Tag: Consultants

MassMutual Retirement Services appointed Steven Mendelsohn as national practice leader for the firm’s defined benefit actuarial consulting practice.

When performing annual retirement plan financial audits, plan sponsors and their auditors should look for potential “red flags” for regulators.

Adam Craig joined INTECH Investment Management as a managing director of consultant relations.

Deloitte and Penbridge Advisors have established a strategic alliance to provide sponsors of U.S. defined benefit pension plans with pension risk transfer (PRT) advisory services.

CUNA Mutual Retirement Solutions named eight regional sales consultants as part of the firm’s effort to expand its intermediary sales footprint.

Market conditions like those seen in 2013 benefited those plan sponsors that had not yet moved to de-risk their defined benefit (DB) plans.

Retirement plan sponsors can outsource much of the work involved in filling out and filing annual Form 5500s, but they’re still responsible for the results.

Garrett Stinson joined registered investment advisory firm SageView Advisory Group as a managing director.

Wells Fargo Retirement has named Betsy Hammond as head of its Nashville-based retirement benefits consulting division.

Retirement specialist advisers are more successful than other consulting segments at earning high client satisfaction ratings and increasing key retirement readiness metrics, new research shows.

Corporate employers have largely favored lump sum offerings as a means to settle pension liabilities, but changing market conditions could buck the trend this year.

Fiduciary Investment Advisors (FIA) opened a new office in Kennebunk, Maine.

Milliman Inc., a provider of actuarial and consulting products and services, has enhanced its retirement-related mobile applications.

USI Consulting Group hired Michelle Rubin as a senior actuarial consultant in its defined benefit practice.

The Internal Revenue Service (IRS) intends to expand its pre-approved defined benefit plan program to permit plans with certain cash balance features to be submitted by sponsors and...

Cameron MacLeod joined actuarial and benefits consulting firm Nyhart to lead its national retirement plan growth initiative.

Both defined benefit (DB) and defined contribution (DC) plans can benefit from outsourcing chief investment officer functions, says Debra Woida, delegated investment services head at Towers Watson.

Richard K. Ciccione was hired as a consultant by LCG Associates Inc., an investment consulting firm headquartered in Atlanta.

A survey of retirement plan advisers (called “consultants” in the study) said they must make changes if they want to increase sales and retain more business. 

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