Deals and People

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.

Prudential Group Insurance announces new head of distribution; Nationwide Retirement Solutions expands sales leadership; Congruity HR names new VP of 401(k) Operations; and more.

Francisco Cebada will succeed him as executive director of global retirement strategy.

Nationwide adds life insurance product strategy head; Modera Wealth Management hires new CIO and COO; and more.

Bryn White comes to the firm with previous experience in health and welfare benefits.  

IRI announces 2 board members; Anthony Provenzano joins Wagner Law Group; and July Business Services makes 2 senior leadership appointments.

The $340 million deal is expected to transfer more than $130 billion in assets while Milliman retains its retirement and healthcare actuarial consulting business. 

Regions Bank appoints Hancock to new role, JPMorganChase names new Workplace Solutions leader; and more.