Deals and People

The goal of a partnership with Vertical Management Systems is to bring participant revenue levelization for a variety of investment vehicles to John Hancock's Total Retirement Solutions recordkeeping...

Bill Bensur will lead the consultant's Pittsburgh investment office.

Brian C. Ford comes to the asset management firm from PIMCO.

Mary A. Berk joins MJM401k’s leadership team.

Increased demand for independent retirement plan consulting enabled SageView’s Boston office to recruit a retirement specialist.

The creation of the FTSE Russell name represents the launch of a newly combined global index brand, according to the London Stock Exchange Group.

The firm says it now provides consulting services to retirement plans of all sizes.

Matthew King will focus on both current and prospective TPA relationships at The Standard. 

Elizabeth Deckman has joined the law firm of Dorsey & Whitney as a partner in the company’s Seattle office.

The firm has created a new position to support its outsourced CIO services for nonprofit clients.

Bringing more than 20 years of health benefits experience, Stephen Murphy joins Segal in the West region.

Buck Consultants at Xerox announced the hire of Tonya B. Manning, a former policy actuary at the U.S. Department of Treasury.

Charles P. Nelson will spearhead tax-exempt and corporate markets and wealth management at Voya in his new role as retirement chief executive.

Executives say a new name for Wurts & Associates better captures the firm’s investment research focus and capabilities across consulting, risk advisory and OCIO services.

Heather Beatty will manage relationships with institutional investment clients on the West Coast.

A former SEC attorney says retirement plan participant lawsuits don’t benefit anyone, and he has launched a new initiative designed to hold plan sponsors accountable for their actions.

Two new hires are joining the firm's ESOP team.

Alliance Benefit Group Southwest (ABG-Southwest) will function as a separate company for retirement plan recordkeeping and third-party administration (TPA) services.

PLANSPONSOR honors 29 firms with new “Best in Class” 401(k) Plan Designation.

Lou Ressler joins USI Consulting Group as vice president, retirement services.