MFS Hires Director of Consultant Relations
MFS Investment Management hired Kristen E. Colvin as director of consultant relations.
Tag: Consultants
SageView Adds Consultant in South Region
Justin Bogart is the newest retirement plan consultant for the SageView Advisory Group.
Fiduciary Benchmarks Rolls Out Plan Design Optimization Tool
A recently introduced tool from Fiduciary Benchmarks seeks to help plan sponsors optimize their plan design and improve their participants’ retirement readiness.
USI Hires Retirement Plan Consultant
USI Consulting Group announced that Kathleen Sebetka has joined the company as Vice President, Retirement Services.
Advisers Not Keeping Pace with Small-Market Needs
Although advisers have a higher approval rating than recordkeeper relationship managers among mid-market plan sponsors, they have been struggling to keep pace in the small-market, according to Richard Schroder, President...
Consultant Offers Retirement Plan Compliance Warranty
United Retirement Plan Consultants is introducing a Compliance Warranty for its 10,000 current plan sponsor clients as well as all new prospects.
ING Adds to Consultant Relations Team
ING Investment Management U.S. has appointed Brant Grimes and Conor Sullivan as Senior Consultant Relations Managers.
A Process, Not a Product
According to Geoffrey Ward, National Director of the MetLife Pension Resource Center, the retirement plan advisory business has transformed from one that sells products to one that takes on...
First Western Expands Retirement Consulting Services Team
First Western Trust Bank appointed Irene J. Antonio as a Relationship Manager in the firm’s Retirement Consulting Services team.
BofA Merrill Lynch Ramps Up 401(k) Solutions
In an effort to meet the “war for talent” head-on, Bank of America Merrill Lynch is rolling out a series of enhancements to its 401(k) and other financial...
Cash Balance Analysis Added to Plan Comparison Tool
Flex-Soft Inc. has added a cash balance analysis to its retirement plan comparison tool, PSCnet.
Tegrit Group Acquires Advisors Pension Services
Tegrit Group, a provider of retirement plan consulting, administration, and technology services for public and private plan sponsors, has acquired Advisors Pension Services (APS) of Columbus, Ohio.
BofA Rebrands Institutional Consulting Group
Bank of America Merrill Lynch is rebranding its Institutional Consulting Group to become Global Institutional Consulting (GIC).
Consulting Veterans Join Callan Associates
Callan Associates plans to hire former Richards & Tierney (R&T) investment consulting veterans Ann Posey and John Simmons.
RSG Announces Merger with RWC
Retirement Solution Group (RSG) announced that the firm will be merging with RWC Pensions.
Study Offers Ways to Close Life Insurance Coverage Gap
Life insurance coverage is at its lowest point in more than five decades, according to a research project undertaken by Genworth Financial and the University of Virginia.
PSCA Changes Name to Expand Organization’s Scope
The Profit Sharing/401k Council of America is expanding the organization's reach by changing its name to the Plan Sponsor Council of America – the acronym remains the same.
ADP Establishes Strategic Advisory Services Group
ADP has established a Strategic Advisory Services group, dedicated to advising clients on their benefits administration services.
Commonfund Names Head of Consultant Relations
Commonfund, an investment manager for institutional investors, has selected Lou Ann Dolan as Managing Director, Group Head of Consultant Relations.
Benefits Brokers and Consultants See Opportunities
Benefits brokers and consultants appear optimistic about the future of their firms and see a host of opportunities to provide increasing value to their clients, a MetLife survey...