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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
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A top exec explains the insurer's recent move to stop bringing in new retirement plan clients.
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PFE Hires a Hancock Alum
Monday, September 24, 2018
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The United Capital KPA shop welcomes an ex-wholesaler and hunts for two more new hires.
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A Familiar Face Takes Over GRP
Friday, September 21, 2018
Reader Rating: 5
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Yet Bill Chetney continues to lead the RIA/OSJ's sister alliance, GRPAA.
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JPMAM Powers an RKer's $2.43B TDFs
Friday, September 21, 2018
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The asset manager is brought in to handle glidepaths and tactical asset allocation for 12 target date funds.
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Chatting With Plan Sponsors and Hitting Participant Milestones
Thursday, September 20, 2018
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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.
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SageView Hires a Managing Director in Santa Monica
Thursday, September 20, 2018
Reader Rating: 5
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The new hire previously served as president of another big KPA shop.
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Hub Buys a Florida KPA Biz
Thursday, September 20, 2018
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The Chi-Town insurance brokerage continues to acquire.
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Nationwide Welcomes a Hartford RM Vet
Thursday, September 20, 2018
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The new hire hails most recently from MassMutual.
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Valic Scores an RFP Hole-In-One
Wednesday, September 19, 2018
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Corrected | A $160MM plan switches to the AIG unit.
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Steve Rogers Hires a 401k Chief
Wednesday, September 19, 2018
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The Shelton Capital Management team also launches a new service for plan sponsors.
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At Pru, an Ex RKing Chief Rises
Wednesday, September 19, 2018
Reader Rating: 5
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The 31-year company vet becomes an EVP.
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An AB DC Marketer Departs
Wednesday, September 19, 2018
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The exec spent four years at the Gotham asset manager.
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USI's Tremko Hunts For 15
Tuesday, September 18, 2018
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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.
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Roberts Streamlines KPA Support For B-Ds and RIAs
Tuesday, September 18, 2018
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The PRI chief unveils a new dashboard for his members.
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Does 401k Success Boost Profitability?
Tuesday, September 18, 2018
Reader Rating: 5
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A bundled provider releases new research examining correlations between plan success metrics and corporate success metrics.
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Newport Welcomes a Florida MassMutual Alum
Tuesday, September 18, 2018
Reader Rating: 4
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The new hire will cover Alabama, Florida, Georgia, Mississippi, and Tennessee.
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Tremko Hires in Pittsburgh
Monday, September 17, 2018
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The USI CG prez adds a new retirement sales position.
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Wagner Adds Two Lawyers in Beantown
Monday, September 17, 2018
Reader Rating: 5
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One new hire specializes in international tax and benefits law, while the other focuses on tax and securities.
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Schwab's Participant Count Rises Five Percent
Monday, September 17, 2018
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Corrected | For the second month in a row, Schwab has experienced an increase in the number corporate retirement plan participants.
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RPAG Wins a B-D With 2,000 FAs
Friday, September 14, 2018
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A retail broker-dealer teams up with NFP's KPA tools shop and network.
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Crane Brings a Lincoln Alum to Ascensus
Friday, September 14, 2018
Reader Rating: 5
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A regional sales director moves on after more than four years with the bundled provider.
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Tremko Hires a MassMutual Alum in the Midwest
Friday, September 14, 2018
Reader Rating: 4
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The USI CG prez adds an emerging markets sales exec.
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Seven Options For Gaining Scale
Thursday, September 13, 2018
Reader Rating: 3
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There are several different models KPAs can choose from to gain the advantages of a bigger firm.
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Benna's Five Steps For Revamping the 401k System
Thursday, September 13, 2018
Reader Rating: 5
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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.
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Lavallee Brings a Top Transamerica Vet to Voya
Thursday, September 13, 2018
Reader Rating: 1.42
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Updated | The new hire serves as national practice leader for the healthcare, education, and not-for-profit channel.
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In the Midwest, an Insurer Retreats From 401ks
Thursday, September 13, 2018
Reader Rating: 4
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The firm will continue to support existing retirement plan and annuity customer, but it no longer take new ones.
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After Six Years With MFS, a Beantown DC Specialist Departs
Thursday, September 13, 2018
Reader Rating: 1
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It looks like this DC industry insider is going back to school.
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Paychex and USI Hire In Missouri
Wednesday, September 12, 2018
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One new hire replaces the other, and both focus on retirement plan sales.
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In Oregon, a Nine-Person Team Joins Resources
Wednesday, September 12, 2018
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The Triad-affiliated, midwestern RIA and super-OSJ wins over another KPA shop, this time in the Pacific northwest.
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An Institutional RidgeWorth Vet Leaves Virtus
Wednesday, September 12, 2018
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The exec first joined RidgeWorth in 2008.
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An Insurance Brokerage's Retirement Hunt Shifts
Tuesday, September 11, 2018
Reader Rating: 1
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M&A is now on the table as this firm's retirement services chief pursues "a pretty aggressive growth strategy."
