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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
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The DC I-O team at TIAA's asset manager takes their advisor support offerings up a notch.
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Will This Stable Value Shop Launch Its Own Funds?
Monday, May 21, 2018
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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.
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After the DST Sale, a DC Vet Heads Down Under
Friday, May 18, 2018
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Updated | This exec is taking over another business line overseas.
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Three States Throw a Fid Rule Hail Mary
Friday, May 18, 2018
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The court battle for the controversial Obama-era regulation may not be finished.
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When No News is Good News for the DC Industry
Friday, May 18, 2018
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An annual study finds that participants are committed to saving, no matter what.
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An Ex-Innovest KPA Joins a Mile High Shop
Friday, May 18, 2018
Reader Rating: 2
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This KPA has 30 years of experience in the retirement industry.
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The Nifty Fifty's Board Gathers In Alaska
Thursday, May 17, 2018
Reader Rating: 4.5
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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.
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Nationwide Wins a $115.8MM Muni Plan
Thursday, May 17, 2018
Reader Rating: 5
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The insurance giant has gained another municipal contract, this time in Arizona.
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Who Might Buy Newport Group?
Thursday, May 17, 2018
Reader Rating: 3.5
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DC industry insiders are abuzz about the rumored nine-figure deal.
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A Pennsylvania RIA Adds Financial Wellness
Thursday, May 17, 2018
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More than 180 retirement plans advised by this KPA shop can look forward to a new financial wellness tool.
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Far Fewer Participants Go For Broke, Allocation-Wise
Thursday, May 17, 2018
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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.
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Are TDFs Due for an Evolution?
Thursday, May 17, 2018
Reader Rating: 5
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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?
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Hancock's Lepard Promotes a Rising Star in the Midwest
Wednesday, May 16, 2018
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This Hancock employee has been working for the firm since 2011
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An East Coast RKer Cuts Dozens of Jobs
Wednesday, May 16, 2018
Reader Rating: 5
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Layoffs hit an insurer's retirement plan business earlier this spring.
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A 40-Year Vet Joins an Illinois Firm
Wednesday, May 16, 2018
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This 40-year vet's position is a newly created one.
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After Restructuring, a Midwestern RKer Welcomes Three Wholesalers
Wednesday, May 16, 2018
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Chittenden Upgrades TIAA's Mobile Support For Plan Sponsors
Tuesday, May 15, 2018
Reader Rating: 5
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A few weeks ago the provider released a new tool.
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Securian Readies a Pair of Fiduciary Plan Offerings
Tuesday, May 15, 2018
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The insurance and financial services company unveiled plans this week for a new "streamlined" retirement service for small businesses.
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Who Will Lead this $118B Shop's DC I-O Charge?
Tuesday, May 15, 2018
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The distro chief at a big mutual fund shop may soon expand his national accounts team with a defined contribution specialist.
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Welsh Unveils One DB-esque DC Platform
Monday, May 14, 2018
Reader Rating: 4
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OneAmerica launches a new plan alongside its existing traditional DC, DB, and cash balance plan offerings.
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With New Hires, a VC-Backed Robo-Planner Targets 401k
Monday, May 14, 2018
Reader Rating: 4.83
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The Gotham startup already has one RKer ally and is hunting for more.
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Schwab Adds 5K Participants
Monday, May 14, 2018
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The publicly traded brokerage giant release its monthly update for April 2018.
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An NYC TPA Launches a Mobile App for KPAs and Plan Sponsors
Friday, May 11, 2018
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NYC-based TPA launches an app designed for their clients and KPAs.
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KPAs Join Gallagher In Four States
Friday, May 11, 2018
Reader Rating: 5
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Dean Clune confirms several new additions to the insurance brokerage's retirement services team.
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Voya Buys a Big Non-Qual Shop
Friday, May 11, 2018
Reader Rating: 5
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Charlie Nelson makes a deal to acquire a Bay Area, RKing TPA that specializes in nonqualified deferred compensation benefits.
