Deals and People

BPAS partners with bank to create 401(k) platform; intellicents opens office in Colorado; and Seelaus names managing director of firm’s subsidiary.

AXA Equitable appoints president; Wilshire announces series of promotions and hires; DWS Group adds investment solutions head; and more. 

Industry consultant moves to SageView; NIRS positions third executive director; TRA acquires pensions administration firm; and more.

Murphy and Reynolds take new roles at Great-West; Hooker & Holcombe announce promotion and hires; The Standard brings in director of stable value sales; and more.

While the firms are better known for their sizable banking businesses, both BB&T and SunTrust offer DC plan recordkeeping services; plan sponsor clients “should expect business to continue...

The founder of PIMCO is known as one of the most successful bond managers in U.S. history; his rocky 2014 breakup with the firm he founded offers some...

Voya names Government practice leader; Mercer reveals key leadership appointments; JHRPS discloses succession of TPA head; and more.

“Through Empower Retirement and Great-West Investments, we will have the opportunity to further our leadership position in the defined contribution retirement market and bolster our position in markets...

Former PBGC counsel joins The Wagner Law Group; Buck names chief actuary; Pentegra announces DC client services VP; and more.

Ascensus and State Farm conclude pension and IRA transfer; Drinker Biddle welcomes employee benefits partner; Cafaro Greenleaf hires head of Boston office; and more.

Jack Bogle set out to prove that mutual funds could operate independently, and do so in a manner that would directly benefit their shareholders; he said this was...

Jennifer Benz, senior vice president, who was CEO of Benz Communications, said its acquisition by The Segal Group expands areas of service for both firms.

Wagner Law Group adds ERISA attorney; Lincoln Financial Group brings in product management VP; Clark Hill announces addition to ESOP practice; and more. 

SI’s data sets will complement ISS Analytics’ data intelligence.

Hooker & Holcombe has expanded its Investment Advisory Group by hiring long-time portfolio strategist and consultant Pam Minish to the role of managing director, and Brenda Bachman as retirement plan education specialist. 

DWS Group adds portfolio management head; CBIZ purchases Sequoia business unit; Eagle Asset Management names managing director; and more. 

Stadion adds marketing VP to Maine office; TRA acquires Tennessee TPA firm; Marketing strategist joins Custodia; and more.

DWC – The 401(k) Experts brings in industry veteran as first in-house actuary; Ascensus adds two executives to retirement division; Willis Towers Watson announces leader of expat benefits...

DWS hires municipal bond director; PBGC announces several leadership appointments; Principal International names retirement income solutions leader; and more.

Newport Group acquires Kidder Benefit Consultants; Mercer closes acquisition of Summit Strategies Group; and Fiduciary Investment Advisors opens Wellesley office.