Deals & People

First Charter Lets Go of Recordkeeping Unit

First Charter Corporation announced on Monday it has sold Southeastern Employee Benefits Services (SEBS), part of the Wealth Management division of First Charter Bank which provides recordkeeping and administrative functions for retirement plans.

CAPTRUST&Plan Advisory Services Link Up

CAPTRUST Financial Advisors, an investment research and advisory firm, announced they have entered into a letter of intent to acquire substantially all of the assets of Philadelphia-based Plan Advisory Services, Inc.