Arnerich Massena Appoints New Retirement Leader
Jacob O’Shaughnessy has been promoted to lead retirement services at Arnerich Massena.
Tag: Advisers
(b)lines Ask the Experts – Do We Have to Hire an Outside Adviser?
“I work at a Employee Retirement Income Security Act (ERISA) 403(b) plan sponsor. We currently do NOT engage an investment...
Business Leaders Warn of Fiduciary Rule Fallout
The U.S. Chamber of Commerce issued a report warning the fiduciary rulemaking effort could harm small business employees.
SageView Opens Office in Colorado
The launch of a new Colorado office represents the fourth new location for SageView this year.
PSNC 2015: Managing Administrative and Investment Fees
According to two panelists speaking at PSNC 2015, relying on publicly available fee benchmarking is generally not a marker of...
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Fiduciary Plan Advisors, InHub Offer RFP Tech
Clients of Fiduciary Plan Advisors can now work more collaboratively in a centralized and Web-driven request for proposal process, delivered...
SageView Adds to Retirement Staff in Northeast
Increased demand for independent retirement plan consulting enabled SageView’s Boston office to recruit a retirement specialist.
Maresh Yoshida 401k Rebrands as InTrust Fiduciary
The firm says it now provides consulting services to retirement plans of all sizes.
Treasury Pension Expert Joins Buck
Buck Consultants at Xerox announced the hire of Tonya B. Manning, a former policy actuary at the U.S. Department of...
Voya Names Retirement CEO
Charles P. Nelson will spearhead tax-exempt and corporate markets and wealth management at Voya in his new role as retirement...
Acquisition Starts Search for Financial Education Technology
Corporate Insight analysts tell PLANSPONSOR the recently announced deal between LearnVest and Northwestern Mutual could be the start of a...
Scott Powers to Retire from SSgA in 2015
State Street Global Advisors’ leader will retire from the firm this year after nearly three decades in the investment services...
Northwestern Mutual to Acquire LearnVest
Northwestern Mutual says it will combine the capabilities of its adviser network with LearnVest’s digital advice delivery technology.
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UBS Rebrands Retirement Plan Consulting Business
UBS Wealth Management Americas has rebranded its retirement plan consulting business.
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Retirement Advisor Council Releases RFP Tool
The Retirement Advisor Council unveiled a free template request for proposal questionnaire for use by higher education institutions looking to...
Towers Watson Opens Investment Office With Three Hires
The company expects to continue hiring new staff for the investment office in Pittsburgh.
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West Texas Adviser Affiliates with PlanMember Securities
Becoming a PlanMember Financial Center allows for the expansion of retirement investment planning and financial education opportunities for educators and...
RBG Adds Southern California Team
Retirement Benefits Group added a new partner firm in Southern California.
Buck Consultants Expands Wealth Practice
Buck Consultants at Xerox announced the hire of Michael Kirchner as a principal and retirement consultant in its wealth practice.
ABD Hires VP of Retirement Services
ABD Insurance and Financial Services hired Brian Ashworth as vice president of its retirement services group.