retirement
Friday, May 04, 2018
Reader Rating: 3.67
Bill Lester hires a new chief for the midwestern insurer's retirement plans division.

Borzi Falls and Misses a Conference
Friday, May 04, 2018
Word is that the former EBSA chief is recovering from an injury.

An ERISA Attorney Pitches a New KPA Conference Series
Thursday, May 03, 2018
The first event is coming up in a month, with another in September and more to follow.

Lombardi Helps KPAs Discover Expanded DC I-O Offerings
Thursday, May 03, 2018
A recordkeeping giant's collective fund is amping up outreach for it's new private offerings.

A $13B KPA Shop Launches an RIA
Thursday, May 03, 2018
Reader Rating: 5
Yet the shop will keep its ties to an indie B-D and a super-OSJ.

The 5th Circuit Denies AARP and State Fid Reg Motions
Wednesday, May 02, 2018
The court fight over the controversial fiduciary ruleseems to be at an end.

Gallagher Buys a Big Pacific NW KPA Shop
Wednesday, May 02, 2018
Yesterday the publicly traded insurance brokerage acquired a seven-year-old firm that focuses almost exclusively on retirement plan consulting.

A 25-Year Voya Vet and a TPA's Founder Will Win In Vegas
Wednesday, May 02, 2018
NIPA will be giving out the awards at their 2018 NAFE in Las Vegas.

An Indiana TPA Names its First Female CEO
Wednesday, May 02, 2018
Reader Rating: 5
Nyhart revealed this week that current CEO Thomas Totten will step down, and a company vet will take his place.

Neveu Hires For a New West Coast BPAS Position
Tuesday, May 01, 2018
Reader Rating: 5
This external wholesaler has almost 20 years of experience in the industry.

Trade Groups Fire Back at AARP's Fid Rule Case Intervention
Tuesday, May 01, 2018
Lead attorney Eugene Scalia has penned a counterargument to the giant interest group's petition from last week.

Two D.C. KPAs Join the Pensionmark Team
Tuesday, May 01, 2018
The D.C advisors joined Pensionmark at the beginning of April.

Under SS&C, Retirement Will be "a Really Important Part" of DST
Tuesday, May 01, 2018
Reader Rating: 4
In the wake of the $5.4B deal, 401kWire talks to DST's retirement chief and the new chief of all of DST.

After 15 Years With Transamerica, an RM Departs
Monday, April 30, 2018
Reader Rating: 1
A retirement industry vet leaves Transamerica.

A 35-Year Vet Joins a Fresh Resources Recruit
Monday, April 30, 2018
This vet will join the St.Louis office for a KPA shop.

PE Buys Financial Engines For $3.02B
Monday, April 30, 2018
A private equity firm is buying the 401(k) advice and managed accounts giant.

Morgan Stanley Dominates This 2018 Awards List
Friday, April 27, 2018
Also, an Atlanta based team moves up from second place in 2017 on this year's Top 50 Institutional Consultants.

More Than 50 TPAs Converge on Austin
Friday, April 27, 2018
Reader Rating: 4.33
A longtime TPA ally is hosting a new conference next week.

A DC I-O Bakes Fi360 Into Two Product Suites
Friday, April 27, 2018
A fiduciary training and tools specialist teams up with a publicly traded asset manager.

Pimco Fires Back at Schaus
Thursday, April 26, 2018
Reader Rating: 4
The fixed income giant officially responds to the DC executive's lawsuit and accusations of "insidious sex and age discrimination."

Musto Finds His TPA Chief
Thursday, April 26, 2018
Reader Rating: 4.98
Updated | A veteran RKing entrepreneur will take over Ascensus' freshly broken out TPA Solutions business.

Will the Fifth Circuit Let Others Take Up the Fiduciary Reg Court Fight?
Thursday, April 26, 2018
A massive American interest group has filed to rehear and join the controversial fiduciary rule case, and three state AGs have also stepped in.

Ascensus Acquires Into Illinois
Thursday, April 26, 2018
Reader Rating: 3
David Musto unveils a deal to buy a 39-year-old TPA that works with both retirement plans and other benefits.

An RKing Giant Partners Up for a QDIA-Financial Wellness Combo
Thursday, April 26, 2018
Reader Rating: 3.5
Alight is teaming up with two other firms to provide a new service aimed at providing personalized investment solutions.

Meet NAPA's 2018-2019 Leadership
Thursday, April 26, 2018
The trade group has a new president, president-elect, and vice president.

A 20-year Russell Vet Moves On
Wednesday, April 25, 2018
A director for Russell Investments is leaving the company.

Sparking More Cybersecurity Cooperation Among RKers
Wednesday, April 25, 2018
To boost cybersecurity in the DC space, two nonprofits have teamed up.

Is Participant Interest in Annuities on the Rise?
Tuesday, April 24, 2018
An annual study from EBRI has introduced a new series of questions focused on future retirees plans for DC assets in retirement and current retirees decisions in retirement.

Zambito Hires an LPL Alum For a New GRP Post
Tuesday, April 24, 2018
The new hire has 22 years of experience in the financial services industry.

Ron Cohen Hires Five
Monday, April 23, 2018
The Wells Fargo AM DC I-O chief builds out his team with three new externals and five new internals.

A 5,000-FA B-D Network Consolidates Under One 401k Chief
Monday, April 23, 2018
Meanwhile, a top retirement plans exec recently moved on.



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