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60 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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Why Ohio National Is Pulling Back
Monday, September 24, 2018
Reader Rating: 3.5
A top exec explains the insurer's recent move to stop bringing in new retirement plan clients.

PFE Hires a Hancock Alum
Monday, September 24, 2018
The United Capital KPA shop welcomes an ex-wholesaler and hunts for two more new hires.

A Familiar Face Takes Over GRP
Friday, September 21, 2018
Reader Rating: 5
Yet Bill Chetney continues to lead the RIA/OSJ's sister alliance, GRPAA.

JPMAM Powers an RKer's $2.43B TDFs
Friday, September 21, 2018
The asset manager is brought in to handle glidepaths and tactical asset allocation for 12 target date funds.

Chatting With Plan Sponsors and Hitting Participant Milestones
Thursday, September 20, 2018
Updated | The team at a bundled provider unveils a new tool to support their retirement plan sponsors. Meanwhile, the provider teams up to launch a financial wellness program.

SageView Hires a Managing Director in Santa Monica
Thursday, September 20, 2018
Reader Rating: 5
The new hire previously served as president of another big KPA shop.

Hub Buys a Florida KPA Biz
Thursday, September 20, 2018
The Chi-Town insurance brokerage continues to acquire.

Nationwide Welcomes a Hartford RM Vet
Thursday, September 20, 2018
The new hire hails most recently from MassMutual.

Valic Scores an RFP Hole-In-One
Wednesday, September 19, 2018
Corrected | A $160MM plan switches to the AIG unit.

Steve Rogers Hires a 401k Chief
Wednesday, September 19, 2018
The Shelton Capital Management team also launches a new service for plan sponsors.

At Pru, an Ex RKing Chief Rises
Wednesday, September 19, 2018
Reader Rating: 5
The 31-year company vet becomes an EVP.

An AB DC Marketer Departs
Wednesday, September 19, 2018
The exec spent four years at the Gotham asset manager.

USI's Tremko Hunts For 15
Tuesday, September 18, 2018
Over the next year, the USI CG prez plans to nearly double the number of vice presidents of retirement service he has in the field.

Roberts Streamlines KPA Support For B-Ds and RIAs
Tuesday, September 18, 2018
The PRI chief unveils a new dashboard for his members.

Does 401k Success Boost Profitability?
Tuesday, September 18, 2018
Reader Rating: 5
A bundled provider releases new research examining correlations between plan success metrics and corporate success metrics.

Newport Welcomes a Florida MassMutual Alum
Tuesday, September 18, 2018
Reader Rating: 4
The new hire will cover Alabama, Florida, Georgia, Mississippi, and Tennessee.

Tremko Hires in Pittsburgh
Monday, September 17, 2018
The USI CG prez adds a new retirement sales position.

Wagner Adds Two Lawyers in Beantown
Monday, September 17, 2018
Reader Rating: 5
One new hire specializes in international tax and benefits law, while the other focuses on tax and securities.

Schwab's Participant Count Rises Five Percent
Monday, September 17, 2018
Corrected | For the second month in a row, Schwab has experienced an increase in the number corporate retirement plan participants.

RPAG Wins a B-D With 2,000 FAs
Friday, September 14, 2018
A retail broker-dealer teams up with NFP's KPA tools shop and network.

Crane Brings a Lincoln Alum to Ascensus
Friday, September 14, 2018
Reader Rating: 5
A regional sales director moves on after more than four years with the bundled provider.

Tremko Hires a MassMutual Alum in the Midwest
Friday, September 14, 2018
Reader Rating: 4
The USI CG prez adds an emerging markets sales exec.

Seven Options For Gaining Scale
Thursday, September 13, 2018
Reader Rating: 3
There are several different models KPAs can choose from to gain the advantages of a bigger firm.

Benna's Five Steps For Revamping the 401k System
Thursday, September 13, 2018
Reader Rating: 5
The man known as the "Father of the 401(k)" just wrote a new book, reflecting on the four decades of 401(k) evolution and suggesting what should come next.

Lavallee Brings a Top Transamerica Vet to Voya
Thursday, September 13, 2018
Reader Rating: 1.42
Updated | The new hire serves as national practice leader for the healthcare, education, and not-for-profit channel.

In the Midwest, an Insurer Retreats From 401ks
Thursday, September 13, 2018
Reader Rating: 4
The firm will continue to support existing retirement plan and annuity customer, but it no longer take new ones.

After Six Years With MFS, a Beantown DC Specialist Departs
Thursday, September 13, 2018
Reader Rating: 1
It looks like this DC industry insider is going back to school.

Paychex and USI Hire In Missouri
Wednesday, September 12, 2018
One new hire replaces the other, and both focus on retirement plan sales.

In Oregon, a Nine-Person Team Joins Resources
Wednesday, September 12, 2018
The Triad-affiliated, midwestern RIA and super-OSJ wins over another KPA shop, this time in the Pacific northwest.

