Tag: Consultants

The Center for a Secure Retirement (CSR) found that 51% of middle-income Americans (annual income between $25,000 and $75,000) have not been approached or contacted by a professional...

Morgan Stanley Smith Barney announced that detailed fee and service benchmarking tools have been added to its defined contribution retirement plans.

Man Group, an alternative asset management company, hired Miriam Tai as Head of U.S. Consultant Relations.

Retirement Plan Advisory Group (RPAG) named Veronica Lee, formerly of 401(k) Advisors, Senior Vice President of Client Service.  

Putnam Investments announced the promotions of Robert E. Alan to Head of North America Consultant Relations and Keith E. Thomas to Head of International Consultant Relations.

Steven Rattner, former founding principal of private equity firm Quadrangle Group and former Obama administration "car czar," has agreed to a $10 million settlement of pension pay-to-play charges...

Marsh & McLennan Agency LLC (MMA), a subsidiary of insurance broker Marsh Inc., has acquired Trion Group Inc.

Wilmington Trust has added three senior wealth advisors to the company’s Wealth Advisory Services (WAS) business in the Northeast region.   

Based on their Hearts & Wallets research initiative, Chris Brown and Laura Varas have started a company, Hearts & Wallets, LLC.

Legg Mason, a global asset management firm, has created the Retirement Advisory Council, bringing together 14 industry leaders to delve into the major challenges facing the retirement industry. ...

Relying on a financial adviser outside the plan was the preference for 37.5% of the roughly 6,000 plan sponsor respondents to PLANSPONSOR’s annual Defined Contribution...

A recently commissioned survey indicates that employer-sponsored retirement plans are highly important to the workers who participate in them, but most are not maximizing their savings power.

Large-size U.S. plan sponsors recently surveyed believe participation in defined contribution plans should be mandatory, with immediate vesting of employer contributions.

Plan Sponsor Advisors, LLC (PSA) has hired Theresa “Tess” Malone as its new National Practice Leader.

Goldleaf Partners, a national retirement and employee benefits administration and consulting firm, has announced three executive appointments.

Columbia Management announced the appointments of executives for its Institutional Defined Contribution – Investment Only (DCIO) business and its Consultant Relations efforts.

With the introduction of several new initiatives and a new VP, The Hartford Financial Services Group plans to grow their middle market business for 401(k) defined contribution and...

CPI Qualified Plan Consultants will be opening an office in Birmingham, Alabama, with Wayne Bosch at the helm.  

With the ink not yet dry on its merger nuptials with Aon, Hewitt Associates has announced a new acquisition.

Two giants in the benefit consulting space have decided to join forces.