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Marketplace News Archive for the Year 2015

The following is an index of Marketplace News for the year 2015 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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Manning & Napier to Acquire Majority Interest in Rainier Investment Management

Nomura to Purchase 41% Stake in American Century

Hancock Hires VP for Pacific Northwest Territory

ERISA Advisory Council New Members Announced

NextCapital Raises $16 Million in New Funding

LeafHouse Rolls Out 3(38) Fiduciary Service

Hancock Launches New Participant Websites

VMS Partners With Mid Atlantic Capital Group

Pentegra Adds Regional Sales Director for Pennsylvania

Parthenon Capital Completes Acquisition of Millennium Trust

Arnerich Massena Announces New Leadership in Institutional Services

Nationwide Offers LPL's Employee Advice Solution on Recordkeeping Platform

Genstar and Aquiline Complete Acquisition of Ascensus

Hancock Hires RVP for Central Division

ERISA Attorney Barry Salkin Joins the Wagner Law Group

CBIZ Acquires Kansas Pension Plan Consultant

NTSA Elite Advisor Award Finalists Named

Wells Fargo Offers 401k Participants Personalized Investment Option

Ascensus Opens Cranbury, New Jersey Office

Principal Announces New Interactive 'Virtual Coach'

Hancock Enhances Mobile App

VMS Partners With Envestnet on Recordkeeping Services to Advisors

ERISApedia Announces 'Ask the Author' Feature

Active Core Portfolios Launched by Envestnet

Expansion Continues for Pensionmark With Utah Office

Pensionmark Debuts New and Enhanced Advisor Deliverables

Lockton Chicago Expands Its Retirement Practice

New Online Systems Deepens Plan Participant Solutions for Cambridge Advisors

Southern California Retirement Firm Broadens Into Payroll Services With Acquisition

