Tag: Recordkeepers

Prudential Retirement on Wednesday announced a reshuffling of its client-facing service personnel into 10 “key account” teams based in three U.S. regions. 

Thomas Engelhard has joined Pentegra Retirement Services as Regional Director- Midwest. 

Warren, Averett, Kimbrough & Marino, LLC, which describes itself as Alabama's largest certified public accounting and business consulting firm, has expanded its recordkeeping services reach. 

Diversified Investment Advisors, Inc., has launched “Your Money Matters” on Facebook to share and explore retirement and personal finance issues and trends with consumers.

The Hartford Mutual Funds has named Jeff Reiss national sales manager.

EPIC Advisors, a 401(k) plan recordkeeping firm, has appointed Carolyn Richardson as a sales consultant. 

With the introduction of several new initiatives and a new VP, The Hartford Financial Services Group plans to grow their middle market business for 401(k) defined contribution and...

CPI Qualified Plan Consultants will be opening an office in Birmingham, Alabama, with Wayne Bosch at the helm.  

The Hartford is restructuring its Wealth Management unit, breaking it into four segments: global annuities, mutual funds, retirement plans, and individual life, under wealth management president David Levenson.

Paychex Inc. may have influenced a 401(k) plan’s investment lineup, but did not make the ultimate decision about which fund options to offer participants, a federal judge has...

Through a strategic alliance with Mid Atlantic Financial Platforms, Inc. (MAFP), DailyAccess Corporation is now positioned to offer exchange traded funds (ETFs) in employee benefit plans.

David Tyrie is joining Bank of America Merrill Lynch to lead Personal Retirement Solutions.

The Hartford Financial Services Group has named Sharon Ritchey executive vice president of retirement plans.

Two giants in the benefit consulting space have decided to join forces.  

Bank of America Merrill Lynch has expanded its Retirement & Philanthropic Services (RPS) group with the addition of two new members, one focused on the small business segment...

CPI, a third-party recordkeeping and administration company, has added the Payden family of mutual funds to the firm’s retirement plan platform.  

RPG Consultants has become a new third party administrator option for Folio Institutional’s financial adviser clients.

Employee Fiduciary Corporation, a 401(k) recordkeeper and third-party administrator, is opening a branch office in St. Petersburg, Florida, this month.

Nationwide Financial Services, Inc. has created a specialized sales team to provide retirement income solutions for fee-based advisers.