Retirement Industry People Moves
T. Rowe Price hires director of responsible investing, and Allianz names U.S. investment strategist.
Deals and People
Who’s Working for You?: The SPARK Institute
In a series of articles, PLANSPONSOR is focusing on industry groups that work for retirement and health plan sponsors to protect them from onerous burdens and help them...
Merger of CAPTRUST Firms Highlights Industry Change
The acquisition of CapTrust by CAPTRUST fits the pattern of the 26 acquisitions the firm has conducted in the last decade.
Who’s Working for You?: ERIC
In a series of articles, PLANSPONSOR is profiling industry groups that work for retirement and health plan sponsors to protect them from onerous burdens and help them with...
Retirement Industry People Moves
Student Loan Genius announces new CEO, and Cammack Retirement Group hires consultant.
Retirement Industry People Moves
Lincoln Financial Group hires Retirement Plan Services leader; Teachers Tax Service joins PlanMember; Retirement Advantage to acquire Retirement Planning Inc.; and more.
Vanguard to Outsource Some 403(b) Recordkeeping to Newport Group
Vanguard says the partnership will offer enhanced services and features to 403(b) plan participants and sponsors.
Retirement Industry People Moves
Marsh & McLennan Agency Expands Leadership; Zenith American Solutions Acquires Insurance Programmers; Hirtle Callaghan Hires Head of Client Engagement; and more.
David L. Musto to Lead Ascensus
As part of its expansion efforts, Ascensus has named a new president and pledged to continue its rapid pace of acquisitions.
Retirement Industry People Moves
DWC ERISA Consultants rebrands; VALIC names VP of Business Development; Ascensus to acquire Benefits of Missouri; and more.
Retirement Industry People Moves
Northern Trust collaborates with GuideStone Funds; Transamerica names head of Workplace Solutions; USI appoints VP of Retirement Services; and more.
Retirement Industry People Moves
Northern Trust expands Institutional Client Service; JPMAM expands DC Real Estate team; Mesirow Financial partners with T. Rowe Price on fiduciary services; and more.
Tim Buckley to Succeed Bill McNabb as Vanguard CEO
The transition is expected to kick off in 2018
Retirement Industry People Moves
The Standard names Retirement Plan Services VP; Wells Fargo hires head of Portfolio Solutions; Cafaro Greenleaf expands Retirement Plans team; and more.
Retirement Industry People Moves
Pentegra hires 403(b) consultant; Ascensus acquires Retirement Plan Administrative Service; Voya hires 401(k) leader; and more.
Retirement Industry People Moves
Voya Financial hired leader of Retirement Product Organization; Lincoln Financial names head of Product Management; HSA Bank announces new leadership appointments; and more.
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.
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.