Deals and People

Neuberger Berman names CIO to help with foundations and endowments; Creative Planning hires leader of 401(k) division; adviser to non-profits affiliates with PlanMember; and Mercer hires PRT consultant.

The Investment Management Division of Goldman Sachs expects the acquisition of Honest Dollar to help expand its services into the start-up and micro-plan markets. 

Change in leadership at Mutual of America; Beacon Pointe provides investment management for 401(k)s and 403(b)s; new hires at TIAA and Pentegra.

International growth equity investors joined Delaware Investments; RiskFirst appoints new leadership team.

A new pension risk transfer consultant at Channel Financial Pension Services, Groom Law Group adds executive compensation expertise, and CalPERS starts CEO search.

The HR and benefits consulting firm's moves are, in part, due to growing business in central Ohio.

New hires at OneAmerica, T. Rowe Price, JP Morgan Asset Management and Lincoln Financial Group.

Fiduciary Investment Advisors and Arnerich Massena add retirement plan consultants; Groom Law Group adds attorneys in health practice; and more.

New hires at USI Consulting and Southern Employee Benefit Practice of Milliman, and Stausboll retires from CalPERS.

Russell Investments, Pavilion Advisory, Guardian and others make new hires.

Aon Hewitt adds to investment consulting team; The Retirement Advantage acquires a TPA; and more.

Arnerich Massena Inc. transitions a portion of its participant-driven retirement plan services practice to SageView Advisory Group; new hires at The Standard and Hub International.

Lathrop & Gage adds an ESOP pro, BTIG expands its transition management unit and Mercer teams with Vemo.

This week: CBIZ makes another acquisition, Arnerich Massena names a division managing director and Wagner Law adds an of counsel.

VMS' platform allows TPAs to offer integrated solutions.

Larry Zimpleman, who worked at The Principal Financial Group for 44 years in various roles, will retire in January.

In her new role at Voya Financial, Mary Witherow takes on responsibility for client satisfaction, retention and growth in the large corporate market

The parent company of PLANSPONSOR says the appointments were made in support of an expansion plan.

MassMutual’s newest acquisition; Lockton Chicago expands retirement practice; Envestment to use VMS recordkeeping services.

TD Ameritrade’s CEO to retire; a strategic alliance for PEI and Proteus; new hires at Delaware Investments.