Tag: Advisers

Independent advisory firm SevenHills Benefit Partners announced it will partner with Pensionmark.

Many retirement plan service providers are investing in technology to link and leverage data from banks, insurers and other places...

Is your adviser right for your plan?

While 64% of Millennials say they have a financial plan, most believe they are only saving half of what they...

The outsourced chief investment officer (OCIO) search is a formidable task even for experienced retirement plan committees, says Ronald Klotter,...

PIEtech Inc. unveiled the new myMoneyGuide financial advice delivery solution, which provides streamlined investor education and one-on-one participant support.

Advanced Capital Group (ACG) is opening a new office to support retirement plans and other institutional investors.

October 15, 2014 (PLANSPONSOR.com) – Michael Woomer is among the chorus of retirement plan professionals telling plan sponsors that managing...

October 7, 2014 (PLANSPONSOR.com) - Fiduciary Investment Advisors (FIA) has taken steps to enhance its employee communication and education services...

September 2, 2014 (PLANSPONSOR.com) – Moira Hagy has joined Assurance Financial Services’ retirement plan services team as a vice president.

September 2, 2014 (PLANSPONSOR.com) – Retirement plan investment adviser Plan Strategies, Inc. (PSI) launched three portfolio allocation offerings.

August 26, 2014 (PLANSPONSOR.com) – Professional retirement plan advisers are central to the strategic direction, administration, and overall performance of...

August 26, 2014 (PLANSPONSOR.com) – Michael Wright has joined investment services firm Segal Rogerscasey as senior vice president and senior...

July 29, 2014 (PLANSPONSOR.com) – The Department of Labor’s Employee Benefits Security Administration (EBSA) will conduct a webcast for small...

July 28, 2014 (PLANSPONSOR.com) – Nyhart Actuary and Employee Benefits has opened a new sales and consulting office in Denver.

June 19, 2014 (PLANSPONSOR.com) – The companies of OneAmerica have implemented a new three-region sales and distribution structure for retirement services.

June 17, 2014 (PLANSPONSOR.com) – Diane Improta has joined Rocaton Investment Advisors' defined contribution (DC) leadership team as managing director,...

April 24, 2014 (PLANSPONSOR.com) – A new online portal from InHub LLC, a Securities and Exchange Commission-registered online investment adviser,...

April 24, 2014 (PLANSPONSOR.com) – Seth Perretta has joined Groom Law Group as co-head of its Health and Welfare practice.

April 22, 2014 (PLANSPONSOR.com) – White Oak Advisors has named Rick Bindler as practice leader and lead consultant for its...