Deals and People

Pantheon announces appointment of partner and other hires; Millennium Trust acquires Liberty Trust assets; and Mercer announces recent hires to global and U.S. market.

Ascensus to acquire employee benefits consulting firm; Multiple hires and promotions at Mutual of Omaha Retirement Services; and Unified Trust Company adds retirement consultant. 

The integration of the two firms is expected to take between 18 and 36 months, following the close of the transaction.

ASC selects former John Hopkins investment manager as CIO; Vanguard announces multiple leadership changes in company divisions; Neuberger Berman brings in portfolio solutions head; and more. 

Gallagher promotes consultant to retirement plan leader; Hall Benefits Law adds ERISA attorney to compliance counsel; and Prudential Retirement announces new customer solutions head. 

Cohen & Steers appoints Sony Music VP to board of directors; FTJ Retirement Advisors partners with retirement planning marketplace company; Edelman Financial Engines appoints workplace business leader; and...

Amalgamated Life Insurance Company appoints sales executive; Cohen & Steers appoints global real estate head to CIO; The Standard names TPA sales director; and more. 

Past industry exec joins ICMA-RC; Prudential Retirement announces multiple executive promotions; Ascensus adds TPA firm to FuturePlan business; and more.

Principal and Wells Fargo leadership have revealed their technology plans for serving the nonqualified and employee stock ownership plan sides of the combined business.

Principal Global Investors selects global managing director; Mercer announces multiple appointments; Pentegra hires new head of Sales and Marketing; and more.

TRA acquires retirement consulting and administration firms; AIG elects CEO of institutional investment unit; Shroders announces changes to North America leadership team.

NAGDCA elects 2020 governing officers and Wagner Law Group adds ERISA attorney.

T. Rowe Price builds up target-date team, and Wells Fargo board of directors names CEO and president.

Creative Planning already has a well-established 401(k) offering, but the acquisition will open up its market reach to smaller plans.

Past PIMCO and Goldman Sachs exec joins Retiree, Inc., and Mercer Health adds principal to Dallas office.

Seyfarth Shaw announces ERISA expert as partner; OneAmerica adds regional VP; Mercer appoints Western region leaders; and more.

“We will do everything we can to make this a non-event for plan sponsors and participants,” says Renee Schaaf, Principal’s president of retirement and income solutions.

Parametric names director of Liability Driven Investment Strategies; Large and mega market regional directors join Transamerica; Strategic Investment Group selects managing director for relationships team; and more.

SageView Advisory adds consultant to Phoenix division; Lockton selects retirement expert for Southeast practice; Prudential Financial announces series of hires and promotions; and more.

Morgan Stanley makes changes to Wealth Management division; Mercer hires Wealth leader for Philadelphia office; and Nationwide selects retirement plan distribution leader.