Tag: Advisers

October 18, 2012 (PLANSPONSOR.com) – Franklin Templeton launched an online Retirement Center for financial advisers serving individual investors, employers and plan sponsors.

September 25, 2012 (PLANSPONSOR.com) – Pensionmark Retirement Group expands with a San Antonio, Texas, branch as it welcomes WD Pensionmark to...

September 6, 2012 (PLANSPONOR.com) – SageView Advisory Group has added six retirement industry veterans...

September 6, 2012 (PLANSPONSOR.com) – Spectrum Pension Consultants, based in Tacoma, Washington, is adding a new office in Spokane.

August 23, 2012 (PLANSPONSOR.com) - USI Advisors Inc. has agreed to pay $1,265,608.70 to 13 pension plans to resolve alleged...

August 20, 2012 (PLANSPONSOR.com) – Callan Associates announced that Dana R. Brown joined the company's Fund Sponsor Consulting group as...

July 24, 2012 (PLANSPONSOR.com) - Buck Consultants named Gerald Hopper as principal.

July 9, 2012 (PLANSPONSOR.com) - Callan Associates hired Yosangel G. Haddad as vice president.

July 9, 2012 (PLANSPONSOR.com) - Michael Hull and Patrick Hull have launched bluepoint Investment Counsel, LLC.

July 9, 2012 (PLANSPONSOR.com) - The Retirement Advisor Council released a template request for proposal (RFP) questionnaire for use by...

July 5, 2012 (PLANSPONSOR.com) - Financial Plan Inc. of Bellingham, Washington launched a new branch of business dedicated to 401(k)...

June 28, 2012 (PLANSPONSOR.com) – An SEI quick poll of 50 corporate defined benefit (DB) plan sponsors found 26% use...

Last week, I asked NewsDash readers, “Do you benchmark your plan adviser?”

June 21, 2012 (PLANSPONSOR.com) - Northwestern Mutual launched a retirement strategy that does not assume a fixed life expectancy.

June 20, 2012 (PLANSPONSOR.com) - Investor Watchdog offers an array of free, online tools that help investors select new financial...

June 19, 2012 (PLANSPONSOR.com) - Appropriate Balance Financial Services, Inc. (ABFS) will expand its services to offer 401(k) and 403(b)...

May 18, 2012 (PLANSPONSOR.com) - DCAdvisors has appointed John Rowe to its client consulting group and leadership team.
 

May 15, 2012 (PLANSPONSOR.com) - LPL Financial has launched the Rollover Results Program,...

May 3, 2012 (PLANSPONSOR.com) – Retirement plan sponsors are under pressure to create the most effective plan for participants and...

March 23, 2012 (PLANSPONSOR.com) – Assets in target-date funds (TDFs) grew...