Tag: Retirement Plan Industry

DCAdvisors announced the addition of John Rowe to the client consulting group and the firm’s leadership team.

 The Fidelity Investments App was updated to enable stock plan participants to better access and track their portfolios, and conduct transactions.   

 CAPTRUST hired three industry veterans in executive positions: Bonnie McCullough, John Curry and Doreen O’Dowd.   

 The Penn Mutual Life Insurance Company introduced the Smart Foundation Variable Annuities that add some flexibility to guaranteed retirement income.   

Stephen J. Wagenbach, an institutional relationship manager, will lead Commonfund’s efforts in the firm’s Midwest region.

 Two groups of participants—women and Gen Y members—are increasing their savings in defined contribution plans, according to MassMutual Retirement Services.   

 Marvin W. Tuttle Jr., executive director of the Financial Planning Association (FPA) since 2004, said he will step down from the position in 2014.   

 Pacific Life introduced an online tool to help advisers engage clients in a conversation about building sustainable lifetime retirement income.   

Findley Davies, a human resources consultant, launched “Retirement Focus,” a mobile application for iPhones and Android smartphones.

Travis Crowell joined the firm BFT Financial Group in Bedford, Texas.  

U.S. workers and their employers have different views about whether employees will have to work for income in retirement.

A report from Financial Finesse detailing employee communications received online and to its call center shows increased concern about retirement preparedness.

Mark Ugoretz, president of The ERISA Industry Committee (ERIC), announced he will retire on June 1.

 Mallory Van Leeuwen, previously with Wells Fargo Advisors, will lead the strategies division at Pensionmark Retirement Group.   

The lower you hold your iPad, the more likely you are to experience shoulder and neck pain, a study shows.

 SageView Advisory Group announced Melissa Burley, Arley Reyes and Bijan Khairollahi as the newest members of its investment team.   

 Benefit Consultants Group (BCG) will be assuming the daily valuation retirement plan clients from IPA Northeast (IPA).     

Aria Retirement Solutions announced Tyler Randall and Holly Onachilla joined the firm in senior sales positions.

The recordkeeper and custodial service provider Retirement Revolution named Gary Crane business development officer for the northeast.

Daniel J. Sheehan IV has been named senior vice president and chief investment officer of Genworth Financial Inc., effective April 30.