Retirement Industry People Moves
Texas TRS CIO steps down; Heffernan Financial Services expands adviser team; Todd Organization hires partner for executive benefits consulting; and more.
Deals and People
Retirement Industry People Moves
Pavilion Advisory expands consultant team; American Century Investments names head of ETFs; Deutsche AM expands equities portfolio management team; Lockton hires senior VP; Glenn Reed retires from Vanguard.
Ascensus Acquires Cash Balance Leader Kravitz
Kravitz will keep its focus on cash balance plans, with Dan Kravitz maintaining a senior leadership role.
Retirement Industry People Moves
VMS selects Ascensus as recordkeeper; KeyBank to acquire Morningstar’s HelloWallet; Natixis adds retirement exec to support TDFs; and more.
Retirement Industry People Moves
Guardian Financial Partners opens in Orange County; Transamerica names regional vice president for Retirement Plans; Josh Cohen will join PGIM as head of Institutional Defined Contribution; and more.
Retirement Industry People Moves
Northern Trust hires two for Taft-Hartley business; MassMutual rebrands; Bank of America Merrill Lynch expands retirement business; and more.
Newport Group to Acquire Part of Evercore's Trust Business
The institutional trust and fiduciary business of Evercore's subsidiary Evercore Trust Company will become part of Newport Group.
Retirement Industry People Moves
Hueler & NISA collaborate with focus on retirement income; United Financial NW joins PlanMember Securities Corporation; Industry vet returns to SSGA to lead DC business; and more.
Prudential Retirement Appoints New CEO
An industry veteran from within the company will climb the ranks to lead Prudential Financial’s retirement business.
Retirement Industry People Moves
Segal Group names Chief Actuary; PSCA names Executive Director; Former BlackRock Exec launches Retirement Readiness firm; and more.
Retirement Industry People Moves
Segal Group adds senior consultant; Unified Trust announces digital advice manager; Hueler Income Solutions hires managing director; and more.
Retirement Industry People Moves
Willis Towers Watson expands Manager Research team; MassMutual appoints head of Strategy & Corporate Development; Mercer names Central market DC segment leader; and more.
Retirement Industry People Moves
DATAIR hires ERISA consultant for document compliance; Retirement LLC acquires Summit Group TPA division; QBI grows actuarial team; and more.
Retirement Industry People Moves
Segal names Public Sector Market director; Securian expands retirement business; Lockton opens new office; and more.
Retirement Industry People Moves
Arnerich Massena promotes two consultants, and Sikich to acquire Evolution Retirement Services.
Retirement Industry People Moves
OppenheimerFunds expands Beta Solutions team; Putnam Investments expands Small-Cap Equity practice; TCW hires senior account manager in Client Services; and more.
Retirement Industry People Moves
PSCA establishes HSA committee; Hooker & Holcombe expands retirement services; intellicents adds financial planning services for 401(k) participants; and more.
Retirement Industry People Moves
T. Rowe Price Hires Head of Large Retirement Sales; PanAgora Asset Appoints Strategic Relationship Manager; and Guardian Hires Chief Communications Officer
Retirement Industry People Moves
Milliman hires Employee Benefits senior consultant; USI Insurance acquires Carolina First Associates; Westminster Consulting hires senior consultant; and more.
2017 PLANSPONSOR Service Stars Recognize Account Rep Excellence
Five individuals and six teams from the retirement plan provider community selected as Service Stars.