Deals and People

The program serves more than 228,000 account owners and families nationwide.

He has spent more than 26 years with the organization in a variety of leadership roles.

Ascensus names new ABLE Head; Marsh McLennan hires Bill Thompson for new leadership role; Shepherd Financial expands into Florida with veteran adviser hire; and more.

AllianceBernstein names a new president; MissionSquare hires fixed-income head; and more.

O’Connor succeeds Bill Ryan, who on January 5 became the Carlyle Group’s managing director and head of retirement solutions.

The chosen individual will ‘research, analyze and evaluate investment opportunities’ in asset classes that include private equity and private credit.

SHRM Linkage names new CEO; Domain Money Advisors appoints VP of business development; and more.

He will serve a key leadership role in the firm's fiduciary and ERISA practice.

NEPC’s former defined contribution team leader will make the move on January 5.

NFP names chief financial officer; former NYC Pensions CIO moves to Neuberger Berman; ICPM names new managing director; and more. 

New leaders announced ahead of the consulting firm's 40th anniversary.

Nationwide retirement solutions names 2 regional VPs; Blue Ridge Associates names Mike Vander Velde VP of learning, development.

Dianne Sandoval named CIO of Maryland SPRS; Fiona Greig promoted to principal at Vanguard; Nationwide picks JJ Pérez to lead strategic customer solutions team; and more.

Groom elects executive principal; Hamilton Lane builds out its North America team; and more.

Texas ERS promotes for director of private real estate; Financial Planning Standards names a new COO; IRALogicx adds to its board of directors; NFP appoints national practice leaders...

The move combines 5 former NFP Corp. entities and the new business has more than $580 billion in assets under management or advisement.

Lincoln Financial appoints John Morriss as EVP, CIO; TRA welcomes Tim Lastivka as VP of national sales and distribution; FSI names Andrew Hartnett VP of regulatory affairs and...

MissionSquare gains leaders in relationship management; IRALogix names chief marketing officer; GW&K partner Mary Kane to retire; and more.

Don't miss your chance to tell us about great plans. Submit nominations using the link below. 

Nationwide Investment Management Group names new head; Investment Company Institute elects new chair; Kestra Holdings expands its leadership team; and more.