Tag: retirement plan advisers
Stadion adds marketing VP to Maine office; TRA acquires Tennessee TPA firm; Marketing strategist joins Custodia; and more.
DWC – The 401(k) Experts brings in industry veteran as first in-house actuary; Ascensus adds two executives to retirement division; Willis Towers Watson announces leader of expat benefits solutions; and more.
DWS hires municipal bond director; PBGC announces several leadership appointments; Principal International names retirement income solutions leader; and more.
Newport Group acquires Kidder Benefit Consultants; Mercer closes acquisition of Summit Strategies Group; and Fiduciary Investment Advisors opens Wellesley office.
Northern Trust adds industry veteran as director of public funds and Taft-Hartley plans; Edelman Financial Engines appoints former EBSA leader to board; Investment strategist joins FIA; and more.
VALIC Appoints New Business Development Vice President; JHRPS Promotes Executives as SVP Retires; Aon Adds Sales Director to Pennsylvania Office; and more.
Client engagement expert joins Transamerica; Ascensus acquires Pension Works for TPA division; Buckley replaces McNabb as Vanguard chairman; and more.
ESOP and ERISA Litigators Join McDermott Willl & Emery as Partners; IRI Names New President and CEO; California State Teachers’ Retirement System Hires ESG Director; and more.
The Hilb Group Acquires Actuarial Consulting Firm; Mercer Hires Past Actuarial Associate as Principal; ESOP Consultant Joins Ascensus TPA Solutions; and more.
Aviva Investors Appoints Head of U.S. Equities; Past Wholesaler Forms Retirement Plan Consulting Firm; Alternatives Business Expert Joins Franklin Templeton; and more.
USI selects Retirement Services VP; Former actuarial consultant joins MassMutual as pension leader; and U.S. Credit head joins TwentyFour Asset Management.
The Wagner Law Group Welcomes Attorneys Quinn and Burwick; Independent Retirement Hires Retirement Plan Consultant; SageView Hires Managing Director; and more.
Stadion Names New Retirement Strategies CIO; Nationwide Names New Marketing Leader; Experienced ERISA Experts Join Steptoe & Johnson LLP; and more.
The adviser search consulting program consists of three stages—analysis of plan needs, the RFP process and final selection.