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Marketplace News Archive for the Year 2014

The following is an index of Marketplace News for the year 2014 contained in the 401khelpcenter.com database. Most current releases are at the top. The press release URL contains the date of the release.

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U.S. Retirement Acquires Pennsylvania 403(b) Provider

John Hancock to Acquire New York Life's RPS Business

PSA Bolsters Retirement Practice With Staff Additions

QBI Introduces ERISA 3(16) Fiduciary Program

Pentegra Hires Texas Regional Director

CLS Investments Upgrades (k)Star Platform

TSA Consulting Names New Director of Corporate Communications

Pensionmark Retirement Group Expands Into Minnesota

Prudential Retirement Creates Gibraltar Ventures

DOL Announces 2015 Appointees to ERISA Advisory Council

LIMRA Names New Research Head for LIMRA Secure Retirement Institute

David Dennis Joins Lockton's Chicago Operation

The Online 401k Rebrands As Ubiquity

SageView Expands in Southeast With Staff Additions

Mesirow Financial Adds VP of Sales Consulting

New York Life Investment Management to Acquire IndexIQ

HighTower Partners With Envestnet

Multnomah Group Adds to Consulting Team

Wells Fargo Launches 'Wells Fargo Investment Institute'

Northwestern Mutual Completes $2.7 Billion Sale of Russell

Tim Seifert Joins Lincoln Financial as a National Sales Manager

401k Advisors Rebrands as NFP Retirement

Legg Mason Launches New CIF Target-Date Series

Edge Collective Fund Series Introduced

PSCA Updates ERISA Fiduciary Training Module

Law Firms Morgan Lewis and Bingham McCutchen Merge

Alerus Retirement Adopts Envestnet Platform

Spectrum Pension Consultants and Compensation Consultants Merge

Ameritas Adds 32 Funds to Retirement Plan Product

Expansion Continues for Pensionmark With New Houston Office

Mercer Alum Laura Ramanis Joins Verisight as COO

Cafaro Greenleaf Adds Boston Office, Retirement Plan Staff

Managed Volatility Funds Surpass $350B in Assets

Gray Plant Mooty Adds to Employee Benefits Group

Dyke to Lead Nixon Peabody ERISA Litigation Team

Industry Specialists Team on 401k Advisors Training

Jeffrey Johnson Joins Pentegra as a Regional Director

Financial Engines Makes Leadership Change at the Top

Nationwide Expands 3(38) Fiduciary Service

Retirement Revolution Hires Business Development Officer

DOL Files Suit Against Fiduciaries for $7mm in Plan Losses

Pension Consultants Expands Out of Midwest

Mercer's Names Benefits Administration Leader

Great-West Rebrands Retirement Business as 'Empower'