NTSA 2016 Elite Advisor Award Semi-Finalists Named

Transamerica Launches Retirement Offering for Smaller Companies

EPIC Advisors Hires Two Executives

Financial Engines to Acquire The Mutual Fund Store

BlackRock Launches iRetire to Help Close the Retirement Income Gap

JULY Adds Midwest Regional Sales Consultant

TRA Integrates With VMS' Retirement Platform

Martin Beaulieu Joins BrightScope's Advisory Board

Fidelity to Offer Envestnet's Integrated Workstation to Retirement Advisors

Mastering Compliance eCourse Takes the Fright Out of Social Media

PEI and Canada's Proteus Form Alliance

Alerus Buys ABG North Central States

ERISA Compliant Electronic Document Distribution and Tracking System Introduced

401k Advisor and Wealth Management Firms Merge

Integrated Retirement Adds Senior ERISA Counsel

Envisage Names New VP of Corporate Strategy & Development

SageView Continues to Expand in Honolulu

vWise Announces Retirement Plan Engagement Platform

Firms Partner to Offer Streamlined Web-Based RFP Process

ASPPA Bestows 2015 Industry Awards

ASPPA Welcomes Nichols as 48th President

Schwab Introduces Advisor Managed 401k Accounts

Morningstar to Acquire Portfolio Rebalancing Firm Total Rebalance Expert

Navera Announces New Employer-Sponsored Retirement Planning Module

ERISApedia Appoints National Sales Manager

TRA Adds Minnesota and Wisconsin Area Rep

T. Rowe Price Expands Retirement Plan Offerings With New I Share Class

Stadion Introduces Small-Plan Market Product

CBIZ Acquires Georgia Based Pension Resource Group

Massena Named New Director for the Oregon Retirement Savings Plan

Marc Cabral Joins Securian as Regional Sales VP

Employee Fiduciary Releases Small Business 401k Fees Database

MassMutual and Envestnet Introduce Managed Accounts for 401ks

LPL Enhances Retirement Partners Tool Suite

Ascensus Sold to Private Equity Firms

Parthenon Capital Invests in Millennium Trust

Transamerica Acquires Mercer's DC Book

CAPTRUST Buys Parker Carlson & Johnson

Financial Engines Expands Advisor Access

Professional Capital Services Joins ABG Network

A 'Rally for Retirement' on Capitol Hill

NextCapital Upgrades Its 401k Digital Advice Platform

SunGard Launches Financial Planning Apps

BPAS Names New President of Recordkeeping Services

Ascensus Appoints New Pacific Northwest Region VP

NFP Expands Retirement Platform With Acquisition

Enhanced Retirement Solutions Moves Into TPA Arena

CEFEX Enhances Fiduciary Assessment Program

ERISApedia Adds Content on Privacy and Security Issues

New Pentegra Service Supports Greater Retirement Readiness

Great-West Introduces HelloLife, a Holistic Retirement Income Program

Ted Godbout Joins DCIIA as Director of Communications

Robo-Advisor Betterment to Enter 401k Market

Leading 401k Prospecting Tool and Sales Coaching Firms Partner

Pensionmark Adds Industry Veteran to Executive Team

Voya Unveils Hybrid RIA Platform

Henry Henkel Joins Cafaro Greenleaf as Director of Business Development

Richard McHugh Joins PSCA as VP of Washington Affairs

Conrad Siegel Launches an Income Planning Solution

Northern Trust Names Global Head of Defined Contribution

Prudential Hires TRS Product Team Lead

Guardian Expands Retirement Fund Lineup

The Standard Appoints New Retirement Plan Consultant

ABG Rolls Out Web Based Retirement Planning Service

EBRI Names Harry Conaway CEO

Adele Barbato Joins Retirement Playbook

WealthPath Investment Advisors Joins Pensionmark

FIS to Acquire SunGard for $9.1 Billion

Legacy 401k Partners to Register as RIA

Cambridge Introduces On-Line Retirement Resources

Ascensus Appoints New Mid-America RVP

Wells Fargo to Offer Financial Engines' Advisory Services

CAPTRUST and MFP Strategies Merge

fi360 and Mid Atlantic Trust Establish Integration Relationship

401k Specialist Magazine Launches Inaugural Issue

Guardian Enhances 401k Retirement Readiness Website

Hancock to Offer Morningstar's HelloWallet Tool

401k Essentials Launches New Website

ERISA Advisory Council to Meet August 18-20

Redhawk Names Rick Keast President

Lincoln Names New President of Retirement Plan Services

Employee Fiduciary Launches Financial Advisor Directory

Gallagher Announces OCIO and DC Strategy Leaders

TRA Adds Northeastern Region Sales Consultant

Ascensus Appoints SVP of Service Delivery

LPL Teams With Ramsey Solutions on Financial Wellness Program

Securian Adds Large Plan Experts to Institutional Group

Envestnet Introduces ERS Fund Strategist Network

ABG Adds 'The Retirement Plan Company' to Network

NAPA Announces Top Retirement Plan Advisors Under 40

Pentegra Retirement Services Introduces SmartPath

Lockton Opens Philadelphia Retirement Practice

Fiduciary Investment Advisors Expands Consulting Team

Callan Adds to Fund Sponsor Consulting Team

Lockton Expands Retirement Services Practice

TCW Partners With Gargoyle on Alternative Fund

Heestand Company Expands Ownership Group

ERISApedia Adds Forms Suite to Fiduciary Responsibility eSource

DST Acquires Retirement Plan Rollover Specialist WMSI

Arnerich Massena Hires Managing Director of Business Development

Infinata Integrates Morningstar Data Into PlanVision

Study Uncovers Myths in Selling to RIAs

DOL Solicits Nominations for 2016 ERISA Advisory Council

Employee Fiduciary Sees Rapid Growth in 2015

BPAS Expands Retirement Plan Business With Acquisition

TCW Launches Emerging Markets Fund

Fidelity Unveils Third-Party Fiduciary Program

Transamerica Announces Retirement Plan Distribution Partnership With Edward Jones

