Tag: Outsourcing

A new strategic partnership including Vertical Management Systems, Envestnet and United Retirement Plan Consultants will help deliver flexible fiduciary 3(21)...

Arnerich Massena announces new CFO; Pentegra Retirement Services names regional director for upper Midwest territory; GW&K adds taxable bond portfolio...

One in three employers outsource all their benefits administration, up 20% since 2013.

Cerulli Associates shares findings that clearly show increased demand from public pension plans for outsourced investment leadership.

Nearly six in 10 small business owners are administering payroll on their own.

In a conversation with PLANSPONSOR, Russell Investments’ chief research strategist suggests momentum is building for “open” multiple employer plan expansion.

The two companies will handle all of the plan administration.

Robert Zeidman, a business development officer in PNC’s institutional asset management unit, now serves as OCIO product specialist.

The firm has created a new position to support its outsourced CIO services for nonprofit clients.

Many OCIO firms tell Cerulli they see signs of OCIO moving “up-market,” to larger institutions in corporate defined benefit (DB)...

Executives say a new name for Wurts & Associates better captures the firm’s investment research focus and capabilities across consulting,...

Trust, transparency and time are essential ingredients of the successful OCIO and plan sponsor relationship, says Towers Watson in its...

The 2014 ERISA Advisory Council made several recommendations to the Department of Labor (DOL) related to outsourcing employee benefit plan...

The outsourced chief investment officer (OCIO) search is a formidable task even for experienced retirement plan committees, says Ronald Klotter,...

September 24, 2014 (PLANSPONSOR.com) – Kris Krikorian joined Pentegra Retirement Services as a regional director for qualified plan sales.

September 23, 2014 (PLANSPONSOR.com) – Andrew Daly joined investment management and processing firm SEI as a client investment strategist on...

September 15, 2014 (PLANSPONSOR.com) – The role of financial advisers in the portfolio construction and management process is a topic...

August 26, 2014 (PLANSPONSOR.com) – Michael Wright has joined investment services firm Segal Rogerscasey as senior vice president and senior...

July 28, 2014 (PLANSPONSOR.com) – Plan sponsors need to carefully consider their options when it comes to choosing a third-party...

July 8, 2014 (PLANSPONSOR.com) – American National Bank of Texas (ANB) has teamed up with several firms to offer a...