Hartford Funds Enhance DCIO Capabilities

MacKay Shields Expands DC Capabilities With Two New CIT's

LPL Unveils New Plan Participant Mobile App

Two Industry Veterans Join Anova Consulting Group

HighTower Expands Baltimore Retirement Team

Mesirow Financial Adds Sales Distribution VP

Nelson & Nelson Joins Commonwealth Financial Network

David Baker, Founder of BenefitsLink, Inducted as Fellow of ACEBC

ASPPA Inaugurates Kyla Keck as 46th President

DOL's ERISA Advisory Council to Hold Public Meeting Nov. 3-4

Cafaro Greenleaf Adds Director of Participant Services

Principal Unveils Personalized Retirement Wellness Score

Voya Shakes up Leadership in Retirement Solutions Business

Newport Group and Verisight Announce Merger

Ringquist Is New EVP for Sales & Marketing at RCH

MassMutual Enhances Small Market 401k Offering

Kidder to Offer ERISA 3(16) Fiduciary Services

ADP Delivers Enhanced Self-Directed Brokerage Option

Securian Builds Digital and Acquisition Strategies Team

Pentegra Retirement Services Launches New Website

Sage and JULY Join Forces on Cash Balance Solutions

Walter Ziffer Joins Cafaro Greenleaf's D.C. Office

OneAmerica Opens Honolulu Retirement Services Office

Lincoln Financial Announces In-Plan Guarantee Income Option

SageView Adds New Associates to Midwest Team

Retirement Solution Group and RPC Announce Merger

Redhawk Wealth Advisors Launches Fiduciaryk

James Napoli Joins D.C. Office of Seyfarth Shaw

John Hancock Reduces Fees on TDF's

New White Paper Delves Into Socially Responsible Investing

ShoeFitts Announces Digital Marketing Program for Plan Advisors

TRA Introduces Industry Specific Plan Design Solutions

Don Trone Releases New Book: LeaderMetrics

Bill Gross Leaves PIMCO; Daniel Ivascyn New CIO

Matrix Partners With NAPA and SCS to Expand Advisor Education

Kris Krikorian Joins Pentegra as Regional Director

Industry Veteran Joins CUNA Mutual Retirement Solutions

PSCA Announces the Winners of the 2014 Signature Awards

Firm to Launch Online 401k Management Tool

TPA Resources Celebrates First Anniversary of TPAresources.com

Graystone Consulting Expands; Adds Institutional Team

NAGDCA Elects 2014-2015 Executive Board

Atlanta's LCG Hires Fred Stewart to Lead DC Practice

John Hancock Retirement Plan Services Launches Ad Campaign

Mutual of Omaha Sees Growth in 3(16) Fiduciary Service

CFDD Augments Pre-Conference Program With HSA Content

ACLI Calls for Continued Support of Private Retirement System

ADP Implements Broadridge's DC Data Management Service

ShoeFitts Releases Social Media Best Practices Guide

Guardian Adds Field Director for Small-Plan Market

iSectors Opens Collective Investment Fund for DC Plans

USI Consulting Offers Retirement Planning and Consultation Services

TIAA-CREF Launches Website for Plan Sponsors

CAPTRUST Expands Into Missouri

Arnerich Massena Adds to Institutional Client Group

Envisage Boosts Support for 401k Technology Development Operations

DOL's ERISA Advisory Council to Hold Open Meeting Sept. 29

Great-West Names Ed Murphy Head of Newly Combined Retirement Group

Benefit Plans Plus Releases Mobile App for Retirement Plan Advisors

Aspire Unveils Enhanced 403(b) Portal

The Standard Appoints New Retirement Plan Consultant in St. Louis Office

DailyAccess Adds to Institutional Sales Team

Callan Announces Three Executive Promotions

CAPTRUST and Minneapolis Based DCAdvisors Merge

Berkshire Hathaway Releases Statement on DB/DC Lawsuit

Brian Bruzda, CFA, Joins Arthur J. Gallagher & Co.

