ExpertPlan, provider of private-label recordkeeping solutions for retirement plans has announced its acquisition of Pennsylvania-based TSCI, formerly Trust Service Company, Inc.
Saying the retirement business is a “strategic priority″ for the firm’s Global Wealth Management (GWM) group, Merrill Lynch has confirmed that Steve Bodurtha has assumed responsibility as head...
CapTrust Advisors, LLC, has merged with Schott Group Investment Consulting to create what the company says is Florida's largest private investment consulting firm.
Kravitz, a consultant in the design, implementation, and management of cash balance pension plans, announced its nationwide expansion with the opening of six satellite offices.
Mutual of Omaha has revealed plans to double the workforce at its recently acquired Retirement Marketing Solutions (RMS) subsidiary and to open an Omaha office for the new...
DailyAccess Corporation, a provider of recordkeeping, administration, and consulting services for retirement plans, has tapped Scott Herz as Regional Sales Director for its Midwest region.