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Marketplace News Archive for the Year 2016

The following is an index of Marketplace News for the year 2016 contained in the 401khelpcenter.com database. Most current releases are at the top. The press release URL contains the date of the release.

The best way to locate a release is to use our Search feature.

For 2015 Marketplace News click here.
For 2014 Marketplace News click here.
For 2013 Marketplace News click here.
For 2012 Marketplace News click here.


Orion Launches Fee-Benchmarking Tool

ERISA Plan Services and FinTrust Investment Advisors Merge

The Wagner Law Group Opens D.C. Office

ERISA Attorney Dan Brandenburg Joins The Wagner Law Group

Lockton Retirement Expands Northeast Practice

New Tool for IRAs to Help With Fiduciary Rule Compliance

Ascensus Announces Acquisition of Matthews Benefit Group

Jason Miller Joins Pentegra as Regional Director

NTSA 2017 Elite Advisor Award Semi-Finalists Named

DOL Announces New Appointments, Leadership for 2017 ERISA Advisory Council

Oregon Selects Ascensus to Administer Private-Sector Retirement Plan

TD Ameritrade Introduces Fiduciary Rule Resource Center

Alliance Benefit Group Unveils New Identity

QBI Launches Secure Client Dashboard

Pensionmark Expands in Florida With Addition of ECM Group

Ascensus Announces Acquisition of National Retirement Services

Financial Ed and Tech Firms Combine Forces to Serve 401k Market

Betterment for Business Surpasses 300 Plan Sponsors

BenefitGuard Expands Integration With Major Payroll Providers

Trust Builders Introduces Online Plan Participant Tools

Ascensus Launches Enhanced SEP and SIMPLE IRA Program

CUNA Names Bill Riccio as Director of TPA Relationship Management

WTIA Launches Multiple Employer 401k Plan

Ascensus Announces Acquisition of Retirement Educators

CUNA and Envestnet Partner on Fiduciary Outsourcing Services

Manning & Napier Launches "Evolutionary Fiduciary" Campaign

ERISApedia Announces Professional Website Services

Beltz Ianni Expands Its Retirement Plan Consulting Team

ForUsAll Launches Safe Harbor 401k Resource Center

PlanPILOT Adopts InHub's RFP Technology

David Pickle Joins the Wagner Law Group

Trust Builders Enhances TRAK Gap Analysis

CBIZ Acquires California-Based ACI

PSCA's 2017 Signature Awards Nominations Open

Hancock Introduces New Financial Wellness Tool

Firms Partner to Provide Retirement Plans to Freelancers

Strategic Insight Acquires BrightScope

Cetera Unveils Fiduciary Rule Tool iAnalyze

AccountantsWorld Launches Small Business 401k Product

2017 401k Retirement Plan Contribution Limits

SEI and Redtail Form Partnership to Help Advisors With Fiduciary Rule

PCS Launches DOL Fiduciary Rule Compliant Rollover Tool

Envestnet Enhances MoneyGuidePro to Help Comply With DOL Fiduciary Rule

PenChecks and PensionSoft Announce New Partnership

ASPPA Welcomes Richard Hochman as New President

fi360 Unveils the Fiduciary Focus Toolkit

ERISApedia Adds DOL Conflicted Advice Guidance

PSCA Opens Search for New Executive Director

Pentegra Names National Director of TPA Markets

PlanPilot Adds Senior Consultant Linda Coffey to Team

NFP Acquires SST Benefits

