Retirement Industry People Moves
LeafHouse promotes Hendrix to executive VP of corporate strategy; adviser DeBello joins CAPTRUST; NEPC Hires O’Connor to head DC as Ryan is promoted to team lead; and more.
Source: plansponsor.com
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Virtual Education Likely to Continue Even After 'Return to Work'
A study reveals many advantages to virtual retirement and financial wellness meetings; plan sponsors should keep certain things in mind.
Nathan Voris Kassandra Hendrix Charles Schwab Retirement Plan Service Schwab Retirement Plan Services Schwab Retirement Plan Leafhouse Financial
Source: plansponsor.com