Investment Advisors International Names New Money Manager
Horizon Investments, LLC was announced as Investment Advisors International 's newest third-party money manager.
Deals & People
Guardian Life Expands Retirement Solutions Sales Force
The Guardian Life Insurance Company of America (Guardian) has expanded its Retirement Solutions national sales force with the appointment of Eric Jones as regional vice president for Florida.
Morgan Stanley Smith Barney Hires New Advisers
Morgan Stanley Smith Barney has hired two adviser teams from UBS AG and one adviser from Charles Schwab Corp, representing over half a billion dollars in client...
MSIM Announces CIO of Global Fixed Income
Morgan Stanley Investment Management (MSIM) has announced the appointment of Michael Kushma as Chief Investment Officer of Global Fixed Income.
Hewitt Associates, Inc. to Merge with Aon Corporation
Two giants in the benefit consulting space have decided to join forces.
Senderowitz Joins 401(k) Advisors, Opens Orlando Office
Independent retirement consulting firm 401(k) Advisors has announced the opening of an office in Orlando, Florida, under the leadership of Phillip Senderowitz.
Mercer Data Indicates Auto Plan Features Lead to Higher Balances
An analysis of Mercer’s database of 1.2 million defined contribution plan participants suggests that participants who utilized automatic rebalancing and automatic deferral increase during the recent market downturns...
BofA Merrill Lynch Adds Two to Retirement Team
Bank of America Merrill Lynch has expanded its Retirement & Philanthropic Services (RPS) group with the addition of two new members, one focused on the small business segment...
Lincoln Announces New 401(k) National Sales Manager, Sales Force Expansion
Lincoln Financial Distributors, the wholesale distribution subsidiary of Lincoln Financial Group has gone inside to find a new national sales manager for its 401(k) business.
Bill Barnes Joins Neuberger Berman in Public Funds Role
Neuberger Berman has named William H. Barnes as a senior vice president in institutional distribution focused on public funds.
Allianz Names Leader of Market Management
Allianz Life Insurance Company of North America has named Jeannee Hoppe as the new senior director of Market Management and Product Innovation.
The Retirement Advantage Adds Three to Wholesale Team
The Retirement Advantage, Inc. (TRA) announced the addition of Brenda Brumm and Jay Bloom to its wholesale team.
The Hartford Names New President of Wealth Management
The Hartford Financial Services Group, Inc. has named David N. Levenson President of Wealth Management, effective July 1.
Majority of Large Employers Use Automatic Enrollment
A majority of large employers now automatically enroll workers into their 401(k) plans, according to a new survey by Towers Watson.
NRP Offers Access to ADP ACCESS
ADP has announced that National Retirement Partners (NRP) has approved the marketing of ADP ACCESS’ 401(k) retirement plan product.