Tag: Consultants

Segal Group expands communications practice with new hire; Newport Group names leader of institutional sales; Voya Makes organizational changes, and more.

Cafaro Greenleaf names head of Houston office; Henry Yoshida joins Student Loan Genius; Portfolio manager launches asset management firm, and more. 

Oppenheimer Names Head of Beta Solutions; Eng Rejoins AB in Custom DC Solutions; Mariner Retirement Advisors Joins GRP Advisor Alliance, and more.

Empower Names EVP of Operations; Insight Investment Names Co-Head of Consultant Relations Team; Lincoln Names Director of Consultant Relations; and more.

New hires, promotions and deals at Delaware Investments,  RTD Financial Advisors,  SEI  and more.

Pension consulting expert warns PBGC premiums have reached an unsustainable level for many plan sponsors. 

New hires at Northern Trust Asset Management and Index Fund Advisors, and executives on the move at Findley Davies.

Living firsthand through some seriously tough times for defined benefit plans, many pension plan sponsors are turning to advisers and consultants for help.

Russell Investments, Pavilion Advisory, Guardian and others make new hires.

Arnerich Massena transitions some of its plan services business line to SageView Advisory; new hires at Macquarie Group and more.

Cerulli Associates shares findings that clearly show increased demand from public pension plans for outsourced investment leadership. 

New hires and promotions at Prudential Retirement, Northern Trust, Commonwealth Financial Network and more.

Among the week's people moves, Kimberly Shaw Elliott and Jay Bloom joined Independent Financial Partners, John Carbone and Matthew Goldberg signed on to Fred Alger Management, and Jessica Portis joined Mercer Investments.

Deana Calvelli joins Lockton; Brett Dutton comes to PNC Institutional Asset Management; Sharon Mossman and Douglass Heckman join RidgeWorth; Securian adds John Kibbe and Steve Chappell to institutional retirement group; Dave Anders & Associates affiliates with PlanMember Securities Corporation.

The retirement specialist advisory firm announced Manuel Marques will take on the role of president.

Christopher Hale has joined The Standard as a retirement plan consultant for the Central sales region.

Bill Bensur has joined the national investment leadership team of Towers Watson and will head the firm’s investment office in Pittsburgh.

National 401(k) plan consulting firm MJM401k LLC appointed Mary A. Berk to its leadership team as a senior consultant and plan analyst.

In finance as in physics, investment market forces produce both upside and downside. It's a phenomenon that is especially apparent when discussing low interest rates.

Tax-qualified retirement plans run by small business owners must comply with ERISA—whether the sponsor is familiar with the landmark legislation or not.