Deals & People

Art by Subin Yang

Retirement Industry People Moves

Nationwide Retirement Plans adds consultant relations director; Chalice creates partnership with Orion Services; GoldPoint Partners appoints managing principle; and more. 

Great-West to Focus on Retirement and Investment Divisions After Selling Life and Annuity

“As more Americans save for retirement through workplace savings plans, external market forces are simultaneously creating new opportunities for plan providers. These factors present significant near and long-term future opportunities to deliver a robust spectrum of retirement services to more plan sponsors, financial intermediaries and participants," a spokesperson told PLANADVISER.

Art by Subin Yang

Retirement Industry People Moves

The Standard Adds Retirement Plan Consultants to U.S. Regions; Regional Sales Director Joins OneAmerica’s Northern California Team; Two West Advisors Partners with TAG Resources; and more.

RBG and Triad Discuss Recently Confirmed Affiliation

Triad and Resources Investment Advisors say the recruitment of Retirement Benefits Group reflects the way retirement-focused advisers are seeking integrated practice management solutions and hands-on support from brokerage and custody service providers.

Retirement Industry People Moves

Vestwell and BNY form partnership to provide retirement plans; 401(k) professionals establish advising firm; DWC brings on industry veteran as first in-house actuary; and more.