Deals and People

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.

The fiduciary governance group is designed to counsel investment committees and service providers, with a focus on avoiding and responding to fiduciary breach litigation, among other topics.

Mercer names West Market CEO; New Custodia Executive VP to lead Retirement Loan Eraser sales; Ohio-based firm formalizes Retirement Plan Services offering; and more.

USI adds practice leader for defined benefit actuarial services; Ascensus acquires two new TPAs; Voya hires VP for tax exempt markets business; and more.

First Eagle and CRR partner to develop tools to help retirement savers; John Hancock Adds Regional VP for Taft-Hartley Practice; Ascensus acquires Chard Snyder for Health Division; and more.

Aon appoints global head of Investment Product Development; Hub International acquires Spectra Management; OneAmerica hires regional sales director; and more.

Debel to lead Retirement and Income Solutions at MetLife; OneAmerica announces additions to Institutional Retirement Plan team; intellicents announces addition to Financial Planning Department; and more.

Seyfarth Shaw hires ERISA attorney; Qualified Plan Advisors opens Florida office; Principal Promotes Patterson to Lead Full-Service Retirement and Investor Business; and more.

Senator Sherrod Brown (D-Ohio) announced he was named co-chair of the committee; however, there were no press releases at the time of publication announcing other Senate appointees.

Derrin Watson fielding questions for ERISApedia Ask the Author service; Prime Capital Investment Advisors launches Fiduciary Investment Trust; StayWell acquires Provata Health; and more.

Voya employs executive for Large Corporate Markets; T. Rowe Price offers Financial Engines services to clients; Wells Fargo Asset Management adds to Multi-Asset Solutions team; and more.

ADP makes Financial Engines solution available to clients; TRA acquires third-party administration firm; HUB appoints vice president to help clients with health benefit solutions; and more.

The announcement comes after the move of Lori Lucas, EVP and DC team lead, to president and CEO of the Employee Benefit Research Institute (EBRI).

Lori Lucas, previously with Callan Associates, tells PLANSPONSOR there is a new vision for the Employee Benefit Research Institute’s future.

OneAmerica Reveals Leadership Changes Within Company; TRA Acquires ACS to Expand Northeast Region; USI Hires SVP and Regional Sales Director; and more.

AXA acquires Maestro Health; BMO appoints CIO; The Standard hires former financial adviser as retirement plan consultant; and more.

WEX Health and dailyVest form collaboration for HSA consumers, and FIA promotes consultants and analysts within the firm. 

Colony Enacts Mergers with Bridgewater Wealth and BWA; Multnomah Group Hires Former Investment Consultant; American Century Hires ETF Initiative Specialists; and more.