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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
The move comes after the firm raised another $228 million in funding earlier this year.

vWise Gains Two Product Management Leaders
Wednesday, December 01, 2021
Both new hires are based in the St. Louis area.

Swisher and Roberts Team Up
Tuesday, November 30, 2021
Reader Rating: 5
The duo is launching an operational fiduciary for group plans like MEPs and PEPs.

MissionSquare Welcomes a Retail Retirement Chief
Tuesday, November 30, 2021
The new hire previously worked with Envestnet and BB&T.

At 87, an ERISA Law Firm Co-Founder Dies
Tuesday, November 30, 2021
Reader Rating: 5
The attorney practiced at the firm for 45 years.

For Ret Income, a $34.6B-AUM DC System Teams Up
Monday, November 29, 2021
A DC I-O giant is partnering with a 300,000-participant group of defined contribution plans on a retirement income solution.

An RIA Co-Founder Tackles DC Industry Recruitment
Monday, November 29, 2021
A former KPA launches a new venture.

A 15-Year New York Life Vet Joins MMA
Monday, November 29, 2021
The new hire will serve as a retirement consultant.

From 40 People to 70-Plus By Mid-2022
Friday, November 26, 2021
A recordkeeper startup's U.S. chief talks to 401kWire about his expansion plans.

Four RKers Win Big In Colorado
Friday, November 26, 2021
Reader Rating: 2
The firms are among those recognized as being the state's most community-minded companies.

ESG In 401k Managed Accounts? Two Firms Team Up
Friday, November 26, 2021
They've been in talks since early this year.

From Midwestern SARP Leader to RKer VP
Wednesday, November 24, 2021
A provider in Gotham hires a VP of state and client relationship management.

This ERISA Firm's First Female Chief Is About to Take Over
Wednesday, November 24, 2021
She's already spent 20 years with the law firm.

For Ret Income, Fidelity Connects Insurers With Participants
Tuesday, November 23, 2021
The Boston Behemoth is tackling the DC retirement income problem with a new platform.

29 Years, 47 People, $100B AUA
Tuesday, November 23, 2021
Reader Rating: 2
A Garden State firm's team celebrates a big milestone.

An RKer Finance Exec Heads Back to School ... As an Exec!
Tuesday, November 23, 2021
Reader Rating: 1
In the Bay Area, a former provider VP is returning to her alma mater.

FuturePlan Gains a Chi-Town-Area Sales Exec
Monday, November 22, 2021
The new hire will also cover the Milwaukee metro area.

Advisors Gain SDBA Ground With Two Generations, But ...
Monday, November 22, 2021
A brokerage giants offers an updated look at how participants are using self-directed brokerage accounts.

Academics Discuss Inequality In DC Access and Balances
Monday, November 22, 2021
Speakers at DCIIA's recent conference discuss racial and economic disparities in defined contribution plans.

A $50B-AUA Firm Buys a Cali Wealth and KPA RIA
Friday, November 19, 2021
The acquiree has about $770 million in AUA.

From Mutual of Omaha to Cuna Mutual
Friday, November 19, 2021
Reader Rating: 1
A Midwestern exec joins an insurer's retirement plan wholesaling team.

Ghilarducci and John Worry Over Older Worker Unemployment
Friday, November 19, 2021
Reader Rating: 3
The duo talk at DCIIA's online conference.

A 15-Year Hancock Vet Dies
Thursday, November 18, 2021
Reader Rating: 5
He worked with the insurer's mutual fund business as well as its retirement plan business.

A U.S. Retirement Chief Joins a $1.4T-AUM Firm
Thursday, November 18, 2021
The news follows the departure of a senior exec earlier this fall.

A 7-Year MassMutual Vet Joins Cuna Mutual
Thursday, November 18, 2021
Reader Rating: 4.33
The new hire now serves on the provider's external wholesaling team.

Reframing the Math Boosts Deferrals
Thursday, November 18, 2021
Academics vindicate a KPA's "pennies on the dollar" approach.

Why Goldman Is Entering the Bundled DC Biz
Wednesday, November 17, 2021
Reader Rating: 3
A Goldman Sachs Asset Management leader talks to 401kWire about the asset management titan's new retirement plan partnership.

Paylocity Integrates With a Titan's PEP
Wednesday, November 17, 2021
Reader Rating: 1
Updated | The partnership involves "automated, two-way sharing of plan information" between the two firms.

Anxiety and Depression Hurt Retirement Savings
Wednesday, November 17, 2021
New research suggests a relationship between mental health and participant behavior and outcomes.

Will the Financial Wellness Demand Gap Persist?
Wednesday, November 17, 2021
T. Rowe execs gaze into their crystal balls and offer their takes on what's to come in the retirement plan business.

AKA a New TPA Designation
Tuesday, November 16, 2021
A trade group adds to its designation offerings.

An 11-Year Nationwide Vet Joins a NJ Shop
Tuesday, November 16, 2021
Reader Rating: 3
The new hire now serves as a senior fiduciary consultant at the Garden State firm.

