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66 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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Strongpoint Acquires Its 2nd Bay Area TPA
Thursday, April 17, 2025
Reader Rating: 5
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The deal closed last month and boosts the Midwestern acquirer's headcount to nearly 420 employees in total.
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Yoerger Seals a Tar Heel State Deal
Wednesday, April 16, 2025
Reader Rating: 5
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The TPA acquisition deal closed on April 1.
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Crain Joins a New, AI-Powered Venture
Wednesday, April 16, 2025
Reader Rating: 5
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The BofA veteran will lead recordkeeper sales for the ERISA attorney's new startup.
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AmericanTCS and Empower Teamed Up Again In March
Wednesday, April 16, 2025
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The two providers rolled out another pooled employer plan.
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A Gem State 401k Vet Automates Participant Engagement
Tuesday, April 15, 2025
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A wholesaler-turned-entrepreneur launches another venture, two years after rolling out his own RIA.
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Murphy Backs an 11-Time LPGA Champ
Tuesday, April 15, 2025
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This is the RKer's fourth LPGA golfer sponsorship.
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Empower Teams Up In Tennessee For an April Launch
Tuesday, April 15, 2025
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The new offering is expected to debut on April 25.
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Lacey Will Help Scale a Fin Wellness Shop
Monday, April 14, 2025
Reader Rating: 5
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The new hire most recently served as CRO of Smart USA and its Stadion arm.
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Payroll Integrations Explains the Stax.ai Team Up
Monday, April 14, 2025
Reader Rating: 2
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The latter's TPA clients support more than 120,000 plan sponsors.
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Empower and Finway Prep a June Launch. What About a 338?
Monday, April 14, 2025
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The two firms are teaming up to build another pooled employer plan.
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Simonds Brings a 20Y Corebridge Vet to Daybright
Friday, April 11, 2025
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The freshly rebranded provider's team welcomes an SVP in Texas.
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Bilo Taps a 10Y Nationwide Vet In SoCal
Friday, April 11, 2025
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The reassigned executive is based in Southern California.
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Davidson Reflects on Financial Finesse's Big 2024
Thursday, April 10, 2025
Reader Rating: 5
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The financial wellness entrepreneur talks about last year and about what's next for her team.
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CT, DMV, and NYC Execs Join 401GO
Thursday, April 10, 2025
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The new hires come from Nationwide, HSA Bank, and Farther.
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In May, Newport Will Premier a New Offering
Thursday, April 10, 2025
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The Ascensus arm is building another pooled employer plan.
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Levine Welcomes an Ex-EFE C-Suiter
Wednesday, April 9, 2025
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The new hire now serves as a principal at the D.C. law firm.
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7 Simple Machines and Finch Plug Into a Midwestern RKer
Wednesday, April 9, 2025
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The tech integration is focused on supporting TPA allies.
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A $72B-AUMA RKer's CEO Adds a Retail Chief
Wednesday, April 9, 2025
Reader Rating: 5
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A senior MassMutual alumna is taking on the new leadership role at the Mid-Atlantic provider.
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In SoCal, an ADP Alum Joins T. Rowe
Tuesday, April 8, 2025
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The new hire will serve on the provider's external wholesaling team.
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RBC Teams With Empower and Finway
Tuesday, April 8, 2025
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Folks at the three firms are preparing to roll out a retirement plan offering later this spring.
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As Markets Swooned With Tariff Fever, Participant Engagement Spiked, But ...
Monday, April 7, 2025
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The folks at a PE-backed recordkeeper offer insights into how retirement savers reacted to stock market turmoil at the end last week.
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2Y In, a Midwestern Newport Alum Joins FuturePlan
Monday, April 7, 2025
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The veteran retirement plan wholesaler will now serve as an RVP at Ascensus' national TPA.
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Strongpoint's Hest Adds a National Sales VP
Friday, April 4, 2025
Reader Rating: 5
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The new hire most recently spent a decade in a leadership role at OneAmerica.
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Standard's Burlie Appoints 2 DVPs
Friday, April 4, 2025
Reader Rating: 5
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The move comes as another DVP is moving on from the recordkeeper's sales team.
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Wagner, Kottler, and Crain Advise a Gotham Startup
Friday, April 4, 2025
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A trio of retirement plan industry veterans join a recordkeeper's advisory board.
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After Nearly 27 Years, a Hancock RVP Passes the Reins
Friday, April 4, 2025
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Meanwhile, an 8-year Hancock veteran is on the rise at the recordkeeper.
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A 910K-Participant Provider Acquires On Long Island
Thursday, April 3, 2025
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The TPA purchase closed earlier this week.
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Ascensus and GPS Team With an Ohio RIA
Thursday, April 3, 2025
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The trio are preparing to roll out a new 401(k) offering later this spring.
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Who Will Fill Dash's Shoes?
Thursday, April 3, 2025
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Another Matrix veteran is stepping up at Broadridge in the interim. Stay tuned for word on a more permanent successor.
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Dash Joins an RKing TPA
Wednesday, April 2, 2025
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The new hire is coming in from Broadridge.
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Parks' Team Launches a Marketplace
Wednesday, April 2, 2025
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The folks at a micro market RKer roll out a "gateway to trusted solutions and resources" for their plan sponsors.
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Congruent Buys a Ret Income Platform
Wednesday, April 2, 2025
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News of the move comes a month after another retirement income deal closed in the DC space.
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How Effective is Combining Auto-Enroll, Escalation, and Portability?
