Search results for: ceo of posit
Retirement Industry People Moves – 4/12/24
Fava, Carter join Carson Group; Hub adds managing director of M&A and CMO; Farrell named retirement plan services director at Concurrent; and more.
401(k)s to Match the Mission
Just Futures has brought to market a value-driven retirement plan investing model it says is especially in demand by nonprofits.
Retirement Industry People Moves – 4/5/24
NEPC Hires O’Connor to head DC as Ryan is promoted to team lead; top adviser DeBello joins CAPTRUST; LeafHouse promotes Hendrix to exec VP of corporate strategy; and...
Product & Service Launches – 4/4/24
Voya expands NQDC offering for smaller employers; Fidelity Investments bolsters financial education; IRALogix partners with Benartzi’s PensionPlus; and more.
Intellicents’ Budd On Financial Planning As the Next Workplace Benefit
Intellicents’ recently named retirement services president, Brandon Budd, says the firm is focused on low-cost, participant financial planning services as a key differentiator.
DoorDash Pilots Portable Benefits Savings Program for Pennsylvania Dashers
The test program, which includes a retirement savings option, will run from April through September.
2024 Vision Award
PLANADVISER is pleased to announce the 2024 Vision Award Winners, celebrating industry leaders who have propelled positive change in retirement saving and security for U.S. workers and retirees. This...
Advisory M&A News – 4/1/24
NFP acquires Get Medical Plans; UBS Financial Advisors announces formation of Stone Harbor Group; Wealth Enhancement Group adds Piermont Wealth Management; and more.
Retirement Industry People Moves – 3/29/24
Nicolet National Bank brings on new wealth, private client services head; Standard appoints new corporate actuary and chief risk officer; and Equitable names new retirement and investment leaders.
Product & Service Launches – 3/28/24
Guardian Life adds new RILAs; Voyant offers advisers retirement planning analysis for clients; ADP partners with Summer on SECURE 2.0 student loan retirement match; and more.
SageView Names New CFO, Adds Chief Growth Officer
The advisory announced two C-suite hires to prepare for the “next stage of growth strategy.”
BlackRock’s Fink Calls for Retirement System Rethink in Annual Letter
The CEO makes the case that, as populations age and people live longer, the need to build retirement savings ‘has never been more urgent.’
Former Fidelity Private Wealth Head Joins Empower’s Wealth Division
Roger Hobby was hired by Empower to a senior role in its recently rebranded consumer wealth division; he is the second former Fidelity head to join this year.
Retirement Industry People Moves – 3/22/24
The Retirement Advantage expands consulting team; Pantheon announces leadership succession plan; Noble appoints Johnson head of global client solutions; and more.
401(k) World: The Litigators
The final story in this quarter’s PLANADVISER In-Depth series considers 401(k) litigation’s present and future.
Retirement Industry People Moves – 3/15/24
Definiti appoints Andreski CEO, adds sales and ERISA leadership; Morgan Stanley taps AI division head; MFS Names Alison O’Neill as CIO; and more.
How Americans’ Health Care Costs Affect Their Work and Savings
Two out of every five Americans are postponing health care needs due to cost concerns, according to a survey commissioned by Paytient Technologies.
Why Defining Plan Goals is Key to Success
Plan sponsors should articulate organizational objectives to derive optimal benefits from workplace financial wellness initiatives, say experts during a PLANSPONSOR livestream.
Morgan Stanley Heads to Market With New Participant Education Program
The firm’s Graystone Consulting group and institutional retirement advisers are pitching plan sponsors on a revamped financial education program with local capabilities.
Aptia Announces Jeff Williams as US President
Williams will oversee Aptia’s benefits administration services book of business.