FuturePlan, Transamerica, and a 338 Team Up
Tuesday, November 16, 2021
The trio are powering a new, pooled product for both existing and startup plans.

Cerrado Targets Cybersecurity
Tuesday, November 16, 2021
Reader Rating: 5
Watch for the new TPA alliance to continue expanding its membership ranks, too.

41,346 DC Plans, 10.7MM Participants, and Counting
Monday, November 15, 2021
This publicly traded retirement plan provider added 2,661 DC plans in the past 12 months.

A Garden State Sales Vet Joins IPS
Monday, November 15, 2021
He most recently worked with a firm that was acquired last fall.

A Sunshine State TPA Joins an Alliance
Monday, November 15, 2021
Reader Rating: 5
Updated | The firm is the 12th member of the group, which launched earlier this year.

In Q3, an RKer Earned a Record $319MM
Friday, November 12, 2021
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.

An RKer's Participant Count Rises 6.8 Percent
Friday, November 12, 2021
A recordkeeper's publicly traded parent offers its latest metrics across multiple business lines.

With Five Allies, a $210B-AUMA RKer Targets Small Plans, And ...
Friday, November 12, 2021
Reader Rating: 5
The provider's team is looking to more allies in the coming months, too.

What's Next After Mallouk's Big 401k Buy?
Thursday, November 11, 2021
The Creative Planning chief talks to 401kWire about the deal, which is expected to close by the end of 2021.

TDFs Gain as Few Participants Trade
Thursday, November 11, 2021
New provider data suggests that 401(k) participant trading stayed at very low levels last month.

An Insurance Brokerage Sells Its $110B-AUA KPA Biz
Thursday, November 11, 2021
Reader Rating: 5
A giant, wealth management-focused RIA is about to make its third acquisition in the retirement plan space in two years.

An Advisor DC I-O Chief Rises At a $1.67T-AUM Firm
Thursday, November 11, 2021
A successor has not yet been named for the freshly promoted exec.

A Fifth Insurer Joins a $6B-Asset Ret Income Platform
Wednesday, November 10, 2021
The program first launched nine years ago, yet its AUM has tripled during the pandemic.

An 11-Year ADP Vet Joins Standard
Wednesday, November 10, 2021
The new hire is based in the Denver area.

34.3MM Participants and Counting
Wednesday, November 10, 2021
A giant provider offers a glimpse at its Q3 2021 metrics.

Cap Group Partners With a Publicly Traded RKer
Tuesday, November 09, 2021
Reader Rating: 1
The duo, with help from Wilmington Trust, launch a TDF series.

Which 401k Features Lure New Hires?
Tuesday, November 09, 2021
Reader Rating: 5
New research from a big provider shows how attracted workers are to different aspects of DC plans.

Post-Merger, a $17.5B-AUA RKer Keeps Two Systems
Tuesday, November 09, 2021
Reader Rating: 5
The provider now has about 8,100 plan sponsors, more than 250,000 participants with balances, and about 245 employees.

Fi360's Faustino Rallies Retirement Income Players
Monday, November 08, 2021
Reader Rating: 1
The Fi360 chief is one member of a trio behind a new consortium.

vWise Connects With an IRA Startup
Monday, November 08, 2021
The online engagement specialist have a new partnership.

An 11-Year OpFunds Vet Joins Nationwide
Friday, November 05, 2021
Updated | The new RVP serves as a hybrid wholesaler for the provider.

How Much Can Participants Defer In 2022?
Friday, November 05, 2021
Reader Rating: 5
The IRS updates its deferral limits for DC plans for next year.

Three Years In, an Ascensus Exec Rises to VP
Friday, November 05, 2021
Reader Rating: 1
The DC industry veteran is now covering Gotham for the provider's FuturePlan arm.

A 15-Year Hancock Vet Retires, And ...
Thursday, November 04, 2021
A new hire is stepping up to fill the departing exec's shoes.

A Publicly Traded Provider Adds an App In Spanish
Thursday, November 04, 2021
The launch adds to the recordkeeper's educational and financial wellness offerings for the Hispanic community.

Why Ascensus Is Buying Newport
Wednesday, November 03, 2021
Reader Rating: 5
David Musto talks about the PE-backed mega-merger.

Two PE-Backed RKers Merge Into a $700B-AUA Giant
Wednesday, November 03, 2021
Reader Rating: 3
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.

PE Seals a $2.2B Deal to Buy a Slice of an RKer
Wednesday, November 03, 2021
Reader Rating: 1
A private equity firm now owns 9.9 percent of an insurance provider in the retirement plan space.

A Gotham 401k Startup Buys a Nearby Ally
Tuesday, November 02, 2021
The deal brings over about 40 people to the roborecordkeeper.

As PEPs Spread, a Midwestern RKer Unveils an Alternative
Tuesday, November 02, 2021
Reader Rating: 5
The new offering builds in 3(16) services and is available to 403(b)s and 457s, as well as 401(k)s.

A 51-Year-Old TPA Sells
Monday, November 01, 2021
The deal closed last month.



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