Tag: Consultants

National 401(k) plan consulting firm MJM401k LLC appointed Mary A. Berk to its leadership team as a senior consultant and plan analyst.

In finance as in physics, investment market forces produce both upside and downside. It's a phenomenon that is especially apparent when discussing low interest rates.

Tax-qualified retirement plans run by small business owners must comply with ERISA—whether the sponsor is familiar with the landmark legislation or not.

Jennifer Brooks has joined NFP Retirement as a retirement plan consultant and specialist in the Employee Retirement Income Security Act (ERISA).

Tonya B. Manning joined Buck Consultants at Xerox as chief actuary, a role that involves shaping and improving the firm's understanding of current market trends.

Rebranded as Verus Advisory Inc. and Verus Investors LLC, the former Wurts & Associates is looking to double down on its investment research and consulting services.

A quarter of independent financial advisers are currently honing and redeveloping their practices—including many established firms crafting approaches to new markets.

Retirement consulting and administration firm USI Consulting Group has added Lou Ressler to its retirement services team as a vice president.

A new LIMRA study finds many financial advisers prefer to do business with financial product wholesalers who work together as a team across internal and external distribution channels.

Ray McGrath joins Cammack Retirement Group as an investment consultant; Svetlana Knorr and Mari Tsagareishvili have been hired as investment analysts.

Meeting income objectives in retirement is key for target-date funds, according to 401(k) consultants polled by PIMCO.

A recent academic research paper argues that using institutional investment consultants to make fund and portfolio manager choices is “fruitless” when it comes to driving outperformance.

NFP Retirement hired five new consultants to its retirement plan and investment consulting teams in Texas and California.

Thomas E. Clark, Jr., an Employee Retirement Income Security Act specialist and employee benefits lawyer, has joined the Wagner Law Group.

Employee benefits law firm Groom Law Group expanded its pension plan funding and restructuring practice with the hire of Joshua Shapiro as a senior actuarial adviser.

Global consultant Mercer has appointed Muriel Knapp as the national business leader for its Defined Contribution (DC) Advisors specialty practice.

QBI, LLC has acquired Strategic Pension Services, Inc. of Irvine, California.

Mercer has appointed Christine Mahoney as South market leader and Scott Jarboe as South market retirement leader, both based in Washington, D.C.

Erin M. Sweeney is joining the ERISA & Fiduciary Litigation Practice at Washington, D.C., law firm, Miller & Chevalier.

In 2015, the question for defined benefit plan sponsors and their advisers will not just be, “What will interest rates do?”