Tag: retirement plan advisers

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.

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.

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.

TRA brings back former sales rep; Alan Biller and Associates announces new CEO; National sales director joins Aspire; and more.

Voya Retirement adds sales VP to Atlanta and South Carolina region; Thompson Hine LLP hires attorney to EBEC practice; HealthSavings appoints senior sales VP; and more.

Broadridge Board of directors appoints president; Alliance for Lifetime Income announces new institute; Senior counsel joins HBL legal team; and more.

Miracle Mile Advisors hires investment expert; Empower Retirement selects asset management SVP and head; Employee benefits partner joins Dechert LLP; and more.

Acadian hires global equity research director; Maryland-based firm joins TRA; and Creative Planning acquires RIA firm.

Cerity Partners merges with wealth management firm; Prime Capital names Qualified Plan Advisors leader; MassMutual hires worksite distribution head; and more.

Sales SVP joins Allianz Life; Transamerica adds RVPs to mid-market retirement plans; Academic consultant to support American Century ETF platform; and more.

Transamerica makes executive appointments; T. Rowe Price adds senior sales executives; the Segal Group hires senior vice president; and more. 

MassMutual announces multiple hires and appointments; Charles Schwab names former TD Ameritrade president as SVP; Hamilton Capital selects retirement plans director; and more.

Cetera Financial Promotes Former President to CEO; Dimensional Fund Advisors Selects COO; Transamerica Makes Sales Consultant to Retirement VP; and more.

Mercer Global Advisors acquires California Wealth Management firm; Schroders adds changes to senior leadership team; RVPs join Ameritas retirement plan division; and more.

Aegon Asset Management names EM debt leader; a new chief marketing officer joins Jennison Associates; Gallagher appoints a consultant to retirement plan leader; and more.

MassMutual hires managing directors for DC retirement plans; Cohen & Steers appoints Sony Music VP to board of directors; FTJ Retirement Advisors partners with retirement planning marketplace company; and more.

PCS Retirement names new COO; Cohen & Steers appoints global real estate head to CIO; The Standard names TPA sales director; and more. 

Ameritas president succeeds former CEO and chair; Voya Retirement adds account exec to large market side; AIG Retirement appoints market management SVP; and more.

Transamerica adds regional VPs to large-and-mid-market retirement plans; Broadridge acquires content management and automation firm; Principal Global Investors selects managing director; and more.

Acadian appoints leader of global client group; Empower adds CIO for IT leadership; TRA acquires retirement consulting and administration firms; and more.