Tag: retirement plan advisers

Ameritas announces new officer elections; TRA acquires retirement solutions firm; Northern Trust lengthens partnership with Driehaus; and more.

The Standard selects employee benefits lead and Rebalance names retirement services VP.

Nova 401(k) Associates names new attorney and consultant; Lockton Pacific adds employee benefits VP and producer; and CC Capital and Motive acquire Wilshire Associates.

Schroders selects fixed income head and CalPERS names private equity investment director.

QMA appoints new head of U.S. consultant relations; ABG expands to Midwest with Retirement Plan Consultants; The Wagner Law Group promotes ERISA attorneys; and more.

Unified Trust joins EdgeCo; Putnam Investments CIO announces plans to retire in 2021; Marathon Asset Management hires senior high-yield portfolio manager; and more.

Securian Financial hires regional sales VP; Robeco adds to supervisory board; IRS names associate chief counsel for EEE; and more.

Retirement Services Group Joins LaSalle St.; DWS appoints client coverage leader; and Innovest selects new VPs for retirement practices.

LeafHouse announces marketing and communications VP; Aegon AM selects global product head; Compass Advisors joins Vanguard’s Elite Advisor Program; and more.

Hall Benefits Law announces changes to ERISA team and BNY Mellon elects governance expert to Board of Directors.

CAPTRUST selects VP and institutional financial adviser; Insight Investment adds leaders to North American practice; NFP acquires multidisciplinary insurance broker; and more.

Lockton brings in senior adviser; Qontigo selects multi-asset solutions head; Franklin Templeton appoints head of U.S. distribution; and more.

Tiedemann Advisors selects Family Governance head; Mutual of Omaha promotes national 401(k) sales director; Tech and client services head joins ICMA-RC; and more.

Crossroads Financial Services joins LPL RIA platform; Alliance acquires recordkeeping and HR consultant; Resources Investment Advisors adds MPRA to list of acquisitions; and more.

Aegon Asset Management names consultant relations leader; Pentegra announces new additions to sales force; ISS ESG selects global research leader; and more.

Orion Advisor Solutions adds TAMP provider; Cetera selects business development head; MassMutual Advisors Association appoints president; and more.

TIAA announces additions to executive committee; TRA acquires retirement plan administrator; and Compass Advisors names retirement services director.

Wagner Law Group appoints ERISA attorney to ‘of counsel’; Financial Fitness promotes former executive VP; ProManage adds senior VP and consultant; and more.