Tag: retirement plan advisers

On the Move

Transactions, promotions and new hires in the financial advisory industry.

Retirement Industry People Moves

Strategic Investment Group names client development managing director; PGIM Investments hires VP of Retirement Investment Solutions; SS&C Technologies Holdings acquires Innovest Systems; and more.

Retirement Industry People Moves

MassMutual hires regional managing directors for retirement services; Callan names private equity SVP; and IRI adds changes to executive committee and board of directors.

On the Move

Transactions, promotions and new hires in the financial advisory industry.
Art by Subin Yang

Retirement Industry People Moves

Cohen & Buckmann adds counsel to Employee Benefits & ERISA practice; Penn Mutual hires portfolio managers for balanced income strategy; and retirement services leader of Millennium Trust retires.

Art by Subin Yang

Retirement Industry People Moves

Wilshire Consulting president resigns and announces successor; The Standard names government and regulatory affairs director; DCIIA unveils founding members and pillars for RRC; and more.

Art by Subin Yang

Retirement Industry People Moves

Former Pentegra SVP launches expert firm focused on group retirement plans; Barber rejoins Franklin Templeton to head municipal bond team; Schwab to acquired fixed income separate accounts manager; and more.