Retirement Industry People Moves
Student Loan Genius announces new CEO, and Cammack Retirement Group hires consultant.
Deals and People
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.
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.