Deals & People September 12, 2014

CAPTRUST Establishes Missouri Office

CAPTRUST Financial Advisors, an independent retirement plan advisory network, announced the opening of a new office in Columbia, Missouri, and the hiring of two financial advisers.
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John Weber joins CAPTRUST as a vice president and financial adviser focused on providing retirement plan advisory services to corporate fiduciaries. Sean Weber, an adviser and relationship manager, will provide wealth management and retirement advisory services to high-net-worth investors, private foundations and executives. John Weber and Sean Weber are father and son. 

John Weber initially joined CAPTRUST in a consulting capacity related to the firm’s acquisition of Freedom One Financial Group last year. Before the acquisition, he served as a client relationship manager for Freedom One clients in the Midwest. He joins CAPTRUST with more than 25 years of industry experience.

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Sean Weber comes to CAPTRUST from AXA, where he served as a registered wealth management representative.

The firm also recently announced the acquisition of Minneapolis-based DCAdvisors.

Products September 11, 2014

TIAA-CREF Launches Website for Retirement Plan Sponsors

TIAA-CREF launched PlanFocus, a new website for retirement plan sponsors.
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The firm says the site helps both plan sponsors and plan advisers/consultants manage and optimize plan operations, drive outcomes and engage employees.

Key features of the site include:

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  • Comprehensive plan analytics, with multidimensional data filtering and reporting capabilities that provide plan sponsors with access to detailed plan participant information. Insights gleaned from this data can be used to develop employee engagement strategies that can help improve retirement readiness.
  • A section dedicated to fiduciary and compliance resources and tools to help plan sponsors understand and fulfill their fiduciary responsibilities and adhere to any compliance requirements. Plan sponsors receive clear direction to better manage plans, in addition to the tools and resources to help them understand their fiduciary duties and responsibilities.
  • A single access point to regulatory updates and developments, TIAA-CREF’s plan sponsor newsletters, thought leadership and information about upcoming plan sponsor webinars. Other features include enhanced transactional capabilities, easy access to forms and educational resources for plan sponsors and their participants.

TIAA-CREF notes that DALBAR, a financial services market research firm, has recognized PlanFocus as a leading retirement plan sponsor website. “We listened carefully to the needs and challenges of clients and consultants to create a site that provides access to information, tools and resources to help them best administer their plan, support fiduciary duties and track plan goals,” says Susan Fulshaw, managing director, product development at TIAA-CREF.

For more information about PlanFocus, visit https://www.tiaa-cref.org/public/land/planfocusoverview.

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