Tag: retirement plan advisers

Toland leaves TIAA to start annuity consultancy; Bryn Mawr Trust selects director of private wealth management; and First Eagle Investments...

TIAA hired a senior consultant executive and promoted two others internally, positioning the company to grow distribution for guaranteed lifetime...

Newly formed Collective Retirement Solutions taps Bill Higgins as MD; Ocorian promotes French to head of financial crime; Voya’s Penland...

Principal names Goosay managing director of global fixed income; Voya Financial Promotes Thompson; RPAG appoints head of business development; and...

Seeking to win market share to its managed accounts, Voya is pursuing dual QDIAs. 

Ascensus expands NQDC sales team; The Standard promotes Angie Cuthill within individual annuities; Optima names Paul Fletcher head of its...

More women than men ages 61 to 65 are interested in securing guaranteed lifetime income sources, presenting an opportunity for...

Newfront, a tech-focused advisory firm, recently brought its AI-driven benefit solutions to Congress and will be using AI capabilities to...

CalPERS names Teykaerts executive director; SageView hires Sarah Parker as plan consultant; SWBC Retirement brings on new investment adviser; and...

The investment managers and recordkeepers are expanding their focus with outside hires and promotions.

Workers should log-in to their recordkeeper’s website periodically to check online retirement accounts, the Department of Labor's Lisa Gomez advises. 

Experts note the importance of participant education and reviewing insurance held by vendors.

The financial services firm spun off by AIG, which Tarpey will rejoin, has already filled its chief operating officer position.

Samantha Davidson will arrive from Mercer to take the reins in July, as Noel O’Neill moves into a new investment...

Institutional Retirement Income Council names new board members; ERISA experts Treichel, Cooper, start Endeavor Law; The Standard selects divisional vice...

The trade group that sued the DOL says the regulator will not insist that rollover advice should be subject to...

Vestwell will bring its digital recordkeeping platform to JP Morgan's 401(k) product for small businesses. 

Purchase of Retirement Learning Center expected to add educational resources and guidance for plan advisers. 

The retirement consultancy brings on actuarial expertise with acquisition of Hooker & Holcombe.

Wealthspire Advisors names integration head; Lenox Advisors announces partner, managing partner promotions; Ziegler and Quagliarello join Franklin Templeton as client advisers.