Tag: retirement plan advisers

Art by Subin Yang

Retirement Industry People Moves

Nationwide Retirement Plans adds consultant relations director; Chalice creates partnership with Orion Services; GoldPoint Partners appoints managing principle; and more. 

Retirement Industry People Moves

BPAS creates 401(k) platform with ANBTX; Experienced CFP leads intellicents’ new office; and Seelaus names managing director of firm’s subsidiary.

Art by Subin Yang

Retirement Industry People Moves

The Standard Adds Retirement Plan Consultants to U.S. Regions; Regional Sales Director Joins OneAmerica’s Northern California Team; Two West Advisors Partners with TAG Resources; and more.

Retirement Industry People Moves

Vestwell and BNY form partnership to provide retirement plans; 401(k) professionals establish advising firm; DWC brings on industry veteran as first in-house actuary; and more.

Retirement People Industry Moves

E*Trade and Edelman Financial Engines announce custody relationship; Edelman Financial Engines appoints former EBSA leader to board; Investment strategist joins FIA; and more.

Retirement Industry People Moves

Stonebridge joins the hybrid solutions platform of Triad Advisors; SEI partners with higher education governance organization; client engagement expert joins Transamerica; and more.