Retirement Industry People Moves
Seyfarth Shaw hires ERISA attorney; Qualified Plan Advisors opens Florida office; Principal Promotes Patterson to Lead Full-Service Retirement and Investor Business; and more.
Deals and People
House Members Appointed to Multiemployer Pensions Committee
Senator Sherrod Brown (D-Ohio) announced he was named co-chair of the committee; however, there were no press releases at the time of publication announcing other Senate appointees.
Retirement Industry People Moves
Derrin Watson fielding questions for ERISApedia Ask the Author service; Prime Capital Investment Advisors launches Fiduciary Investment Trust; StayWell acquires Provata Health; and more.
Retirement Industry People Moves
Voya employs executive for Large Corporate Markets; T. Rowe Price offers Financial Engines services to clients; Wells Fargo Asset Management adds to Multi-Asset Solutions team; and more.
PLANSPONSOR Announces 2018 Best in Class 401(k) Plans
Plans were rated using 35 criteria related to plan design, oversight/governance and participant outcomes.
Retirement Industry People Moves
ADP makes Financial Engines solution available to clients; TRA acquires third-party administration firm; HUB appoints vice president to help clients with health benefit solutions; and more.
PLANSPONSOR Announces 2018 Service Star Winners
Six individuals and five teams represent recordkeeper account rep excellence.
Callan Names Replacement for DC Team Lead
The announcement comes after the move of Lori Lucas, EVP and DC team lead, to president and CEO of the Employee Benefit Research Institute (EBRI).
Lucas Takes the Helm at EBRI
Lori Lucas, previously with Callan Associates, tells PLANSPONSOR there is a new vision for the Employee Benefit Research Institute’s future.
Retirement Industry People Moves
OneAmerica Reveals Leadership Changes Within Company; TRA Acquires ACS to Expand Northeast Region; USI Hires SVP and Regional Sales Director; and more.
2018 Plan Sponsor of the Year Finalists: Nonprofit DC and Total Retirement Offering
Each year, the editors of PLANSPONSOR magazine recognize leaders in retirement plan best practices—plan sponsors that aim to provide more secure financial outcomes for U.S. workers.
2018 Plan Sponsor of the Year Finalists: Corporate 401(k) >$800MM and Public DC
Each year, the editors of PLANSPONSOR magazine recognize leaders in retirement plan best practices—plan sponsors that aim to provide more secure financial outcomes for U.S. workers.
PLANSPONSOR Announces 2017 DC Survey Standouts
Fourteen service providers to be recognized at the annual PLANSPONSOR/PLANADVISER Awards for Excellence dinner March 29.
Retirement Industry People Moves
AXA acquires Maestro Health; BMO appoints CIO; The Standard hires former financial adviser as retirement plan consultant; and more.
Retirement Industry People Moves
WEX Health and dailyVest form collaboration for HSA consumers, and FIA promotes consultants and analysts within the firm.
Retirement Industry People Moves
Colony Enacts Mergers with Bridgewater Wealth and BWA; Multnomah Group Hires Former Investment Consultant; American Century Hires ETF Initiative Specialists; and more.
Retirement Industry People Moves
John Hancock announces promotion in Taft-Hartley practice; The Segal Group acquires Touchstone Consulting; Ascensus adds DB consulting firm to roster of TPAs; and more.
Retirement Industry People Moves
Mercer Reveals Leadership Changes in Its Wealth and Health Hemisphere; Milwaukee Institutional Announces Boston Location Led by VP; BPOC Acquires Zenith American; and more.
Retirement Industry People Moves
T. Rowe Price brings in new head of CEDT Innovation Center; USI Consulting hires assistant vice president of retirement services; StoneStreet rebrands as its services are expanded; and...
Retirement Industry People Moves
AndCo Consulting adds three to Pittsburgh consulting team; Franklin Templeton hires head of client investment solutions; Millennium acquires Inspira and ABG; and more.