Hancock Launches Online Tool to Simplify 401k Plan Management

CAPTRUST and Minneapolis Based DCAdvisors Merge

Sibson Consulting Expands Retirement Practice

Pentegra Introduces Publication to Promote Greater Retirement Readiness

Securian Adds to Large Plan Retirement Sales Staff

Retired Rear Admiral Steve Branham Joins 3ethos

MassMutual Names New Head of Institutional Investments for Retirement Plans

Unified Trust to Implement AXIS Retirement Analytics Platform

OneAmerica Completes Acquisition of City National's Retirement Division

Coldstream Announces New Chief Investment Officer

Great-West Completes Acquisition of JP Morgan Retirement Plan Services

Trinity Benefit Advisors Is Newest UBA Partner Firm

Plan Strategies Launches New Portfolio Allocation Offerings

Cambridge Announces New Vice President

Retirement Advisor Council Elects New Board Members

Moira Hagy Joins Assurance Financial's Retirement Services Team

Axios Advisory Group Joins the Pensionmark Network

Worst States in Which to Have a 401k Plan

Top Industries With the Best 401k Plans

Partnership Unites Fiduciary Consulting Practices

Segal Rogerscasey Adds Senior Investment Consultant

Great-West Introduces Interactive Resource Centre for Plan Sponsors

NFP Acquires Benefit Resources

OneAmerica Appoints Pete J. Schroedle as Retirement Sales VP

Compass Partners With Financial Finesse on Financial Wellness Programs

More RPAG Teams Joining NFP Advisor Services

HighTower Recruits 401k Practice to Its Network

Matrix Releases New Modeling Solution for Plan Advisors

'Liquid Alternatives' CIF Launched by Alta Trust

TRA Hires Mid-Atlantic New Business Consultant

AllianceBernstein to Launch Multi-Manager TDFs

Guide Financial Launches New Release of Advisor Software

Paper Released on Evaluating TDF Performance

LPL Expanse CRM Offering Through New Relationship With Redtail Technology

LPL Unveils ClientWorks Platform for Advisors

Retirement Revolution Partners With AdviceIQ

BNY Mellon Forms New Retirement Group; Names Head

Envisage Taps Prescott to Lead Institutional Sales Team

ASPPA Restructuring Receives Overwhelming Approval

Hancock's Slotwinski Named President of NIPA

Ekon Benefits Revamps Participant Website, Adds Guidance

Lincoln Retirement Appoints Head of Business Development

Guardian Introduces Fiduciary Assessment Tool

Southwest Securities & Summit Brokerage Adopt Matrix B/D Platform

Lockton Adds to Chicago Based Employee Benefit Staff

Nyhart Expands to Denver

NFP Integrate 401k Advisors Retirement Tools

DOL's ERISA Advisory Council to Hold Public Meeting Aug. 19-21

Voya Launches Online Retirement Planning Portal

Newport Expands Reach With New Chicago Office

United Benefit Advisors Names McPhearson CEO

Retirement Playbook Hires Industry Veteran to Meet Growing Demand

Fidelity's DC Plan Assets at $1.4 Trillion

Prudential Retirement Names New Head of Stable Value

Primer on Retirement Income Strategies and Market Innovation Published

MassMutual Appoints Eight New Relationship Managers

Wagner Law Group Expands ERISA Litigation Staff

Nevin Adams Joins ASPPA as Communications Chief

Morningstar Pays $61 Million in Trade Secrets Case

Sageview Adds Investment Advisor to Boston Team

Securian Adds to Sales Staff in New England and Texas

Envestnet Acquires Advice Provider Klein Decisions

Pensionmark Creates 'Practice Acquisition Group'

Pentegra Retirement Announces New Board Appointments

Samuel Choy Joins Law Firm of King & Spalding

PEI Adds to Consultant and Investment Staff

New Index Helps to Measure Americans' Retirement Readiness

National Black Chamber of Commerce Endorses MassMutual as Preferred 401k Provider

Transamerica Appoints New Central Division Vice President

New York Life Introduces Retirement Readiness Dashboard

Nominations Open for EBRI's 2014 Lillywhite Award

Redhawk Partners With AdvisoryWorld to Enhance Advisors Toolset

Securian Unveils RetirementGPS.com

OneAmerica Introduces OneCheck Plan Health Monitoring Tools

T. Rowe Price Adds BrightScope Sales Reporting Data to Retirement Platform

MassMutual, BlackRock Team Up on Customized Asset Allocation Program

NAPLIA and Center for Due Diligence Partner

RiversEdge Advanced Retirement Rolls Out Participant App

Cambridge Adds New Tools to Retirement Center Offerings

MassMutual Names Head for Not-for-Profit Retirement Plan Market

Blue Prairie Group Partners With IEP Financial

Ascensus Appoints Two New Vice Presidents

Pam Popp Named President of Lockton Retirement Services

Northwestern Mutual Agrees to Sell Russell Investments

OneAmerica to Acquire City National's Retirement Division

Jemstep to Power Redhawk Online Advisor

Pentegra Retirement Augments OCIO Services With Hire

NAGDCA Launches New Website

Voya Expands Social Media Support for Affiliated Advisors

PensionPro Hires Director of Marketing and Product Management

Hancock Hires Midwest Regional VP

Transamerica White Paper Touts Its Retirement Plan Exchange

Guardian Retirement and LPL Integrate Platforms

Genstar Capital Acquires Asset International, Parent of PLANSPONSOR and PLANADVISOR

