Deals and People

Kourtney Gibson left the company on September 30, and her successor has yet to be named.

New York Life names head of group benefit solutions; ICI appoints managing director of Independent Directors Council; IRI appoints chief government, political affairs officer; and more.

PLANSPONSOR is asking for help identifying organizations that demonstrate exceptional leadership in helping employees prepare for retirement. The Plan Sponsor of the Year awards recognize the actions sponsors...

Nationwide hires Mimi Hodac as consultant relationship manager; MissionSquare promotes Jesse Coleman to head of consultant relations; BenefitHub appoints 3 to senior leadership positions; and more.

Edward Jones hires Vanguard’s data chief; Aon appoints global chief commercial officer; and Sage Mountain names chief growth officer.

Vestwell’s retirement platform will be available to advisers across M Financial’s member firm network, while Strongpoint and Bates & Co. have brought Bates’ solutions to Florida.

The former chief product officer of Empower will oversee the company’s workplace retirement and advisory services.

SureCo names chief growth officer; Transamerica adds 2 leaders to retirement sales team; Gina Alsdorf joins Groom’s retirement services practice; and more.

Ascensus names Edward Greene chief human resources officer; MAP Retirement selects Adam Williams as national director of group plan solutions; and IRALogix appoints Geoff Gohs as chief technology...

Clients of both companies will be able to remain on their original platform despite the transaction.

Athene names head of investor relations; CFA Institute Elects 2 to board of governors; MAI Capital Management names managing partner; and more.

The global professional services firm is acquiring the employee-benefits and retirement-plan consultant in a $17 billion all-cash deal. 

Jackson Lewis names new employee benefits principal; State Street appoints Pete Dorsey as chief revenue officer; and Prosperity taps Jeff Lenhart as president.

Smart USA CEO Duane Bernt will continue to lead Smart’s U.S. entities, including primary operating company Stadion Money Management.

Under the agreement, Altruist will continue to operate as a standalone business.

Brown & Brown names life and executive benefits practice co-leaders and EPIC promotes Adam Okun to president of employee benefits.

The capital district’s 401(a) and 457(b) plans hold $4.3 billion in assets across more than 52,000 participants.

The recordkeeper will keep its current leaders and its client delivery model.

The education savings plan serves more than 23,000 families.

The new hire, Yaqub Ahmed, will head Prudential’s defined contribution solutions.