Deals and People

Principal hires SVP for Retirement and Income Solutions Group; America’s Best 401k creates Board of Advisors to combat high fees; USI Consulting names Retirement Services VP; and more.

PlanSource adds Jellyvision's benefits counselor to platform; BPAS expands HSA services with new sales specialist; USI names VP of Retirement Services in Texas office; and more.

Portfolio Management Program Joins LPL Platform; Catawba Capital Joins CAPTRUST; GAM Investments Appoints Managing Director; and more. 

Northern Trust Grows Sales Team; Chief Operating Office Joins Russell Investments; Voya Appoints Chief Information Security Officer; and more.

Industry expert replaces BPAS SVP of Fiduciary Services; USI Consulting employs VP of Retirement Services; Cafaro Greenleaf announces addition of investment analyst; and more.

Church Pension Fund announces series of appointments, and INTAC joins Ascensus TPA Solutions division.

Voya hires VP focused on 403(b), 457 and 401(a) plans; Ascensus acquires TPA firm; Fidelity adds senior executive to Health and Welfare Practice; and more.

FIA Hires Consultant and Research Analyst Focusing on DC Plans; Ascensus Acquires Firms That Service ESOPs; CalSTRS Employs New Deputy CIO; and more. 

OneAmerica hires client relationship executives, Nationwide, and AssuredPartners acquires NIS to serve 403(b) plans.

Its objective is to educate Americans about the importance of protected lifetime income solutions.

Barrow Hanley Expands New Bank Loan Team; Aviva Appoints Institutional Sales Head; ABG Expands into Mid-Atlantic Region; and more.

Capital Group Hires LDI Strategist; T. Rowe Price to Close Tampa Office in 2019; and Trinity Pension Consultants Promotes Consultant.

Certified Pension Professional Joins Transamerica’s Client Management Department; BlueBay Hires Addition to Developed Markets Team; VP of Retirement Services Joins USI Consulting; and more.

CalPERS CIO to leave fund; P-Solve rebrands to River and Mercantile Solutions; Trinity Pensions Consultants opens Indianapolis sales office; and more.

Hub acquires The Barnett Group; Voya acquires Pen-Call to offer nonqualified services; Transamerica veterans expand distribution roles; and more.

Conduent Sells Global HR Consulting and Actuarial Business; Mercer Promotes Former Global Client Manager; Ameritas Announces SVP of Retirement Plans Team; and more. 

Hellman & Friedman, which owns Edelman Financial Services, will combine the two companies.

Goodwin adds partner to ERISA team; AllianzGI hires head of client business for North America; Ascensus acquires TPA firm; and more.

AXA hires executive for Life, Retirement and Wealth Management Business; T. Rowe Price expands Retirement Plan Services Team with new hires; Vestwell partners with Namely for retirement experience; and more.

The Standard Adds Retirement Specialist to Denver Office; New Regional SVP for TPA Services at Pentegra; Industry Veteran to Serve as SVP and Sales Director at USICG; and more.