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Rating:The Fundster 401k Roundup, February 23-March 1 Not Rated 0.0 Email Routing List Email & Route  Print Print
Friday, March 1, 2019

The Fundster 401k Roundup, February 23-March 1

Reported by Neil Anderson, Managing Editor

Welcome back to MFWire's Fundster 401k Roundup, a new column to help fundsters stay tuned in to the latest news on the DC I-O (defined contribution investment-only) side of the business.

Andrew M. Sieg
Merrill Lynch Wealth Management
Bank of America's (BofA's) Merrill Lynch partial rebranding is also translating into changes on the retirement plan recordkeeping side of the business, with one brand to be aimed at plan sponsors and another brand (matching the wealth management side) for retirement plan participants.

Meanwhile, the biggest 401(k) recordkeeper got even bigger last year, though it's now reportedly facing a DoL investigation around platform fees for outside funds.

Meanwhile, the chief of an employee- and private equity-backed, open architecture recordkeeper hired a new CFO, while the team there is bringing their white label product to advisors. A different open architecture RKer (one backed by a bank) is teaming up to power another bank's 401(k) product.

On the 401(k) plan advisor (KPA) side of the business, a key exec is on the rise as a KPA-friendly RIA/super-OSJ prepares to go independent. And a different KPA-friendly RIA/super-OSJ is broadly rolling out a new, KPA-developed enrollment tool.

This column is powered by our DC-focused sister publication, 401kWire, so be sure to check out the links for a deeper dive into the latest 401(k) news. 

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