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57 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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In PA, a Hancock Alum Joins Principal
Monday, December 23, 2024
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The new hire is also a recent NAPA award winner and will join WIPN's board next month.
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With Its Far and Away Largest Deal Yet, a TPA Nears 10K Plans, And ...
Monday, December 23, 2024
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The latest merger puts a new CEO atop the PE-backed acquirer.
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A Planned Dental PEP Fizzles
Monday, December 23, 2024
Reader Rating: 5
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The PEP's expected launch date was in June.
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Ubiquity Teams Up with Insurance Tech Startup
Friday, December 20, 2024
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The new partnering team is an East Coast-based startup.
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Hess Rises As 8 New Members Join WIPN's Board
Thursday, December 19, 2024
Reader Rating: 5
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A retirement plan trade group's team reveals their 2025 leadership team.
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Montgomery Takes Over Ret For a $9.7B-AUM RIA
Thursday, December 19, 2024
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Updated | The former OneDigital executive is joining the leadership team of 7-year-old Sunshine State firm.
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Cantello "Will Play a Key Role" With This 401k AI Startup
Thursday, December 19, 2024
Reader Rating: 5
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A retirement plan industry technology entrepreneur talks about the new hire's role.
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The BlackRock Team Eats Their Own New Ret Income Cooking
Wednesday, December 18, 2024
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The DC I-O titan's own 401(k) plan is one of the first to offer a new QDIA solution that debuted earlier this year.
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An Ohio Bank's TPA Buys a 10YO Firm
Tuesday, December 17, 2024
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The publicly traded acquirer's deal closed earlier this week.
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Loch Hires a 12-Year Nationwide Vet
Tuesday, December 17, 2024
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The new hire serves as director of client service at LTI.
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As a Michigan TPA Leader Steps Back, a CO DC Vet Joins
Tuesday, December 17, 2024
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The new hire now serves as retirement services department manager at the Midwestern HR and benefits firm.
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Newport Debuts a Pair of December Offerings
Tuesday, December 17, 2024
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The planned launch date for both new PEPs was December 5.
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Equitable's Woods Brings On a Cuna Mutual Alum In the NE
Monday, December 16, 2024
Reader Rating: 5
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The new hire is based in the New York City area.
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A Gator State TPA Partners With Empower and a UBS Team
Monday, December 16, 2024
Reader Rating: 5
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The duo are building a new retirement plan offering for launch next month.
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Chappell Hires a Gem State Voya Alum
Monday, December 16, 2024
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The sales executive is taking on a newly created role at the Oregon retirement plan provider.
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David Picks an M&A Chief For an RKer's New Parent
Friday, December 13, 2024
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The new hire previously did M&A work for Ascensus and most recently worked with an IT managed service provider.
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SSGA and BNY Alums Join Great Gray, And ...
Friday, December 13, 2024
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The CIT specialist's 3rd recent new hire hails most recently from Stretto.
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Despite a Rare DC Dip, an RKer's Parent Crosses $10T
Friday, December 13, 2024
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A publicly traded firm with a retirement plan recordkeeping arm offers its latest metrics across multiple business lines, including DC.
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With Lincoln, NPPG Preps a January Launch
Thursday, December 12, 2024
Reader Rating: 2
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The PEP allies are building another retirement plan offering together.
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de Silva Picks an IRALogix Co-Founder
Thursday, December 12, 2024
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News of the appointment comes after a pair of key leadership changes earlier this year.
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After a $3.8B Swap, Backers Shake Up an RKer's Board
Thursday, December 12, 2024
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A publicly traded insurance company's board of directors is shrinking after several updates in the wake of a big deal that brings in a new strategic investor.
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SageView Will Keep 2 Old Line State Offices After Another Deal
Thursday, December 12, 2024
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The SoCal-based KPA aggregator now has 260 people across 32 locations.
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Transamerica Preps a New Year's PEP
Wednesday, December 11, 2024
Reader Rating: 5
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The expected launch date of this PEP is on January 1 of next year.
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Gallagher's $12B Target Has a KPA Aggregator
Wednesday, December 11, 2024
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The deal is expected to close next year, in the first quarter.
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Bologna Promotes an RVP Who Joined In March
Wednesday, December 11, 2024
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The move comes after an Ascensus DVP shifted over the summer.
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Mrozek Hires Three OneAmerica Alums at Lincoln
Tuesday, December 10, 2024
Reader Rating: 5
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Corrected | The three new hires are coming in from OneAmerica.
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A 70-Practice Aggregator Begins a CRM Migration
Wednesday, December 11, 2024
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Watch for the PE-backed firm's team to continue bringing teams onto the new system next year.
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Schumm Confirms Vestwell's Newest New England Launch
Tuesday, December 10, 2024
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The Empire State recordkeeper's team will help power yet another SARP.
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BPAS Plugs Into the Boston Behemoth
Tuesday, December 10, 2024
Reader Rating: 1
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The folks at an Empire State retirement plan provider are teaming up with a giant recordkeeper in the Bay State.
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Yoerger Simplifies His PE-Backed Shop's Brand
Tuesday, December 10, 2024
Reader Rating: 5
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His team is also rolling out a new website. The changes come after several acquisitions in the retirement plan industry.
