Sentences with phrase «retirement services»

It offers retirement services to smaller advisors and has gathered about $ 80 million through 70 advisors placing business with it.

The company also provides retirement services and life insurance.

Aside from retirement services, older investors put fees and relaxation at the top of their list of concerns.

«In October 2014, we signed a memorandum of understanding to acquire a stake in a leading provider of retirement services in Chile.

But if she is perfectly honest, Rapp, a vice president of retirement services for Corporate Benefit Analysts in Kitchener, Ont., will tell you that only 10 % to 15 % of eligible workers bother to attend.

Paychex is the preferred payroll and retirement services provider for the American Institute of Certified Public Accountants (AICPA).

He was previously a Partner at Hillstead Partners LLC, a developer of innovative products for the insurance and retirement services industries.

That's why Rebalance IRA pairs each and every one of our clients with a seasoned retirement investment advisor and a highly qualified retirement service representative.

He also counsels retirement services businesses, broker - dealers, investment advisers, and mutual fund complexes.

In the fourth quarter, operating income from the company's retirement services segment jumped 37 percent to $ 280 million compared with the year - ago period, the company also said.

· Limiting Number of Sick and Leave Days that Can Pad Pensions: Tier VI reduces by half - from 200 to 100 - the number of sick and leave days that can be used for retirement service credit.

«In the early years, for one fund family, you'll find more «risky» equity exposure to growth - oriented stocks, but toward the later years, it's more value - oriented equity exposure,» said Aaron Pottichen, president of retirement services at CLS Partners in Austin, Texas.

Rebalance IRA pairs each and every one of our clients with a seasoned retirement investment advisor and a highly qualified retirement service representative.

Tom Reid, senior vice-president of group retirement services, says the fees will be less than those for retail mutual funds, which are typically 2 %.

• LLR Partners made a minority investment of an undisclosed amount in Professional Capital Services, a Philadelphia - based independent retirement services platform.

That helped Chesner find one charging just 0.58 percent of assets for the same retirement services — a 1.59 percent yearly savings.

All financial institutions and all financial advisors offering retirement services now operate under the Department of Labor Fiduciary Rule, which generally means that financial advisors must be able to demonstrate they are acting in the interest of their clients.

Jed joined MFS in 1997 and held a number of senior positions in the firm's retirement services organization through 2008, including serving as chief business officer and later president of the division.

For instance, a 2010 survey from LIMRA, Windsor, Conn., found that 78 percent of pre-retired employees with access to a defined contribution plan currently do contribute to it, pointed out Matthew Drinkwater, associate managing director, retirement services during the recent retirement industry conference in Las Vegas.

Wells Fargo is one of America's largest and most respected retirement services providers.

All Rebalance IRA accounts have two service representatives assigned to them, an experienced retirement investment advisor along with a well qualified retirement service rep.

Céline is the leader of the North American Retirement Practice and has had extensive experience in strategy, distribution, organization and operations efforts for asset managers, retirement services players, life insurers and wealth managers in North America and globally.

New Zealand's state - run pension fund and utilities investor Infratil Ltd will acquire Australian retirement village operator RetireAustralia in a deal worth A$ 640.2 million ($ 519.91 million) as they gain exposure to Australia's growing retirement services sector.

Formally known as ING - Reliastar, this company is one of the leading retirement services and life insurance providers in the United States.

Principal Financial Group includes cutting - edge retirement services for individual Indian investors.

Local Bankers Life and Casualty agents across the United States offer customers insurance and retirement services products including:

Assisted in the daily transactions with home office retirement services and participants to commence retirements

Must have 4 yrs of Federal HR retirement services exp.

«Investors felt the pain from the 2008 financial crisis, but our study indicates many are not prepared for another significant downturn and the impact it could have on their retirement,» said Paula Nelson, president of retirement services at Global Atlantic.

As of June 9, 2017, all financial institutions offering retirement services will operate under the Department of Labor Fiduciary Rule.

TIAA has provided retirement services for teachers for nearly 100 years.

He joined Raffa in 2002 specifically to provide investment advice and qualified retirement services to a select group of nonprofits.

Bankers Life and Casualty is a well - established name in insurance and retirement services for seniors across the United States.

A leading * retirement service provider in the defined contribution market for over 60 years, we provide flexible products and planning to assist more than two million employees of not - for - profit institutions.

WAMC's Alan Chartock In Conversation with Roger Ferguson, Jr., President and Chief Executive Officer of TIAA - CREF, the leading provider of retirement services in the academic, research, medical, and cultural fields and a Fortune 100 financial services organization.

Prudential swung to a 2014 first - quarter profit, boosted by a strong showing in its retirement services business.

What it does: Provides group benefits administration, HR consulting and retirement services

• Kohlberg & Co. agreed to acquire U.S. Retirement & Benefits Partners, an Iselin, N.J. - based provider of benefits and retirement services, to Centre Partners, financial terms weren't disclosed.

This could include refinancing student loans, auto loans, mortgage loans or brokerage and retirement services, he said.

Coming changes in the fiduciary obligations of carriers and distributors of retirement products is expected to disrupt large portions of the retirement services market.

The retirement services segment will continue to change in light of new rules issued by the Department of Labor.

Now company officials say the time is right for Athene to do some serious expansion in the retirement services marketplace

Principal Financial is a top supplier of retirement services to small and middle - market businesses.