Firms Integrate Systems for K-12 403(b)s

OneAmerica Expands Sales Regions, Appoints New Leadership

Securian Financial Group Names New CEO

Financial Engines Offers Free Income Planning Services

JP Morgan Announces the Launch of First ETF

Rocaton Adds 403(b) Expertise to DC Team

Mutual of Omaha Offers ERISA 3(16) Service

Alliance Benefit Group Expands in the Southeast

New Book De-Mystifies Operating a 401k Plan

TRA Introduces Premier Advisor Group Program

Pavilion Financial Acquires Plan Sponsor Advisors

TriStar Pension Consulting Unveils New Website

Mutual Fund Store Offers Free Year of Smart401K Service

Sapiens Announces the Launch of ALIS Retirement Services Platform

The Standard Appoints Eastern Sales Region Consultants

Summit Professional Networks Acquires Pension Data Resources

Bell Investment Advisors Announce "Lunch and Learn" Event

DOL Solicits Nominations for 2015 ERISA Advisory Council

CBIZ Acquires Tegrit's Retirement Planning Services

Great-West Expands Commitment to Broker-Dealer Channel

Employee Fiduciary Announces Free 401k Fee Comparison Service

Social Media Webinars Launch for Financial Advisors

Vanguard's 'Enroll Now' Option Shows Strong Outcomes

Transamerica Retirement Solutions Posts Strong Q1 2014 Results

Veteran Annuity Researcher Joins IRI

The SPARK Institute Releases RFP Guide

App Offers Expanded Access to EBRI Research

Sell401k Launches "Go Mobile!" Program for Retirement Management Firms

Sixth Annual PSCA 403(b) Plan Survey Released

Ingham Retirement Partners With LPL Worksite Solutions

Morningstar to Acquire HelloWallet for $52.5 Million

Miracle Mile Advisors Launches ETF-Based 401k Program

Morgan Stanley Adds Guardian Options to Retirement Platform

Hancock Hires Regional VP for the Northeast

Qualified Plans Acquires Benefits Administration Services

Fiduciary Doctors Opens San Antonio Office

John Hancock Expands Asset Allocation Offerings

CEFEX Introduces Data Security Requirements Into Certification Assessments

Beltz Ianni & Associates Adds Retirement Plan Consultant

vWise Appoints SVP of Sales for Mid-Market

TRA Restructures for Better Client Service Focus

401k Widgets Announces New Products

Manning & Napier Unveils Website to Help Navigate Fiduciary Risk

Ascensus Launches of Ascensus Consulting

Eagle Asset Management Enters CIT Market

ERISA Advisory Council to Meet June 17-19, 2014

Retirement Clearinghouse Introduces Missing Participant Service

Fiduciary Investment Advisors Expands Consulting Team

Lexington Compliance Offers RIA Registration Service

NTSA Announces 2014 Strategic Partners

Seyfarth Shaw Launches Employee Benefits Administrative Service Center

Corporate Insight Releases 'Engaging Participants: Best Practices for Plan Sponsors'