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Rogers Brings a Minnesota KPA Back to Wholesaling
Monday, December 9, 2024
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A 25-year industry veteran has signed on with a recordkeeper in the Upper Midwest.
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Gaven Adds a 2nd MD Shop At a 21-State Aggregator
Monday, December 9, 2024
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The deal closed a week ago and brings in a KPA team that supports more than 90 institutions and $400 million in AUA.
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Half of 401k Trading and 19 Percent of Contribs Go Here
Monday, December 9, 2024
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New data from a large- and mega-market provider digs into how participants are allocating their 401(k) dollars.
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Schafer Unveils Nationwide's Latest Participant Tool
Friday, December 6, 2024
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The Midwestern insurer's retirement plan recordkeeper has a new offering to support its DC participants.
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Voya Wins Over an 89YO Plan Sponsor In the NW
Friday, December 6, 2024
Reader Rating: 5
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The win involves a pair of plans with 150 participants and $27 million in combined assets.
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Allianz, Franklin, T. Rowe, and TIAA Plug Into an RKer Titan
Friday, December 6, 2024
Reader Rating: 5
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A big recordkeeper's team is further expanding their suite of retirement income options, adding news TDFs, new managed accounts, and their 1st in-plan FIA.
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An Ex-RKer Enterpreneur Activates a Biotech Startup
Friday, December 6, 2024
Reader Rating: 5
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He also previously served as a national distribution leader after his prior venture was acquired a decade ago.
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Iwry, Borzi, and a Late Plan Sponsor Win In D.C., But ...
Thursday, December 5, 2024
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Only one of the three winners was able to attend the ceremony in person today, though.
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As Voya Closes In, Kofkoff Transitions to a New Role
Thursday, December 5, 2024
Reader Rating: 5
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Update | A 10-year OneAmerica veteran is on the rise, even as the provider's parent is preparing to sell the recordkeeper, as planned.
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What's Next For an 11-Year Insti DC I-O Chief?
Thursday, December 5, 2024
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Word is that this senior leader is moving on from a publicly traded asset manager after more than a decade.
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Albergo Oversees the New IRALogix Team-Up
Thursday, December 5, 2024
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A CEO talks about his new COO and reflects on the outgoing COO's legacy.
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In 2 Years, a PE-Backed Acquirer Adds 200 Staff and 125K Plans
Wednesday, December 4, 2024
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The provider's team of about 700 employees now serves more than $550 billion in assets across more than 425,000 retirement plans.
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Near Phoenix, an Ally to TPAs Raises Another $7MM
Wednesday, December 4, 2024
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A technology-focused VC firm in Silicon Valley is leading the new round, which boosts the startup's total capital raised so far to $11.65 million.
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GPS Will Power a PEP For a 500,000-Employee Market
Wednesday, December 4, 2024
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A C-suiter at the sponsoring organization explains the PEP launch.
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DWC and a GRP Shop Team With an RKer On a Dual Launch
Tuesday, December 3, 2024
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The new product includes both SEP and PEP options.
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This Network Will Soon Connect 5MM Participants
Tuesday, December 3, 2024
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The consortium's platform went live last fall, with backing from six big recordkeepers.
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Ahmed, McKay, and Murphy Shift At a $1.7T-AUM AM
Tuesday, December 3, 2024
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Two of the asset manager's senior retirement leaders are moving to a new unit, while a third such leader expands his role.
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With Empower and Finway, an FL RIA Drives to a New Space
Tuesday, December 3, 2024
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The teams at the three firms are preparing to roll out a pooled employer plan.
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Aiming For a Better Way to TPA, Mulka and Davis Team With an Acquirer, And ...
Monday, December 2, 2024
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The deal is a Midwestern firm's 8th TPA acquisition, boosting the overall organization to 177 people serving more than 6,500 plan sponsors. And it also expands the firm's senior leadership team.
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Expect This DC Ret Income Tool to Go Live With PS In 2025
Friday, November 29, 2024
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A C-suiter at one of the firms talks about the new offering behind their partnership.
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As a C-Suiter Retires, de Silva Taps a 20-Year Ascensus Vet
Wednesday, November 27, 2024
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The new hire is expected to join the retirement-focused fintech's senior leadership team next week.
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Robinson Adds a Voya Alum to MissionSquare's C-Suite
Tuesday, November 26, 2024
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The new hire takes on a newly created senior leadership role at the government-focused recordkeeper.
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Johnson Passes the Reins to an 11-Year Gallagher Vet
Tuesday, November 26, 2024
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The rising Gallagher vet first joined the firm in 2013.
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Nationwide's Rodriguez Hires an Ex-KPA and Vanguard Vet
Tuesday, November 26, 2024
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The new addition joins the recordkeeper's institutional sales team and is based in the Phoenix area.
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As Slotwinski Retires, a Familiar New Chief Takes Over
Monday, November 25, 2024
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The founding executive director of a national TPA alliance is passing the reins to a former member.
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To Power PEP #2, a Texas PPP Teams Again With Voya and ...
Monday, November 25, 2024
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A familiar quartet of firms will serve a new pooled employer plan.
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Standard's Bushlack Welcomes an AMG Vet
Monday, November 25, 2024
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The new hire joins the Pacific NW insurer's retirement plan RKer.
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