Deals and People

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.

LaSalle selects new DC portfolio manager; ICMA-RC hires chief legal and external affairs officer; Fifth Third Bank HSAs move to HealthEquity; and more.

Ascensus CEO David Musto says the deal is about continuing to invest in new capabilities, technology and solutions.

SVP joins Mesirow Private Equity; head of Vanguard Fixed Income Group to retire; and 37 Capital COO to become head of Putnam Institutional. 

DWC – The 401(k) Experts selects new principal, and Ascensus names new FuturePlan president.

The Wagner Law Group selects attorney as ‘Of Counsel’; BlackRock hires head of sustainable investing platform; GW&K appoints several new partners; and more. 

Loomis, Sayles & Company add leaders to ESG practice; The Standard hires retirement plan consultant; TPA Services VP joins Transamerica; and more. 

Northern Trust Front Office Solutions adds new leaders; Klinefelter Wilson rejoins Groom; and The Hartford rejects acquisition offer From Chubb. 

The Department of Labor (DOL) is expected to play a big role in the President Joe Biden’s effort to help the U.S. economy bounce back from the ongoing...

Voya Financial adds to leadership team; Schroders announces changes within leadership team; Mayer Brown announces new partner in Employment and Benefits group; and more.

Chubb is an insurance-focused firm, leaving the question of what will happen to The Hartford’s mutual fund business.

Athene has been a leader in both pension risk transfers and annuities.