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