Deals and People

Former Pentegra SVP launches expert firm focused on group retirement plans; OneAmerica names senior director of participant experience; Barber rejoins Franklin Templeton to head municipal bond team; and...

Merger and acquisition activity is quickly reshaping the landscape of retirement plan recordkeeping, asset management and advisory services.

National sales director joins Aspire, and HealthSavings Administrators appoints exec to expand HSA traction.

The combined platform creates a strong separately managed account business, and the company plans to expand its multi-asset solutions.

Thompson Hine LLP hires attorney to EBEC practice; HealthSavings appoints senior sales VP; AllianceBernstein appoints senior officials to responsible investing; and more.

Senior compliance counsel joins Hall Benefits Law legal team; TRA hires MEP specialist; Morningstar acquires Hueler's stable value database and index; and more.

Empower Retirement selects asset management SVP and head; Employee benefits partner joins Dechert LLP; MassMutual appoints defined benefit leader; and more.

Acadian hires global equity research director; Maryland-based firm joins TRA; and ADP Expands Professional Employer Organization Offering to Hawaii.

Transamerica Increases Client Engagement Team for Mega/Large Plans; Mercer Adds Investments and Retirement Business Leader; Segal Acquires Public-Sector Implementation Services Provider; and more.

Multnomah Group brings in senior consultant; MassMutual adds several relationship managers; Alston & Bird announces partner promotion; and more.

Mercer appoints US health leader following former leader’s retirement; The Segal Group hires SVP in corp. market practice; Voya Retirement brings in institutional clients VP; and more. 

Pacific Life promotes sales VP to division leader; DCREC appoints 2020 officers and committee co-chairs; Retirement planning education provider connects with PlanMember Securities Corp; and more. 

Pantheon announces appointment of partner and other hires; Millennium Trust acquires Liberty Trust assets; and Mercer announces recent hires to global and U.S. market.

Ascensus to acquire employee benefits consulting firm; Multiple hires and promotions at Mutual of Omaha Retirement Services; and Unified Trust Company adds retirement consultant. 

The integration of the two firms is expected to take between 18 and 36 months, following the close of the transaction.

ASC selects former John Hopkins investment manager as CIO; Vanguard announces multiple leadership changes in company divisions; Neuberger Berman brings in portfolio solutions head; and more. 

Gallagher promotes consultant to retirement plan leader; Hall Benefits Law adds ERISA attorney to compliance counsel; and Prudential Retirement announces new customer solutions head. 

Cohen & Steers appoints Sony Music VP to board of directors; FTJ Retirement Advisors partners with retirement planning marketplace company; Edelman Financial Engines appoints workplace business leader; and...

Amalgamated Life Insurance Company appoints sales executive; Cohen & Steers appoints global real estate head to CIO; The Standard names TPA sales director; and more. 

Past industry exec joins ICMA-RC; Prudential Retirement announces multiple executive promotions; Ascensus adds TPA firm to FuturePlan business; and more.