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People On The Move

New partner at MMA Shannon Bachara Salinas has been promoted to partner at Mathieson, Moyski, Austin & Co. of Lisle. “We are thrilled to welcome Shannon to the leadership team,” said Ron.

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Creative Planning Buys Mesirow s $13 Billion Corporate Retirement Unit

Creative Planning Buys Mesirow s $13 Billion Corporate Retirement Unit
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Retirement services practiceCreative planningOverland park

Be Prepared: When a Cybersecurity Issue Occurs, Plan Sponsors Can Spring Into Action

Those with experience say ‘clear, concise communications’ and coordination with partners are vital in crafting an effective response.

United statesSan franciscoMichael stoyanovichMichaelp krepsKelly lazzaraStacy hughesGroom law groupRetirement services practiceExchange commissionDepartment of laborVoya financialShould take certain duties

Employers Use SDBAs to Give Employees Choice

Self-directed brokerage accounts can also help keep participants in the plan and be an avenue for offering not-so-standard investment options, but they’re not right for every plan.

United statesNorth carolinaNathan vorisMichael krepsJennifer dossA charles schwabAllie riveraPlan sponsor council of americaRetirement services practice groupSchwab retirement plan services in richfieldThrift savings planRetirement services practiceGreg undermanOnedigital retirementPlan sponsor councilSchwab retirement plan services

Marsh & McLennan Agency Acquires Compass Financial Partners

Posted on 166 Marsh & McLennan Agency LLC (MMA), the middle market subsidiary of Marsh, today announced the acquisition of Compass Financial Partners, a Greensboro, North Carolina-based retirement consulting and investment advisory firm. Terms of the acquisition were not disclosed. A nationally recognized leader in the sector, Compass Financial Partners provides institutional retirement plan consulting and fiduciary services to clients across the US; its combined plan assets exceed $14 billion. Additionally, the company provides private wealth management and financial planning services to select individuals and families. Compass colleagues will continue to work under the leadership of founders and Managing Partners Kathleen Kelly and George Hoyle. Ms. Kelly also will join MMA’s National Retirement Strategy Team and lead the Retirement Services Practice for the Mid-Atlantic region.

United statesSally robertsGeorge hoyleJohn stanchinaKathleen kellyOliver wymanMarsh mclennan companiesMarsh mclennan agencyRetirement services practice for theNational retirement strategy teamMclennan agencyCompass financial partnersNorth carolina basedManaging partners kathleen kellyRetirement strategy teamRetirement services practice