Tag: retirement plan advisers

Reams selects fixed income professional as portfolio manager; Schroders announces recent hires in New York and Denver; ERISA attorney joins...

TRA acquires R. Bruce Tanner & Associates; Leech Tishman adds veteran employee benefits attorney; and director and consulting actuary joins...

Prudential selects CEO of U.S. Insurance & Retirement Business and OneAmerica hires regional sales director. 

New Partner joins MKCI; DOL appoints leadership for 2021 Advisory Council; and ICMA-RC brings in new SVP and chief marketing...

Does your retirement plan adviser go above and beyond for your plan and participants? Tells us their story by nominating...

Pentegra adds new regional director; director and consulting actuary joins R&M; Reed Smith adds New York-based executive compensation partner; and...

Wagner Law Group appoints partner; PCS Retirement acquires ABGRM; and BNY Mellon announces new additions. 

In addition, OneDigital has acquired the bank’s 401(k) investment advisory business.

Raymond James Financial acquires NWPS; Vestwell names retirement services president; and more.

NTSA hires executive director; retirement services SVP joins PlanMember; and McGinnis Lochridge brings in Dallas partner. 

Schroders adds institutional director; BPAS CEO announces retirement; Alerus to acquire Retirement Planning Services Inc.; and more. 

Strategic Benefits Advisors hires leader of DB administration team and Nationwide hires chief data officer.

TIAA president and CEO announces retirement; Aegon AM selects head of Client Strategy; and Smart introduces new executive team. 

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...