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John Adams
By John Adams | 6/21/2014
John Hancock Retirement Plan Services has hired David C. Hiss as regional vice president, responsible for sales and relationship development with financial representatives and plan consultants in the Chicago Metro area. He reports to Kent Lepard, divisional vice president of the firm’s Midwest...
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By John Adams | 6/20/2014
OneAmerica has announced the implementation of a three-region sales and distribution structure for retirement services that is expected to improve geographic proximity, create efficiencies and increase productivity. Paul Citron has been named vice president of national sales and field service and...
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By John Adams | 6/17/2014
Invesco’s DC Plan Analyzer app for iPad has been updated with a new interactive tool that provides plan sponsors a detailed cost comparison analysis. Driven by 401kSource.com's database of 182 product offerings from 64 providers, the cost comparison tool allows users to see what other plan sponsors...
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By John Adams | 6/16/2014
Mutual of Omaha Retirement Services is now offering 401(k) Admin Advantage, a service that will help simplify plan administration, minimize risks for plan sponsors and support independent services of plan advisors and third party administrators. Two service levels are offered to plan sponsors. The...
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By John Adams | 6/16/2014
J.P. Morgan Asset Management’s first ETF, JPMorgan Diversified Return Global Equity (JPGE), has officially launched for trading. The fund is a strategic beta, developed market equity ETF, and it tracks the FTSE Developed Diversified Factor Index. It looks to reduce volatility in market...
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By John Adams | 6/12/2014
LPL Financial is reporting an increase in advisor recruitment after a slowdown in the first and second quarters that they attribute partially to harsh winter weather. No recruitment numbers have been given, but LPL’s goal is to add 400 to 500 advisors a year, and they currently have a total of 13,...
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By John Adams | 6/10/2014
Many retirees have underestimated the expenses associated with taxes in retirement, according to a recent survey by Lincoln Financial Group. The majority of those surveyed expected home and mortgage, health care, and travel/leisure to be the most significant expenses in retirement, but on average,...
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By John Adams | 6/9/2014
MassMutual's Retirement Services Division maintained record high scores for satisfaction among employers that sponsor retirement plans, even during their acquisition of The Hartford's Retirement Plans Group, according to the 2013 Plan Sponsor Satisfaction and Loyalty study conducted by Chatham...
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By John Adams | 6/9/2014
The Standard has announced the appointment of two new retirement plan consultants for its Eastern Sales Region. Joe Bruns, who previously served as a vice president and client consultant for Manning & Napier Advisors, will support retirement plan advisors in the Baltimore-Washington...
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By John Adams | 6/6/2014
Sheri Fitts, president of ShoeFitts Marketing, will be featured in a new monthly webinar series sponsored by Smarsh about navigating the complexities and nuances of social media in the financial services marketplace. The webinars, which will be available through the Smarsh and ShoeFitts Marketing...
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By John Adams | 6/6/2014
For the first time in the same calendar year, Pershing is launching new versions of all its major platforms, including NetX360, NetX360 Mobile, NetXInvestor and NetXInvestor Mobile, as well as new versions of Albridge Wealth Reporting and a new Managed Investments portal integrated into NetX360....
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By John Adams | 6/3/2014
This summer, LPL Financial anticipates the release of an upgrade to their newly released online retirement planning platform, Worksite Financial Solutions, which will give participants access to plan information on their mobile devices. The upgrade is expected to hit Apple and Android platforms on...
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By John Adams | 6/2/2014
Transamerica Retirement Solutions posted banner financial results in the first quarter of the year, continuing the pace the organization set in 2013. Compared with the first quarter of 2013, sales were up 43%, deposits were up 42%, and net deposits were up 12%. In addition, assets under...
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By John Adams | 6/1/2014
Ingham Retirement Group announced May 30 that it will offer LPL’s Financial Worksite Financial Solutions employee advice platform. Worksite Financial Solutions is an online service that gathers information on each employee participant's financial picture and life stage. After completing a detailed...
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By John Adams | 5/29/2014
Morgan Stanley has added The Guardian Advantage and The Guardian Choice funding vehicles from The Guardian Insurance & Annuity Company to its suite of retirement products. In addition to joining Morgan Stanley’s sales platform, Guardian has also been selected to participate in Morgan Stanley's...
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By John Adams | 5/28/2014
John Hancock Retirement Plan Services has hired Thomas Martin as Northeast regional vice president. Martin is responsible for sales and relationship development with financial representatives and plan consultants in eastern New York State and south Fairfield County, Conn., and reports to Ray...
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By John Adams | 5/22/2014
John Hancock Retirement Plan Services has added five new asset allocation options to its JH Signature platform, including target date suites from T. Rowe Price and American Century and additional Target Date and Lifestyle portfolios from John Hancock. They will qualify under the JH Fiduciary...
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