Tag: retirement plan advisers

OneAmerica hires client relationship executives, Nationwide, and AssuredPartners acquires NIS to serve 403(b) plans.

Capital Group Hires LDI Strategist; T. Rowe Price to Close Tampa Office in 2019; and Trinity Pension Consultants Promotes Consultant.

Certified Pension Professional Joins Transamerica’s Client Management Department; BlueBay Hires Addition to Developed Markets Team; VP of Retirement Services Joins...

CalPERS CIO to leave fund; P-Solve rebrands to River and Mercantile Solutions; Trinity Pensions Consultants opens Indianapolis sales office; and...

Hub acquires The Barnett Group; Voya acquires Pen-Call to offer nonqualified services; Transamerica veterans expand distribution roles; and more.

Conduent Sells Global HR Consulting and Actuarial Business; Mercer Promotes Former Global Client Manager; Ameritas Announces SVP of Retirement Plans...

Goodwin adds partner to ERISA team; AllianzGI hires head of client business for North America; Ascensus acquires TPA firm; and...

AXA hires executive for Life, Retirement and Wealth Management Business; T. Rowe Price expands Retirement Plan Services Team with new...

This is especially true for single women retirees, but a survey finds owning an annuity and working with a financial...

Mercer names West Market CEO; New Custodia Executive VP to lead Retirement Loan Eraser sales; Ohio-based firm formalizes Retirement Plan...

USI adds practice leader for defined benefit actuarial services; Ascensus acquires two new TPAs; Voya hires VP for tax exempt...

First Eagle and CRR partner to develop tools to help retirement savers; John Hancock Adds Regional VP for Taft-Hartley Practice;...

“We are focused on providing our clients with the necessary resources, tools and technology they need to pursue successful retirement...

Aon appoints global head of Investment Product Development; Hub International acquires Spectra Management; OneAmerica hires regional sales director; and more.

Debel to lead Retirement and Income Solutions at MetLife; OneAmerica announces additions to Institutional Retirement Plan team; intellicents announces addition...

Seyfarth Shaw hires ERISA attorney; Qualified Plan Advisors opens Florida office; Principal Promotes Patterson to Lead Full-Service Retirement and Investor...

Voya employs executive for Large Corporate Markets; T. Rowe Price offers Financial Engines services to clients; Wells Fargo Asset Management...

ADP makes Financial Engines solution available to clients; TRA acquires third-party administration firm; HUB appoints vice president to help clients...

John Hancock announces promotion in Taft-Hartley practice; The Segal Group acquires Touchstone Consulting; Ascensus adds DB consulting firm to roster...

Aaron Friedman, national practice leader, tax-exempt, at Principal in West Palm Beach, Florida, says “small and mid-sized plans are very...