Deals and People

Retirement plan consultant joins SageView and Broadridge hires CIT funds director.

IPS acquires CPA firm’s pension services group; Morgan Stanley at Work and Vestwell announce partnership; FPS Group rebrands as IPX Retirement; and more.

The firm’s CEO-to-be says the focus will remain on broadening ESG investing capabilities, transforming the retirement plan services business through the recently announced partnership with FIS, and continuing...

He was instrumental in finalizing the provisions of the Pension Protection Act of 2006, fought for help for multiemployer plans and contributed to the SECURE Act.

In a statement, the firms say they have agreed to terminate their business combination agreement and end antitrust litigation filed by the Department of Justice.

ISIAH International partners with Hub International and Forest Capital Management; MassMutual hires investment management solutions head; and Retirement Clearinghouse adds executive VP of public policy.

Empower CEO Ed Murphy says the Prudential recordkeeping team has tremendous bench strength.

The company says it expects the acquisition to benefit retirement plan participants, and, by leveraging new capabilities from its 2020 acquisition of Personal Capital, it will offer a...

Nuveen hires global head of client services; BPAS names new president and executive VP; and Jennsion Associates selects ESG head.

Principal announces new chief information officer of retirement and income solutions, BPAS acquires retirement plan services provider, Groom Law Group announces new principal; and more.

Ascensus acquires health and benefits TPA provider; Putnam Investments announces developments to GAA team; Virtus Investment Partners enters acquisition with Stone Harbor; and more.

Verus hires investment professionals for Pennsylvania team; FuturePlan by Ascensus announces new DVP; and American Trust acquires Denver-based LT Trust Co.

PBGC appoints new chief policy officer; OneAmerica selects RM leaders; and former Faegre Drinker attorney rejoins firm.

QMA Hires David Blanchett as managing director and retirement research head and Alerus adds new senior business adviser.

State Street Global Advisers CIO announces retirement; John Hancock Retirement selects CEO for retirement and recordkeeping business; Morningstar selects managing director; and more.

Aon says its newly revealed plan to sell its U.S. retirement business to Aquiline Partners is in part meant to address antitrust concerns related to its own merger...

Principal announces new hires in retirement and income solutions; LCG Associates promotes senior consultant to COO; LeafHouse announces new CIO; and more.

FIS will assume responsibility for managing retirement technology development and core operations, while T. Rowe Price will continue to be responsible for delivering investment management, client service and...

Principal adds portfolio manager to Global Asset Allocation team; Wagner Law Group adds partner who specializes in multiemployer plans; Voya purchases HSA TPA; and more.

Russell Investments announces several new hires; Custodia Financial appoints P&C industry veteran to president; Mercer selects West market business leaders; and more.