Tag: Consultants

ABD Insurance and Financial Services hired Brian Ashworth as vice president of its retirement services group.

For plan sponsors with more than 100 participants, one the most important fiduciary duties is to ensure the plan receives a quality and independent annual financial review.

Continuing an annual tradition, consulting firm Mercer has compiled a list of the top 10 recommended steps that defined contribution plans should take over the next year.

Chicago-based institutional retirement and investment consulting firm Blue Prairie Group added Jere Cowden and Mark Muto to its network of retirement specialist consultants.

In an effort to streamline communications and further enhance existing security measures, TriStar Pension Consulting has implemented Plan Sponsor Link’s new secure web portal.

Nearly 70% of institutional assets were invested through consultant-intermediated channels in 2013, according to Cerulli Associates.

Kenneth Powell has joined the HR and benefits solutions firm Ascende as a compliance consultant.

The Retirement Advantage, Inc. (TRA) has hired Courtney Zanghi as a new business consultant in the Mid-Atlantic region.

While the Employee Retirement Income Security Act (ERISA) does not require retirement plan sponsors to have an investment policy statement (IPS) for their plans, it is a highly...

Annual filings always bring a swirl of activity, and July 31 is no different. It also brings a cloud of confusion for plan sponsors, according to Form 5500...

Pinnacle Plan Design hired Lauren Okum as a consulting actuary.

Michael Welz has been promoted to president and chief investment officer of USI Advisors, Inc., a subsidiary of USI Consulting Group.

Accounting and consulting firm Warren Averett LLC has joined the Alliance Benefits Group (ABG), along with two affiliated companies in the workplace benefits and asset management space.

Diane Improta has joined Rocaton Investment Advisors' defined contribution (DC) leadership team as managing director, defined contribution consulting.

The majority of final Form 5500s reviewed during a recent Internal Revenue Service (IRS) compliance assessment contained errors, many related to undistributed assets.

More corporate and institutional clients are seeking investment consultants and financial advisers with expertise in liability-driven investing (LDI), says a report from Cerulli Associates. 

Peter Nadeau has joined Fiduciary Investment Advisors LLC (FIA) as an investment consultant within the firm’s defined contribution (DC) services team.

Investment services provider Manning & Napier, Inc. has established a dedicated defined contribution investment only (DCIO) wholesaler team to help grow its presence in the expanding market segment.

A new defined benefit (DB) service provider guide, developed by The Principal Financial Group, explores best practices for advisory firms to engage and win new DB plan clients.

Seyfarth Shaw, a law firm specializing in employment and benefits law, unveiled a new Employee Benefits Administrative Service Center for retirement plan clients.