Deals and People

Dechert adds Robert Shapiro to DC office; FTI hires Luke Shane; PenChecks taps director of institutional investigations; and more. 

Davis has been part of the program’s executive committee since he was elected state treasurer in 2021.

The former assistant secretary of the Employee Benefits Security Administration will work alongside recordkeepers, retirement plan advisers, plan sponsors and participants on key policy initiatives.

Elizabeth Pritchard will lead data vision and strategy at HarbourVest; SBA names Andy Clonts as senior benefits consultant; Lincoln Financial hires three for retirement services team; and more.

Liersch will start the newly created role in late August, with a focus on financial planning, advice and solutions.

ADISA names new executive director; Nixon Peabody adds employee benefits partner; Arthur Toth returns to Nationwide Retirement Solutions; and more.

Wagner Law Group adds to LA office; Star Mountain Capital names new CIO; Transamerica appoints head of life distribution; and more.

The new second in command will oversee the company’s workplace, employee planning and wealth-planning businesses.

Shari Hensrud will lead investment strategies at MissionSquare; Partners Group hires chief investment strategist for private wealth and retirement; IRIC appoints Greg Ungerman to its board of directors;...

Simpson Thacher adds a partner to its executive compensation team; Russell Investments announces new investment division appointments; and IRI announces executive committee changes.

TIAA expands its retirement product team; Mutual of America names a CFO; FINRA appoints a new public governor; and more.

Franklin Templeton appoints head of custom client solutions; TIAA promotes Hester to chief legal officer; Aon names a chief strategy officer; and more.

The new executives will replace President and Chief Administrative Officer Kevin Thompson, who is retiring.

MissionSquare Retirement appoints Tom McAndrews chief legal officer; Paul Mahon to retire from Great-West Lifeco; Lincoln Financial names two external wholesalers; and more.

BNY Investments names Germano as COO;  Alston announces departure from Employees’ Retirement Fund of the City of Dallas; David Gillman joins Absolute Capital as regional vice president; and...

Todd Lacey will lead the financial wellness platform’s development amid the growing demand for personalized coaching solutions.

Groom Law Group expands its retirement and fiduciary practice; Hub International makes two appointments; Nationwide Retirement Solutions names a mid-market acquisition director; and more.

The U.S. insurance business will remain under the John Hancock name.

WTW makes Health, Wealth & Career appointments; Allspring Global Investments to get new CEO;  Oliver Nisenson to join PGIM Fixed Income as head of Asset-Based Finance; and more.

LPL said it signed the deal March 28, and anticipates closing in the second half of 2025.