Tag: Plan providers

New CEO Joins Voya; Capital One Investments Welcomes Six New Financial Advisers; The Retirement Advantage Adds New Regional Sales Consultant; and more.

Pension Resource Institute Hires Retirement Industry Veteran; John Hancock Retirement Names Chicago Regional Manager; Pinkerton Retirement Specialists Joins Triad Advisors; and more.

SEI held a webinar looking at how DC plans are changing and what this means for plan sponsors

Voya hires retirement strategist; Multnomah Group hires new consultant; TIAA moving forward with EverBank acquisition; and more.

Innovest Portfolio Solutions Hires New VP; Cavalier Investments Appoints New CIO; Raymond James Partners With Plan Adviser Firm, and more.

Most providers expect the new legislation will help them retain assets.

The conditions are part of a lawsuit settlement with the DOL.

Prudential Names Head of New Full Service Solutions Business; Willis Towers Watson Appoints Head of Delegated Investment Solutions; Chief Investment Strategist for TIAA Investments Appointed, and more.

VALIC names vice president, Consultant Management; Pentegra and Newport Group hire regional directors; and FSI Announces 2017 board elections.

EPIC Advisors names director of client service; MassMutual names head of workplace distribution; and advisory firm offers financial management services to BancAlliance members.

Milliman unveiled the latest in a series of website enhancements for its defined contribution clients and their plan participants. 

Wagner Law Group Names Partner; Sain Joins Milliman’s Employee Benefits Practice; Atlanta Retirement Partners Adds Relationship Manager, and more.

Firms Combine to Create Pavilion Alternatives Group; Nationwide Names Head of Investment Strategies and CIO; Northern Trust Names Global Head of Consultant Relations; and more.

However, the two firms have established a long-term strategic marketing relationship under which Ameritas will provide 401(k) products and services through Guardian's agency system.

The Segal Group announces new president and CEO; USI Consulting names vice president and actuary; Hyas Group hires senior consultant; and Merrill Lynch staffs new financial wellness role.

 

Two industry leaders take the big-picture view of employer-sponsored benefit programs, participant trends, and what will likely stay or change in the short and long term.

It has also ramped up social media efforts as part of its participant education program.

Kravitz opens Atlanta office; CUNA Mutual adds six to sales team; LPL opens office in D.C. for Government Relations team.

It’s not just a U.S. phenomenon: longer lives and the rise of defined contribution plans are creating a global need for deeper knowledge about personal savings and investing. 

NYLIM appoints Chief Operating Officer; Janney hires two Institutional Equity sales professionals; Securian hires Retirement Plan sales leaders, and more.