Deals and People

Wagner Law Group appoints partner; PCS Retirement acquires ABGRM; and BNY Mellon announces new additions. 

Apart from potentially reversing course on fiduciary rule-related regulations, there are many other areas where sources suggest the next DOL Secretary could drive significant changes.

In addition, OneDigital has acquired the bank’s 401(k) investment advisory business.

U.S. Retirement & Benefits Partners specializes in K-12, governmental, corporate and nonprofit retirement plans.

Raymond James Financial acquires NWPS; Vestwell names retirement services president; and more.

NTSA hires executive director; retirement services SVP joins PlanMember; and McGinnis Lochridge brings in Dallas partner. 

Schroders adds institutional director; BPAS CEO announces retirement; Alerus to acquire Retirement Planning Services Inc.; and more. 

Nominations may be made by providers, advisers, consultants, actuaries, attorneys, third-party administrators (TPAs), employees and colleagues, or, you can even nominate yourself.

Strategic Benefits Advisors hires leader of DB administration team and Nationwide hires chief data officer.

TIAA president and CEO announces retirement; Aegon AM selects head of Client Strategy; and Smart introduces new executive team. 

Newport purchases PAi; Hub acquires Leading Edge businesses; and more.

OneDigital acquires Berkshire employee benefits division; SageView Advisory Group hires institutional client relationship leaders; Janus Henderson investors selects ESG global head; and more.

DWS selects head of wealth practice; Bar Harbor Trust Services announces new retirement plan coordinator; and AIG pursues separation of Life & Retirement business.

Findley to join USI; Groom Law Group selects litigators for ERISA practice; Robeco appoints insurance analytics head; and more. 

TRA acquires retirement solutions firm; Northern Trust lengthens partnership with Driehaus; and FAR joins Stanford Center on Longevity corporate affiliate program. 

Morgan Stanley acquires Eaton Vance; The Standard selects employee benefits lead; and Rebalance names retirement services VP.

Nova 401(k) Associates names new attorney and consultant; Lockton Pacific adds employee benefits VP and producer; and CC Capital and Motive acquire Wilshire Associates.

Fifth Third’s retirement plan business for its institutional clients will now focus on its core strength of providing independent fiduciary advisory services and comprehensive investment solutions.

Schroders selects fixed income head and CalPERS names private equity investment director.

The Wagner Law Group promotes ERISA attorneys; Millennium Trust adds retirement services head; SageView hires retirement plan consultant for Northern California; and more.