Tag: Investment only

Broadridge Offers Plan Benchmarking Service

Broadridge Financial Solutions reached an agreement with Pension Data Resources, Inc., to provide clients with plan assessment and benchmarking capabilities based on compiled Form 5500 data.

New Firm Supports Non-Fiduciary Advisers

Fidelis Fiduciary Management launched an independent investment management program for financial advisers who cannot or choose not to serve as fiduciaries for their 401(k) clients.

Brockelman to Lead Putnam DC Adviser Sales

Putnam Investments has made changes to senior roles on its defined contribution team, in what Edmund F. Murphy, III, Managing Director, Head of Defined Contribution, called “the next logical step in the structure of our organization.” 

The Hartford Expands DCIO Sales Force

The Hartford said it has expanded its team of sales consultants who serve the investment needs of defined contribution plans "as part of a broader strategy to continue growing its assets under management for retirement plans.”