Tag: retirement plan consultants

The global professional services firm is acquiring the employee-benefits and retirement-plan consultant in a $17 billion all-cash deal. 

Plan sponsors are interested in restructuring consultant relationships, expanding investment lineups, and enhancing participant education, writes Morgan Stanley's head of...

Mercer parent Marsh McLennan acquires Cardano to expand retirement business across the Atlantic.

Plan sponsors are searching for advisers and consultants who are highly knowledgeable about SECURE 2.0 provisions, according to a new...

Devane named a director at SageView; Riley joins NEPC defined contribution team; AdvicePay promotes Lewis to president; and more.  

Broadridge names Kirkland to head of mutual fund regulatory unit; Standard brings in Orr to lead AI use across organization;...

The cost of a plan amendment to allow safe harbor and true-up contributions prompted Great Lakes Management Co. to allege...

NFP names Greene president of benefits unit; CFP Board appoints Boersen as chair; Carter joins Sanctuary Wealth; and more.

The acquisition will bolster Mercer’s OCIO investment and retirement consulting business.

Toland leaves TIAA to start annuity consultancy; Bryn Mawr Trust selects director of private wealth management; and First Eagle Investments...

TIAA hired a senior consultant executive and promoted two others internally, positioning the company to grow distribution for guaranteed lifetime...

Alternative asset manager KKR is plotting an additional $1 billion investment to bolster USI’s long-term growth.

Newfront hires Lumban as retirement plan consultant; Vestwell selects new VP; PGIM hires Adler as private alternatives CEO and president;...

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.

The investing and retirement plan consultant firm is hiring to support growth trajectory, according to the co-founder and CEO.

WEX Health and dailyVest form collaboration for HSA consumers, and FIA promotes consultants and analysts within the firm. 

Mercer hires Principal of Client Management; AndCo employs retirement plan consultant to support fiduciary and plan governance; Consultant named ASPPA...

Mercer names partner in Minneapolis Health Business; Beltz Ianni & Associates hires retirement consultant; AXA names head of Retirement Plan...

FS Investments expands real estate investment efforts; Franklin Templeton hired ETF portfolio VP; DWC - The 401(k) Experts to merge...