Tag: Consultants

CPI, a third-party recordkeeping and administration company, has added the Payden family of mutual funds to the firm’s retirement plan platform.  

The Retirement Plan Advisory Group, (RPAG) has rolled out a solution that it says could cut completion time on Requests for Proposal (RFPs) from several days...

Clarity in Numbers, LLC (Clarity) today announced its addition of a new practice leader to consult with closely held businesses.

I participate in a number of LinkedIn groups (and “sponsor” a couple).  

A new retirement consultancy has opened for business in Colorado.

An employee benefits consulting firm announced it is offering an open-architecture arrangement to allow plans to select from more than 800 exchange-traded funds (ETFs) when developing an investment...

Marsh & McLennan Agency LLC (MMA), a subsidiary of insurance broker Marsh Inc., announced it has acquired The Bostonian Group Insurance Agency, Inc., and Bostonian Solutions, Inc.

Clark Capital Management Group offers risk-based asset allocation models designed to protect 401(k) participants from dramatic declines.

Defined contribution (DC) consultants said they are providing custom asset-allocation services, such as target-date strategies, to an increasing number of clients, according to a PIMCO survey. 

Lockton has announced the opening of a Minneapolis-based employee benefits consulting practice.

Bank of America (BofA) Merrill Lynch announced senior leadership appointments and new resources aimed to increase the firm’s reach with institutional consultants.

Callan Associates’ Performance Evaluation Program (PEP) has new features and data in its reporting platform.

Integrated Retirement Initiatives, LLC, (IRI) has announced the addition of John Paul Ruiz and Gordy Lusian to its staff.

A study affirms the idea that defined contribution (DC) plans could end up with differing plan design features and results depending on the choice of service providers such...

Less confident of their employees’ ability to sock away a sufficient retirement nest egg, mid- to large-sized companies in a new Hewitt Associates survey said they plan to...

Tammy Mattson has joined Aon Consulting as executive vice president and director of the Northeast Region, the company announced.

FCRC Apps, LLC, a software development firm, has announced the release of version 2.0 of its Web-based application, eFiduciary.net.

Westminster Consulting, the ERISA/Fiduciary Consulting business unit of Westminster Financial, LLC, has hired Eric Grimes to the position of senior consultant.