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Friday, March 8, 2019

The Fundster 401k Roundup, March 2-8

Reported by Neil Anderson, Managing Editor

Welcome back to another edition of MFWire's Fundster 401k Roundup, a column to help fundsters keep track of the DC I-O (defined contribution investment-only) channel.

A pair of giant regional banks is preparing to merge, and that merger will also bring together two retirement plan recordkeeping businesses with more than 300,000 retirement plan participants combined. Separately, a different regional bank is teaming up with a pair of recordkeepers.

One of the "Big Seven" non-profits representing government officials across the country is ramping up its alliance with a single bundled retirement plan provider.

The team at a Pacific northwest mutual fund shop are making a DC I-O push, with the help of a collective trust specialist.

On the 401(k) plan advisor (KPA) side of the marketplace, a Florida team is expanding in several ways, a private equity backed insurance brokerage is acquiring a KPA shop with more than $1 billion in client assets, and Cali KPA group is boosting its New England presence. Meanwhile, a recordkeeping veteran is joining a midwestern B-D to built out a retirement plan business.

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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