Tag: retirement plan providers

Janney Montgomery Scott acquires Atlanta-Based firm; investment advisory firms join CAPTRUST; CFO hired at PCS; and more.

Rob Scheinerman, president, AIG Retirement Services, tells PLANADVISER that while the VALIC name is strong and well respected, the AIG name carries even greater recognition in the marketplace...

The Lanzetta Group moves to Securities America platform; Deutsche Bank hires West Coast head; Greenleaf joins Retirement Advisor Council; and...

Nationwide Retirement Plans adds consultant relations director; Chalice creates partnership with Orion Services; GoldPoint Partners appoints managing principle; and more. 

BPAS creates 401(k) platform with ANBTX; Experienced CFP leads intellicents’ new office; and Seelaus names managing director of firm’s subsidiary.

Cetera CEO steps down due to health concerns; Wilshire announces series of promotions and hires; DWS Group adds investment solutions...

Schroders announces North American distribution hires; Senior consultant joins PEI; Wise Rhino Group hires managing director; and more. 

Murphy and Reynolds take new roles at Great-West; Retirement sales consultant joins TRA; ERISA industry committee appoints leaders; and more. 

Multnomah Group expands consulting team; Ascensus selects regional VP for South Texas division; RVPs join CUNA Mutual sales division; and more. 

Transamerica promotes division VP; TRA hires past sales manager to newly created role; Lightyear announces series of promotions; and more. 

MassMutual adds regional managing directors; consulting firm founder joins Alan Biller and Associates; BPAS announces institutional sales VP; and more. 

The Standard Adds Retirement Plan Consultants to U.S. Regions; Regional Sales Director Joins OneAmerica’s Northern California Team; Two West Advisors...

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

Tech experts join PCS; DWS Group adds portfolio management head; CBIZ purchases Sequoia business unit; and more. 

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.

The solution allows participants to “lock down” their accounts to prevent any distributions or loans from being initiated.

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.