Deals and People

Munnell conceived and founded the institute 26 years ago and will remain a senior adviser to the CRR.

T. Rowe Price names Thomson head of new investment institute; Nationwide hires East Coast institutional sales head; 401GO hires chief of staff; and more.

Top executive is out, effective immediately, for violating “respectful workplace” rules; Rich Steinmeier, chief growth officer, is stepping in as interim head.

Lanoff, who passed away on Sunday, played an important role in implementing ERISA and representing some of the nation’s largest public and private benefit programs as a principal...

Current President Rick Wurster will become CEO in 2025 as “industry giant” Walt Bettinger will continue as executive co-chairman of the board of directors.

Northwestern Mutual announces succession plans; Micruity names head of client success; Northern Trust announces head of global institutional client group; and more.

Recordkeeper and wealth manager adds equity compensation administration and management with latest acquisition.

Mercer hires one new investment executive, promotes another; ERISA expert Wagner tapped for employee benefit leadership posts; Fiduciary Trust hires client development lead from Bernstein; and more.

OneDigital welcomes Andrea Madonna as benefits consultant in Florida; Bitzer, Cox Cuerington join Franklin Templeton; IRALogix taps Haas as CFO; and more.

Deal will bring Voya more than $60 billion in AUA and new capabilities including employee stock ownership plans.

Voya names Katz as CFO; Alera Group promotes Blue to CEO; ABA re-appoints chair of employee plans group; and more. 

Corebridge elects Bousa to board of directors, appoints Moore as retirement services EVP; Lincoln Financial appoints West as head of RPS institutional sales; Maryland State Retirement Agency names...

TIAA will maintain all plan assets and relationships, while Accenture leverages technology and expertise to enhance the digital experience for plan sponsors and participants.

Dave Guilmette will take the position as the recordkeeper emphasizes its employee benefits business.

Cetera appoints Mackay president of Cetera Solutions; OneDigital welcomes Grier as managing principal; Vanguard announces Robinson as general counsel; and more.

CEO and Board Chairman Dan Houston is passing the president title to the firm’s former CFO.

Mercer promotes Ben Kibbe to lead West region; The Standard hires Daniel Kretz as retirement plans VP for Maryland and D.C.; World Investment Advisors hires CFO; and more.

The acquisition is set to close in the first half of 2025.

John Hancock adds 2 trustees to its funds board; Prime Capital Financial appoints new regional wealth management lead; CFP Board names new managing director; and more.

The large recordkeeping firm announced that Stephan Scholl will continue as CEO and director until his replacement is confirmed.