Deals and People

June 23, 2017

Retirement Industry People Moves

Voya Financial hired leader of Retirement Product Organization; Lincoln Financial names head of Product Management; HSA Bank announces new leadership appointments; and more.

June 16, 2017

Retirement Industry People Moves

Texas TRS CIO steps down; Heffernan Financial Services expands adviser team; Todd Organization hires partner for executive benefits consulting; and more.

June 09, 2017

Retirement Industry People Moves

Pavilion Advisory expands consultant team; American Century Investments names head of ETFs; Deutsche AM expands equities portfolio management team; Lockton hires senior VP; Glenn Reed retires from Vanguard.

June 02, 2017

Retirement Industry People Moves

VMS selects Ascensus as recordkeeper; KeyBank to acquire Morningstar’s HelloWallet; Natixis adds retirement exec to support TDFs; and more.

May 26, 2017

Retirement Industry People Moves

Guardian Financial Partners opens in Orange County; Transamerica names regional vice president for Retirement Plans; Josh Cohen will join PGIM as head of Institutional Defined Contribution; and more.

May 19, 2017

Retirement Industry People Moves

Northern Trust hires two for Taft-Hartley business; MassMutual rebrands; Bank of America Merrill Lynch expands retirement business; and more.

May 12, 2017

Retirement Industry People Moves

Hueler & NISA collaborate with focus on retirement income; United Financial NW joins PlanMember Securities Corporation; Industry vet returns to SSGA to lead DC business; and more.

May 05, 2017

Retirement Industry People Moves

Segal Group names Chief Actuary; PSCA names Executive Director; Former BlackRock Exec launches Retirement Readiness firm; and more.

April 28, 2017

Retirement Industry People Moves

Segal Group adds senior consultant; Unified Trust announces digital advice manager; Hueler Income Solutions hires managing director; and more.

April 21, 2017

Retirement Industry People Moves

Willis Towers Watson expands Manager Research team; MassMutual appoints head of Strategy & Corporate Development; Mercer names Central market DC segment leader; and more.

April 14, 2017

Retirement Industry People Moves

DATAIR hires ERISA consultant for document compliance; Retirement LLC acquires Summit Group TPA division; QBI grows actuarial team; and more.

April 07, 2017

Retirement Industry People Moves

Segal names Public Sector Market director; Securian expands retirement business; Lockton opens new office; and more.

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