Tag: retirement plan providers

SponsorFIT is designed to help retirement plan sponsors monitor and improve plan health, as well as simplify plan administration.

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.

Mesirow Financial will serve as the 3(38) investment manager for TAG's 401(k) Aggregated Solution.

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.

The platform aims to process plan transactions from reputable, timely providers.

CapAcuity has entered the non-qualified retirement plan provider market.

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.

Past Wilshire Leader Rejoins Firm; Resources Investment Advisors Undergoes Rebranding; T. Rowe Price Retirement Hires Senior Sales Exec; and more.

Litigator Rejoins Reed Smith; Cerulli Integrates MMI Advisory Platform; LCG Associates Promotes Investment Analyst to Consultant; and more.

TRA Hires Regional Sales Consultant; Heffernan Retirement Service Opens Seattle Office; Voya Retirement Adds SVP; and more.

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...

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.