The Hilb Group Acquires Actuarial Consulting Firm; Mercer Hires Past Actuarial Associate as Principal; ESOP Consultant Joins Ascensus TPA Solutions; and more.
Tag: retirement plan advisers
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.
Hub International acquires retirement plan consulting firm, and Fourth Point Wealth to build PlanMember Financial Center.
The nomination process has begun for the 2019 Plan Sponsor of the Year and Retirement Plan Adviser of the Year Awards.
EACH Enterprise and Chatham Partners team up for provider transitions; former California Department of Finance director named as CalPERS CFO; R&M adds actuarial consultant to NYC office; and more.
Ascensus Acquires PenSys; USI Names Retirement Services VP; Hooker & Holcombe Promotes Consultants; and more.
LCG Associates Promotes Investment Analyst to Consultant; Mercer Acquires Investment Consulting Brand; AndCo Acquires Public Funds Consulting Practice; and more.
Principal hires SVP for Retirement and Income Solutions Group; America’s Best 401k creates Board of Advisors to combat high fees; USI Consulting names Retirement Services VP; and more.
In addition to retirement savings services and investing support, DC advisers who provide financial wellness services offer rainy day/emergency funds, budgeting and managing spending, college savings education, and more.
PlanSource adds Jellyvision's benefits counselor to platform; BPAS expands HSA services with new sales specialist; USI names VP of Retirement Services in Texas office; and more.
Portfolio Management Program Joins LPL Platform; Catawba Capital Joins CAPTRUST; GAM Investments Appoints Managing Director; and more.
Northern Trust Grows Sales Team; Chief Operating Office Joins Russell Investments; Voya Appoints Chief Information Security Officer; and more.
Industry expert replaces BPAS SVP of Fiduciary Services; USI Consulting employs VP of Retirement Services; Cafaro Greenleaf announces addition of investment analyst; and more.
Church Pension Fund announces series of appointments, and INTAC joins Ascensus TPA Solutions division.
Voya hires VP focused on 403(b), 457 and 401(a) plans; Ascensus acquires TPA firm; Fidelity adds senior executive to Health and Welfare Practice; and more.
FIA Hires Consultant and Research Analyst Focusing on DC Plans; Ascensus Acquires Firms That Service ESOPs; CalSTRS Employs New Deputy CIO; and more.