Jan 26, 2022
Experienced Sales Leader Will Expand Institutional Product Pipeline and Industry Partnerships
Jun 24, 2021
Experienced Sales Leader Will Continue to Oversee Organization's Northwest/Central Region
Jun 22, 2021
Jay Hollis, John Krzeminski, and Lou DePonte Join Organization to Facilitate Continued Institutional Growth and Offer Enhanced Regional Support
May 05, 2021
Expert Consultant and Leader Will Expand Industry Partnerships, Strengthen Client Support in Southeast and Southwest Regions
Jul 30, 2020
Fellow of the Society of Actuaries and Enrolled Actuary Brings More Than 20 Years of Defined Benefit Consulting and Technical Expertise to Firm
Jul 09, 2020
Retirement Third-Party Administrator Certified for Adherence to Retirement Industry Best Practices for Seventh Consecutive Year
Jun 11, 2020
Retirement Services Specialist Brings Extensive Defined Contribution Experience to Firm
Apr 21, 2020
Retirement Third-Party Administration Firm Achieves Best Workplaces Ranking for Fifth Time
Feb 27, 2020
Qualified 401(k) Administrator and Qualified Pension Administrator Brings More Than 30 Years of Industry Experience to Firm
Jan 08, 2020
Enrolled Actuary and Member of the American Academy of Actuaries Brings More Than a Decade of Compliance and Consulting Experience to Firm