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PANC 2013: Fiduciary Fitness
“While we as advisers understand a lot of pieces of the puzzle, the plan sponsor doesn’t,” Keith Gredys, CEO and president of Kidder Benefits Consultants Inc., told attendees...
Building Trust at Workshops
Trust is a foundation principle of every great relationship.
PANC 2013: CEO Roundtable
Alison Cooke Mintzer moderated a roundtable discussion with Elaine Sarsynski, Tom Skrobe and John Galateria on the roles of advisers.
Russell Appoints Global CIO
Global asset manager Russell Investments appointed Jeff Hussey as global chief investment officer (CIO).
Brokerage Must Repay Plan Participants, Beneficiaries
An insurance brokerage firm must repay more than $270,000 to the participants and beneficiaries of a Florida-based retirement plan.
Retirement LLC Merges with TPA
Retirement, LLC, of Oklahoma City, Oklahoma, will merge with third-party administrator I AM, Inc. of Traverse City, Michigan.
CEO Named for Retirement Systems Data
Tom Hogan has been appointed chief executive officer of Retirement Systems Data, LLC (RSD).
Mercer Names Three Division Heads
Andrew Kirton, Jeff Schutes and Akhil Sethi have been appointed to senior positions in investments and retirement divisions in global regions at Mercer.
Retirement Worries Growing in Military Families
Members of the military are increasingly concerned about their retirement prospects, according to a new survey.
ICI Comments on Money Market Funds Proposal
The Investment Company Institute (ICI) expressed opposition to a Securities and Exchange Commission (SEC) proposal to reform money market funds.
NFP Appoints Chief Executive
Douglas W. Hammond, president and chief operating officer, has been named chief executive of National Financial Partners Corp.
Former Senator Picked to Head SIFMA
Judd A. Gregg, a former three-term senator, was appointed chief executive officer of the Securities Industry and Financial Markets Association (SIFMA).
TIAA-CREF Names Head of Asset Management
Robert Leary has been named executive vice president and president of TIAA-CREF Asset Management.
Lincoln, Primerica Releasing Annuity Products
Lincoln Financial Distributors (LFD) and Primerica Inc. will be releasing more annuity products.
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2013 PLANSPONSOR Retirement Plan Adviser of the Year Finalists
At the end of last year, we announced some of the nation’s most successful retirement plan advisers in our list of the 2013 PLANADVISER Top 100 Advisers. In...