Tag: retirement plan providers

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

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;...

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...

Under the platform, plan sponsors no longer have to contact each potential provider and request separate proposals.

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...

Average individual 401(k), 403(b) and IRA account balances increased year-over-year, according to the latest cut of data from Fidelity’s book...

While ReadyPlan is designed for small employers, Securian’s new ERISA 3(16) fiduciary service is available to employers of all sizes...

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