Deals and People | September 19th, 2023 TIAA Hires, Adds New Consultant-Facing Roles TIAA hired a senior consultant executive and promoted two others internally, positioning the company to grow distribution for guaranteed lifetime...
Deals and People | September 11th, 2023 USI Insurance Services Gets Equity Investment Increased Alternative asset manager KKR is plotting an additional $1 billion investment to bolster USI’s long-term growth.
Deals and People | September 8th, 2023 Retirement Industry People Moves Newfront hires Lumban as retirement plan consultant; Vestwell selects new VP; PGIM hires Adler as private alternatives CEO and president;...
Deals and People | May 8th, 2023 October Three Consulting Is Growing by Acquisition Purchase of Retirement Learning Center expected to add educational resources and guidance for plan advisers.
Benefits | May 1st, 2023 USI Consulting Brings on DB Pension Exit Experts The retirement consultancy brings on actuarial expertise with acquisition of Hooker & Holcombe.
Data and Research | February 23rd, 2023 Innovest Portfolio Solutions Fills Retirement Consulting Role The investing and retirement plan consultant firm is hiring to support growth trajectory, according to the co-founder and CEO.
Deals and People | January 19th, 2018 Retirement Industry People Moves WEX Health and dailyVest form collaboration for HSA consumers, and FIA promotes consultants and analysts within the firm.
Deals and People | October 27th, 2017 Retirement Industry People Moves Mercer hires Principal of Client Management; AndCo employs retirement plan consultant to support fiduciary and plan governance; Consultant named ASPPA...
Deals and People | October 6th, 2017 Retirement Industry People Moves Mercer names partner in Minneapolis Health Business; Beltz Ianni & Associates hires retirement consultant; AXA names head of Retirement Plan...
Deals and People | September 22nd, 2017 Retirement Industry People Moves FS Investments expands real estate investment efforts; Franklin Templeton hired ETF portfolio VP; DWC - The 401(k) Experts to merge...
Deals and People | September 15th, 2017 Retirement Industry People Moves T. Rowe Price hires senior DC strategist; Lockton adds retirement consultant to Northeast Practice; Mercer offers student loan repayment benefit...