Tag: retirement plan advisers

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.

Nationwide selects retention leader; Sikich adds senior specialist to retirement plan services team; DWS announces changes to global business side; and more.

Lyxor Asset Management selects CIO; MassMutual adds managing directors of U.S. regions; and TIAA financial solutions head resigns.

TRA adds newest regional sales consultant; Mercer selects responsible investment leaders; Newport acquires TPA business at Huntington National Bank; and more.

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.

Cetera announces additional teams and roles; Principal adds multiple sales team members; Schroders hires sales directors for regional teams; and more.

DWS Group renames fixed income ETFs and MassMutual and NextCapital offer managed advice solution.

FBi adds SVPs to growth and product lines; SageView selects chief advisory services officer; and BPAS APS promotes DB director.

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

RiskFirst adds leader of business development; The Wagner Law Group launches Bankruptcy and Restructuring practice; Alight Solutions announces new CEO; and more.

Man GLG announces head of Asia equities; Pacific Life adds sales SVP; Fiduciary Trust hires VP of client service team; and more.

Mercer adds health and benefits consultant in California office, and Ascensus names retirement plan VP for western division.

TRA appoints national sales manager; SS&C Technologies names retirement solutions manager; MMA acquires Illinois brokerage firm; and more.

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.