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Watch For a KPA Alliance's $100MM Bespoke Platform to Add Another RKer
Thursday, May 10, 2018
Reader Rating: 5
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Word is that another provider is teaming up with the network on its growing product for small and micro plans.
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This TPA's New CEO Ponders a Bicoastal Expansion
Thursday, May 10, 2018
Reader Rating: 5
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The midwestern firm will welcome its first female CEO in August, and she has has plans for regional expansion.
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Two Key Transamerica Vets Rise
Thursday, May 10, 2018
Reader Rating: 5
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Joe Boan expands the roles of a pair of execs, both of whom now report directly to him.
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Who Will Lead Retirement For This Insurance Brokerage?
Thursday, May 10, 2018
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A practice leader departs as a top exec searches for someone to fill a newly created spot.
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Small-Mid Plan Sales Drove Empower's Q1 Growth
Wednesday, May 09, 2018
Reader Rating: 5
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The recordkeeping giant's parent reports Q1 2018 earnings and smiles on Empower's results.
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A $2.4B 457 Sticks With Pru and Hunts For TDFs
Wednesday, May 09, 2018
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Updated | A state reups with the recordkeeper for three more years and hunts for TDFs.
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A 15-Year John Hancock Vet Moves Up
Wednesday, May 09, 2018
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This John Hancock vet was previously the AVP for JHRPS technology and delivery management.
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An Insurer Revamps Online, For Participants and Others
Wednesday, May 09, 2018
Reader Rating: 4
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The new website is designed to be easier to understand and more user-friendly.
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Reengaging Participants After Set-It-And-Forget-It
Tuesday, May 08, 2018
Reader Rating: 3.5
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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."
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Transamerica Wins a 24-College Group
Tuesday, May 08, 2018
Reader Rating: 5
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24 private colleges are working to bundle together a 403(b) MEP.
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Tomorrow EBRI Will Honor an Exec From a $4B Plan
Tuesday, May 08, 2018
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The plan sponsor is the winner of the 2017 EBRI Lillywhite Award.
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After Five Years, a Giant B-D Retires a Participant Platform
Monday, May 07, 2018
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The broker-dealer will shut down the three-part program this fall.
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A 2,000-Participant Union Hires Milliman
Monday, May 07, 2018
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The firm will do communication, RKing, and TPA work for the Taft-Hartley DC plan.
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Pru's Stout Promotes Two in the East
Monday, May 07, 2018
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These two Prudential Vets have almost 20 years combined experience with the company.
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Adding This Participant Support "Was a No-Brainer" For Principal
Friday, May 04, 2018
Reader Rating: 4
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Corrected | A Des Moines, Iowa-based legal insurance firm is doing a partnership to offer extended services to plan participants.
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At Ameritas, a Transamerica Vet Takes Over Retirement
Friday, May 04, 2018
Reader Rating: 3.67
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Bill Lester hires a new chief for the midwestern insurer's retirement plans division.
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Borzi Falls and Misses a Conference
Friday, May 04, 2018
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Word is that the former EBSA chief is recovering from an injury.
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An ERISA Attorney Pitches a New KPA Conference Series
Thursday, May 03, 2018
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The first event is coming up in a month, with another in September and more to follow.
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Lombardi Helps KPAs Discover Expanded DC I-O Offerings
Thursday, May 03, 2018
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A recordkeeping giant's collective fund is amping up outreach for it's new private offerings.
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A $13B KPA Shop Launches an RIA
Thursday, May 03, 2018
Reader Rating: 5
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Yet the shop will keep its ties to an indie B-D and a super-OSJ.
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The 5th Circuit Denies AARP and State Fid Reg Motions
Wednesday, May 02, 2018
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The court fight over the controversial fiduciary ruleseems to be at an end.
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Gallagher Buys a Big Pacific NW KPA Shop
Wednesday, May 02, 2018
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Yesterday the publicly traded insurance brokerage acquired a seven-year-old firm that focuses almost exclusively on retirement plan consulting.
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A 25-Year Voya Vet and a TPA's Founder Will Win In Vegas
Wednesday, May 02, 2018
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NIPA will be giving out the awards at their 2018 NAFE in Las Vegas.
