Deals and People

Manulife John Hancock Retirement promotes vice presidents; Trump announces Treasury nominee; National Institute of Retirement Security names new director of research; and more.

The consultant plans to integrate content from Broker Educational Sales & Training into its Retirement Learning Center.

Colorado Fire & Police names its next executive director; Steve Holman joins RCH to encourage adoption of automatic portability; Nationwide hires 3 to group benefits and annuities businesses;...

Woodcock will fill the role on May 4, less than two months after the last enforcement head, Margaret A. Ryan, resigned.

Dan Morrison, with more than 25 years of industry experience, will oversee the Ascensus retirement business.

Austin concluded nearly 21 years with Alight Solutions on March 31.

TRA appoints Brad Wehrfritz as regional plan consultant; Savant promotes Zach Ivey to chief investment and advice officer; Epic Retirement Plan Services adds Dan Collins to sales team;...

The combined company would be valued at $22 billion as of March 25.

Group Management Services appoints chief revenue officer; former Citi executive joins Reinsurance Group of America’s board of directors; and CFP Board appoints chief of staff.

Michael Davis, who has led the strategist team since its founding in 2024, will retire on May 1.

Sam Waldon has returned to the role of acting director as the agency said it will announce a permanent replacement in the coming weeks. 

San Bernardino County Employees’ Retirement Association appoints new deputy CIO; Northern Trust Wealth Management adds head of global sales.

Scripta hires 2 to lead sales; Nationwide promotes Ed Malone to associate VP; and Jason Levy promoted to head retirement policy at Great Gray.

Kevin Murphy joins Broadridge as retirement solutions VP; Star Mountain Capital hires former Alaska Permanent Fund CEO; Dorsey & Whitney hires new health care litigation attorney; and more.

Charette promoted to deputy CIO role at Michigan MERS; Securian Financial promotes Peterson to SVP; and Northern Trust names Americas head of asset servicing.

Vanguard announces 2 to join board of directors and Mercer names head of investment platform operations.

LACERA gains a CEO; Defined Contribution Real Estate Council appoints a co-president; and Prosperity Life Group names a president of retail life and annuity.

Yusuf Abugideiri joins foundation for financial planning board of trustees and Lisa Gomez among 35 appointed to Rutgers fellowship for ESOP study.

She most recently served as the executive director of DCIIA's Retirement Research Center.

The new leader is charged with growing Ubiquity Retirement + Savings’ small business retirement platform, with a focus on partnerships.