Deals and People
Retirement Industry People Moves
Past PIMCO and Goldman Sachs exec joins Retiree, Inc., and Mercer Health adds principal to Dallas office.
Deals and People
Deals and People
Retirement Industry People Moves
Seyfarth Shaw announces ERISA expert as partner; OneAmerica adds regional VP; Mercer appoints Western region leaders; and more.
Principal Pledges Seamless Transition for Wells Fargo Recordkeeping Clients
“We will do everything we can to make this a non-event for plan sponsors and participants,” says Renee Schaaf, Principal’s president of retirement and income solutions.
Deals and People
Retirement Industry People Moves
Parametric names director of Liability Driven Investment Strategies; Large and mega market regional directors join Transamerica; Strategic Investment Group selects managing director for relationships team; and more.
Deals and People
Retirement Industry People Moves
SageView Advisory adds consultant to Phoenix division; Lockton selects retirement expert for Southeast practice; Prudential Financial announces series of hires and promotions; and more.
Deals and People
Retirement Industry People Moves
Morgan Stanley makes changes to Wealth Management division; Mercer hires Wealth leader for Philadelphia office; and Nationwide selects retirement plan distribution leader.
Deals and People
Retirement Industry People Moves
AndCo names new senior consultant; Private equity director joins Hirtle Callaghan; Empower Retirement selects chief product officer; and more.
Deals and People
Retirement Industry People Moves
BPAS and F&M Trust link regional retirement plan businesses; Grant Thornton adds Advisory Services principal; Nuveen updates portfolio management group for two funds; and more.
Deals and People
Retirement Industry People Moves
Custodia adds former Pfizer HR chief to advisory council, and IRS names leader for Tax Exempt/Government Entities division.
Capital One’s All-ETF Digital 401(k) Business Spins Off
The focus of the newly independent ShareBuilder 401k will be on expanding coverage among small companies, says its president.
Deals and People
Retirement Industry People Moves
Beltz Ianni & Associates selects Retirement Plan Services manager; Jackson Lewis P.C. hires employee benefits practitioner; Nationwide veteran succeeds former president and COO; and more.
Deals and People
Retirement Industry People Moves
TIAA hires chief customer officer; Northern Trust announces COO for global foreign exchange; CapAcuity merges with executive benefits firm; and more.
Deals and People
Retirement Industry People Moves
QMA announces chief business officer; Nationwide appoints leaders to financial services business; and former financial services CEO joins Custodia's advisory council.
Lessons Learned From Earlier Recordkeeper Consolidation
Drawing on his experience leading a sizable integration of two recordkeepers, the CEO of John Hancock Retirement Plan Services offers some insight about Principal’s acquisition of Wells Fargo Retirement and Trust.
Deals and People
Retirement Industry People Moves
HealthEquity to acquire WageWorks; AIG Life & Retirement adds CEOs; CBIZ acquires investment adviser firm; and more.
Principal, Wells Fargo Combination to Provide Broader Range of Services
Principal’s acquisition of Wells Fargo’s Institutional Retirement & Trust business is complete, and Principal’s Renee Schaaf discussed what that means going forward for the businesses and their clients.
Deals and People
Retirement Industry People Moves
TPA firm to join Ascensus; EGPS acquires Feldman Benefit Services; Mutual of Omaha announces appointment to 401(k) team; and more.
Deals and People
Retirement Industry People Moves
Custodia appoints Brad Campbell to Strategic Advisory Council; CapAcuity new hire to consult on executive benefits; Deschutes appoints president of retirement plan services; and more.
Retirement Concerns Show Uneven Playing Field for Women
Although many older Americans are concerned about health care costs in retirement and outliving their savings, women are even more so, due in part to earning less than men throughout their careers, according to the National Council on Aging.
Principal Announces Additions to Leadership Teams From Wells Fargo
Joe Ready, current head of Wells Fargo Institutional Retirement & Trust, is taking a new role as head of Trust and chief fiduciary officer for Wells Fargo Wealth & Investment Management.