Deals and People

Hall Benefits Law announces changes to ERISA team and BNY Mellon elects governance expert to Board of Directors.

Remaining clients still on the Wells Fargo platform can expect to be transferred to the Principal platform by the end of next year.

NFP acquires multidisciplinary insurance broker; Principal Financial Group announces new customer experience lead; NWPS announces rebranding after numerous acquisitions; and more. 

Franklin Templeton appoints head of U.S. distribution; Northwest Plan Services adds client services VP; and Accounts and sales director joins Capital Wealth Planning.

Tech and client services head joins ICMA-RC; OneDigital acquires employee benefits consulting firm; New York Life elects president; and more.

Alliance acquires recordkeeping, actuarial consultant, and JPAM names Institutional Portfolio Strategy head.

Through a strategic partnership, Infosys and Vanguard will provide a cloud-based recordkeeping platform, with planned enhancements for plan sponsors and participants.

ISS ESG selects global research leader; Newport Group acquires PAi and affiliate company; R&M adds actuarial professionals to Denver region; and more.

Hall Benefits Law names lead ERISA counsel and COO and Aegon Asset Management appoints new global CIO. 

The acquisition creates a comprehensive financial wellness solution for retirement plan participants that takes into account their full financial picture.

TRA acquires retirement plan administrator and Compass Advisors names retirement services director.

Wagner Law Group appoints ERISA attorney to ‘of counsel’; Financial Fitness promotes former executive VP; ProManage adds senior VP and consultant; and more.

Concrete steps providers are taking to increase equity within the workforce are examples plan sponsors can follow.

Sikich adds senior specialist to retirement plan services team; DWS announces changes to global business side; Penchecks elects new CEO; and more.

Lyxor Asset Management selects CIO; MassMutual adds managing directors of U.S. regions; and TIAA financial solutions head resigns.

TRA adds newest regional sales consultant; Mercer selects responsible investment leaders; Newport acquires TPA business at Huntington National Bank; and more.

Invesco selects ETF head and PGIM Investments hires VP of Retirement Investment Solutions. 

Former principal joins Cohen & Buckmann as senior counsel; SMArtX selects president and COO; and Heartland Retirement Plan Services hires business development leader. 

FBi adds SVPs to growth and product lines; SageView selects chief advisory services officer; and BPAS APS promotes DB director.

Callan names private equity SVP and IRI announces changes to executive committee and board of directors.