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61 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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Power Sells to an Acquirer With 3.6MM Participants
Tuesday, September 16, 2025
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The deal closed last week and brings the TPA's whole team on board.
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Who Will Buy SageView? Stay Tuned.
Tuesday, September 16, 2025
Reader Rating: 5
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Word is that a big Midwestern RIA is one of the bidders for the SoCal KPA aggregator. Yet the deal is not done.
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LeafHouse Makes a CORE Connection With an Ally to RKers
Tuesday, September 16, 2025
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The new strategic partnership involves integration with LeafHouse's Investview offering.
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ERISA Services Teams With Empower For a September Launch
Tuesday, September 16, 2025
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The two providers are teaming up on another pooled employer plan.
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DWC's Parent Buys Near Beantown
Friday, September 12, 2025
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A private equity-backed acquirer is snapping up a Massachusetts TPA.
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Two Giant AMs Will Co-Launch Alts-Powered TDFs and AMAs In 2026
Friday, September 12, 2025
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"This is the next evolution" of how one big DC I-O and one bundled provider will team up. The move comes as one firm is betting up to $1B on the other.
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Lombardo Brings a TN Empower Alum to Voya
Thursday, September 11, 2025
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The new hire will serve as an advisory services director at the publicly traded recordkeeper.
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MissionSquare Evolves Beyond Retirement Services and 457s
Thursday, September 11, 2025
Reader Rating: 5
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The government-focused recordkeeper's chief talks about the brand refresh and what's next.
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A Ubiquity Alum Dances Over to a Payroll Startup
Wednesday, September 10, 2025
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An 11-year veteran of the recordkeeper is stepping in after the departure.
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Fidelity Wins Big As KPAs Smile On 27 RKers
Wednesday, September 10, 2025
Reader Rating: 5
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The folks at a retirement plan industry trade group release their fourth annual awards for recordkeepers.
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Hub Buys a KPA Shop In the South Sound
Wednesday, September 10, 2025
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About a month ago, the Midwestern KPA aggregator acquired an eight-person LPL affiliate in the Pacific Northwest.
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1 RKer, 1 Aggregator Chief and 6 Other DC Players Win Big In Gotham
Tuesday, September 9, 2025
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Updated | A trade publication's team honors a variety of companies with the pub's 11th annual awards. The honorees gathered last week in the Big Apple.
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Crane Takes Over an RKer In 12 Days
Wednesday, September 10, 2025
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The publicly traded provider's RPS team now serves more than 1.8 million participants.
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An AZ 401k Fintech Joins With a Back Office Giant
Tuesday, September 9, 2025
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The deal was signed yesterday after market close.
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Empower Trust Wins Over a Familiar Texas PEP
Tuesday, September 9, 2025
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The pooled employer plan's name is shortening, too. Yet its PPP, TPA, 3(38), and recordkeeper will remain unchanged.
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Henderson Brothers Teams Up For a New PEP
Monday, September 8, 2025
Reader Rating: 5
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The Pennsylvania RIA will offer investment advisory services for a 403(b) offering expected to roll out next month.
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1Y In, Robinson Streamlines a $75B-AUMA RKer's Brand
Monday, September 8, 2025
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The updates include a relocated, redesigned website, a shortened name, a new logo, and more.
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McCoy Manifests an Illinois Alliance
Monday, September 8, 2025
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A participant engagement specialist teams up to participants consolidate their retirement accounts.
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The World Turned Upside Down
Monday, September 8, 2025
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This week Novo and his team at Galaxy Financial partnered with Leshner's Superstate and changed TradeFi forever; Goone is gone and Newns has moved on to something new.
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A $116B-AUMA RKer's Chief Will Retire, And ...
Friday, September 5, 2025
Reader Rating: 5
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A new president of retirement plan services will soon join this publicly traded insurer.
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Bates and Kendall Take On New Roles, And an RM Leader Exits
Friday, September 5, 2025
Reader Rating: 5
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The newly appointed executives will both report to the recordkeeper's new field sales and relationship management chief.
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A Bank Breach Didn't Hit Its RKing Biz
Thursday, September 4, 2025
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The data breach affected five Massachusetts residents.
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More Than 95 Percent of This Titan's Plans Now Default to TDFs
Thursday, September 4, 2025
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A giant recordkeeper's team releases its latest quarterly update on its 401(k), 403(b), and IRA businesses.
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Transamerica and PrismHR Team Up. Here's the Deel.
Thursday, September 4, 2025
Reader Rating: 5
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The two providers' teams are preparing to launch a 401(k) pooled employer plan next month.
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Familiar PE Promises $2.7B to Buy an Aggregator, Including an Insti RIA
Wednesday, September 3, 2025
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A publicly traded insurance brokerage agrees to spin off some wealth management business, including at least one big retirement plan consulting shop with more than $345 billion in AUA.
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RKers Step Up For the 29th 401k Day
Wednesday, September 3, 2025
Reader Rating: 5
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Industry insiders share their plans for the annual holiday, which is coming up on Friday.
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With a TX RIA, Finway and Voya Focus On an October Launch
Wednesday, September 3, 2025
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The three firms are teaming up to roll out a retirement plan offering next month.
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Did a Texas Provider's Breach Affect Participants?
Wednesday, September 3, 2025
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Two Massachusetts residents' Social Security numbers were exposed in the incident.
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One RPSI Leader Stays, One Retires
Tuesday, September 2, 2025
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A national acquirer snapped up the TPA last September.
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Near Indy, a Strongpoint Shop Hires a CBIZ Alum
Tuesday, September 2, 2025
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The new hire will serve as a wholesaler at the TPA, which was acquired last year.
