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.
Tag: retirement plan advisers
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.
Hub International acquires retirement plan consulting firm, and Fourth Point Wealth to build PlanMember Financial Center.
The deadline for the Plan Sponsor of the Year awards nominations is November 7.
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.