Tag: retirement plan providers

Reams selects fixed income professional as portfolio manager; Schroders announces recent hires in New York and Denver; ERISA attorney joins...

Transamerica adds RVPs to mid-market retirement sales team; Vontobel AM selects relationship manager for U.S. west coast; Mercer appoints president...

GBB joins CAPTRUST and Voya grows large market team for southeast.

OneDigital Investment Advisors expands to NQDC market; PWA Joins CAPTRUST; Mutual of Omaha Retirement Services Adds to Sales Team; and...

Empower Retirement selects core market sales director; OneDigital Investment Advisors acquires portion of Vertical Financial Group; New Partner joins MKCI;...

BNY Mellon appoints financial institutions head; Ascensus selects head of sales for FuturePlan; Pentegra adds new regional director; and more.

Mercer Advisors acquires Atlanta wealth management firm; Wagner Law Group appoints partner; PCS Retirement acquires ABGRM; and more.

Ascensus and Empower will take on parts of the 401(k) recordkeeping business, while OneDigital will assume the 401(k) investment advisory business.

U.S. Retirement & Benefits Partners specializes in K-12, governmental, corporate and nonprofit retirement plans.

PCS makes additions to leadership team; Raymond James Financial acquires NWPS; and more.

Advisor Group and Securities America recruit Gaulden & Associates; NTSA hires executive director; retirement services SVP joins PlanMember; and more.

Global Client Group head joins AB; Alger hires SVP and institutional team co-head; The Standard hires retirement plan consultant for...

Beacon Pointe Advisors merges with CBD Wealth Management; Strategic Benefits Advisors hires leader of DB administration team; and Nationwide hires...

Strategic Development VP joins Pentegra; PCS Retirement adds new hires to marketing department; TIAA president and CEO announces retirement; and...

OneDigital acquires Berkshire employee benefits division; SageView Advisory Group hires institutional client relationship leaders; Janus Henderson investors selects ESG global...

TRA hires Texas and Louisiana regional sales consultant; DWS selects head of wealth practice; Bar Harbor Trust Services announces new...

OneAmerica adds regional sales director for Michigan clients; Dimensional Fund Advisors names capital markets head; Findley to join USI; and...

Ameritas announces new officer elections; TRA acquires retirement solutions firm; Northern Trust lengthens partnership with Driehaus; and more.