Tag: Advisers

April 15, 2014(PLANSPONSOR.com) – Deloitte and Penbridge Advisors have established a strategic alliance to provide sponsors of U.S. defined benefit...

April 3, 2014 (PLANSPONSOR.com) – Financial adviser Erik Swenson, president of Retirement Plan Solutions, has affiliated with Pensionmark Retirement Group,...

March 7, 2014 (PLANSPONSOR.com) - CEFEX designations are gaining more widespread adoption, and some say that working with an adviser...

March 7, 2014 (PLANSPONSOR.com) – A federal appellate court found a registered investment adviser for two pension plans was not...

February 24, 2014 (PLANSPONSOR.com) - Working with a financial adviser entirely dedicated to retirement plans gives plan sponsors an edge...

February 3, 2014 (PLANSPONSOR.com) – Small retirement plan sponsors may not be getting the services from an adviser they need.

January 29, 2014 (PLANSPONSOR.com) – With fiduciary decisions undergoing increased scrutiny, many plan sponsors are considering the possibility of outsourcing...

November 25, 2013 (PLANSPONSOR.com) – United Benefit Advisors (UBA) has partnered with Vita Benefits Group.

November 14, 2013 (PLANSPONSOR.com) – Towers Watson has hired Edward Root as a senior pension risk transfer expert.

August 22, 2013 (PLANSPONSOR.com) – ProCourse Fiduciary Advisors LLC, a retirement plan advisory firm in Indiana, widened its reach with...

August 15, 2013 (PLANSPONSOR.com) – SEI has appointed Craig Standen as director of Healthcare Advisory Services for its Institutional Group.

August 7, 2013 (PLANSPONSOR.com) – Peter Margiotta has joined Strategic Retirement Group as Managing Director of Retirement Plan Services.

August 1, 2013 (PLANSPONSOR.com) – Elaina S. Spilove has joined UBS Financial Services in Princeton, New Jersey.

July 30, 2013 (PLANSPONSOR.com) – Working with an adviser can help retirement plan sponsors in several ways.

July 16, 2013 (PLANSPONSOR.com) – Using a financial adviser helps bring more focus to the need to save for retirement, a...

June 19, 2013 (PLANSPONSOR.com) - State Street Global Advisors (SSgA) is aligning its leadership with client challenges in both active...

June 4, 2013 (PLANSPONSOR.com) – Elyse Mittenthal and Claire Guido joined UBS’ corporate employee financial service division, and Matthew Strapko,...

June 3, 2013 (PLANSPONSOR.com) – Marathon Retirement & Pension Consulting LLC (Marathon RPC) announced its entry into the small and...

May 10, 2013 (PLANSPONSOR.com) – Ann M. O’Connell has joined CapTrust Advisors of Tampa, Florida, in its institutional retirement group.

May 6, 2013 (PLANSPONSOR.com) – As part of its retirement study, Merrill Lynch Wealth Management developed an index to measure...