ForUsAll Introduces Features to Ease Plan Conversions

Sentinel Benefits Names New CEO

Plan Sponsor Consultants Partners With InHub

Mike Reis Joins Ameritas as VP of Retirement Plans

PSCA's Executive Director Tony Verheyen to Return to the Private Sector

Newport Group Integrates With the fi360 Toolkit

Envestnet Acquires Wheelhouse Analytics

Integrated Retirement Expands Participant Communications Capacity

Envestnet Creates Solutions to Assist Advisors With Fiduciary Rule

New Fiduciary Training Program Introduced

AXA Launches New CITs to Broaden DC Plan Offering

IRI Announces New Training to Navigate DOL Fiduciary Rule Compliance

Mercer Introduces "Holistic" Retirement Savings Solution

Russell and Envestnet Develop New QDIA for DC Plan Participants

Cafaro Greenleaf Fills Managing Director of Operations Position

T. Rowe Price Unveils New Automated Sales Tool for Plan Advisors

Todd Berghuis Joins Integrated Retirement's ERISA Team

Economic Group Pension Services Acquires SMI Pensions

Ascensus Teams With Morningstar to Offer Managed Accounts Service

Best Practices Fiduciary Advisor Affirmation Program Announced

OppenheimerFunds Introduces (k)ustom Advisor Program

fi360 Announces Launch of New Fiduciary Training Program

ERISApedia Announces New Business Development Tool

Alpine Trust & Investment Group Adopts PCS 401k Platform

Financial Engines Launches New Brand Identity

Fidelity's Adds $65 Billion in New DC Assets

Sales Staff Growth at DCIO Firms Slow

Ameritas Closes on Deal to Acquire Guardian's 401k Business

TRA Appoints Brad High as New Regional Sales Consultant

PSCA Engages Groom Law Group to Enhance Lobbying Effort

Bart Ballinger to Spearhead Sales of NestUp

McKay Hochman to End Operations December 31, 2016

Pensionmark Adds $1B Meridien Benefits to Network

Jeff Hornsby Joins Newport Group Sales Team

Schwab Launches 8 Basis Point Target-Date Funds

401k Specialist Magazine to Offer CE Credit for CFP® Professionals

New Program to Coordinate and Optimize 401k and HSA Deferrals

Chip Moore Joins Hancock's Large Plan Consultant Relations Team

Capital One Adds to Its Small Business Product Suite

Nationwide Offers Advisers Access to Small Plan Fiduciary Services

Ekon Announces Enhanced Sponsor Access Portal

EverythingBenefits Adds 401k Integration Capabilities

The Hyas Group Adds Senior Consultant

RetireWell Launches 'Fiscal House Retirement Plan' Strategy

Northwest Plan Services Acquires Trautmann, Maher

TIAA to Acquire EverBank

Stephanie Roupe Joins the Multnomah Group

Mark Lewis Now Representing TRA in TX, OK and LA

Fitts Releases Book on Digital Marketing Strategy

Pensionmark Partners With $7.5 Billion Asset Strategy Consultants

Betterment for Business Surpasses 200 Plan Sponsors

DOL Announces Grants to Develop Portable Retirement Savings Plans for Low-Wage Workers

Pensionmark Welcomes Ridge Retirement Consultants

Retirement Plan Marketing and KnowHow 401k Announce Partnership

Prudential Taps Jamie Kalamarides to Lead New Retirement Plan Unit

Labor Department Solicits Nominations for 2017 ERISA Advisory Council

IRI Announces New Vice Presidents

Milliman Unveils Enhanced DC Participant Website

Riskalyze Announces 'Autopilot for Retirement Plans'

