Impact Benefits & Retirement and Strategic Employee Benefit Services will be folded in.
Three sole practitioners managing $297 million in total are also moving to the firm.
The quarterly sales growth was the highest since 1983, according to Limra.
The four actively managed funds are based on strategies employed in the asset manager's mutual funds, including ESG offerings.
The manager of public sector retirement plans will offer personalized advice to participants.
Succession planning motivated the sale of Mississippi-based ET George Investment Management.
The measure proposed by Sens. Warren and Daines addresses the $8.5 billion sitting in lost retirement plan accounts.
The Wealth Advisory Institute will include content from more than a dozen other major asset managers.
Craig Zaleck and Mark Hogan, who are based in Bayonne, New Jersey, will affiliate through super OSJ INC Advisors.
Los Angeles-based Lido Advisors plans to expand across the country organically and via acquisitions.
