Deals and People | May 10th, 2019 Retirement Industry People Moves Morgan Stanley Makes Series of New Hires; Morneau Shepell Acquires Mercer DB Administration Business; PIMCO Promotes Former Managing Director to...
Deals and People | May 3rd, 2019 Retirement Industry People Moves Willis Towers Watson adds DC Delegated Solutions leader; HSA Bank appoints relationship management SVP; MetLife Investment Management appoints head of...
Deals and People | April 26th, 2019 Retirement Industry People Moves Empower Retirement announces newly created roles; Gramercy Funds hires El-Erian as part-time senior adviser; intellicents hires fiduciary retirement investment adviser;...
Deals and People | April 18th, 2019 Retirement Industry People Moves FAF Board of Trustees Appoints PwC Partner to Financial Accounting Foundation; Broadridge Acquires Custody Assets From TD Ameritrade; Voya Financial...
Products | April 15th, 2019 John Hancock Offers Retirement Plan Account Information Via Alexa Participants in plans serviced by John Hancock can hear their account and loan balances, fund allocations, personal rates of return,...
Deals and People | April 12th, 2019 Retirement Industry People Moves Northern Trust names foreign exchange sales head; MassMutual adds head of benefits practice; Transamerica implements series of promotions; and more.
Data and Research | April 10th, 2019 Partial Bundling Overtakes Full Bundling for Retirement Plan Services Particularly in the small- and mid-sized plan segments, industry analysts tend to agree that the prevalence of partially bundled plans...
Deals and People | April 9th, 2019 Principal to Acquire Wells Fargo Retirement Plans Business Principal says, with the acquisition, it will gain a strong foothold with mid-sized employers as more than two-thirds of Wells...
Deals and People | April 5th, 2019 Retirement Industry People Moves BlackRock confirms leadership shift in retirement business; Buck selects wealth practice leader for Central region; and more.
Deals and People | March 22nd, 2019 Retirement Industry People Moves Schroders adds promotions and hires to distribution team; Niles Lankford Group rebrands to Latitude; and Franklin Templeton names IPM for emerging...
Deals and People | March 21st, 2019 VALIC Changes Name to AIG Retirement Services “While the VALIC name is strong and well respected, the AIG name carries even greater recognition in the marketplace and...
Deals and People | March 15th, 2019 Retirement Industry People Moves intellicents buys Texas financial planner; Conte Weatlh Advisors adds primary adviser in Tampa location; and Jennison Associates hires fixed income...
Deals and People | March 8th, 2019 Retirement Industry People Moves GoldPoint Partners Appoints Managing Principle; Jennison Associates Names Sales and Client Services Manager; IRI Promotes Former Legal and Governmental Industry Experts; and...
Deals and People | March 1st, 2019 Retirement Industry People Moves BPAS partners with bank to create 401(k) platform; intellicents opens office in Colorado; and Seelaus names managing director of firm’s...
Deals and People | February 15th, 2019 Retirement Industry People Moves Industry consultant moves to SageView; NIRS positions third executive director; TRA acquires pensions administration firm; and more.
Administration | February 14th, 2019 Ensuring a Clean Recordkeeper Conversion There are steps retirement plan sponsors can take before converting to a new recordkeeper to minimize any “clean up” afterwards;...
Opinions | February 11th, 2019 How to Run the Perfect 401(k) Plan RFP Andrew S. Zito, with LAMCO Advisory Services, offers tips for organizing and implementing the best retirement plan provider request for...
Deals and People | February 8th, 2019 Retirement Industry People Moves Murphy and Reynolds take new roles at Great-West; Hooker & Holcombe announce promotion and hires; The Standard brings in director...
Deals and People | January 25th, 2019 Retirement Industry People Moves Former PBGC counsel joins The Wagner Law Group; Buck names chief actuary; Pentegra announces DC client services VP; and more.
Deals and People | January 18th, 2019 Retirement Industry People Moves Ascensus and State Farm conclude pension and IRA transfer; Drinker Biddle welcomes employee benefits partner; Cafaro Greenleaf hires head of...