Tag: retirement plan advisers

OneDigital acquires Berkshire employee benefits division; SageView Advisory Group hires institutional client relationship leaders; Janus Henderson investors selects ESG global...

DWS selects head of wealth practice; Bar Harbor Trust Services announces new retirement plan coordinator; and AIG pursues separation of...

Findley to join USI; Groom Law Group selects litigators for ERISA practice; Robeco appoints insurance analytics head; and more. 

TRA acquires retirement solutions firm; Northern Trust lengthens partnership with Driehaus; and FAR joins Stanford Center on Longevity corporate affiliate...

Morgan Stanley acquires Eaton Vance; The Standard selects employee benefits lead; and Rebalance names retirement services VP.

Nova 401(k) Associates names new attorney and consultant; Lockton Pacific adds employee benefits VP and producer; and CC Capital and...

Schroders selects fixed income head and CalPERS names private equity investment director.

The COVID-19 pandemic was a test for provider relationships. Did plan sponsors see their providers as real partners or did...

The Wagner Law Group promotes ERISA attorneys; Millennium Trust adds retirement services head; SageView hires retirement plan consultant for Northern...

Unified Trust joins EdgeCo; Putnam Investments CIO announces plans to retire in 2021; Marathon Asset Management hires senior high-yield portfolio...

IRS names associate chief counsel for EEE; Northern Trust appoints COO and senior executive; and Wellington Management CEO announces 2020...

DWS appoints client coverage leader; Innovest selects new VPs for retirement practices; and PFM announces appointment to Multi-Asset Class Management...

Hall Benefits Law announces changes to ERISA team and BNY Mellon elects governance expert to Board of Directors.

NFP acquires multidisciplinary insurance broker; Principal Financial Group announces new customer experience lead; NWPS announces rebranding after numerous acquisitions; and...

Franklin Templeton appoints head of U.S. distribution; Northwest Plan Services adds client services VP; and Accounts and sales director joins...

Tech and client services head joins ICMA-RC; OneDigital acquires employee benefits consulting firm; New York Life elects president; and more.

ISS ESG selects global research leader; Newport Group acquires PAi and affiliate company; R&M adds actuarial professionals to Denver region;...

Hall Benefits Law names lead ERISA counsel and COO and Aegon Asset Management appoints new global CIO.