Deals and People

TRA adds director of client services and Ameritas announce new executive vice president.

PGIM names head of DC Solutions business; OneAmerica hires leader for Participant Workplace Solutions team; and Transamerica acquires multiple employer plan service provider.

With the integration completed, Principal Custody Solutions now serves nearly 3,000 institutional clients representing more than $1 trillion in assets.

Alerus names new senior retirement specialist; WTW appoints global head of credit, manager research; and NFP acquires AFS Advisors.

Alerus adds senior retirement specialist; HSA Bank acquires HSA solutions provider; Innocap to acquire BNY Mellon’s HedgeMark business; and more.

J.P. Morgan announces insurance and annuities head; Verity Asset Management names chief governance officer; River and Mercantile consulting business announces rebrand; and more.

MetLife Investment Management fills lead LDI strategist role; Smart adds head of fiduciary oversight; Principal announces new U.S. retirement business president; and more.

J.P. Morgan announces new private equity team; PGIM creates global head of ESG role; OneAmerica bolsters health care sector team with new hire; and more.

President Joe Biden’s nominee for assistant secretary of labor for the Employee Benefits Security Administration, Lisa Gomez, has deep experience in labor issues.

LeafHouse Financial announces new transitions; CalPERS board elects new leaders; Creative Planning acquires Reilly Financial Advisors; and more.

Mercer appoints U.S. defined contribution leader; PBGC-focused law firm joins The Wagner Law Group; Schroders names North America head of sustainability; and more.

Faegre Drinker names benefits and executive compensation partner; Smart enters into agreement to acquire Stadion; MidAmerica joins USRBP; and more.

Transamerica selects large market retirement sales leader, while TRA completes third acquisition of 2021.

Hub International makes new acquisition; Carillon Tower Advisers names head of sustainable investing and corporate responsibility; K&L Gates adds employee benefits partner; and more.

Amundi U.S. appoints head of ESG; Faegre Drinker names new partner; Aon hires global analytics and actuarial leader; and more.

Award recipients across all categories will be honored at the PLANSPONSOR Awards for Excellence celebration at the PLANSPONSOR National Conference on June 8, 2022.

Lincoln Financial Group names new chief officers; Smart appoints merger and acquisition director; and Moneta names chief philanthropy officer.

Portfolio Evaluations adds senior fiduciary consultant, and Voya Investment Management to acquire Tygh Capital Management.

North Pier adds senior consultant in Chicago; Natixis Investment Managers hires head of retirement and institutional business; and Mesirow appoints managing director to oversee structured debt.

WIPN announces 2022 board composition and Aviva Investors adds to global high-yield team.