Page 7 - Plan Advisors News Today

/PRNewswire/ -- Mesirow, an independent, employee-owned financial services firm, today announced that the firm was ranked 40th in Barrons list of 2021 Top 100...

/PRNewswire/ -- Mesirow, an independent, employee-owned financial services firm, today announced that the firm was ranked 40th in Barrons list of 2021 Top 100...

Lawmakers are at work trying to help improve the retirement security of millions of Americans. Heres whats possibly on the horizon.

Sun Life Financial Inc. has agreed to acquire PinnacleCare International Inc., a medical information and health care navigation services provider. PinnacleCare is based in Baltimore and has about 170 employees. It helps patients get advice from doctors about how to handle sudden, serious illnesses. The company has relationships with 2 million people through individual subscriptions and contracts with employers. Sun Life, which is based in Toronto and has its U.S. headquarters in Wellesley Hil...

RPA to Host Virtual Continuing Education Seminar Trustee University for Missouri Plan Trustees May 4 virtual event helps DC retirement committee members satisfy state’s annual continuing education requirement. St. Louis, MO, April 28, 2021 --(PR.com)-- Retirement Plan Advisors (RPA) will host Trustee University virtually on May 4, 2021. Trustee University is a biannual seminar for Missouri-based trustees of defined contribution retirement plans. Industry leaders will address timely issues f...

New York, NY (PRWEB) April 28, 2021 -- NFP, a leading insurance broker and consultant that provides property and casualty (P&C), corporate benefits,

LPL Financial Welcomes Financial Advisor Kip Adams and Team CHARLOTTE, N.C., April 14, 2021 (GLOBE NEWSWIRE) — LPL Financial LLC (Nasdaq:LPLA) today announced that financial advisor Kip Adams and his team have joined LPL Financial’s broker-dealer, hybrid registered investment advisor (RIA) and custodial platforms, aligned with HUB Retirement and Wealth Management. Adams reported having served approximately $800 million in retirement plan, advisory and brokerage assets*. He joins LPL from K...

Inside NAPA The National Association of Plan Advisors welcomed Alex Assaley, AIF, as its 2020-2021 President on April 9. Assaley is the Managing Principal and the Lead Advisor for Retirement Plans at AFS Retirement Services in Bethesda, MD. A second-generation financial advisor, he has been a plan advisor since 2005. Assaley has been named as one on NAPA’s Top Retirement Plan Advisors Under 40 since the list was launched in 2014. In 2012 he was named  Employee Benefit Adviser...

Grinkmeyer Leonard Financial Named as Top DC Advisor Teams by the National Association of Plan Advisors Share Article Grinkmeyer Leonard Financial, a financial advisory services firm in Birmingham, Alabama, is pleased to announce that it has been named to the National Association of Plan Advisors (NAPA) 2020 Top DC Advisor Teams list. BIRMINGHAM, Ala. (PRWEB) April 09, 2021 Grinkmeyer Leonard Financial, a financial advisory servic...

NAPA Names Nations Top DC Advisor Teams News provided by Share this article Share this article ARLINGTON, Va., April 6, 2021 /PRNewswire/ -- The National Association of Plan Advisors has named Spectrum Investment Advisors, located in Mequon, Wisconsin, to its list of top defined contribution (DC) advisor teams.  For more information about Spectrum Investment Advisors, visit www.spectruminvestor.com. "Since their inception, NAPAs various industry lists have been a valuable Whos Who of who matte...