Tag: Consultants

SunTrust Banks added its new Retirement Readiness reports to its institutional 401(k) platform, which aim to help employers evaluate how prepared their employees are for retirement.

Originating from an organization with over 30 years of experience in health benefit management, Simplifi ESO, LLC has launched its business operations nationwide.

Prudential Retirement has launched Experience Prudential Retirement, a program for financial advisers and plan consultants to create customized marketing Web sites for prospects and clients.

Westminster Consulting appointed Gabriel Potter as Senior Investment Research Associate.

Bank of America Merrill Lynch has hired Michael Keady and Page Howell to its Consultant Relations team.

The Hyas Group LLC announced the appointment of Scott Faris, JD, CFA as a Senior Consultant.

Callan Associates hired four investment consultants for its Alternatives, Fund Sponsor and Defined Contribution (DC) Consulting groups in San Francisco, Chicago, and Atlanta.

Still River Retirement Planning Software, Inc. has launched a simplified, free version of its RetirementWorks II financial software for retirees and near-retirees.

The Rosenbaum Law Firm P.C., specializing in retirement plan costs, design issues, and liability concerns, has formed a partnership with BrightScope to create the "Retirement Plan...

SageView Advisory Group appointed Todd Kobayashi, CFA, as Managing Director, Investment Strategy of its Midwest team. 

The need for ongoing holistic service from a third party is leading many plan sponsors to opt for a retirement plan adviser that works on a fee or...

At the PLANSPONSOR National Conference, a panel discussed the challenges facing smaller (less than $10 million in assets) employer-sponsored retirement plans. 

Wells Fargo Insurance Services announced the acquisition of EDIFY, LLC, an employee benefits consulting firm based in Fort Lauderdale, Florida.

Effective methods for determining and benchmarking retirement readiness for plan sponsor clients. 

Echo Point Investment Management has appointed Howard Hassen as Consultant Relations Specialist.

Cohen Milstein Sellers & Toll are launching its Fiduciary and Ethics Consulting Practice, with Suzanne M. Dugan and Luke Bierman as its first hires.

Manulife Asset Management announced that Nils C. Hegstad, CFA, will join its global Consultant Relations team as Manager.

SageView Advisory Group has hired Bob Noll as a senior investment adviser.

The Multnomah Group announced the addition of John Chavez as Regional Director for Southern California.

Kevin O’Brien and Tyler Polk are the newest investment consultants at Fiduciary Investment Advisors (FIA), based in Windsor, Connecticut.