Deals and People

The Wagner Law Group acquires Idaho-based firm; Allianz Life names chief growth officer; K&L Gates LLP adds new partner to benefits, ESOPs and executive compensation practice; and more.

Seasoned ERISA attorney joins Wagner Law Group; EBRI hires new research and development strategist; and Lockton Companies selects employee benefits practice vice president.

Northern Trust announces hiring of new CIO; Morgan Stanley partners with Empower; and IRIC appoints executive director.

Hub acquires Millennium Advisory Services; Dechert hires employee benefits and executive compensation partner; Alliant selects employee benefits vice president; and more.

Lincoln Financial Group announces executive leader succession plans; Thrivent Advisor Network expands management team; GTCR and Reverence Capital Partners add chief legal officer; and more.

Rebalance hires retirement services director; Cuna Mutual Group selects new leadership; and TRA adds regional sales consultant. 

Principal announces executive promotions; Aegon appoints chief technology officer; Mutual of Omaha Retirement Services promotes two; and more.

Jennison Associates announces senior hires; U.S. institutional services head joins Franklin Templeton; Amundi US appoints fixed income head; and more.

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.