Morningstar, ARA Partner on a New Fiduciary Adviser Standard

PSCA Announces New Directors

fi360 and Unified Trust Establish Integration Relationship

EPIC Appoints New Director of Client Service

Wilkes Appointed Partner at Wagner Law Group

LIMRA LOMA Launches Fiduciary Rule Course

Ameritas Signs Agreement to Acquire Guardian's 401k Plan Business

vWise Launches Two Participant Apps

Ascensus to Increase Retirement Plan Sales Team by More Than 40%

PSCA Announces 59th Annual Plan Benchmarking Survey

NFP Completes Sale of Majority Stake in Kestra Financial

Fidelity Rolls Out 'FidelityConnect' for Advisors

Trust Builders Expands Online Retirement Readiness Tools

Rich Zytko Now Representing TRA in NY, NJ and PA

Nationwide Retirement Institute Offers New DOL Education Series

Pensionmark Expands Network in Nashville

Pentegra Enhances Online User Experience

Capital One Investing Launches ROBO Service

Spectrum Pension Acquires Plan Sponsor Services

Empower Unveils New Website Design

The Segal Group Names New President and CEO

Ascensus Announces New LPL 3(38) Offering

Advisor Group Launches Retirement Plan Practice Management Platform

LPL Opens D.C. Lobbying Office

Pensionmark Expands Network in Houston

401kDIRECT Announces Service Enhancements

Security Mutual Adds Functionality to Retirement Plan Proposal Platform

vWise Introduces Online Enrollment Solution

NFP Acquires ERISA Fiduciary Advisors

American Funds Launch Target-Date Fund Evaluator Tool

Jim Rothaus Joins TRA's Western Sales Team

Asset International Acquires Market Metrics and Matrix Solutions

Asset TV and Cammack Launch New Online TV Channel

Edelman Names Former LPL Financial Exec CEO

NFP Introduced Refreshed Brand Identity

Micah DiSalvo to Lead Newport Group's Institutional Sales

Envestnet Unveils Initiative to Quantify the Value of Professional Advice

fi360 and Epic Advisors Establish Integration Relationship

SageView Adds Retirement Plan Consultant

Ascensus Appoints Retirement Chief Operating Officer

SPARK Announces Formation of Data Security Oversight Board

PSCA Announces 2016 Board and Committee Chairs

Josh Henry Joins TRA as Regional Sales Consultant

Nationwide Adds New 401k Solution to Managed Accounts Platform

TIAA Announces Unified and Expanded DCIO Team

Chris Strother Joins Pensionmark, Denver

MassMutual Enhances Fiduciary Protection Services

Dalbar Introduces Reasonable Compensation Calculator

Russell Combines Institutional and Intermediary DC Teams

NAPA Welcomes Brandwein as President

2016 NAPA 401k Advisor Leadership Award Named

Retirement Advisors of America Merges With Advisor Financial Services

Millennium Trust Introduces Search Tool for Unclaimed Retirement Funds

Lincoln Financial Hires Director of Consultant Relations

Former Schwab Executive Joins Betterment's Board

Empower Appoints EVP for Operations

Paychex Announces Fiduciary Rule Solutions

Pentegra Adds Regional Director for Upper Midwest

TRA Hires Phil Kennedy as Regional Sales Consultant

Vanguard Canada Launches 10 Target Retirement Funds

Morningstar Acquires Data Analytics Firm RightPond

Newport Group Launches New Unified Brand

Folio Partners With KTRADE Ahead of DOL Fiduciary Rule

Robo-Adviser Betterment Raises $100M in New Funding

MMR Adds New Business Development Veteran

NAPA Announces 401k Advisor Leadership Award Finalists

Prudential to Offer Student Loan Genius' 401k Feature

Ascensus Appoints New NE Regional Vice President

MassMutual Appoints Eight New Sales Representatives

Ascensus Sponsors Employee Resource Group Program

Pensionmark Expands East Coast Corporate Office

Putnam Names Steven McKay Head of DCIO Business

Ferenczy to Assume Authorship of Qualified Plan eSource

LPL Tweaks Operation Ahead of DOL Fiduciary Rule

PSCA Prepares for DOL Fiduciary Rule Announcement

16th Edition of the 401k Averages Book Released

Goldman Buys Online Retirement Startup

Cetera Completes Development of Retirement Plan Solutions Platform

BPAS Launches Online Participant Education Center

Stable Value Investment Monitoring Services Announced

Fidelity Sees Managed Account Adoption Grow

Beacon Pointe Expands Into Retirement Plan Space

Empower Retirement Realigns Recordkeeping Business

AFS 401k Announces New Personal Finance Tool

Hancock Launches Website With Tools and Services for TPA Owners

T. Rowe Price Enhances Financial Wellness Solution

PSCA Schedules 2016 National Conference, Releases Topics

Paragon Introduces Improved Mobile-Friendly Website

TRA Searches for Acquisition Opportunities

TIAA-CREF Has New Name, New Look

Guardian Expands Managed Account Options

Cafaro Greenleaf and InHub Partner

Lincoln Financial Names New Sales Director for North Central Region

Hancock Hires Gary DiLoreto as RVP in Pacific Coast Division

Mesirow to Acquire Fiduciary Management Associates

Stadion and State Street Team on Micro- and Small-Plan 401k Solution

Arnerich Massena Adds Institutional Services Consultant

Ascensus Enhances Online Fund Management Capabilities

Money Intel Launches Downmarket 401k Platform

Hancock Introduces New Plan Review Tool

Financial Engines Completes Acquisition of The Mutual Fund Store

Cafaro Greenleaf Expands Into Midwest With Indiana Office

Beaumont Capital Launches ETF-Based Retirement Product

Zack Demers Joins Pentegra as New England Regional Director

Hamilton Capital Taps Masucci to Lead Retirement Group

Fiduciary Investment Advisors Names New Firm Partners

Betterment for Business Officially Launches

Securian Introduces 401k Payroll Change Management Service

NTSA Elite Advisor Award Winners Honored

Lightyear Capital to Acquire AIG Advisor Group

DCIIA Membership Elects New Leaders; Executive Committee

Pavilion Adds DC Consultant to Chicago Office

Russell Names Vernon Barback President

TRA Acquires Virginia Based Capital Pension Services

PSCA Releases 58th Annual DC Plan Survey

Certified Personal Retirement Specialist Designation Unveiled

Standard Hires Dallas Based Retirement Plan Consultant

Wagner Law Group Appoints Stephen D. Rosenberg Partner

Arnerich Massena Transitioning Select DC Clients to SageView

Dalbar Announces BICE Tools and Training

AdvisorHub Names New CEO, Hires Editors


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