Tag: retirement plan advisers

Resources adds two firms in growing partnerships, and Hooker & Holcombe hires retirement plan education specialist.

Stadion adds marketing VP to Maine office; TRA acquires Tennessee TPA firm; Marketing strategist joins Custodia; and more.

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.

DWS hires municipal bond director; PBGC announces several leadership appointments; Principal International names retirement income solutions leader; and more.

Transamerica announces hire and promotions; Mercer closes acquisition of Summit Strategies Group; FIA opens Wellesley office; and more.

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

Beacon Pointe Advisors names CIO; Asset-Map partners with Cambridge Investment Research; VALIC appoints new business development vice president; and more.

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

ESOP and ERISA Litigators Join McDermott Willl & Emery as Partners; IRI Names New President and CEO; Callan Adds Team Member to Capital Markets Group; and more.

Bernstein Adds Industry Executive to Philadelphia Region; T. Rowe Appoints CIO to Head of Investment Strategy; The Hilb Group Acquires Actuarial Consulting Firm; and more.

Debt is getting in the way of saving for retirement, and many want help with investing, preferring to work with an adviser in person, a survey found.

Voya hires regional sales vice president; Northern Trust names former employee its new strategy director; Broadridge announces a series of changes to its global operations team; and more.  

Past Wholesaler Forms Retirement Plan Consulting Firm; Pentegra Names TPA Operations Director; San Francisco-Based Advisory Firm Rebrands; and more

PCS Announces Series of Promotions and Hires; CUNA Mutual Grows Sales Force with Addition of Regional VP; USI Selects Retirement Services VP; and more.

The Wagner Law Group Welcomes Attorneys Quinn and Burwick; Independent Retirement Hires Retirement Plan Consultant; SageView Hires Managing Director; and more.

Stadion Names New Retirement Strategies CIO; Nationwide Names New Marketing Leader; Experienced ERISA Experts Join Steptoe & Johnson LLP; and more.

OneAmerica Expands Sales Team with Three Hires; Mesirow Board of Directors Member Appointed as CEO; LifeYield and SS&C Merge to Produce Adviser Solutions Suite; and more.

Giesting Financial Joins PCIA; BPAS Announces Presence in Cincinnati; EACH Enterprise and Chatham Partners Team Up for Provider Transitions; and more.