Deals and People

Nationwide announces moves within retirement leadership; Morgan Lewis adds a partner; and more.

The roles were posted despite recent attempts to cut the agency’s staffing and budget.

The merger is expected to be completed by the end of the year.

Acquisition of the Pittsburgh-based retirement solutions provider is expected to expand Ascensus’ services for plan sponsors and other parts of the industry.

Kelly Benefits names Katherine Vahdani chief technology officer; IRIC elects Suzanne Raffaele, Mikaylee O’Connor to board; and Maryland Retirement Agency hires Marlene Timberlake D’Adamo as EDGE managing director.

Cliffwater names Sean Murray as head of retirement solutions; Greg Jenkins joins GSAM institutional DC team; SEC Deputy Director of Enforcement Jason Burt concludes tenure; and more.

Marsh appoints health practice leader; SILAC names new president; and more.

Chavez-DeRemer becomes the third Trump Cabinet member to depart this year.

Justin Danhof, who joined the Department of Labor last year, announced his promotion in a LinkedIn post last week.

Manulife John Hancock Retirement promotes vice presidents; Trump announces Treasury nominee; National Institute of Retirement Security names new director of research; and more.

The consultant plans to integrate content from Broker Educational Sales & Training into its Retirement Learning Center.

Colorado Fire & Police names its next executive director; Steve Holman joins RCH to encourage adoption of automatic portability; Nationwide hires 3 to group benefits and annuities businesses;...

Woodcock will fill the role on May 4, less than two months after the last enforcement head, Margaret A. Ryan, resigned.

Dan Morrison, with more than 25 years of industry experience, will oversee the Ascensus retirement business.

Austin concluded nearly 21 years with Alight Solutions on March 31.

TRA appoints Brad Wehrfritz as regional plan consultant; Savant promotes Zach Ivey to chief investment and advice officer; Epic Retirement Plan Services adds Dan Collins to sales team;...

The combined company would be valued at $22 billion as of March 25.

Group Management Services appoints chief revenue officer; former Citi executive joins Reinsurance Group of America’s board of directors; and CFP Board appoints chief of staff.

Michael Davis, who has led the strategist team since its founding in 2024, will retire on May 1.

Sam Waldon has returned to the role of acting director as the agency said it will announce a permanent replacement in the coming weeks.