Tag: Agilis Partners LLC

Deals & People

April 12th, 2024

Retirement Industry People Moves – 4/12/24

Fava, Carter join Carson Group; Hub adds managing director of M&A and CMO; Farrell named retirement plan services director at...

Deals & People

May 26th, 2023

Retirement Industry People Moves

Cambridge Associates names Davidson president, head of investing; retirement consultant Mischell joins Agilis as managing director; ACA Group appoints Olson...

Practice Management

November 29th, 2022

Financial-Market Upheaval Overtakes Best Intentions of Pension Legislation

Pension plan balance sheets improved in 2022 despite market fluctuations. Now corporate plan sponsors have to consider their funding strategy...

Events Spotlight

PLANADVISER 360

November 2– 5, 2025
The Westin Kierland, Scottsdale, AZ
The retirement plan advisory industry continues to evolve, both in business structure and in the services provided to sponsors and participants. Advisers need insights and resources to aid them in keeping themselves and their practices relevant. PLANADVISER 360 is a comprehensive, interactive event that provides just those opportunities, all while bringing advisers to a beautiful resort to golf, enjoy the outdoors, swim and spend time with peers.

Industry Intelligence

THOUGHT LEADERSHIP

Retirement plan advisers can help plan sponsors with risk management and plan funding to address changing needs of the workforce, according to an expert from Massachusetts Mutual Life Insurance Company.

Sponsored by MassMutual

THOUGHT LEADERSHIP

How Advisers Can Help Plan Sponsors Navigate Demographic Shifts

Sponsored by MassMutual