Deals and People

Wagner Law Group appoints ERISA attorney to ‘of counsel’; Financial Fitness promotes former executive VP; ProManage adds senior VP and consultant; and more.

Concrete steps providers are taking to increase equity within the workforce are examples plan sponsors can follow.

Sikich adds senior specialist to retirement plan services team; DWS announces changes to global business side; Penchecks elects new CEO; and more.

Lyxor Asset Management selects CIO; MassMutual adds managing directors of U.S. regions; and TIAA financial solutions head resigns.

TRA adds newest regional sales consultant; Mercer selects responsible investment leaders; Newport acquires TPA business at Huntington National Bank; and more.

Invesco selects ETF head and PGIM Investments hires VP of Retirement Investment Solutions. 

Former principal joins Cohen & Buckmann as senior counsel; SMArtX selects president and COO; and Heartland Retirement Plan Services hires business development leader. 

FBi adds SVPs to growth and product lines; SageView selects chief advisory services officer; and BPAS APS promotes DB director.

Callan names private equity SVP and IRI announces changes to executive committee and board of directors.

The Wagner Law Group launches Bankruptcy and Restructuring practice; Alight Solutions announces new CEO; Holland & Knight implements Employment Law team; and more. 

Perhaps his most significant contribution was the role Preston Rutledge played in undoing the Obama-era DOL fiduciary rule expansion.

SLC Management expands fixed income team; SS&C Technologies names VP for retirement plan administration team; Office leader joins Mercer Northern California division; and more. 

Mercer adds health and benefits consultant in California office, and Ascensus names retirement plan VP for western division.

MMA acquires Illinois brokerage firm and Janus Henderson announces leadership changes to research team.

Cohen & Buckmann adds counsel to Employee Benefits & ERISA practice; Penn Mutual hires portfolio managers for balanced income strategy; and retirement services leader of Millennium Trust retires.

The new company, to be named Aon, will be a premier, technology-enabled global professional services firm focused on the areas of risk, retirement and health, the firms say.

DCIIA unveils founding members of retirement research center; Transamerica adds workplace solutions executives; Southeast regional sales director joins BPAS; and more.

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.