Oppenheimer is the 12th largest U.S. mutual fund family by assets.
Deals and People
The Wagner Law Group Welcomes Attorneys Quinn and Burwick; Independent Retirement Hires Retirement Plan Consultant; SageView Hires Managing Director; and more.
Stadion Names New Retirement Strategies CIO; Nationwide Names New Marketing Leader; Experienced ERISA Experts Join Steptoe & Johnson LLP; and more.
Hub International acquires retirement plan consulting firm, and Fourth Point Wealth to build PlanMember Financial Center.
The deadline for the Plan Sponsor of the Year awards nominations is November 7.
EACH Enterprise and Chatham Partners team up for provider transitions; former California Department of Finance director named as CalPERS CFO; R&M adds actuarial consultant to NYC office; and more.
Ascensus Acquires PenSys; USI Names Retirement Services VP; Hooker & Holcombe Promotes Consultants; and more.
LCG Associates Promotes Investment Analyst to Consultant; Mercer Acquires Investment Consulting Brand; AndCo Acquires Public Funds Consulting Practice; and more.
Principal hires SVP for Retirement and Income Solutions Group; America’s Best 401k creates Board of Advisors to combat high fees; USI Consulting names Retirement Services VP; and more.
PlanSource adds Jellyvision's benefits counselor to platform; BPAS expands HSA services with new sales specialist; USI names VP of Retirement Services in Texas office; and more.
Portfolio Management Program Joins LPL Platform; Catawba Capital Joins CAPTRUST; GAM Investments Appoints Managing Director; and more.
Northern Trust Grows Sales Team; Chief Operating Office Joins Russell Investments; Voya Appoints Chief Information Security Officer; and more.
Industry expert replaces BPAS SVP of Fiduciary Services; USI Consulting employs VP of Retirement Services; Cafaro Greenleaf announces addition of investment analyst; and more.
Church Pension Fund announces series of appointments, and INTAC joins Ascensus TPA Solutions division.
Voya hires VP focused on 403(b), 457 and 401(a) plans; Ascensus acquires TPA firm; Fidelity adds senior executive to Health and Welfare Practice; and more.
FIA Hires Consultant and Research Analyst Focusing on DC Plans; Ascensus Acquires Firms That Service ESOPs; CalSTRS Employs New Deputy CIO; and more.
OneAmerica hires client relationship executives, Nationwide, and AssuredPartners acquires NIS to serve 403(b) plans.
Its objective is to educate Americans about the importance of protected lifetime income solutions.
Barrow Hanley Expands New Bank Loan Team; Aviva Appoints Institutional Sales Head; ABG Expands into Mid-Atlantic Region; and more.
Capital Group Hires LDI Strategist; T. Rowe Price to Close Tampa Office in 2019; and Trinity Pension Consultants Promotes Consultant.