Many plan providers are squandering their chance to serve as long-term consultants to a potentially lucrative client cohort by not upscaling their offerings to meet its demands, Cerulli says.
Tag: retirement plan providers
Mesirow Adds Managing Director to Core Fixed Income Management Team; Client Executive Joins Transamerica Western Region; Ascensus Acquires Continental Benefits and 401k Plus; and more.
Wilshire Adds Senior Investment Professionals; Ladenburg Thalmann Invests in Tax Automation Provider; Southern Maryland Insurance Joins The Hilb Group; and more.
JHRPS Adds Divisional VPs; Stroock Brings Partners to New York and D.C. Offices; Northern Trust Grows Sales Team; and more.
Carillon Tower Advisers Adds Array of Sales Team Members; Kestra Financial Partners with Merrick Financial; Russell Investments Hires Regional Investment Consultants; and more.
Church Pension Fund announces series of appointments, and INTAC joins Ascensus TPA Solutions division.
DCIO Head Joins Putnam; Jennison Associates Adds Consultant Relations Professionals; Sales Directors Join Lincoln Financial; and more.
DWC Adds Marketing Director Position; Account Executive Joins Voya; Hancock Whitney Chooses Envestnet for Broker-Dealer Lines; and more.
Principal Acquires Finance Tech Company to Offer Adviser Solutions; Voya Promotes Industry Veteran to Regional VP of Small-Mid Corporate Markets; CAPTRUST Board of Advisors Sees Leadership Changes; and more.
Transamerica Expands Distribution Team; Alliance Aims to Extend Expertise in HR Industry; Procyon Partners Appoints Experienced Adviser to Portfolio Manager Position; and more.
ABG Brings in Business Development Officer for Retirement Plans and HSAs; FIS Group Hires SVP to Manage Sales and Marketing; BPAS Joins LPL Financial Retirement Partner Program; and more.
“For advisers, whether you have multiple plans or are new to the business, ReadyPlan’s simplicity means reduced time commitment and the potential for increased operational efficiency,” says Steve Chappell, Securian’s vice president of retirement plan sales.
Barrow, Hanley Hires Director of Client Development for Fixed Income Strategies; Former SEC Counsel Joins Morrison & Foerster as Partner; Transamerica Veterans Expand Distribution Roles; and more.
“This study shows that for financial firms who want to improve retirement savings outcomes must evolve their role from just account providers to trusted partners that people can turn to for help on holistic financial wellness,” NARPP says.
External Wholesaler Joins BPAS; Past Trader Joins PanAgora as Head of Trading and Implementation; American College of Financial Services President Resigns; and more.
Ascensus Appoints Industry Veterans to Board of Directors; Brinker Capital Grows Sales Division with Four Appointees; Goodwin Adds Partner to ERISA Team; and more.
A new brokerage window option allows advisers with relationships with 401(k) participants have access to participant accounts.
Wealth Management Solutions Firm Joins Kestra Financial; AXA Hires Executive for Life, Retirement and Wealth Management Business; T. Rowe Price Expands Retirement Plan Services Team with New Hires; and more.
Voya Promotes Plan Administrator to Client Relations VP; Hirtle Callaghan Hires CIO; The Standard Hires National Accounts Relationship Manager; and more.
Ardian Appoints Industry Veteran as Managing Director; New Portfolio Managers and SVPs Join Alger; Bank of America Announces New Merrill Edge Centers; and more.