Deals and People

HealthEquity to acquire WageWorks; AIG Life & Retirement adds CEOs; CBIZ acquires investment adviser firm; and more.

Principal’s acquisition of Wells Fargo’s Institutional Retirement & Trust business is complete, and Principal’s Renee Schaaf discussed what that means going forward for the businesses and their clients.

TPA firm to join Ascensus; EGPS acquires Feldman Benefit Services; Mutual of Omaha announces appointment to 401(k) team; and more. 

Custodia appoints Brad Campbell to Strategic Advisory Council; CapAcuity new hire to consult on executive benefits; Deschutes appoints president of retirement plan services; and more.

Although many older Americans are concerned about health care costs in retirement and outliving their savings, women are even more so, due in part to earning less than...

Joe Ready, current head of Wells Fargo Institutional Retirement & Trust, is taking a new role as head of Trust and chief fiduciary officer for Wells Fargo Wealth...

Morgan Stanley adds hires to financial solutions team; The Standard promotes defined benefits director; and PCS hires VP of service.

Rea & Associates adds new plan audit services director; Ascensus acquires TPA firm for FuturePlan platform; and Ameritas adds series of vice president positions. 

Chris Messina will focus on working with client executives to create best strategies and practices for Transamerica’s plan sponsor clients, and Wendy Daniels will focus on executing the...

Ascensus aquires TPA firm; ICMA-RC introduces new public 403(b) plan team; and Strategic Benefit Advisors hires senior benefits consultant.

As Chair, Dhillon will continue to ensure policies are enforced to enable older individuals to work as long as they want and to prevent age discriminatory retirement programs...

Aegon Asset Management Hires Distribution Head; TRA Acquires Virginia TPA Firm; American Century Investments Names Senior Retirement Strategist; and more.

Morgan Stanley Makes Series of New Hires; Morneau Shepell Acquires Mercer DB Administration Business; PIMCO Promotes Former Managing Director to Retirement Head; and more.

Family trust trustee with Senate connections named 16th director of pensions lifeboat.

Willis Towers Watson adds DC Delegated Solutions leader; HSA Bank appoints relationship management SVP; MetLife Investment Management appoints head of Institutional Client Group; and more.

Empower Retirement announces newly created roles; Gramercy Funds hires El-Erian as part-time senior adviser; intellicents hires fiduciary retirement investment adviser; and more.

FAF Board of Trustees Appoints PwC Partner to Financial Accounting Foundation; Broadridge Acquires Custody Assets From TD Ameritrade; Voya Financial Adds Support for Tax-Exempt Market; and more.

Northern Trust names foreign exchange sales head; MassMutual adds head of benefits practice; Transamerica implements series of promotions; and more.

Principal says, with the acquisition, it will gain a strong foothold with mid-sized employers as more than two-thirds of Wells Fargo’s institutional retirement assets are in plans ranging...

BlackRock confirms leadership shift in retirement business; Buck selects wealth practice leader for Central region; and more.