Tag: retirement plan advisers

BlackRock confirms leadership shift in retirement business; Buck selects wealth practice leader for Central region; and more.

The new service by Clear Disclosure Partners is used by TPAs, recordkeepers, and retirement plan consultants to assist plan sponsor...

Schroders adds promotions and hires to distribution team; Niles Lankford Group rebrands to Latitude; and Franklin Templeton names IPM for emerging...

intellicents buys Texas financial planner; Conte Weatlh Advisors adds primary adviser in Tampa location; and Jennison Associates hires fixed income...

GoldPoint Partners Appoints Managing Principle; Jennison Associates Names Sales and Client Services Manager; IRI Promotes Former Legal and Governmental Industry Experts; and...

BPAS partners with bank to create 401(k) platform; intellicents opens office in Colorado; and Seelaus names managing director of firm’s...

Industry consultant moves to SageView; NIRS positions third executive director; TRA acquires pensions administration firm; and more.

Murphy and Reynolds take new roles at Great-West; Hooker & Holcombe announce promotion and hires; The Standard brings in director...

Voya names Government practice leader; Mercer reveals key leadership appointments; JHRPS discloses succession of TPA head; and more.

Ascensus and State Farm conclude pension and IRA transfer; Drinker Biddle welcomes employee benefits partner; Cafaro Greenleaf hires head of...

Wagner Law Group adds ERISA attorney; Lincoln Financial Group brings in product management VP; Clark Hill announces addition to ESOP...

DWS Group adds portfolio management head; CBIZ purchases Sequoia business unit; Eagle Asset Management names managing director; and more. 

Stadion adds marketing VP to Maine office; TRA acquires Tennessee TPA firm; Marketing strategist joins Custodia; and more.

DWC – The 401(k) Experts brings in industry veteran as first in-house actuary; Ascensus adds two executives to retirement division;...

DWS hires municipal bond director; PBGC announces several leadership appointments; Principal International names retirement income solutions leader; and more.

Newport Group acquires Kidder Benefit Consultants; Mercer closes acquisition of Summit Strategies Group; and Fiduciary Investment Advisors opens Wellesley office.

Northern Trust adds industry veteran as director of public funds and Taft-Hartley plans; Edelman Financial Engines appoints former EBSA leader...

VALIC Appoints New Business Development Vice President; JHRPS Promotes Executives as SVP Retires; Aon Adds Sales Director to Pennsylvania Office; and more.

Client engagement expert joins Transamerica; Ascensus acquires Pension Works for TPA division; Buckley replaces McNabb as Vanguard chairman; and more.

ESOP and ERISA Litigators Join McDermott Willl & Emery as Partners; IRI Names New President and CEO; California State Teachers’...