A partnership with Vertical Management Systems will bring participant revenue levelization for a variety of investment vehicles to John Hancock's Total Retirement Solutions recordkeeping platform.
Lincoln Financial Group’s retirement plan services business made two additions to its institutional retirement distribution team focused on the government plans market.
Ron Cohen has joined Wells Fargo Funds Management LLC as head of sales for the defined contribution investment only and registered investment adviser channels.
Rodney Balbuena has joined SageView Advisory Group in the firm’s newly opened office in Pasadena, California, while Cathy Christ comes to the Irvine office.
Financial services provider The Standard hired Matthew King within the firm’s retirement services group as the new director of third-party administrator (TPA) relationships.
Securities America Inc. says it will provide its network of 2,000 independent advisers with access to Envestnet Retirement Solutions’ retirement specialist adviser workstation technology.