Cammack LaRhette Hires Investment Services VP
January 8, 2013 (PLANSPONSOR.com) - Tracey Manzi, CFA has joined Cammack LaRhette Consulting as vice president, Investment Services, for the...
Tag: Consultants
ERISA Fiduciary Advisors Hires Client Services Director
January 7, 2013 (PLANSPONSOR.com) - Jorge Martinez-Fonts joined ERISA Fiduciary Advisors (EFA) as director of Client Services.
UBS Adds to Real Estate Business Team
January 3, 2013 (PLANSPONSOR.com) - The U.S. real estate business of UBS Global Asset Management hired Thomas Klugherz as a...
Segal Rogerscasey Adds Two Consultants
January 3, 2013 (PLANSPONSOR.com) - Segal Rogerscasey hired two consultants.
Mercer Welcomes Health and Benefits Leader
December 19, 2012 (PLANSPONSOR.com) – Everette L. Fernandes has joined Mercer as principal and sales leader for the firm’s health...
Cammack LaRhette Hires VP, Investment Services
December 18, 2012 (PLANSPONSOR.com) – Denise M. Burns has joined Cammack LaRhette Consulting...
Ascende Adds Health and Welfare Consultants
December 10, 2012 (PLANSPONSOR.com) – Ascende, formerly Employee Benefit Solutions (EBS), announced the addition...
Products |
Website to Connect 401(k) Sponsors with Advisers
December 5, 2012 (PLANSPONSOR.com) - ReviewMy401kPlan.com will launch as a plan sponsor online information resource about 401(k) retirement plans.
Cammack LaRhette Hires Senior Retirement Consultant
December 4, 2012 (PLANSPONSOR.com) – Jeffrey H. Snyder has joined Cammack LaRhette as vice...
Benefits |
How Plan Sponsors Select Advisers
November 28, 2012 (PLANSPONSOR.com) – Franklin Templeton investigated defined contribution plan sponsors’ process for selecting plan advisers.
Cammack LaRhette Enters Corporate Retirement Plan Market
November 13, 2012 (PLANSPONSOR.com) – Cammack LaRhette Consulting, a benefits consulting firm specializing...
Financial Engines Names President
November 7, 2012 (PLANSPONSOR.com) – Financial Engines promoted Larry Raffone to president.
Products |
Franklin Templeton Launches Interactive Retirement Center
October 18, 2012 (PLANSPONSOR.com) – Franklin Templeton launched an online Retirement Center for financial advisers serving individual investors, employers and plan sponsors.
Products |
Pensionmark Opens Branch Office in San Antonio
September 25, 2012 (PLANSPONSOR.com) – Pensionmark Retirement Group expands with a San Antonio, Texas, branch as it welcomes WD Pensionmark to...
Sageview Adds Team Members
September 6, 2012 (PLANSPONOR.com) – SageView Advisory Group has added six retirement industry veterans...
Products |
Spectrum Adds Office in Spokane
September 6, 2012 (PLANSPONSOR.com) – Spectrum Pension Consultants, based in Tacoma, Washington, is adding a new office in Spokane.
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...
Callan Names VP for New Jersey Office
July 9, 2012 (PLANSPONSOR.com) - Callan Associates hired Yosangel G. Haddad as vice president.
Products |
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...
Products |
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)...