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DOL Announces New Appointees to 2025 ERISA Advisory Council
Five new members will join the council.
2023 RPAY – Robert Massa and Qualified Plan Advisors
Business at a Glance as of 12/31/22 Plan assets under advisement: Massa: $2 billion; QPA: $6 billion. Median plan size (in assets): $16 million Plans under administration: Massa:...
Retirement Industry People Moves
Newfront adds senior vice president to retirement team; Mercer Advisors acquires Texas-based Mark D. Cunningham; Pure Financial Advisors adds new CEO; and more.
Retirement Industry People Moves
Carillon Tower Advisers to rebrand as Raymond James Investment Management; J.P. Morgan Asset Management hires senior investment specialist; GW&K announces changes to executive leadership; and more.
2022 RPAY – Robert Massa, Qualified Plan Advisors
Business at a Glance as of 12/31/21Plan assets under advisement: Approximately $2.25 billion and our team advises on about $6.75 billionMedian plan size (in assets): $17 millionPlans under...
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Take Action for Change
The events of the past few years have helped supercharge efforts to address the longstanding and concerning lack of diversity and inclusion in the financial services industry.
Retirement Industry People Moves
Creative Planning acquires JBJ Invest; Vestmark names direct indexing senior vice president; HBL expands ERISA litigation capabilities; and more.
Retirement Industry People Moves
M&T Bank and Wilmington Trust leader Bill Farrell announces retirement; Hub International expands capabilities in California with new acquisition; Creative Planning acquires Paradigm Financial Advisors; and more.
Retirement Industry People Moves
Financial Planning Association 2022 president announced; Northwestern Mutual appoints new managing director; Nationwide names retirement solutions distribution leader; and more.
Retirement Industry People Moves
Transamerica adds new TPA services VP; Franklin Templeton to acquire O’Shaughnessy Asset Management; Financial Advocates acquires Waddell & Reed; and more.
Retirement Industry People Moves
T. Rowe Price expands sales and consultant relations team; HUB hires retirement and private wealth CIO; WFAM to be rebranded as Allspring Global Investments; and more.
Retirement Industry People Moves
Advisor Group selects business development VP; Principal announces new chief information officer of retirement and income solutions; Cobbs Allen expands into 401(k) business with new hire; and more.
DOL Addresses Question About Providing Audio Recordings to ERISA Claimants
The requirement to produce requested documents and the definition of relevant documents addressed in a DOL information letter applies to retirement plans, an attorney tells PLANADVISER.
Retirement Industry People Moves
LifeYield appoints Merrill Lynch executive; Edelman Financial Engines acquires Viridian Advisors; Alerus selects retirement sales consultant; and more.
Retirement Industry People Moves
OneDigital Investment Advisors acquires Clearview Advisory; FPS Group expands executive team; Principal adds portfolio manager to Global Asset Allocation team; and more.
Retirement Industry People Moves
T. Rowe Price announces series of changes; LaSalle selects new DC portfolio manager; ICMA-RC hires chief legal and external affairs officer; and more.
Retirement Industry People Moves
CFP Board names new D&I director; T. Rowe Price Retirement hires senior sales executive; Mid Atlantic Acquires PensionPro; and more.
Retirement Industry People Moves
OneAmerica hires industry veteran for East Coast sales territory; Ameritas announces new officer elections; AIG Retirement Services names new hires to consultant relations team; and more.
Retirement Industry People Moves
QMA appoints new head of U.S. consultant relations; ABG expands to Midwest with Retirement Plan Consultants; The Wagner Law Group promotes ERISA attorneys; and more.
Retirement Industry People Moves
RiskFirst adds leader of business development; The Wagner Law Group launches Bankruptcy and Restructuring practice; Alight Solutions announces new CEO; and more.