Deals and People

Parametric names director of Liability Driven Investment Strategies; Large and mega market regional directors join Transamerica; Strategic Investment Group selects managing director for relationships team; and more.

SageView Advisory adds consultant to Phoenix division; Lockton selects retirement expert for Southeast practice; Prudential Financial announces series of hires and promotions; and more.

Morgan Stanley makes changes to Wealth Management division; Mercer hires Wealth leader for Philadelphia office; and Nationwide selects retirement plan distribution leader.

AndCo names new senior consultant; Private equity director joins Hirtle Callaghan; Empower Retirement selects chief product officer; and more.

BPAS and F&M Trust link regional retirement plan businesses; Grant Thornton adds Advisory Services principal; Nuveen updates portfolio management group for two funds; and more.  

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...