Tag: retirement plan advisers

AndCo names new senior consultant; Private equity director joins Hirtle Callaghan; Empower Retirement selects chief product officer; and more.

BPAS and F&M Trust link regional retirement plan businesses; Grant Thornton adds Advisory Services principal; Nuveen updates portfolio management group...

Beltz Ianni & Associates selects Retirement Plan Services manager; Jackson Lewis P.C. hires employee benefits practitioner; Nationwide veteran succeeds former...

People who work with an adviser are more likely to say they have clarity on balancing spending and saving for...

TIAA hires chief customer officer; Northern Trust announces COO for global foreign exchange; CapAcuity merges with executive benefits firm; and...

QMA announces chief business officer; Nationwide appoints leaders to financial services business; and former financial services CEO joins Custodia's advisory...

HealthEquity to acquire WageWorks; AIG Life & Retirement adds CEOs; CBIZ acquires investment adviser firm; and more.

TPA firm to join Ascensus; EGPS acquires Feldman Benefit Services; Mutual of Omaha announces appointment to 401(k) team; and more. 

Custodia appoints Brad Campbell to Strategic Advisory Council; CapAcuity new hire to consult on executive benefits; Deschutes appoints president of...

Morgan Stanley adds hires to financial solutions team; The Standard promotes defined benefits director; and PCS hires VP of service.

Rea & Associates adds new plan audit services director; Ascensus acquires TPA firm for FuturePlan platform; and Ameritas adds series...

Experts lay out what retirement plan sponsors should ask to find the adviser best suited to their plan.

Ascensus aquires TPA firm; ICMA-RC introduces new public 403(b) plan team; and Strategic Benefit Advisors hires senior benefits consultant.

Aegon Asset Management Hires Distribution Head; TRA Acquires Virginia TPA Firm; American Century Investments Names Senior Retirement Strategist; and more.

Morgan Stanley Makes Series of New Hires; Morneau Shepell Acquires Mercer DB Administration Business; PIMCO Promotes Former Managing Director to...

Willis Towers Watson adds DC Delegated Solutions leader; HSA Bank appoints relationship management SVP; MetLife Investment Management appoints head of...

Empower Retirement announces newly created roles; Gramercy Funds hires El-Erian as part-time senior adviser; intellicents hires fiduciary retirement investment adviser;...

FAF Board of Trustees Appoints PwC Partner to Financial Accounting Foundation; Broadridge Acquires Custody Assets From TD Ameritrade; Voya Financial...

Northern Trust names foreign exchange sales head; MassMutual adds head of benefits practice; Transamerica implements series of promotions; and more.