Tag: Advisers

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.

With increased litigation, a new fiduciary rule and a new presidential administration, retirement plan sponsors should evaluate the services provided...

A clean dashboard design gives savers an overview of their current account balance, recent transactions, investments and contribution rate.

First Eagle’s Retirement Investment Solutions Group Takes Off; Wagner Law Group Adds Partner; and more.

Cerulli sees robo-advisers as a tool to enhance adviser-client relationships.

The company will help individuals with their 403(b), 401(a) and/or 457(b) plans.

Impax expands North America ream; Two Executives join Allianz Life; Northern Trust Asset Management expands leadership; and more.

AXA appoints divisional VP for tax-exempt retirement plan market; Integrated Retirement partners with Advaney Associates on participant communications; Connecticut Treasurer...

The Standard hires VP for retirement business; PSCA's executive director stepping down; USI Consulting Group Hires assistant vice president for...

VALIC expands leadership team; Wagner and McDermott hire new attorneys, and more.

OneAmerica hires new regional manager; Taft-Hartley plan consultant joins Milliman, and more.

Advisers are working with more plans today than they ever have—completing more services for more diverse types of clients than...

Multnomah Group  and Hyas Group hire consultants; TIAA acquires EverBank; and Northwest Plan Services acquires recordkeeper.

Lockton welcomes new chief compliance officer; EPIC Advisors acquires Actuarial Designs & Solutions; and Franklin Templeton adds new VPs of...

PGIM Appoints New Managing Director; New VP Joins Innovest Portfolio Solutions, and more.

Happy with its adviser, Dot Foods only completed the RFP process for due diligence, but what it discovered led it...

Lockton Hires Client Adviser; Prudential Names Head of New Full Service Solutions Business; Milliman Hires Taft-Hartley Consultants, and more.

Known as the ClearDirection Plan Management program, a new client service approach from CUNA Mutual Retirement Solutions focuses on simplifying...

EPIC Advisors names director of client service, and PSCA names new directors.