“We are focused on providing our clients with the necessary resources, tools and technology they need to pursue successful retirement outcomes for every employee,” says Joe DeNoyior, WFG’s managing partner.
Tag: retirement plan advisers
Aon appoints global head of Investment Product Development; Hub International acquires Spectra Management; OneAmerica hires regional sales director; and more.
Debel to lead Retirement and Income Solutions at MetLife; OneAmerica announces additions to Institutional Retirement Plan team; intellicents announces addition to Financial Planning Department; and more.
Seyfarth Shaw hires ERISA attorney; Qualified Plan Advisors opens Florida office; Principal Promotes Patterson to Lead Full-Service Retirement and Investor Business; and more.
Voya employs executive for Large Corporate Markets; T. Rowe Price offers Financial Engines services to clients; Wells Fargo Asset Management adds to Multi-Asset Solutions team; and more.
ADP makes Financial Engines solution available to clients; TRA acquires third-party administration firm; HUB appoints vice president to help clients with health benefit solutions; and more.
John Hancock announces promotion in Taft-Hartley practice; The Segal Group acquires Touchstone Consulting; Ascensus adds DB consulting firm to roster of TPAs; and more.
Aaron Friedman, national practice leader, tax-exempt, at Principal in West Palm Beach, Florida, says “small and mid-sized plans are very much in need of advisers because they don’t have dedicated human resources personnel or expertise on plan administration."
Mercer hires Principal of Client Management; AndCo employs retirement plan consultant to support fiduciary and plan governance; Consultant named ASPPA president; and more.
Two Plan Sponsor of the Year awards winners shared ways their advisers helped them.
Mercer names partner in Minneapolis Health Business; Beltz Ianni & Associates hires retirement consultant; AXA names head of Retirement Plan Services; and more.
T. Rowe Price hires senior DC strategist; Lockton adds retirement consultant to Northeast Practice; Mercer offers student loan repayment benefit as part of wellness program; and more.
Nomination forms for the 2018 PLANSPONSOR Plan Sponsor of the Year awards and Retirement Plan Adviser of the Year awards are now available.