TriStar Pension Consulting Partners With Dave Ramsey

TRA Hires New National Sales Manager

Manning & Napier Enhance Their DC Distribution Channel

Ryan Alfred Joins EBRI's Board of Trustees

TPA's Implement SunGard's Income Analysis Tool

FIS to Acquire Atlanta-Based Reliance Financial

TRI-AD Acquires Scott, Tellier and Co. and TPGR Daily

Committee for the Fiduciary Standard Honors David G. Tittsworth

Arthur J. Gallagher & Co. Acquires Shilling Limited

JP Morgan Upgrades 'Target Date Compass' Program

Cambridge Collaborates With the 401k Study Group

Arnerich Massena Hires Business Development Officer

SEC Charges Utah-Based Retirement Plan Administrator With Defrauding Investors

Hawley Troxell Adds New ERISA Group Attorney

Employee Benefits Expert Kristi Cook Teams With Trust Builders

Aspire Introduces TPA Playbook for Success

Baden Retirement Plan Services Rebrands as Ascensus Consulting

TSA Consulting Acquires 403(b) Plan Solutions Program

Duren Named Head of UBS' Retirement Operations

VALIC Integrates LPL Advice Solutions Platform

Nominations for the 2014 'Signature Awards' Now Open

Peggy Santhouse Joins John Hancock RPS

fi360 Expands Senior Level Management Team

Segal Group Creates Dedicated DC Team

WMSI Launches Small Business Retirement Plan Comparison Calculator

IRIC Announces Lincoln Financial, Voya as Newest Sponsors

ADP Launches 'IPS Zero' Platform

Transamerica to Host Second Annual Retirement Readiness Summit

BlackRock Enhances CoRI Retirement Suite

Principal Hosts ERISA 3(16) Webcast for TPAs

InHub Launches RFP Tool for Institutional Investors

Invesco National Trust Launches 15 New CTFs

Great-West Issues 'Report Card' on Retirement Readiness

Schwab Cuts Expense Ratios in Target-Date Collective Trusts

Arnerich Massena Rolls Out Fiduciary Education Program

CUNA Mutual Unveils Multiple Employer 401k Plan

CUNA Mutual Adds Eight Regional Sales Consultants

BrightScope Adds Chris Riggio as 'Chief Revenue Officer'

SageView Bolsters San Francisco Presence With Hires

401k Plans a Powerful Resource for Retirement Savers

MassMutual Retirement Announces New Senior Management

Aon Hewitt Teams With HelloWallet

NAPA Names Top 75 DC Industry Wholesalers

TRA Introduces Retirement Resources App

401k Investor Website Launches

ERISA SMART Adds TPA Services to Product Line

Blue Prairie Group Adds to Consultants Network

Pensionmark Continues Expansion With New California Location

TRI-AD Offers AdvicePlus to Retirement Plan Participants

OneAmerica Launches OneSolution Platform

America's Best 401k Releases 'Plan Fee Checker'

MassMutual Unveils Enhanced RetireSmart Participant Website

BenefitsLink.com Launches iPad, iPhone App

DCIIA Held First DC Auto Features Town Hall

Great-West Acquires JP Morgan's Large-Market 401k Recordkeeping Business

Drinker Biddle Announces SECurities Law Perspectives

Retirement Revolution Integrates vWise Into Recordkeeping Services

Fidelity Reports Record Sales in Small- and Mid-Sized DC Market

Great Lakes Employee Benefit Services Changes Name

ABG North Central Launches Mobile Employee Benefits App

Pensionmark and Retirement Plan Solutions Form Wisconsin Partnership

Pentegra Adds West Coast Business Development Director

CFDD Launches Liquid Alternatives Web Resource for DC Plans

ING Launches Online Planning and Budgeting Tool

Mutual of Omaha Unveils 401k Health Assessment Tool

SunGard Launches Tool to Help Advisors Grow 401k Business

Lincoln Financial Adds Two Regional Sales Directors

NAPA Taps Dimitriou as NAPA President for 2014-2015

New Fidelity Program to Help Advisors Accelerate Retirement Plan Business Growth

Higher Ed Retirement Plan Design Database Unveiled

Americas Best 401k Integrates Online Advice

Pensionmark Releases Employer Document Vault

2014 Retirement Decisions Guide Released

Standard Announces Co-Marketing Relationship With M Financial

Pentegra Retirement Hires Chief Technology Officer

ASPPA and NTSA to Launch Revamped Websites

Prudential Retirement Names New Head of Investments

2014 ERISA Advisory Council Appointments Announced

American Benefits Council Elects New Officers and Executive Board

Online Tool Helps Reduce Risk to 401k Plan Fiduciaries

ERISA Advisory Council to Meet March 26th

NAPA Announces 401k Advisor Leadership Award Finalists

Holland & Hart Adds Boise ERISA Attorney

CAPTRUST Adds Advisor to Greater New York City Area

Eagle Asset Hires National Director of DCIO Sales

Fidelity Emphasizes Retirement Outcomes With New Suite of Tools

Nationwide and LPL Integrate Platforms

John Hancock Implements New 401k Plan Pricing Model

BOK Financial Announces Acquisition of MBM Advisors

Ascensus Introduces New Branding Initiative

John Hancock Retirement Adds Director for 401k Mid-Market

Hubbell Consulting Expands Investment Team

America's Retirement System Offering Dave Ramsey Financial Literacy Course

Integrated Wealth Management Expands Into Idaho

ESOP Specialist GreatBanc Trust to Acquire North Star Trust

Slaughter 401k Rebrands as RPS Retirement Plan Advisors

Broadridge Launches 'Retirement Advisor Intelligence'

