Tag: Advisers

Texas TRS CIO steps down; Heffernan Financial Services expands adviser team; Todd Organization hires partner for executive benefits consulting; and...

VMS selects Ascensus as recordkeeper; KeyBank to acquire Morningstar’s HelloWallet; Natixis adds retirement exec to support TDFs; and more.

Guardian Financial Partners opens in Orange County; Transamerica names regional vice president for Retirement Plans; Josh Cohen will join PGIM...

Northern Trust hires two for Taft-Hartley business; MassMutual rebrands; Bank of America Merrill Lynch expands retirement business; and more.

Hueler & NISA collaborate with focus on retirement income; United Financial NW joins PlanMember Securities Corporation; Industry vet returns to...

Segal Group names Chief Actuary; PSCA names Executive Director; Former BlackRock Exec launches Retirement Readiness firm; and more.

Willis Towers Watson expands Manager Research team; MassMutual appoints head of Strategy & Corporate Development; Mercer names Central market DC...

Segal names Public Sector Market director; Securian expands retirement business; Lockton opens new office; and more.

Arnerich Massena promotes two consultants, and Sikich to acquire Evolution Retirement Services.

Milliman hires Employee Benefits senior consultant; USI Insurance acquires Carolina First Associates; Westminster Consulting hires senior consultant; and more.

HealthSavings Administrators appoints industry vets to national sales team; The Standard hires plan consultant; American Benefits Council names new board...

Nationwide combines public and private retirement plan teams; Lincoln Financial names new president of tax-exempt retirement plans; IRIC names first...

OneAmerica appoints head of Guaranteed Income Products; Empower Retirement names leader of Government Market Segment; New partner Joins ESOP-focused law...

Paychex adds LPL Financial’s Employee Advice Solution; Custodia Financial adds staff to Retirement Loan Eraser Program; Fiduciary Investment Advisors expands...

New York Life names new CIO; GW&K creates general counsel position; Pentegra appoints new VPs of Compliance and Consulting; and...

Plan sponsors are more concerned with operating their plans and avoiding potential liabilities, while plan advisers are more focused on...

Morgan Lewis extends employee benefits services with three new partners; AXA head of Retirement expands role; Alston & Bird names...

Chances are they have trickled down from a managing partner study group.

TIAA Hires New President; Mass Mutual Appoints Community Responsibility Director; Mercer Acquires Thomsons Online Benefits; and more.

 

John Hancock Expands Institutional Sales Team; CUNA Mutual Retirement Tackles TPA Market; OneAmerica Appoints Regional Sales Director; and more.