Tag: Plan providers

Research done by Anova Consulting Group shows how properly training new, small-market plan sponsors is imperative for advisers and plan providers to achieve client satisfaction. 

EPIC Advisors, a 401(k) plan recordkeeping firm, has appointed Carolyn Richardson as a sales consultant. 

John Hancock Retirement Plan Services (RPS) has hired two regional vice presidents (RVPs) in its Western Division.  

The Hartford Financial Services Group has named Sharon Ritchey executive vice president of retirement plans.

Lincoln Financial Distributors, the wholesale distribution subsidiary of Lincoln Financial Group has gone inside to find a new national sales manager for its 401(k) business. 

Employers considering finding a new defined contribution (DC) provider in the next two years are almost equally concerned with understanding legislation, costs/fees, and encouraging employee participation, according to...

American United Life (AUL) Retirement Services has recently teamed with Mesirow Financial’s Investment Strategies department to launch its Fiduciary Partnership Service.

Robert Stanley has been promoted to senior vice president of Sales Development, John Hancock Retirement Plan Services (RPS), the company announced.

State Street Global Advisors (SSgA) has appointed Kristi Mitchem to senior managing director and global head of its defined contribution business.

Putnam Investments has added an asset allocation application to its Lifetime Income Analysis Tool, its retirement planning platform.

John Hancock Retirement Plan Services has announced the appointments of six regional vice presidents.

The retirement services division at American United Life Insurance Company (AUL), a OneAmerica company, has appointed Thomas E. Pohlmann to the position of regional sales director in the...

 Retirement Strategies, Inc. (RSI), will offer vWise Inc.’s SmartPlan Enterprise solution for its Defined Contribution Investment Only (DCIO) partners.

I participate in a number of LinkedIn groups (and “sponsor” a couple).  

PenChecks, Inc.'s new Web site is designed to make it easier for retirement plan providers, plan advisers, third-party administrators (TPAs), and plan sponsors to find information about complex...

Steven Hart has joined the Third Party Administrator (TPA) Sales and Support Strategy team for ING U.S. Retirement Services.

Continuing the trend since the third quarter of 2008, new data from LIMRA found that the percentage of new 401(k) plans sold by leading providers remains lower than...