Jim Mustard and Nick Hankerson, partners of United Financial NW in Portland, Oregon, have announced their affiliation with PlanMember Securities Corporation as a PlanMember Financial Center. United Financial NW has about 700 clients in and around Portland with $55 million in assets under management, and specializes in the 403(b) and 457(b) education market.Read more >
A significant number of non-monetary settlement terms have been agreed to, including that TIAA will add more non-proprietary investment options to its own retirement plan and reconsider how its treats revenue sharing payments.Read more >