An Institutional RidgeWorth Vet Leaves Virtus
Wednesday, September 12, 2018
The exec first joined RidgeWorth in 2008.

An Insurance Brokerage's Retirement Hunt Shifts
Tuesday, September 11, 2018
Reader Rating: 1
M&A is now on the table as this firm's retirement services chief pursues "a pretty aggressive growth strategy."

A PNC Alum Joins USI CG
Tuesday, September 11, 2018
Updated | The new hire is based in south Florida.

A 9-Year Pru Vet Departs
Tuesday, September 11, 2018
Reader Rating: 1
There is no word yet on the exec's next move.

Empower's Beantown Team Moves
Monday, September 10, 2018
A sister company is also moving.

Nationwide's Jones Hires Rodriguez's Marketing Successor
Monday, September 10, 2018
Reader Rating: 5
Updated | The new hire will lead marketing for the insurer's retirement plan provider arm.

Case of the Week: 2019 Hardship Distribution Changes
Friday, September 07, 2018
RLC's Jenny Kiffmeyer answers an advisor's question about hardship withdrawals.

One Decade In, a Transamerica SVP Departs
Friday, September 07, 2018
Reader Rating: 4.5
The exec originally hailed from the Diversified side of the business, which Transamerica absorbed.

ARA's First CMO Joins
Friday, September 07, 2018
Updated | On Monday, a T. Rowe alum will take a key, newly created post at the group of trade groups.

An Atlanta KPA Shifts B-Ds and RIAs
Friday, September 07, 2018
The advisor works with an insurance brokerage.

A 401k Entrepreneur's Son Leaves a Wholesaling Team
Thursday, September 06, 2018
Reader Rating: 2
There is no word yet on where the DC industry insider is heading next.

Just the Retirement Facts
Thursday, September 06, 2018
A mutual fund industry trade group launches a new public website about the U.S. retirement system.

Newport's Founder and Ex-COO Return
Wednesday, September 05, 2018
Reader Rating: 4
The duo launch a new venture in a familiar space.

KPAs, an ERISA Legal Eagle Is Searching For You
Wednesday, September 05, 2018
Reader Rating: 5
A law firm launches a new service to help plan sponsors find and evaluate retirement plan advisors.

Wholesalers Join OneAmerica in Chi-Town and Florida
Wednesday, September 05, 2018
Reader Rating: 3.2
The new hires hail from Ameritas, Capital Group, and Securian.

MetLife Says Goodbye to a 37-Year Vet
Tuesday, September 04, 2018
Reader Rating: 3
A stable value executive is retiring.

Participants With FAs Are More Confident
Tuesday, September 04, 2018
40 percent of participants surveyed are concerned with saving enough money for a comfortable retirement.

What to Make of Trump's 401k Order
Tuesday, September 04, 2018
Industry insiders, trade groups, and politicians react to the President's Friday announcement.

Trump Issues a Three-Part 401k Order
Friday, August 31, 2018
Reader Rating: 3.33
The President goes to Charlotte to unveil and sign an executive order about retirement security.

Is a 12-Office KPA Giant About to Switch Sides?
Friday, August 31, 2018
Word is that this big shop based on the West Coast is about to change its B-D and OSJ affiliations.

Trump's 401k Executive Order Will Push Two Things
Friday, August 31, 2018
Word leaks on just what the President is up to with his expected move today.

A 401k Sales Vet in Michigan Joins Wells Fargo
Friday, August 31, 2018
Reader Rating: 2
The new hire covers Indiana, Michigan, and Ohio.

An Ex-CUNA VP Joins Folio in Philly
Thursday, August 30, 2018
Reader Rating: 2
This Ex-CUNA employee also worked for WisdomTree Asset Management.

Trump Takes On Retirement Security
Wednesday, August 29, 2018
Reader Rating: 4.25
This Friday, the U.S. President is reportedly going to sign an executive order that defined contribution industry insiders should pay heed to.

Popp Adds a Phoenix KPA Trio
Wednesday, August 29, 2018
The team comes over from a nearby RIA.

In Texas, an SVP Leaves Voya IM
Wednesday, August 29, 2018
The exec first joined the asset management nearly seven years ago.

Graff Adds a Chief
Tuesday, August 28, 2018
Word is that the ARA CEO is expanding the executive suite at the group of trade groups.

Cullen Joins a National KPA Ally
Tuesday, August 28, 2018
Watch for the organization to add 28 more members next year.

Most Participants Don't Want 401(k) Classes
Tuesday, August 28, 2018
Reader Rating: 4.33
Updated | A bundled provider digs into participants' take on education, advice, and financial wellness.

In 12 Months, a 401k Titan Wins $88B
Tuesday, August 28, 2018
Reader Rating: 1
The bundled provider also brought in $13 billion in 403(b) plan sales.

Chetney Plans More Hiring, Adds Two to Financial Wellness
Monday, August 27, 2018
Updated | Watch for the KPA alliance's home office to bring on two more business consultants before 2019.



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