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In 2026, P&I's Ex-Pres Will Join a DC Group's C-Suite
Tuesday, September 2, 2025
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The hire now serves as a strategic advisor at a defined contribution industry trade group.
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In Florida, a Provider Warms Up a September Launch
Friday, August 29, 2025
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The new offering is expected next week.
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An Aggregator Reports a 2-Client Breach, Outside Its KPA Biz
Friday, August 29, 2025
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The incident involved an email with information about a pair of wealth management clients.
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What About Gusto's Other 401k Allies?
Friday, August 29, 2025
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The payroll provider is poised to buy a 401(k) unicorn. What will that deal mean for Gusto's relationships with other retirement plan recordkeepers?
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Hest Seals a 3rd SoCal Deal In 8 Months
Thursday, August 28, 2025
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This latest deal, Strongpoint's 6th of 2025, brings the acquirer its 19th TPA.
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Jones Sees This Aon Offering "Setting a New Standard For Scale"
Thursday, August 28, 2025
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An insurance broker's team is celebrating further growth of a four-year-old retirement plan product.
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AmericanTCS and Voya Weigh Anchor On a New 403b
Thursday, August 28, 2025
Reader Rating: 2.33
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The two providers are teaming up another retirement plan offering.
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Daybright Acquires Its First Illinois Firm
Wednesday, August 27, 2025
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The deal closed earlier this month and brings 13 more employees to the Garden State acquirer.
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Ohl Says Goodbye to a 17Y Transamerica Vet
Wednesday, August 27, 2025
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The departure comes as a key senior leader is joining the recordkeeper's team.
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A 401k Unicorn Lines Up a Sale to a Payroll Co For 400K Businesses
Wednesday, August 27, 2025
Reader Rating: 2
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A 13-year-old, privately held provider of benefits, HR, and payroll software agrees to buy a 10-year-old, venture-capital-backed recordkeeper.
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Definiti and Transamerica Will Guide a September Launch
Wednesday, August 27, 2025
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The providers are teaming up to roll out a pooled employer plan next week.
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In the Midwest, a MissionSquare Alum Joins Definiti
Tuesday, August 26, 2025
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The new hire will cover Illinois, Michigan and Wisconsin at the national TPA.
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Slavic Wins Over a Transforming Texas MEP
Tuesday, August 26, 2025
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The MEP is relaunching as a PEP in the fall.
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6 Months In, a 35,000-Plan RKer Ramps Up Its Promises
Tuesday, August 26, 2025
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The folks at a retirement plan provider in California are updating their list of guarantees to their plan sponsors and participants.
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A 10Y Brighthouse Vet Joins an RKer's Leadership Team
Tuesday, August 26, 2025
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The new hire will lead product strategy and development at the retirement plan provider.
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A 4,832-Plan Provider Reveals an Accidental Breach
Monday, August 25, 2025
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The incident in question took place about a month ago.
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Swanson Welcomes a July Alum to SinglePoint
Monday, August 25, 2025
Reader Rating: 5
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The new hire will serve as VP of TPA business development at the retirement plan-focused artificial intelligence startup.
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An Institutional Trust Entrepreneur Dies At 66
Friday, August 22, 2025
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A memorial service is scheduled for tomorrow in the Kansas City area.
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Watch For an $829B-AUM AM's DC Chief to Focus On ...
Friday, August 22, 2025
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A publicly traded fund firm's head of defined contribution talks about private markets and retirement income.
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Redstone Picks 3, Building a 39YO Provider's New Division
Friday, August 22, 2025
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The Sunshine State firm's new sales chief promotes one company executive and hires a pair of fellow Ameritas alumni. Watch for her to continue expanding the new team.
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24Y In, a C-Suiter Passes the Reins At a 5000-Employee RKer
Thursday, August 21, 2025
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Updated | An Aflac alumna is succeeding the exiting leader at the PE-backed provider.
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An RKer NSM Shifts to a $100B-AUA Trust Co
Thursday, August 21, 2025
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The freshly promoted executive will now serve as national sales manager and head of distribution at a familiar CIT provider.
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A SoCal TPA Will Enter a New Biz In April 2026
Thursday, August 21, 2025
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A Los Angeles County firm's team files to become a pooled plan provider.
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TPAs Gather 13 RKers and Other Allies In SLC
Thursday, August 21, 2025
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A group's four-day, annual conference was held earlier this month.
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As FRP Rolls Out, Byerly's Successor Forms His Leadership Team
Wednesday, August 20, 2025
Reader Rating: 5
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The new chief points to four key leaders on his team. Watch for mass release of the new platform within a year.
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In the Northeast, a $10.5B-AUA Duo Keeps Its RKer
Wednesday, August 20, 2025
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Updated | The renewed contract took effect on June 1 and will last up to 7 more years.
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Houston Exits
Wednesday, August 20, 2025
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The former recordkeeping chief is handing off another hat next month.
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Fido Wins a $59MM Missouri Plan
Tuesday, August 19, 2025
Reader Rating: 1
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The recordkeeper change is scheduled for next month.
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Powell Brings a 26Y SEC Vet to MissionSquare
Monday, August 18, 2025
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The new hire now serves as senior securities counsel at the recordkeeper.
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Best and Rizzuto Sell to a $235B-AUA Aggregator
Monday, August 18, 2025
Reader Rating: 4
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The sale of a $25-billion-AUMA, 23-person RIA closed last week.
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Alerus Launched Another Ret Plan Offering Last Week
Monday, August 18, 2025
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The folks at the Upper Midwest provider are rolling out another pooled employer plan.
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