Deals and People

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.

Hearts & Wallets selects chief client officer; executive VP and global head Joins AIG; and Former Lincoln Group exec moves to Transamerica as new president and CEO.

TIAA announces new president and CEO; MassMutual hires benefits managing director; senior DC strategist joins PGIM; and more. 

Private equity firms acquire Wells Fargo Asset Management, while T. Rowe Price Retirement Plan Services makes key hires.

The deal means that GTCR and Reverence Capital will also acquire Wells Fargo Bank’s North American-based business of serving as trustee to its collective investment trusts (CITs) and...

Reams selects fixed income professional as portfolio manager; Schroders announces recent hires in New York and Denver; ERISA attorney joins Jackson Lewis P.C.; and more.

TRA acquires R. Bruce Tanner & Associates; Leech Tishman adds veteran employee benefits attorney; and director and consulting actuary joins R&M. 

Prudential selects CEO of U.S. Insurance & Retirement Business and OneAmerica hires regional sales director. 

New Partner joins MKCI; DOL appoints leadership for 2021 Advisory Council; and ICMA-RC brings in new SVP and chief marketing officer.