Tag: retirement plan advisers

Retirement Industry People Moves

Certified Pension Professional Joins Transamerica’s Client Management Department; BlueBay Hires Addition to Developed Markets Team; VP of Retirement Services Joins USI Consulting; and more.

Retirement Industry People Moves

AXA hires executive for Life, Retirement and Wealth Management Business; T. Rowe Price expands Retirement Plan Services Team with new hires; Vestwell partners with Namely for retirement experience; and more.

Retirement Industry People Moves

First Eagle and CRR partner to develop tools to help retirement savers; John Hancock Adds Regional VP for Taft-Hartley Practice; Ascensus acquires Chard Snyder for Health Division; and more.

Washington Financial Group Revamps Website

“We are focused on providing our clients with the necessary resources, tools and technology they need to pursue successful retirement outcomes for every employee,” says Joe DeNoyior, WFG’s managing partner.

Retirement Industry People Moves

Debel to lead Retirement and Income Solutions at MetLife; OneAmerica announces additions to Institutional Retirement Plan team; intellicents announces addition to Financial Planning Department; and more.

Retirement Industry People Moves

Seyfarth Shaw hires ERISA attorney; Qualified Plan Advisors opens Florida office; Principal Promotes Patterson to Lead Full-Service Retirement and Investor Business; and more.

Retirement Industry People Moves

Voya employs executive for Large Corporate Markets; T. Rowe Price offers Financial Engines services to clients; Wells Fargo Asset Management adds to Multi-Asset Solutions team; and more.

Retirement Industry People Moves

ADP makes Financial Engines solution available to clients; TRA acquires third-party administration firm; HUB appoints vice president to help clients with health benefit solutions; and more.

Small Plans Seeking Help of Advisers

Aaron Friedman, national practice leader, tax-exempt, at Principal in West Palm Beach, Florida, says “small and mid-sized plans are very much in need of advisers because they don’t have dedicated human resources personnel or expertise on plan administration."