Sageview Adds Team Members
September 6, 2012 (PLANSPONOR.com) – SageView Advisory Group has added six retirement industry veterans...
Tag: Advisers
Products |
Spectrum Adds Office in Spokane
September 6, 2012 (PLANSPONSOR.com) – Spectrum Pension Consultants, based in Tacoma, Washington, is adding a new office in Spokane.
USI Advisors Settles DOL Suit Over Fees
August 23, 2012 (PLANSPONSOR.com) - USI Advisors Inc. has agreed to pay $1,265,608.70 to 13 pension plans to resolve alleged...
Callan Hires Consultant for Fund Sponsor Group
August 20, 2012 (PLANSPONSOR.com) – Callan Associates announced that Dana R. Brown joined the company's Fund Sponsor Consulting group as...
Buck Consultants Appoints Principal
July 24, 2012 (PLANSPONSOR.com) - Buck Consultants named Gerald Hopper as principal.
Callan Names VP for New Jersey Office
July 9, 2012 (PLANSPONSOR.com) - Callan Associates hired Yosangel G. Haddad as vice president.
Products |
Financial Advisers Launch bluepoint Investment Counsel
July 9, 2012 (PLANSPONSOR.com) - Michael Hull and Patrick Hull have launched bluepoint Investment Counsel, LLC.
Products |
Council Offers Adviser RFP Template
July 9, 2012 (PLANSPONSOR.com) - The Retirement Advisor Council released a template request for proposal (RFP) questionnaire for use by...
Products |
Financial Plan Launches 401(k) Branch
July 5, 2012 (PLANSPONSOR.com) - Financial Plan Inc. of Bellingham, Washington launched a new branch of business dedicated to 401(k)...
Benefits |
More DB Sponsors Looking for Fiduciary Investment Managers
June 28, 2012 (PLANSPONSOR.com) – An SEI quick poll of 50 corporate defined benefit (DB) plan sponsors found 26% use...
SURVEY SAYS: Do You Benchmark Your Retirement Plan Adviser?
Last week, I asked NewsDash readers, “Do you benchmark your plan adviser?”
Products |
Northwestern Mutual Unveils New Retirement Strategy
June 21, 2012 (PLANSPONSOR.com) - Northwestern Mutual launched a retirement strategy that does not assume a fixed life expectancy.
Products |
Online Tools Help Sponsors Benchmark Advisers
June 20, 2012 (PLANSPONSOR.com) - Investor Watchdog offers an array of free, online tools that help investors select new financial...
Products |
RIA Expands Services to Include DC Planning
June 19, 2012 (PLANSPONSOR.com) - Appropriate Balance Financial Services, Inc. (ABFS) will expand its services to offer 401(k) and 403(b)...
Rowe Joins DCAdvisors' Leadership Team
May 18, 2012 (PLANSPONSOR.com) - DCAdvisors has appointed John Rowe to its client consulting group and leadership team.
Products |
LPL Unveils Rollover Program
May 15, 2012 (PLANSPONSOR.com) - LPL Financial has launched the Rollover Results Program,...
Products |
Mercer Encourages Greater Partnership With Advisers
May 3, 2012 (PLANSPONSOR.com) – Retirement plan sponsors are under pressure to create the most effective plan for participants and...
TDFs See Significant Growth in 401(k) Sector
March 23, 2012 (PLANSPONSOR.com) – Assets in target-date funds (TDFs) grew...
Products |
The Standard Enhances Retirement Plan Websites
March 23, 2012 (PLANSPONSOR.com) – Standard Retirement Services, Inc. launched two...
Callan Names VP of Fund Sponsor Consulting Practice
March 7, 2012 (PLANSPONSOR.com) - Benjamin B. Taylor joined Callan’s Fund...