Tag: retirement plan advisers

Mercer adds health and benefits consultant in California office, and Ascensus names retirement plan VP for western division.

TRA appoints national sales manager; SS&C Technologies names retirement solutions manager; MMA acquires Illinois brokerage firm; and more.

Cohen & Buckmann adds counsel to Employee Benefits & ERISA practice; Penn Mutual hires portfolio managers for balanced income strategy;...

Wilshire Consulting president resigns and announces successor; The Standard names government and regulatory affairs director; DCIIA unveils founding members and...

Former Pentegra SVP launches expert firm focused on group retirement plans; Barber rejoins Franklin Templeton to head municipal bond team;...

TRA brings back former sales rep; Alan Biller and Associates announces new CEO; National sales director joins Aspire; and more.

Voya Retirement adds sales VP to Atlanta and South Carolina region; Thompson Hine LLP hires attorney to EBEC practice; HealthSavings...

Broadridge Board of directors appoints president; Alliance for Lifetime Income announces new institute; Senior counsel joins HBL legal team; and...

Miracle Mile Advisors hires investment expert; Empower Retirement selects asset management SVP and head; Employee benefits partner joins Dechert LLP;...

Acadian hires global equity research director; Maryland-based firm joins TRA; and Creative Planning acquires RIA firm.

Cerity Partners merges with wealth management firm; Prime Capital names Qualified Plan Advisors leader; MassMutual hires worksite distribution head; and...

Sales SVP joins Allianz Life; Transamerica adds RVPs to mid-market retirement plans; Academic consultant to support American Century ETF platform;...

Transamerica makes executive appointments; T. Rowe Price adds senior sales executives; the Segal Group hires senior vice president; and more. 

MassMutual announces multiple hires and appointments; Charles Schwab names former TD Ameritrade president as SVP; Hamilton Capital selects retirement plans...

Cetera Financial Promotes Former President to CEO; Dimensional Fund Advisors Selects COO; Transamerica Makes Sales Consultant to Retirement VP; and...

Mercer Global Advisors acquires California Wealth Management firm; Schroders adds changes to senior leadership team; RVPs join Ameritas retirement plan...

Aegon Asset Management names EM debt leader; a new chief marketing officer joins Jennison Associates; Gallagher appoints a consultant to retirement...

MassMutual hires managing directors for DC retirement plans; Cohen & Steers appoints Sony Music VP to board of directors; FTJ...