Hancock Begins Supporting LPL's Employee Advice Tool

NAGDCA Announces 2015 Leadership Recognition Award Recipients

OneAmerica Acquires BMO's Retirement Services Business

ForUsAll Introduces Small Business 401k

Manning & Napier Launches Advisor Resources Focused on QDIA Due Diligence

Arnerich Massena Announces New Leadership in Retirement Plan Services

Anova Consulting Adds Three New Professionals

NFP Targets the Nashville Business Community

BNY Mellon Unveils Planet DC Magazine

Bogdahn Group Announces Expansion of DC Practice

Pensionmark Introduces Custom Target-Date Solution

Laura Grassi Joins Pentegra as Regional Director

Chicago Based Firm Specializing in Plan Audits Launches

SageView Expands Into Colorado

MassMutual Launches New Employee Benefits Guidance Tool

LifeLock Introduces 401k Theft Protection

BrightScope Launches Fund Pages

Gallagher Adds Positions as Part of Continued Expansion

GRP Advisor Alliance Teams With Financial Finesse

Fiduciary Liability Insurance Offered in Canada

ProCourse Fiduciary Advisors Announces New Louisville Office

Pensionmark's Expansion Continues With New Cleveland Office

EPIC Advisors Names Marques President

The Spark Institute Names New Executive Director

The Spark Institute Announces New Award Program

NTSA Elite Advisor Award Finalists Named

AllianceBernstein Launches Multi-Manager Target-Date CITs

Transamerica and Merrill Lynch Team on 403(b) Program

Pensionmark and Hawaii Western Partner

TRA Names New Plan Administration Manager

Fiduciary Plan Advisors Partners With InHub on RFP Tech

Scott Dunbar Joins Mercer Investments as West Market Business Leader

Transamerica Retirement Enhances Mobile App

UBS to Launch Target-Date CITs

MetLife Launches Longevity Product for DC Plans

MassMutual Appoints Large Plan Relationship Manager

The Standard Appoints New Retirement Plan Consultant

Ascensus Appoints New RVP for Rocky Mountain Region

TCW Adds Mid-Atlantic Region Marketing SVP

MJM401k Expands Consultant Team

NFP Acquires Meridian Retirement Plan Advisors

Fiduciary Plan Advisors Partners With InHub on RFP Tech

401k Sales Champion Online Workshop Updated

TRAK-Online for Mobile Devices Introduced

SageView Adds Consultant to Northeast Practice

Ubiquity Retirement Adds Sales Strategist John Farmakis

Pensionmark Continues Expansion With Denver Affiliation

SageView Expands in California

SEC Sues Retirement Planners for Making False Claims

Maresh Yoshida 401k Group Announces Corporate Name Change

IRI Announces Election of Officers and Board

FSR Announces New "Save 10" Initiative to Help Workers Save

Buyer's Guide for Recordkeeping and TPA Services Released

Dorsey Adds ERISA Attorney to Seattle Office

Securities America Partners With Envestnet

Payroll Essentials for the 401k Plan Published

The Standard Names Matthew King Director of TPA Relationships

vWise Rolls Out Spanish Version of Educational Software

KnowHow 401k Unveils Resigned Website

Transamerica Retirement Announces New Senior Management Appointments

MFP Strategies Unveils PlanQuest to Address Fiduciary Challenges

Hancock Hires Mid-Atlantic Division Sales VP

NFP Retirement Enhances Compliance With Hire

2015 (K)onvergence Summit Speakers Revealed

Dynamic Media Launches 401k Specialist Publication

MIRA and TriCore Partner on Qualified Plan Offerings

Revzon Consulting Announces One-Stop 403(b) Program

Fidelity Reports Small-Plan Market Success

Chuck Gouge Joins ERISApedia.com as Director of Sales & Marketing

Orion, Jemstep Team to Deliver Integrated Technology

Sapiens' Eligibility System for DC Plans Goes Live

Charles Nelson Joins Voya Financial as CEO of Retirement

Firm Introduces Alternative to 401k Hardships and Loans

Practice Management Experts Join Envestnet

MassMutual Eyes DCIO Growth Opportunity

REDW Forms Alliance Benefit Group Southwest

Wurts Rebrands as Verus

Broadridge Closes on Retirement Business Acquisition

Manulife Completes Acquisition of New York Life's Retirement Plan Business

Heather C. Beatty Joins TCW as SVP, Institutional Marketing

Envestnet Makes Strategic Investment in AlphaHedge Capital Partners

Mutual of America Names John R. Greed President

2015 Retirement Designation Guide Released

USI Consulting Hires Lou Ressler as VP, Retirement Services

Fiduciary Group Aligns With Focus Financial Partners

NFP Expands With Acquisition of Trinity Consulting

Hueler Expands Platform to Include QLACs

Cammack Adds Three to Investment Team

Eight Retirement Advisory Firms to Acquire Global Retirement Partners

Envestnet Launches Factor-Enhanced Portfolios

Collective Investment Trust Awareness Week Announced

Lincoln Trust Company Begins Operating Under New Name

Ameriprise Rebrands Columbia Management