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An Indiana TPA Names its First Female CEO
Wednesday, May 02, 2018
Reader Rating: 5
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Nyhart revealed this week that current CEO Thomas Totten will step down, and a company vet will take his place.
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Neveu Hires For a New West Coast BPAS Position
Tuesday, May 01, 2018
Reader Rating: 5
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This external wholesaler has almost 20 years of experience in the industry.
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Trade Groups Fire Back at AARP's Fid Rule Case Intervention
Tuesday, May 01, 2018
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Lead attorney Eugene Scalia has penned a counterargument to the giant interest group's petition from last week.
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Two D.C. KPAs Join the Pensionmark Team
Tuesday, May 01, 2018
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The D.C advisors joined Pensionmark at the beginning of April.
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Under SS&C, Retirement Will be "a Really Important Part" of DST
Tuesday, May 01, 2018
Reader Rating: 4
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In the wake of the $5.4B deal, 401kWire talks to DST's retirement chief and the new chief of all of DST.
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After 15 Years With Transamerica, an RM Departs
Monday, April 30, 2018
Reader Rating: 1
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A retirement industry vet leaves Transamerica.
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A 35-Year Vet Joins a Fresh Resources Recruit
Monday, April 30, 2018
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This vet will join the St.Louis office for a KPA shop.
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PE Buys Financial Engines For $3.02B
Monday, April 30, 2018
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A private equity firm is buying the 401(k) advice and managed accounts giant.
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Morgan Stanley Dominates This 2018 Awards List
Friday, April 27, 2018
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Also, an Atlanta based team moves up from second place in 2017 on this year's Top 50 Institutional Consultants.
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More Than 50 TPAs Converge on Austin
Friday, April 27, 2018
Reader Rating: 4.33
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A longtime TPA ally is hosting a new conference next week.
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A DC I-O Bakes Fi360 Into Two Product Suites
Friday, April 27, 2018
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A fiduciary training and tools specialist teams up with a publicly traded asset manager.
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Pimco Fires Back at Schaus
Thursday, April 26, 2018
Reader Rating: 4
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The fixed income giant officially responds to the DC executive's lawsuit and accusations of "insidious sex and age discrimination."
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Musto Finds His TPA Chief
Thursday, April 26, 2018
Reader Rating: 4.98
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Updated | A veteran RKing entrepreneur will take over Ascensus' freshly broken out TPA Solutions business.
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Will the Fifth Circuit Let Others Take Up the Fiduciary Reg Court Fight?
Thursday, April 26, 2018
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A massive American interest group has filed to rehear and join the controversial fiduciary rule case, and three state AGs have also stepped in.
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Ascensus Acquires Into Illinois
Thursday, April 26, 2018
Reader Rating: 3
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David Musto unveils a deal to buy a 39-year-old TPA that works with both retirement plans and other benefits.
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An RKing Giant Partners Up for a QDIA-Financial Wellness Combo
Thursday, April 26, 2018
Reader Rating: 3.5
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Alight is teaming up with two other firms to provide a new service aimed at providing personalized investment solutions.
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Meet NAPA's 2018-2019 Leadership
Thursday, April 26, 2018
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The trade group has a new president, president-elect, and vice president.
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A 20-year Russell Vet Moves On
Wednesday, April 25, 2018
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A director for Russell Investments is leaving the company.
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Sparking More Cybersecurity Cooperation Among RKers
Wednesday, April 25, 2018
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To boost cybersecurity in the DC space, two nonprofits have teamed up.
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Is Participant Interest in Annuities on the Rise?
Tuesday, April 24, 2018
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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.
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Zambito Hires an LPL Alum For a New GRP Post
Tuesday, April 24, 2018
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The new hire has 22 years of experience in the financial services industry.
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Ron Cohen Hires Five
Monday, April 23, 2018
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The Wells Fargo AM DC I-O chief builds out his team with three new externals and five new internals.
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A 5,000-FA B-D Network Consolidates Under One 401k Chief
Monday, April 23, 2018
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Meanwhile, a top retirement plans exec recently moved on.
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