Tag: Plan providers

Great-West Retirement Services has promoted Jonah Caldwell to regional sales director for Arkansas and Oklahoma, the firm said.

Transamerica Retirement Services has hired Deborah Rubin as vice president, head of Third Party Administrator Channel Distribution.

As part of a planned leadership succession, the Principal Financial Group announced that John Aschenbrenner, president – insurance and financial services, will retire at the end...

MG Advisory Services, LLC, a provider of products and services to financial advisers, broker/dealers, and TPAs, has expanded its RetireTool(k)it product to include plan proposals explaining the open-architecture...

U.S. Department of Labor (DoL) officials have cautioned plan administrators that they should not share their PIN numbers for the EFAST2 electronic document filing system.

The Principal Financial Group unveiled enhancements to its Principal TPA Edge program to help financial professionals and their TPAs capture new sales and manage their existing business.

Ascensus is now a retirement plan provider for Commonwealth Financial Network’s new Retirement Plan Consulting program.

Great-West Retirement Services announced two regional sales directors in New Jersey: Joe Carew and Laura Catalano.

Pen-Cal, a San Francisco-based plan provider, has turned to Stephen C. Nell as its East Coast managing director.

The typical adviser receives more than 100 e-mails, mailings, wholesaler visits and internal sales desk calls every month from product providers—and that’s just from the firms they work...

New York Life Insurance Company has turned to Tom Johnson as head of business development for Retirement Income Security.

The Keane Organization, a provider of compliance and risk management solutions to Fortune 1000 corporations, has promoted Mark Sweatman to president of Keane’s Retirement Services Division (KRS).

Great-West Retirement Services announced that the City of Jacksonville, Florida, has hired it as the city’s exclusive provider for its 457 deferred compensation retirement plan and its 401(a)...

TIAA-CREF has appointed Teresa Hassara as senior managing director and head of Institutional Client Services and Kevin Nazworth as vice president and head of the organization's Health Care...

A new partnership between EPIC Advisors Inc. and Mutual of Omaha offers banks and trust companies a retirement plan offering to provide to their clients.

CDM Retirement Consultants, Inc., a Towson, Maryland, provider of open-architecture retirement plan solutions, is now offering administration services for defined benefit plans, including cash balance plans.

J.P. Morgan Funds has launched an online version of its target-date evaluation program, the Target Date Compass.

AXA Equitable Life Insurance Company recently launched a program to attract women consumers and financial professionals.

Standard Retirement Services has launched two new retirement savings campaigns designed to promote enrollment, increase contributions, and motivate ongoing asset allocation review.

New York Life Investments plans to hire three new vice presidents and one internal sales representative for its defined contribution investment-only (DCIO) team in the next month or...