WEX Health and dailyVest form collaboration for HSA consumers, and FIA promotes consultants and analysts within the firm.
Deals and People
Colony Enacts Mergers with Bridgewater Wealth and BWA; Multnomah Group Hires Former Investment Consultant; American Century Hires ETF Initiative Specialists; and more.
John Hancock announces promotion in Taft-Hartley practice; The Segal Group acquires Touchstone Consulting; Ascensus adds DB consulting firm to roster of TPAs; and more.
Mercer Reveals Leadership Changes in Its Wealth and Health Hemisphere; Milwaukee Institutional Announces Boston Location Led by VP; BPOC Acquires Zenith American; and more.
T. Rowe Price brings in new head of CEDT Innovation Center; USI Consulting hires assistant vice president of retirement services; StoneStreet rebrands as its services are expanded; and more.
AndCo Consulting adds three to Pittsburgh consulting team; Franklin Templeton hires head of client investment solutions; Millennium acquires Inspira and ABG; and more.
T. Rowe Price Names Senior DC Specialist; Vanguard Rotates Portfolio Managers; American Century Preps for Major ETF Business Launch; and more.
Nikki Newton is appointed president of Ivy Distributors Inc.; John Hancock Retirement Plan Services forms a new leadership team charged with enhancing the delivery of large customized retirement plans.
Industry veteran joins Meeder as SVP; PGIM Investments appoints chief marketing officer to drive global expansion; FS Investments hires national sales manager to oversee sales professionals; and more.
Segal Hires Former Consultant on Employee Benefit and Health Care Strategies; Janney Montgomery Scott Adds New Workers to Equity Research Group; Recordkeeping and Consulting Firm Joins ABG; and more.
Regional director for Qualified Retirement Plan Sales joins Pentegra; ABG to partner with Stadion for managed account retirement strategy; Provident to move into Ascensus’ retirement division; and more.
Mercer hires Principal of Client Management; AndCo employs retirement plan consultant to support fiduciary and plan governance; Consultant named ASPPA president; and more.
Willis Towers Watson appoints head of Delegated Investment Solutions; Director of Fund Administration joins Triloma; Mercer hires two relationship managers in Milwaukee office; and more.
LCG Associates hires Atlanta consultant; Capital Investment Companies announces collaboration; TRA announces leadership expansion; and more.
The future head of EBSA would play a substantial role in the fate of the fiduciary rule.
Mercer names partner in Minneapolis Health Business; Beltz Ianni & Associates hires retirement consultant; AXA names head of Retirement Plan Services; and more.
Looking to benchmark your DC plan? Want to recognize your provider/service team for outstanding service or offer confidential feedback about areas for improvement? Our annual DC Survey can help.
NYLIM names president of MainStay Funds; Mercer names principal for Minneapolis health business; Alight hires leader for Health & Wealth Solutions; and more.
FS Investments expands real estate investment efforts; Franklin Templeton hired ETF portfolio VP; DWC - The 401(k) Experts to merge with Hawkins Retirement; and more.
In a series of articles, PLANSPONSOR is profiling industry groups that work for retirement and health plan sponsors to protect them from onerous burdens and help them with plan design and administration. In this article we profile the American Retirement Association (ARA).