Deals and People

National Association of Investment Companies announces Abraham as vice president of development; Truist appoints Stengel as chief legal officer; Ameritas names new CFO; and more.

Ascensus names Mehlman new CFO; Crain exits Bank of America; NEPC elects principals and partners; and more.

IRI recognized the senators for creating more transparency about retirement income investment products.

The acquisition will bolster Mercer’s OCIO investment and retirement consulting business.

Principal promotes Branham to national retirement investment director; Spouting Rock hires chief client officer; Natixis bolsters retirement product sales; and more.

The City of Milwaukee DC plan’s executive says its Plan Sponsor of the Year profile makes the case for allowing automatic enrollment in government defined contribution plans.

Finalists will be recognized and winners announced at PLANSPONSOR’s annual Excellence in Retirement Awards dinner in June.

Principal promotes Matos; Amundi names CIO; Eagle hires Pickering as head of high-yield municipal credit team; and more.

Voya hires Harrell as regional vice president; MissionSquare names Whiting SVP, chief sales officer; CAPTRUST adds Leddy as chief compliance officer; and more.

BlackRock head of retirement named to IRI board; T. Rowe Price elects Donnelly as independent director; Global investment manager names new COO; and more. 

NAGDCA elevates Hiers to executive board president; Principal Asset Management hires Seaver as market director; Savvy Advisors recruits Most as principal wealth manager; and more.

Fidelity names Palmer marketing director; SageView enhances wealth management leadership team; Marasco to lead new protected retirement team; and more.

Vestwell appoints Rettig to board seat; Star Mountain Capital names DeAngelis as senior adviser; Club Vita names Gleed as head of U.S. business development.

Haase joins small business retirement plan provider; Vestwell hires Farmakis; PGIM appoints Carlino to newly created role; and more  

Joe Urwitz joins Crowell & Moring; Cognizant announces Dalal as CFP; Advisor360 appoints Fanning to board of directors.

Toland leaves TIAA to start annuity consultancy; Bryn Mawr Trust selects director of private wealth management; and First Eagle Investments announces new high-yield municipal credit team. 

The business process provider is transferring to HealthEquity more than $2 billion of assets held in its BenefitWallet Health Savings Account portfolio.

TIAA hired a senior consultant executive and promoted two others internally, positioning the company to grow distribution for guaranteed lifetime income products.  

A former strategic relationship manager at Voya has rejoined the New York City asset manager and recordkeeper.

Hopkins parts ways with Carson Group; CalPERS CIO Musicco will step down; Nuveen names Nelson global head of public product; and more.