Deals and People

Ascensus names Edward Greene chief human resources officer; MAP Retirement selects Adam Williams as national director of group plan solutions; and IRALogix appoints Geoff Gohs as chief technology...

Clients of both companies will be able to remain on their original platform despite the transaction.

Athene names head of investor relations; CFA Institute Elects 2 to board of governors; MAI Capital Management names managing partner; and more.

The global professional services firm is acquiring the employee-benefits and retirement-plan consultant in a $17 billion all-cash deal. 

Jackson Lewis names new employee benefits principal; State Street appoints Pete Dorsey as chief revenue officer; and Prosperity taps Jeff Lenhart as president.

Smart USA CEO Duane Bernt will continue to lead Smart’s U.S. entities, including primary operating company Stadion Money Management.

Under the agreement, Altruist will continue to operate as a standalone business.

Brown & Brown names life and executive benefits practice co-leaders and EPIC promotes Adam Okun to president of employee benefits.

The capital district’s 401(a) and 457(b) plans hold $4.3 billion in assets across more than 52,000 participants.

The recordkeeper will keep its current leaders and its client delivery model.

The education savings plan serves more than 23,000 families.

The new hire, Yaqub Ahmed, will head Prudential’s defined contribution solutions.

Edelman names director of institutional thought leadership; Manulife John Hancock Retirement makes leadership updates; New York Life appoints chief AI officer; and more.

Fulton has a background in accounting, tech startups and mergers and acquisitions.

The Standard will appear in live Golf Channel coverage, branded features and commercial media.

He previously served in executive roles at OneDigital and the Alera Group.

401Go adds CFO, CRO; The Standard names new regional VP for retirement plans; Franklin Templeton expands client group leadership; and more.

Pension Resource Institute appoints 2 to senior leadership roles; Chantel Sheaks joins Mindset as principal; Guardian Life names Kevin Luebbers head of distribution; and more.

The pair of managing directors will now head defined contribution and defined benefit retirement divisions.

The new firm will be ‘dedicated to insurance, retirement and payroll services,’ according to the announcement.