Tag: retirement plan advisers

The Hilb Group Acquires Actuarial Consulting Firm; Mercer Hires Past Actuarial Associate as Principal; ESOP Consultant Joins Ascensus TPA Solutions;...

Aviva Investors Appoints Head of U.S. Equities; Past Wholesaler Forms Retirement Plan Consulting Firm; Alternatives Business Expert Joins Franklin Templeton;...

USI selects Retirement Services VP; Former actuarial consultant joins MassMutual as pension leader; and U.S. Credit head joins TwentyFour Asset...

The Wagner Law Group Welcomes Attorneys Quinn and Burwick; Independent Retirement Hires Retirement Plan Consultant; SageView Hires Managing Director; and...

Stadion Names New Retirement Strategies CIO; Nationwide Names New Marketing Leader; Experienced ERISA Experts Join Steptoe & Johnson LLP; and more.

The adviser search consulting program consists of three stages—analysis of plan needs, the RFP process and final selection.

Hub International acquires retirement plan consulting firm, and Fourth Point Wealth to build PlanMember Financial Center.

The deadline for the Plan Sponsor of the Year awards nominations is November 7.

EACH Enterprise and Chatham Partners team up for provider transitions; former California Department of Finance director named as CalPERS CFO;...

Ascensus Acquires PenSys; USI Names Retirement Services VP; Hooker & Holcombe Promotes Consultants; and more.

LCG Associates Promotes Investment Analyst to Consultant; Mercer Acquires Investment Consulting Brand; AndCo Acquires Public Funds Consulting Practice; and more.  

Principal hires SVP for Retirement and Income Solutions Group; America’s Best 401k creates Board of Advisors to combat high fees;...

In addition to retirement savings services and investing support, DC advisers who provide financial wellness services offer rainy day/emergency funds,...

PlanSource adds Jellyvision's benefits counselor to platform; BPAS expands HSA services with new sales specialist; USI names VP of Retirement...

Portfolio Management Program Joins LPL Platform; Catawba Capital Joins CAPTRUST; GAM Investments Appoints Managing Director; and more. 

Northern Trust Grows Sales Team; Chief Operating Office Joins Russell Investments; Voya Appoints Chief Information Security Officer; and more.

Industry expert replaces BPAS SVP of Fiduciary Services; USI Consulting employs VP of Retirement Services; Cafaro Greenleaf announces addition of...

Church Pension Fund announces series of appointments, and INTAC joins Ascensus TPA Solutions division.

Voya hires VP focused on 403(b), 457 and 401(a) plans; Ascensus acquires TPA firm; Fidelity adds senior executive to Health...

FIA Hires Consultant and Research Analyst Focusing on DC Plans; Ascensus Acquires Firms That Service ESOPs; CalSTRS Employs New Deputy...