Deals and People

Faustino expands role at Broadridge, adds O’Brien of Cerulli; Pension Investors adds new retirement plan consultant; adviser Banerjee joins SRP to lead Austin, L.A. teams; and more.

The career Department of Labor official, appointed to his most recent post in the Biden administration, will not be there for a second Trump term.

The Standard names PEP sales director for retirement plans; Lincoln Financial names an industry veteran as VP of investment distribution and new hires to its retirement plan services...

Borzi, Iwry, Kasiarz win EBRI’s lifetime achievement award; Franklin creates division, gives new roles to retirement leads; WTW promotes Loop to U.S. wealth head; and more.

Selection of Frank Bisignano suggests a focus on operational efficiency and administration over sweeping policy reforms.

Prudential promotes Global Investment Leader Sullivan to CEO; Collins joins Alerus as retirement sales consultant; ERISA Attorney Haralampu joins the Boston Office of The Wagner Law Group; and...

Hassett is known in the retirement industry for a paper he co-authored that expressed support for creating something similar to the federal Thrift Savings Plan for private sector...

Hartford Funds names Mackay as head of distribution; Mercer appoints Penner as U.S., Canada career leader; The Standard hires Tucci as national accounts sales manager; and more.

Phil Witherington, president and CEO of Manulife Asia, has been named Gori’s successor.

American Benefits Council promotes Johnson to president; Nationwide names new annuities distribution head; AARP appoints Minter-Jordan new CEO; and more.

Principal’s incoming CEO discusses the trend of recordkeeper consolidation, helping small and midsize employers offer retirement plans, and her thoughts on the recent election.

Strable, named president in August, will take the top job from Dan Houston, effective January 7.

Jacques Chappius named president, CEO of PGIM; Schroders appoints Americas CEO from within; Wagner Law adds cybersecurity attorney; Cetera Financial’s CEO to retire; and more.

Wagner Law Group adds Schloss; Schroders expands US pensions team with Schechter as senior client director; The Standard hires Mulquin as regional vice president; and more.

OfColor will expand ‘culturally relevant’ content on the Financial Finesse platform.

The award recognizes plan sponsors that go above and beyond in their efforts to help participants with financial wellness and retirement security.

Nationwide names a new head of its annuity business; OneAmerica announces new president of employee benefits; Pentegra adds a new member to its executive team; and more.

The collaboration will automate the collection of employer data and aims to simplify the onboarding process for third-party administrators and plan sponsors.

The deal, expected to close in 2025, aims to combine NEPC's institutional investment, research and OCIO capabilities with Hightower’s rapidly growing RIA network.

Nationwide Retirement hires new Midwest regional VP; Simpson Thacher hires new executive compensation and employee benefits partner; John Hancock Retirement appoints head of participant outcomes; and more.