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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