USI Advisors Settles DOL Suit Over Fees
August 23, 2012 (PLANSPONSOR.com) - USI Advisors Inc. has agreed to pay $1,265,608.70 to 13 pension plans to resolve alleged...
Tag: Consultants
Callan Names VP for New Jersey Office
July 9, 2012 (PLANSPONSOR.com) - Callan Associates hired Yosangel G. Haddad as vice president.
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Council Offers Adviser RFP Template
July 9, 2012 (PLANSPONSOR.com) - The Retirement Advisor Council released a template request for proposal (RFP) questionnaire for use by...
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Financial Plan Launches 401(k) Branch
July 5, 2012 (PLANSPONSOR.com) - Financial Plan Inc. of Bellingham, Washington launched a new branch of business dedicated to 401(k)...
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WealthTrace Releases Retirement Planning Application
November 8, 2011 (PLANSPONSOR.com) – WealthTrace has released an online retirement planning application for financial advisers and individuals who want...
USI Hires New Retirement Plan Consultant
October 24, 2011 (PLANSPONSOR.com) - USI Consulting Group announced Kathleen Sebetka has joined the company as Vice President, Retirement Services.
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Transamerica Announces Availability of ERISA Section 3(21) Fiduciary Service
October 24, 2011 (PLANSPONSOR.com) - Transamerica Retirement Services has introduced the...
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Putnam Launches Retirement Income Funds and Planning Tool
October 24, 2011 (PLANSPONSOR.com) – Putnam Investments announced the launch of Putnam Retirement Income Lifestyle Funds, a suite of three...