Deals and People

Nelson was appointed to replace Christopher Strickrod, who TIAA promoted earlier this year.

Alternative asset manager KKR is plotting an additional $1 billion investment to bolster USI’s long-term growth.

Newfront hires Lumban as retirement plan consultant; Vestwell selects new VP; PGIM hires Adler as private alternatives CEO and president; and more. 

Principal Asset Management appointed a CIO and global head of equities and Mercer named a leader for its US outsourced CIO practice, the companies announced on Tuesday.

The Standard names new national retirement sales directors; Wescott joins NFP as a VP; Index Fund Advisors hires Higgins as SVP, institutional adviser.

Turning Technology hires former head of iShares; Principal selects Dessouki as chief marketing officer; and Puerto joins J.P. Morgan Private Bank as head of retirement plan solutions.

Newly formed Collective Retirement Solutions taps Bill Higgins as MD; Ocorian promotes French to head of financial crime; Voya’s Penland joins DC alternatives board; and more.

Expanding its wealth solutions distribution business, Voya is seeking growth in new markets, including mid-market segments.

TIAA is unifying all sales directors supporting nonprofit plan segments within institutional sales and promoting Houser to an expanded position, as head of institutional sales

Principal names Goosay managing director of global fixed income; Voya Financial Promotes Thompson; RPAG appoints head of business development; and more.  

The awards were presented to government-sponsored defined contribution plan administrators and service providers across five categories.

Ascensus expands NQDC sales team; The Standard promotes Angie Cuthill within individual annuities; Optima names Paul Fletcher head of its new asset and wealth business line; and more.

Parise had been the asset manager’s practice lead for public retirement funds and Taft-Hartley DC plan business.

The move adds student loan related tools such as employee payment management and debt refinancing to the digital 401(k) providers platform.

Beginning August 1, Voya will bring what it is calling the very first pooled employer plan to employees of large nonprofits and other 501(c)(3) tax-qualified entities across the...

Ascensus names retirement sales regional VPs; Plan Sponsor University brings on Kelleher as consultant; AdvicePay names Suaickie CEO as Moore shifts to board; and more.

Aon appointed a new CEO of the professional services practice for North America division.  

Bradford Long was named CIO of Fiducient Advisors after Matthew Rice announced he is stepping down.

CalPERS names Teykaerts executive director; SageView hires Sarah Parker as plan consultant; SWBC Retirement brings on new investment adviser; and more.

The inaugural executive director of California’s state retirement savings program, Katie Selenski will consult on strategic projects for DCIIA and its retirement research center.