Deals and People

Custodia adds former Pfizer HR chief to advisory council, and IRS names leader for Tax Exempt/Government Entities division.

The focus of the newly independent ShareBuilder 401k will be on expanding coverage among small companies, says its president.

Beltz Ianni & Associates selects Retirement Plan Services manager; Jackson Lewis P.C. hires employee benefits practitioner; Nationwide veteran succeeds former president and COO; and more.

TIAA hires chief customer officer; Northern Trust announces COO for global foreign exchange; CapAcuity merges with executive benefits firm; and more.

QMA announces chief business officer; Nationwide appoints leaders to financial services business; and former financial services CEO joins Custodia's advisory council.

Drawing on his experience leading a sizable integration of two recordkeepers, the CEO of John Hancock Retirement Plan Services offers some insight about Principal’s acquisition of Wells Fargo...

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.