Tag: retirement plan advisers

In addition to retirement savings services and investing support, DC advisers who provide financial wellness services offer rainy day/emergency funds,...

PlanSource adds Jellyvision's benefits counselor to platform; BPAS expands HSA services with new sales specialist; USI names VP of Retirement...

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...

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...

FIA Hires Consultant and Research Analyst Focusing on DC Plans; Ascensus Acquires Firms That Service ESOPs; CalSTRS Employs New Deputy...

OneAmerica hires client relationship executives, Nationwide, and AssuredPartners acquires NIS to serve 403(b) plans.

Capital Group Hires LDI Strategist; T. Rowe Price to Close Tampa Office in 2019; and Trinity Pension Consultants Promotes Consultant.

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

CalPERS CIO to leave fund; P-Solve rebrands to River and Mercantile Solutions; Trinity Pensions Consultants opens Indianapolis sales office; and...

Hub acquires The Barnett Group; Voya acquires Pen-Call to offer nonqualified services; Transamerica veterans expand distribution roles; and more.

Conduent Sells Global HR Consulting and Actuarial Business; Mercer Promotes Former Global Client Manager; Ameritas Announces SVP of Retirement Plans...

Goodwin adds partner to ERISA team; AllianzGI hires head of client business for North America; Ascensus acquires TPA firm; and...

AXA hires executive for Life, Retirement and Wealth Management Business; T. Rowe Price expands Retirement Plan Services Team with new...

This is especially true for single women retirees, but a survey finds owning an annuity and working with a financial...

Mercer names West Market CEO; New Custodia Executive VP to lead Retirement Loan Eraser sales; Ohio-based firm formalizes Retirement Plan...

USI adds practice leader for defined benefit actuarial services; Ascensus acquires two new TPAs; Voya hires VP for tax exempt...

First Eagle and CRR partner to develop tools to help retirement savers; John Hancock Adds Regional VP for Taft-Hartley Practice;...