Tag: Consultants

USI Consulting Group has promoted Kenneth Hyne to Investment Advisory Services practice leader and president of USI Advisors, Inc.

GE Asset Management (GEAM) has named Chris Adey to the newly created role of global consultant relations leader.

Defined contribution (DC) plan sponsors said reviewing plan-related expenses was the most important fiduciary action they took over the past year, according to a Callan Associates survey.

Charles D. Cahill has joined Cassidy Retirement Group, a Concord, Massachusetts-based retirement plan consulting firm, as a consulting actuary.

USI Consulting Group has announced that Michael Raymond has joined the company as a vice president of Retirement Services.

The self-proclaimed “Sam Spade of Money Management” is taking a former client to court.

Aon Consulting has made a new hire to expand its business with large market clients.

Clark Consulting, Inc., has announced executive promotions and hires designed to help the company improve services in the fields of executive benefits and strategic financing solutions, such as...

Glenmede has announced that Jason Pride has joined the firm as director of Investment Strategy, a newly created position.

MFC Global Investment Management (MFC GIM) named Bradford G. Thomas as director of Consultant Relations.

Specific environmental, social, and corporate governance (ESG) factors can have a positive impact on portfolio returns, according to a new Mercer report.

Lawing Financial has named Doug Lode as director of Qualified Plan Design.

Don Settina, Inc., a Pittsburgh-based retirement consulting firm, is now operating as RetireRight Pittsburgh.

Thomas Harty has joined Plan Sponsor Advisors in a new senior consultant position, according to Jennifer Flodin and Donald Stone, co-founders of the Chicago-based retirement and investment consulting...

Forty-one percent of defined contribution assets are controlled by consultants, with the majority of these assets in large plans with more than $500 million in assets, according to...

Consultant Mercer has tapped Toni Brown  from Callan Associates to serve in the new position of director of client consulting for its investment consulting business in the U.S. 

When it comes to employee benefit plans, there’s a new sheriff in town. 

Hewitt has announced it will combine its mid-market health and welfare outsourcing platform, Core Benefits Administration (CBA), with its existing mid-market retirement solutions.

Focus Retirement Plan Partners has announced an enhanced suite of retirement plan consulting services available to retirement plan sponsors and financial advisers serving plan sponsor clients.

Morningstar Associates, LLC, has announced that USI Consulting Group is now offering managed retirement accounts through Morningstar Retirement Manager.