Principal Enhances Support for Participants Nearing Retirement

Joe DeNoyior Named president of NAPA

Retirement Resources Named NAPA 401k Leadership Award Winner

Voya Adds PotentialPLUS Annuity to Retirement Offerings

MassMutual Adds Eight New Sales Professionals

Hancock Hires Sales VP for Central Texas Region

EPIC Advisors Unveils New Branding

Empower Institute Launched to Address Retirement Savings Issues

Revzon Rolls Out Small Company 401k Program

NAPA Announces the Top DC Wholesalers for 2015

Cafaro Greenleaf Grows Service Team With Consultant Addition

Ameritas Adds VP for Retirement Plan Sales

ERISApedia to Publish ERISA Fiduciary Responsibilities Guide

UBS Re-Brands Retirement Plan Consulting Business

MassMutual Appoints Six RM's to Support Retirement Plans

New York Life Enhances Mobile App

Blue Prairie to Offer Online ERISA Fiduciary Training

Bob Riebesehl Joins Pentegra as a Regional Sales Director

Sokolic to Head Retirement Strategies for American Century

American Benefits Council Announces New Officers

Destel-Bergen Merges With DWC ERISA Consultants

CAPTRUST Acquires Stake in Pensionmark

ASPPA Adopts New Name: American Retirement Association

Financial Advisors With Highest Social Media Visibility Announced

Northern Trust Increases DC Plan Fund Trading Flexibility

Hal Rose Joins 401kDirect as President and Chief Marketing Officer

Financial Engines' Retirement Assets Exceed $1 Trillion

OneAmerica Launches New Programs for Advisors and Sponsors

Beltz Ianni Adds Newton to Consulting Team

Towers Watson Opens New Investment Office With Three Hires

Lincoln RPS Group President Retires

Lincoln Names Daly New Senior Business Development Director

BB&T Retirement Hires Business Development Officer

NFP Retirement Adds Five Consultants

NAPA Announces 401k Advisor Leadership Award Finalists

InHub Consultant eRFP Platform Debuts

Vanguard Makes Strategic Changes to TDF Series

First 2015 ERISA Advisory Council Meeting Scheduled

ProEquities Adds Redhawk to Retirement Platform

ABG-Illinois to Offer Ramsey's SmartDollar Curriculum

Employee Fiduciary Retains V2 Marketing for Inbound Marketing

Cetera to Offer Envestnet's Practice Management Platform

ERISA Attorney Tom Clark Joins the Wagner Law Group

OneAmerica Continues Retirement Services Field Alignment

Aspire Names SVP to Boost BPO Service Offering

Nominations Open for 2015 NTSA Elite Advisor Award

Redhawk Launches 403(b) Managed Account Solution

Voya Adds Retirement Income Option to Recordkeeping Platform

Boston Wealth and Marathon RPC Announce Merger

Hancock Promotes Barbara Wilderman to Regional VP

Pensionmark Expands Into Louisiana

Mercer Names Muriel Knapp as National Business Leader for DC Advisors

Greenspring Announces Target Date (k)larity

CEFEX Introduces Fiduciary Certification Workshops

NFP Advisor Services Adds Gate City Advisors

Cafaro Greenleaf Rolls Out Customized Investment Fiduciary Solution

ERISApedia.com Launches

Northwest Plan Services Acquires CDM Retirement Consultants

QBI Acquires Strategic Pension Services

BrightScope Extends Sales Reporting Platform

NAPA Announces 401k Advisor Leadership Award Semi-Finalists

Securian Expands Retirement Plan Midwest Sales Staff

Hancock Hires Regional VP for Central Division

Advantus Capital Adds Wholesalers, Expands Retail

Mary Nell Billings Named 2014 EBRI Lillywhite Award Winner

PSCA Re-Launches ERISA Fiduciary Training Program

Broadridge to Acquire Wilmington Trust Unit

Pinnacle Plan Design Expands Into New York Market

BrightScope Launches AdviceMatch

Stable Value Investment Association Launches Public Education Campaign

Retirement Revolution Names BPO Partner Implementation Manager

Pershing Targets Advisors With Retirement Plan Network

OneAmerica Hires New Regional Sales Director

PAi Unveils Co-Pilot 401k Plan

Ramsey Solutions Rolls Out New Financial Wellness Program

Segal Adds East Region Compliance Leader

403(b) Specialist PlanMember Opens Financial Center in Amarillo

Morningstar Announces Leadership Appointments

Annette Guarisco Fildes Appointed New CEO of ERIC

Pentegra Makes Available Hueler's Lifetime Income Product

Benish Resigns as Executive Director of PSCA

Miller & Chevalier Adds ERISA Attorney

ShoeFitts Announces Resource for Women in Financial Services

Free 401k Portfolio Management Tool Released

Stephen Davis Joins John Hancock RPS as Divisional VP

Chatham Partners Creates Market Research Platform

TRA Strengthens Plan Installation Team

Pentegra Promotes Linney to Regional Director

ICMA-RC Appoints New President and CEO

Benish Resigns as Executive Director of PSCA

ABD Insurance Adds VP to Retirement Services Team


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