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Retirement Industry People Moves

Published: April 5, 2024

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

Related Topics:

United StatesKansas CityTampa BayConor KellyKassandra HendrixGlenn SpencerJoe DebelloTodd KadingMikaylee OconnorBill RyanPrincipal Oconnor To Lead Dc SolutionsLeafhouse Promotes HendrixCorporate StrategyRetirement Plan AdviserMikayleeo ConnorCapital Investment AdvisorsRenaissance FinancialPrime Capital

Virtual Education Likely to Continue Even After 'Return to Work'

Published: April 5, 2022

A study reveals many advantages to virtual retirement and financial wellness meetings; plan sponsors should keep certain things in mind.

Source: plansponsor.com

Related Topics:

Nathan VorisKassandra HendrixCharles Schwab Retirement Plan ServiceSchwab Retirement Plan ServicesSchwab Retirement PlanLeafhouse Financial