| Gerald Thomas Bramlett|
Head of FuturePlan
team seems to be keeping up their steady acquisition pace, and most of those purchases are TPAs for the FuturePlan
unit led by Jerry Bramlett
(though Ascensus is also a 401(k) recordkeeper, among other things). Recent deals include a national TPA
and an Arizona shop
is filling out
his team to extend ICMA-RC's
reach into the 403(b) space. (The recordkeeper traditionally focuses on 457 plans.)
is a teaming up
with a 3(38) shop and a trio of DC I-Os to power a new small-market retirement plan product.
Defined contribution industry insiders mostly cheered
last month when the House passed
a retirement plan reform package. Yet the Senate has not yet followed suit.
The SEC's Reg BI package isn't just a retail wealth management thing; it's attracting
retirement plan industry attention, too.
DC I-O Dispatches
Three DC I-O
directors recently left Eaton Vance
A DC I-O vet joined
a blockchain-powered startup striving to make alternative investments more accessible.
is making changes
to the Franklin Templeton
DC I-O team.
is building out MassMutual's
DC I-O team.
A 13-year Russell
veteran from the institutional channel left
the firm last month.
the DC I-O team at the Hartford
As always, this edition of MFWire's Fundster 401k Roundup
column is powered by our DC-focused sister publication, 401kWire
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