Tag: retirement plan advisers

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

Fiducient names Sabrina Bailey as CEO successor to co-founder Bob DiMeo.

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

T. Rowe Price names new head of global distribution; Bank of America announces Korkow president of Omaha; Northern Trust appoints...

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.

Salas O’Brien names director of benefits; Burke joins Cetera Advisors; Hub International Mountain Welcomes Executive VP; and more.

Employers are challenged to provide comprehensive, understandable and useful benefits for employees, and simplification may be the answer.  

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...

Employers use the help of a consultant searching for employee benefit vendors, narrowly for certain tasks or pricing only and...

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.

According to a LIMRA study, women who work with a financial professional are more than twice as likely to have...

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

Virtus Appoints Head of DCIO; Bipartisan Policy Center hires new fellow; and more.

Hub starts global risk solutions practice; FPA offers courses to address gaps in advisers elderly financial planning knowledge; and more.

TIAA names Latini to new position as wealth distribution head; DCIIA votes in 2023 committee members; Pentegra appoints two vice...