Tag: Plan providers

Once a customer is enrolled in the optional service, he or she simply speaks the passphrase, “At Transamerica, my voice is my password,” to securely access their accounts,...

Aria Retirement Solutions Expands Leadership; Cetera Financial Group Appoints Board Member; and more.

Retirement Partner Advisors Joins Resources Investment Advisors; Mason Expands Institutional Investment Practice; Willis Towers Watson Expands Manager Research Team; and more.

The Standard Names 2nd VP of Information Security; GAM Hires Global Head of Marketing; DATAIR Hires ERISA Consultant; and more.

Marsh & McLennan Agency Acquires Advisory Firm; Segal Names Public Sector Market Director; CAPTRUST Financial Advisors Grows Business; and more.

When issues are detected during a plan year they can also, most likely, be corrected prior to plan year end, JMM CPA says.

Arnerich Promotes Senior Consultant; AssetMark Hires Chief Information Officer; LMGC Expands Advisory Space; and more.

Leading homepages now provide more diverse selections of additional plan data, which are often part of new plan health tools that offer intuitive summaries of overall plan health,...

Seyfarth Benefits Consulting focuses on supporting clients' ongoing legal counseling and administrative needs in relation to their retirement, health and welfare programs.

Transamerica Expands Retirement Plan Consultant Business; Standard Life Investments Appoints Director of Strategic Relations; OppenheimerFunds Expands Beta Solutions Team

DB plan providers are enhancing participant and plan sponsor services, and innovating plan design.

Pentegra Hires Regional Director; PSCA Establishes HSA Committee; Hub Califronia Hires Benefits Leader; and more

The new tool helps employers compare expenses such as administrative and fund-lineup fees against that of three major recordkeepers.

Focusing on financial wellness education is one of the past year’s most prominent trends in the digital retirement space, with 75% of RPM firms adding new financial wellness...

Goldman Sachs to Acquire OCIO Business; HealthSavings Administrators Appoints Industry Vets to National Sales Team; The Standard Hires Plan Consultant; and more.

American International Group Expands Retirement Business; OneAmerica Appoints President of Individual Insurance and Retirement Services; PenChecks Hires VP of Institutional Sales; and more.

Nationwide Combines Public and Private Retirement Plan Teams; Lincoln Financial Names New President of Tax-Exempt Retirement Plans; Consequent Capital Management Acquires Gray & Company Assets; and more. 

Aon plc, President & CEO Greg Case said, "We believe that this platform will thrive under Blackstone’s ownership as a focused, standalone company."

PLANADVISER announced the winners of the third annual Adviser Choice Awards, to be handed out at the annual PLANSPONSOR/PLANADVISER Awards for Excellence dinner March 30.

The new solution by Appo Group aims to cut costs and time by allowing users to create and manage multimedia communication materials through a single platform.