Deals and People

Purchase will bring in-house Mutual of Omaha's 401(k) business, to which it had provided outsourced services for years. 

Roger Hobby is joining Empower in a senior role in its recently rebranded consumer wealth division.

The Retirement Advantage expands consulting team; Pantheon announces leadership succession plan; Noble appoints Johnson head of global client solutions.

Malone to lead protected retirement sales at Nationwide; Definiti appoints new sales and ERISA leadership; Principal hires Bender to large market strategy; and more.

Great Gray Trust Co. names Craig McKenna sales head; PCS Retirement appoints new CEO; Aon adds a director to Chicago office; and more.  

Hub makes Scott head of employee benefits for national market; Hatchett-Bodle joins Hall Benefits Law; The Standard Names Maixner national accounts sales director for retirement plans; and more.

CIO Greg Davis takes on president's title as search to replace the longtime leader begins.

Alerus names top retirement services officer; Newport bolsters NQDC unit; T. Rowe board chair Stromberg steps down; and more. 

Alerus adds retirement plan consultant; Vestwell appoints pair of regional VPs; Wagner Law Group adds to Taft-Hartley practice; and more.

Federated Hermes names national sales leader; CBIZ Investment Advisory announces president; Fidelity bolsters tax-exempt team; and more.

Gallagher names new DB leader; Northwestern Mutual makes further moves in succession planning; National Institute for Public Employee Health Care Policy names new head; and more.

Dave Gray has been named executive vice president of enterprise solutions to expand customer offerings.

Dimensional names Rizova co-CIO; Shelton Capital Management targets retirement market growth; MissionSquare Research recruits retirement research head; and more. 

The National Conference on Public Employee Retirement Systems announced the inaugural Pension Communicator of the Year prizes for communications professionals.

The Marsh McLennan subsidiary’s new leader for retirement business was promoted from the chief commercial officer role she had held since 2019.  

Transamerica names Dickinson director of participant engagement; Vestwell bolsters sales team; Voya names Leary to board.

NFP names Greene president of benefits unit; CFP Board appoints Boersen as chair; Carter joins Sanctuary Wealth; and more.

Goldman names Wilson to new role heading retirement for asset and wealth management; Voya promotes Toms to CEO of investment management.

WTW veteran Eisenreich replaces the retiring Michael Archer.

2 new Nationwide leaders will focus on product solutions; Kane assumes role as president of Financial Planning Association; Edelman Financial Engines appoints Hanley as chief marketing officer; and...