Deals and People

Arnerich Massena promotes two consultants, and Sikich to acquire Evolution Retirement Services.

OppenheimerFunds expands Beta Solutions team; Putnam Investments expands Small-Cap Equity practice; TCW hires senior account manager in Client Services; and more.

PSCA establishes HSA committee; Hooker & Holcombe expands retirement services; intellicents adds financial planning services for 401(k) participants; and more.

T. Rowe Price Hires Head of Large Retirement Sales; PanAgora Asset Appoints Strategic Relationship Manager; and Guardian Hires Chief Communications Officer

Milliman hires Employee Benefits senior consultant; USI Insurance acquires Carolina First Associates; Westminster Consulting hires senior consultant; and more.

Five individuals and six teams from the retirement plan provider community selected as Service Stars.

HealthSavings Administrators appoints industry vets to national sales team; The Standard hires plan consultant; American Benefits Council names new board leader; and more.

Plans were rated by way of a proprietary system that weighted usage/implementation of more than 30 criteria related to plan design, oversight/governance and participant outcomes.

OneAmerica appoints president of Retirement Services; ICMA-RC hires managing vice president of investments; O'Neil Digital Solutions expands DC plan communications; and more.

Nationwide combines public and private retirement plan teams; Lincoln Financial names new president of tax-exempt retirement plans; IRIC names first executive director; and more

Aon Hewitt says this transaction sharpens its focus on delivering advice and solutions, accelerates innovation on behalf of clients and improves return on invested capital.

OneAmerica appoints head of Guaranteed Income Products; Empower Retirement names leader of Government Market Segment; New partner Joins ESOP-focused law firm; and more.

Paychex adds LPL Financial’s Employee Advice Solution; Custodia Financial adds staff to Retirement Loan Eraser Program; Fiduciary Investment Advisors expands Retirement Practice; and more.

New York Life names new CIO; GW&K creates general counsel position; Pentegra appoints new VPs of Compliance and Consulting; and more.

PNC hires Asset Liability Management specialist; Lincoln Financial Group hires Institutional Retirement head; Vanguard explores behavioral finance through investor research center; and more.

Thirteen service providers to be recognized at the annual PLANSPONSOR/PLANADVISER Awards for Excellence dinner March 30.

Morgan Lewis extends employee benefits services with three new partners; AXA head of Retirement expands role; Alston & Bird names partner in ERISA litigation group; and more.

Lockton expands retirement business; Wagner Law Group comes to D.C.; USI acquires Ball Peoples; and more.

TIAA Hires New President; Mass Mutual Appoints Community Responsibility Director; Mercer Acquires Thomsons Online Benefits; and more.

 

Community Bank Systems to Acquire Northeast Retirement Services; IFM Names Development Director; PGIM Names Head of Research for Institutional Advisory Services; and more.