Wells Fargo Integrates 401k, Checking, and Other Account Information

Fidelity Reports 78% Growth in Workplace Managed Account Business

Pensionmark Expands Network Into San Joaquin Valley

USI Consulting Adds Retirement Services VP

American Century Launches CIT That Incorporates Target-Date Portfolios

Mutual of Omaha Names Four New Regional Sales Managers

FRA PlanTools Unveils ERISA Matters Newsletter Series

Greenspring Introduces the (k)larity Quotient

Trust Builders Adds VP for Corporate Relations

Prudential Adds Russell Target-Date Portfolios

Argus Creates 401k for U.S. Spouses of Bermudians

14th Edition of the 401k Averages Book Released

Lincoln Financial Adds Three Regional Sales Directors

401k Advisors Expands East Coast Presence

Aspire Partners With LPL Worksite Solutions

Blackrock Launches Five CoRI Funds

MassMutual Retirement Adds Five to Sales Team

Rosenbaum Publishes Book, 'How to Succeed in the 401k Plan Business'

New Name for CPI Qualified Plan Consultants

Redhawk and Centier Bank Announce Strategic Alliance

Ascensus Creates New Organizational Structure

Newport Recognized by Allianz Center for Behavioral Finance

Gallagher Fiduciary Advisors Appoints Area President

BrightScope Appoints New Data Solutions Group Lead

Schwab Launches Full-Service 401k Program Based on ETFs

Vanguard Reports Record 401k Account Balances

OneAmerica Introduces Index(b) Retirement Plan Product

TD Ameritrade Unveils Retirement Plan Solution for RIAs

Milliman Enhances Mobile Apps for Plan Participants

Custodia Hires Retirement Industry Expert

Nationwide Adds Stadion to Managed Accounts Platform

ING Hires Keating to Lead Large Corporate Market Sales

BLAZE SSI Rolls Out Refreshed Website

DOL and SEC Reaches $21mm Settlement With Western Asset Management

Putnam Brings Peer Comparison to 401k Plans

David Booth to Chair PSCA's Investment Committee

Verisight Acquires DailyAccess Corporation

Vanguard Announces Partnership With HelloWallet

Guardian Adds Federated Stable Value to 401k Line-Up

Wagner Law Group Opens Chicago Office in National Expansion Move

Lawing Financial Acquires Missouri Firm

Mutual of America Unveils Enhanced Website

Securian Expands Marketing Footprint in Southern California

Principal Announces Enrollment by Text Message Tool

NTSAA Adopts New Name, Maintains Focus

Morgan Stanley Adds $5.5 Billion Retirement Plan Team

Principal Teams With NBS to Solve 403(b) Asset Issue

National Director Named at Pentegra Retirement Services

Plan Sponsor Advisors Launches QDRO Service

ING Rebranding as Voya Financial

Speakers Announced for 2014 IRI Marketing Summit

T. Rowe Price Joins SPARK's Governing Board

BMO Global Expands Team With Four New Hires

PenSys Acquires San Luis Pension Consultants

DailyAccess Adds Redstone to Sales Team

ExpertPlan Announces Partnership With 1st Global

Oklahoma Based TPA Completes Merger With Capella

Firms Pick 'Relius Mobile Participant' Service

Invesco Expanding Suite of Liquid Alternatives

Nuance Launches Mid Cap Value Fund

Mercer Adds New DC Principal to SF Office

TCW Group Adds Consultant Relations Executive

Ameritas Adds Mesirow Fiduciary Option

T. Rowe Price Closes Funds to New Investors

CoPiloted Launches Managed 401k Accounts


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