Tag: Plan providers

Designed specifically for plan providers, advisers, and their plan sponsor clients, SmartEnroll reduces the complexities and print/mail costs associated with retirement plan enrollment.

Northern Trust Asset Management adds Public Funds and Taft-Hartley leader; Securian expands footprint in Michigan; The Retirement Advantage hires regional sales consultant, and more.

The acquisition of Market Metrics and Matrix Solutions from FactSet will broaden AI’s portfolio of proprietary data and business intelligence capabilities for advisers and asset managers.

Segal Group expands communications practice with new hire; Newport Group names leader of institutional sales; Voya Makes organizational changes, and more.

Reflecting the change in their own clients’ expectations, more financial advisers say they prefer to receive general thought leadership and market commentary from service provider partners, in lieu...

Cafaro Greenleaf names head of Houston office; Henry Yoshida joins Student Loan Genius; Portfolio manager launches asset management firm, and more. 

Wells Fargo Announces Leader of Participant Services; Prudential Hires Sales Director for Midwest Region; Pensionmark Announces Expansion of WealthPath Team, and more.

Oppenheimer Names Head of Beta Solutions; Eng Rejoins AB in Custom DC Solutions; Mariner Retirement Advisors Joins GRP Advisor Alliance, and more.

Mitchem leaves State Street for Wells Fargo; Manning & Napier CEO Retires; Aberdeen Appoints Head of Distribution.

As an advocacy group for retirement plan service providers and investment managers, the SPARK Institute has been at the center of the debate over the Department of Labor’s...

A new partnership including Vertical Management Systems, Envestnet and United Retirement Plan Consultants is aimed at helping advisers streamline fiduciary, recordkeeping and compliance services through one scalable platform.

Empower Names EVP of Operations; Insight Investment Names Co-Head of Consultant Relations Team; Lincoln Names Director of Consultant Relations; and more.

Great-West Investments is a newly created organization within Great-West Financial.

Millennium Trust Company specializes in helping plan sponsors, participants and advisers find and process missing retirement accounts. 

iJoin offers quantifiable plan success metrics for plan sponsors, recordkeepers and advisers.

State Street will acquire GE Asset Management.

Folio Institutional and KTRADE now offer advisers and their DC plan sponsor clients high value, enhanced retirement plan administration, investment selection and fiduciary liability management services

Through a partnership with Student Loan Genius, Prudential clients can offer a student loan repayment benefit that will help employees save for retirement.