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A PNC Alum Joins USI CG
Tuesday, September 11, 2018
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Updated | The new hire is based in south Florida.
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A 9-Year Pru Vet Departs
Tuesday, September 11, 2018
Reader Rating: 1
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There is no word yet on the exec's next move.
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Empower's Beantown Team Moves
Monday, September 10, 2018
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A sister company is also moving.
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Nationwide's Jones Hires Rodriguez's Marketing Successor
Monday, September 10, 2018
Reader Rating: 5
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Updated | The new hire will lead marketing for the insurer's retirement plan provider arm.
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Case of the Week: 2019 Hardship Distribution Changes
Friday, September 07, 2018
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RLC's Jenny Kiffmeyer answers an advisor's question about hardship withdrawals.
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One Decade In, a Transamerica SVP Departs
Friday, September 07, 2018
Reader Rating: 4.5
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The exec originally hailed from the Diversified side of the business, which Transamerica absorbed.
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ARA's First CMO Joins
Friday, September 07, 2018
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Updated | On Monday, a T. Rowe alum will take a key, newly created post at the group of trade groups.
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An Atlanta KPA Shifts B-Ds and RIAs
Friday, September 07, 2018
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The advisor works with an insurance brokerage.
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A 401k Entrepreneur's Son Leaves a Wholesaling Team
Thursday, September 06, 2018
Reader Rating: 2
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There is no word yet on where the DC industry insider is heading next.
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Just the Retirement Facts
Thursday, September 06, 2018
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A mutual fund industry trade group launches a new public website about the U.S. retirement system.
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Newport's Founder and Ex-COO Return
Wednesday, September 05, 2018
Reader Rating: 4
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The duo launch a new venture in a familiar space.
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KPAs, an ERISA Legal Eagle Is Searching For You
Wednesday, September 05, 2018
Reader Rating: 5
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A law firm launches a new service to help plan sponsors find and evaluate retirement plan advisors.
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Wholesalers Join OneAmerica in Chi-Town and Florida
Wednesday, September 05, 2018
Reader Rating: 3.2
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The new hires hail from Ameritas, Capital Group, and Securian.
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MetLife Says Goodbye to a 37-Year Vet
Tuesday, September 04, 2018
Reader Rating: 3
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A stable value executive is retiring.
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Participants With FAs Are More Confident
Tuesday, September 04, 2018
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40 percent of participants surveyed are concerned with saving enough money for a comfortable retirement.
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What to Make of Trump's 401k Order
Tuesday, September 04, 2018
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Industry insiders, trade groups, and politicians react to the President's Friday announcement.
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Trump Issues a Three-Part 401k Order
Friday, August 31, 2018
Reader Rating: 3.33
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The President goes to Charlotte to unveil and sign an executive order about retirement security.
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Is a 12-Office KPA Giant About to Switch Sides?
Friday, August 31, 2018
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Word is that this big shop based on the West Coast is about to change its B-D and OSJ affiliations.
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Trump's 401k Executive Order Will Push Two Things
Friday, August 31, 2018
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Word leaks on just what the President is up to with his expected move today.
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A 401k Sales Vet in Michigan Joins Wells Fargo
Friday, August 31, 2018
Reader Rating: 2
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The new hire covers Indiana, Michigan, and Ohio.
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An Ex-CUNA VP Joins Folio in Philly
Thursday, August 30, 2018
Reader Rating: 2
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This Ex-CUNA employee also worked for WisdomTree Asset Management.
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Trump Takes On Retirement Security
Wednesday, August 29, 2018
Reader Rating: 4.25
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This Friday, the U.S. President is reportedly going to sign an executive order that defined contribution industry insiders should pay heed to.
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Popp Adds a Phoenix KPA Trio
Wednesday, August 29, 2018
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The team comes over from a nearby RIA.
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In Texas, an SVP Leaves Voya IM
Wednesday, August 29, 2018
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The exec first joined the asset management nearly seven years ago.
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Graff Adds a Chief
Tuesday, August 28, 2018
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Word is that the ARA CEO is expanding the executive suite at the group of trade groups.
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Cullen Joins a National KPA Ally
Tuesday, August 28, 2018
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Watch for the organization to add 28 more members next year.
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Most Participants Don't Want 401(k) Classes
Tuesday, August 28, 2018
Reader Rating: 4.33
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Updated | A bundled provider digs into participants' take on education, advice, and financial wellness.
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In 12 Months, a 401k Titan Wins $88B
Tuesday, August 28, 2018
Reader Rating: 1
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The bundled provider also brought in $13 billion in 403(b) plan sales.
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Chetney Plans More Hiring, Adds Two to Financial Wellness
Monday, August 27, 2018
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Updated | Watch for the KPA alliance's home office to bring on two more business consultants before 2019.
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