Deals and People

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. 

LCG Associates hires Atlanta consultant; Capital Investment Companies announces collaboration; TRA announces leadership expansion; and more.

The future head of EBSA would play a substantial role in the fate of the fiduciary rule.

Mercer names partner in Minneapolis Health Business; Beltz Ianni & Associates hires retirement consultant; AXA names head of Retirement Plan Services; and more.

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