Tag: Recordkeepers

BMO Financial Group announced Friday that it will acquire Marshall & Ilsley Corporation (M&I) in a stock-for-stock transaction.

ING Retirement Services has added a tool to its GROW program that focuses on participant education.

Cynthia Egan, president of T. Rowe Price Retirement Plan Services, and Christine Fahlund, a senior financial planner at T. Rowe, believe the industry should move away from the...

Asked how often they formally evaluated their DC provider, larger programs were again this year noticeably less likely to say they did so on an annual basis.

Robert Reynolds, President and CEO of Putnam Investments, today discussed why he feels that this is the time for advisers and investors to adopt absolute returns...

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...

David Ravarino will be the new regional vice president in Transamerica Retirement Service’s western region.

Rich Linton, the recently appointed head of Business Retirement Solutions at Bank of America (BofA) Merrill Lynch, has announced organizational changes to his team.

Putnam Investments is introducing a module on its plan participant Web site that it says will offer transparent and comprehensive disclosure of fees and...

George Castineiras, senior vice president of Client Relations and Business Development for Prudential Retirement spoke to PLANADVISER to clarify details of Prudential’s new key account team structure.  

T. Rowe Price will be rolling out a new value-add series called “Pitch Points” to better serve the defined contribution (DC) adviser market.    

Prudential Retirement on Wednesday announced a reshuffling of its client-facing service personnel into 10 “key account” teams based in three U.S. regions. 

Thomas Engelhard has joined Pentegra Retirement Services as Regional Director- Midwest. 

Warren, Averett, Kimbrough & Marino, LLC, which describes itself as Alabama's largest certified public accounting and business consulting firm, has expanded its recordkeeping services reach. 

Diversified Investment Advisors, Inc., has launched “Your Money Matters” on Facebook to share and explore retirement and personal finance issues and trends with consumers.

The Hartford Mutual Funds has named Jeff Reiss national sales manager.

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

With the introduction of several new initiatives and a new VP, The Hartford Financial Services Group plans to grow their middle market business for 401(k) defined contribution and...

CPI Qualified Plan Consultants will be opening an office in Birmingham, Alabama, with Wayne Bosch at the helm.  

The Hartford is restructuring its Wealth Management unit, breaking it into four segments: global annuities, mutual funds, retirement plans, and individual life, under wealth management president David Levenson.