Tag: retirement plan advisers

Despite different perceptions of retirement readiness, both plan sponsors and participants understand the importance of grasping the details of how...

Principal promotes Branham to national retirement investment director; Spouting Rock hires chief client officer; Natixis bolsters retirement product sales; and...

Principal promotes Matos; Amundi names CIO; Eagle hires Pickering as head of high-yield municipal credit team; and more.

Voya hires Harrell as regional vice president; MissionSquare names Whiting SVP, chief sales officer; CAPTRUST adds Leddy as chief compliance...

Shareholders can approve a proposal to reclassify Hartford’s Growth Opportunities Fund as a non-diversified investment, according to a securities filing.

Fidelity names Palmer marketing director; SageView enhances wealth management leadership team; Marasco to lead new protected retirement team; and more.

The Standard to roll out intellicents PEP; USAA introduces fixed-indexed annuity; SoFi Invest announces 1% IRA match; and more.

Toland leaves TIAA to start annuity consultancy; Bryn Mawr Trust selects director of private wealth management; and First Eagle Investments...

TIAA hired a senior consultant executive and promoted two others internally, positioning the company to grow distribution for guaranteed lifetime...

Newfront hires Lumban as retirement plan consultant; Vestwell selects new VP; PGIM hires Adler as private alternatives CEO and president;...

Newly formed Collective Retirement Solutions taps Bill Higgins as MD; Ocorian promotes French to head of financial crime; Voya’s Penland...

Principal names Goosay managing director of global fixed income; Voya Financial Promotes Thompson; RPAG appoints head of business development; and...

Seeking to win market share to its managed accounts, Voya is pursuing dual QDIAs. 

Ascensus expands NQDC sales team; The Standard promotes Angie Cuthill within individual annuities; Optima names Paul Fletcher head of its...

More women than men ages 61 to 65 are interested in securing guaranteed lifetime income sources, presenting an opportunity for...

Newfront, a tech-focused advisory firm, recently brought its AI-driven benefit solutions to Congress and will be using AI capabilities to...

CalPERS names Teykaerts executive director; SageView hires Sarah Parker as plan consultant; SWBC Retirement brings on new investment adviser; and...

The investment managers and recordkeepers are expanding their focus with outside hires and promotions.

Fiducient names Sabrina Bailey as CEO successor to co-founder Bob DiMeo.

Workers should log-in to their recordkeeper’s website periodically to check online retirement accounts, the Department of Labor's Lisa Gomez advises.