Kravitz, provider of cash balance pension plans, announced it has completed the acquisition of the MaxPlan retirement plan business from JPMorgan Retirement Plan Services.
John Hancock Retirement Plan Services (RPS) has increased the number of advisers able to offer services to 401(k) plans through a new distribution agreement reached with Morgan Stanley.
The Royce Funds have been added to the CPI retirement plan platform, announced CPI Qualified Plan Consultants, Inc., a third-party recordkeeping and administration company.
MFS Investment Management (MFS) completed the formation of a business development office for the defined contribution investment only (DCIO) marketplace, the company said.
Bank of America today announced that Bob McCann, currently vice chairman and president of Global Wealth Management at Merrill Lynch, will be head of the combined financial adviser...
Nick C. Thakore and Robert D. Ewing will join Putnam Investments as managing directors and portfolio managers of the firm’s Large Cap Equities Team, the company said.
PenChecks Inc., a provider of qualified plan distribution services, will integrate Wealth Management System Inc.’s IRA rollover services with BenePay, PenChecks’ online distribution processing platform.