Gavion named one of Planadviser’s 2016 Top 100 Retirement Plan Advisers

PLANADVISER has named Gavion LLC as one of 2016′s Top 100 Retirement Plan Advisers in the Large Teams category (more than $3 billion in retirement plan assets under advisement).  http://www.planadviser.com/Top100/#!/2016/List-By-Category            

Leading Global Online Managed Content Provider Hires Gavion

A leading innovator of online managed content distribution and printing appoints Gavion to provide investment consulting services.

Commonwealth Retirement System and Judicial Retirement System hires Gavion to provide advisory services

Commonwealth Retirement System and Judicial Retirement System covering general employees, public safety officers and judges hires Gavion to provide advisory services.  The system covers approximately 134,000 active members and 118,000 beneficiaries.

Leading food manufacturer and marketer hires Gavion

Leading manufacturer and marketer of value-added meat products, snacks and appetizers hires Gavion to provide investment consulting services.

Regional Educational Foundation Engages Gavion

Educational foundation focused on enhancing the study and teaching of literature and language arts hires Gavion to provide investment consulting services.

Gavion Engaged to Perform Special Project Services

A national accounting and wealth advisory firm with over $3 Billion in client assets under advisement hires Gavion to conduct special project services related to policies and procedures concerning alternative investment strategies.

Gavion CCO Earns CFE Credential

The Association of Certified Fraud Examiners (ACFE), the world’s largest anti-fraud organization and leading provider of anti-fraud training and education, is pleased to award Miles Slocum Fortas the globally preferred CFE credential.  In order to become a CFE, Mr. Fortas has met a stringent set of criteria and passed...

DOL Proposes Rule to Address Conflicts of Interest in Retirement Advice

http://www.dol.gov/ebsa/newsroom/fsconflictsofinterest.html

regional transit agency selects gavion as investment consultant

Regional Transit Agency servicing 13 cities and more than 250,000 passengers daily, selects Gavion, LLC to serve as investment consultant for the $147 million employee defined benefit plan.

sec issues alert on social media investing

http://investor.gov/news-alerts/investor-alerts/investor-alert-social-media-investing-avoiding-fraud#.VG47DmfmeSo