Deals and People

The announcement comes after the move of Lori Lucas, EVP and DC team lead, to president and CEO of the Employee Benefit Research Institute (EBRI).

Lori Lucas, previously with Callan Associates, tells PLANSPONSOR there is a new vision for the Employee Benefit Research Institute’s future.

OneAmerica Reveals Leadership Changes Within Company; TRA Acquires ACS to Expand Northeast Region; USI Hires SVP and Regional Sales Director; and more.

Fourteen service providers to be recognized at the annual PLANSPONSOR/PLANADVISER Awards for Excellence dinner March 29.

AXA acquires Maestro Health; BMO appoints CIO; The Standard hires former financial adviser as retirement plan consultant; and more.

WEX Health and dailyVest form collaboration for HSA consumers, and FIA promotes consultants and analysts within the firm. 

Colony Enacts Mergers with Bridgewater Wealth and BWA; Multnomah Group Hires Former Investment Consultant; American Century Hires ETF Initiative Specialists; and more.

John Hancock announces promotion in Taft-Hartley practice; The Segal Group acquires Touchstone Consulting; Ascensus adds DB consulting firm to roster of TPAs; and more.

Mercer Reveals Leadership Changes in Its Wealth and Health Hemisphere; Milwaukee Institutional Announces Boston Location Led by VP; BPOC Acquires Zenith American; and more.

T. Rowe Price brings in new head of CEDT Innovation Center; USI Consulting hires assistant vice president of retirement services; StoneStreet rebrands as its services are expanded; and...

AndCo Consulting adds three to Pittsburgh consulting team; Franklin Templeton hires head of client investment solutions; Millennium acquires Inspira and ABG; and more. 

T. Rowe Price Names Senior DC Specialist; Vanguard Rotates Portfolio Managers; American Century Preps for Major ETF Business Launch; and more. 

Nikki Newton is appointed president of Ivy Distributors Inc.; John Hancock Retirement Plan Services forms a new leadership team charged with enhancing the delivery of large customized retirement...

Industry veteran joins Meeder as SVP; PGIM Investments appoints chief marketing officer to drive global expansion; FS Investments hires national sales manager to oversee sales professionals; and more.

Segal Hires Former Consultant on Employee Benefit and Health Care Strategies; Janney Montgomery Scott Adds New Workers to Equity Research Group; Recordkeeping and Consulting Firm Joins ABG; and...

Regional director for Qualified Retirement Plan Sales joins Pentegra; ABG to partner with Stadion for managed account retirement strategy; Provident to move into Ascensus’ retirement division; and more.

Mercer hires Principal of Client Management; AndCo employs retirement plan consultant to support fiduciary and plan governance; Consultant named ASPPA president; and more.

Willis Towers Watson appoints head of Delegated Investment Solutions; Director of Fund Administration joins Triloma; Mercer hires two relationship managers in Milwaukee office; and more.