Wednesday, April 2, 2025
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New research underscores the power of various automatic DC plan features, especially their power for helping younger participants.
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It's a New Day At RANDUG
Tuesday, April 1, 2025
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A membership group for small recordkeepers is making changes.
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A Cali RIA Rebrands Its New 401k Offering
Tuesday, April 1, 2025
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The new pooled employer plan was scheduled to debut today.
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Most Sponsors Says Participants Need Help. What's Their Plan?
Tuesday, April 1, 2025
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New research from a giant DC I-O highlights plan sponsor and worker perspectives on a host of issues.
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Stax.ai Opens Up to More Full API Payroll Connections
Tuesday, April 1, 2025
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A fintech CEO clarifies the roles of two partnering firms.
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Jackson Welcomes a SoCal DC I-O Vet to CBIS
Monday, March 31, 2025
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The new hire most recently hails from Lazard.
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A TPA Acquirer More Than Doubles Headcount, And ...
Monday, March 31, 2025
Reader Rating: 5
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The firm from 6 shops to 13 last year. Watch for more M&A in 2025.
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In Tennessee, Alerus Teams Up For a May Day Launch
Monday, March 31, 2025
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The provider is working on a new pooled employer plan.
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401GO Teams Up In Chi-Town
Friday, March 28, 2025
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The micro-market recordkeeper connects with a 3(38) investment fiduciary.
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Empower and Finway Partner With a Philly RIA
Friday, March 28, 2025
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The three firms are preparing to roll out a new retirement plan product later this spring.
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LPGA's Kupcho Gains an RKer Patron
Friday, March 28, 2025
Reader Rating: 5
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The sponsorship deal took effect yesterday.
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Near San Francisco, a KPA Unit Sells to a $130B-AUM Aggregator
Friday, March 28, 2025
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Yet the deal does not involve the wealth management side of the seller's business.
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A Chi-Town McKinsey Alum Takes Over Firm Strat For an RKer
Thursday, March 27, 2025
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The move comes after the provider added its first CSO last year.
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Davidson Teams Up With an Emergency Savings Shop
Thursday, March 27, 2025
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A financial wellness specialist is partnering with a firm in the Pacific Northwest.
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403b Specialists Prepare For a New Holiday
Thursday, March 27, 2025
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A plan sponsor trade group creates a sibling to 401(k) Day.
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10 Consecutive Years of Positive Flows
Thursday, March 27, 2025
Reader Rating: 2
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A publicly traded RKer's reflects on recent growth and looks ahead.
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Saving For Retirement Is More Confusing Than Updating Your Phone
Wednesday, March 26, 2025
Reader Rating: 5
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New research underscores the DC industry's participant communication challenges.
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Conti Welcomes an Oregon TPA
Wednesday, March 26, 2025
Reader Rating: 5
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A firm in the Pacific Northwest is joining a national alliance of independent firms.
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A 24Y Pimco Vet Replaces an Exiting Neuberger Exec
Wednesday, March 26, 2025
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The former Neuberger Berman managing director is joining Centerbridge Partners.
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2 4YO PEPs Hires Empower
Wednesday, March 26, 2025
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Both pooled employer plans use the same PPP and TPA.
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Implementation Leaders Join Ameritas and TRPC
Tuesday, March 25, 2025
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One executive returns to a Midwestern RKer, while another shifts to a Tennessee firm.
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3Y In, a Tar Heel State Voya Exec Rises
Tuesday, March 25, 2025
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The sales veteran now serves as a sales director in the large market.
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Muraleedharan and Sabella Team Up
Tuesday, March 25, 2025
Reader Rating: 5
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A pair of fintech allies to TPAs are partnering up.
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A 2023 Empower PEP Adds Flexpath
Tuesday, March 25, 2025
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The 2023 planned PEP launch date remains unchanged.
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Kolluri Brings a Smart Alum to TIAA
Monday, March 24, 2025
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The new hire is based near Beantown.
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JPMAM Adds a 13Y MFS DC I-O Vet
Monday, March 24, 2025
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The new hire at the New York City-based asset manager is based in Boston.
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To Lead OCIO, a Wirehouse Turns to a Beantown Exec
Monday, March 24, 2025
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The new hire is a 23-year Cambridge Associates veteran.
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The Standard Unveils PEP #57
Friday, March 21, 2025
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The PEP was scheduled to roll out on January 1.
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5 Years In, a Marketing Chief In Texas Exits, And ...
Friday, March 21, 2025
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Her successor at the national TPA is based in the New York City area.
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3 of the Top RKer Workplaces In 2025
Friday, March 21, 2025
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The teams at a national newspaper and a workplace culture research specialist recognize hundreds of employers in a variety of industries across the country.
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Power Calls For PEPs to Gain an Official Voice With the DoL
Friday, March 21, 2025
Reader Rating: 5
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A Gator State TPA chief wants the federal regulator to add a new type of seat to its ERISA Advisory Council.
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Benefit Trust Teams With PPS and Equitable
Thursday, March 20, 2025
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The Midwestern firm will help support a new pooled employer plan that debuted last month.
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A Voya Alum Rejoins a Northwestern TPA
Thursday, March 20, 2025
Reader Rating: 5
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The returning executive will serve on the firm's sales team in the Southwest.
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In the DMV, a Strat Partnerships Leader Joins an Aggregator
Thursday, March 20, 2025
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The Midwestern firm rebranded its KPA aggregator arm last year.
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