Tag: retirement plan advisers

Art by Subin Yang

Retirement Industry People Moves

Custodia appoints Brad Campbell to Strategic Advisory Council; CapAcuity new hire to consult on executive benefits; Deschutes appoints president of retirement plan services; and more.

Art by Subin Yang

Retirement Industry People Moves

Willis Towers Watson adds DC Delegated Solutions leader; HSA Bank appoints relationship management SVP; MetLife Investment Management appoints head of Institutional Client Group; and more.

Art by Subin Yang

Retirement Industry People Moves

Empower Retirement announces newly created roles; Gramercy Funds hires El-Erian as part-time senior adviser; intellicents hires fiduciary retirement investment adviser; and more.

Art by Subin Yang

Retirement Industry People Moves

FAF Board of Trustees Appoints PwC Partner to Financial Accounting Foundation; Broadridge Acquires Custody Assets From TD Ameritrade; Voya Financial Adds Support for Tax-Exempt Market; and more.

Firm Launches Service to Monitor Retirement Plan Advisers

The new service by Clear Disclosure Partners is used by TPAs, recordkeepers, and retirement plan consultants to assist plan sponsor clients in monitoring the ongoing regulatory disclosure information of registered financial advisers providing investment advice.