Tag: Plan Admin

The Principal Financial Group unveiled a tool that lets advisers help small-business owners see how they stack up against their competitors in benefits offerings.

A recent J.P. Morgan survey found significant gaps between plan sponsors’ intentions and the reality of how plan strategies actually unfold.

Private equity, private real estate and real asset investment managers are now able to submit qualitative and quantitative performance information through Wilshire’s Compass Portal.

While there have been many studies on the causes of the Great Recession, a new report analyzes the cost of it.

Bruce Graham joins the firm as vice president and financial adviser in the firm’s newest office in Greenwich, Connecticut.

Scott Parry will serve as executive vice president and general manager for advisory and investment services.

Harry Dalessio of Prudential Retirement talked about leadership, communication and tapping into humanity. 

Alison Cooke Mintzer moderated a roundtable discussion with Elaine Sarsynski, Tom Skrobe and John Galateria on the roles of advisers.

Mercer appointed Deb Clarke as global head of Investment Research.

At its first-ever Financial Advisor Summit, the institute unveiled a new website, social network and additional tools to help members grow their businesses.

Sean Taylor has joined Deutsche Asset and Wealth Management (DeAWM) as head of Emerging Market Equities.

CAPTRUST, an independent retirement plan advisory firms, has acquired Cambridge Financial Services, an institutional investment advisory firm in Greenwich, Connecticut. 

Noel J. Trias will join Pensionmark as managing director of the new office.  

Global asset manager Russell Investments appointed Jeff Hussey as global chief investment officer (CIO).

BB&T Retirement and Institutional Services has hired Brett Wells and William “Bill” K. Griggs as business development officers.

The American Society of Pension Professionals & Actuaries (ASPPA) is asking for changes to ease correction burdens for retirement plan sponsors.   

Working with an adviser can help retirement plan sponsors in several ways.

The institutional, personal retirement and preferred segment solutions teams are being folded into one organization at Bank of America, and named retirement and personal wealth solutions.

Benefit Advisors Network has named Bannockburn, Illinois-based GCG Financial in Bannockburn, Illinois, as its newest member.

USI Consulting Group has named Ryan Coogler vice president, Retirement Services, in its Houston, Texas, office.