Deals and People

Voya names Katz as CFO; Alera Group promotes Blue to CEO; ABA re-appoints chair of employee plans group; and more. 

Corebridge elects Bousa to board of directors, appoints Moore as retirement services EVP; Lincoln Financial appoints West as head of RPS institutional sales; Maryland State Retirement Agency names...

TIAA will maintain all plan assets and relationships, while Accenture leverages technology and expertise to enhance the digital experience for plan sponsors and participants.

Dave Guilmette will take the position as the recordkeeper emphasizes its employee benefits business.

Cetera appoints Mackay president of Cetera Solutions; OneDigital welcomes Grier as managing principal; Vanguard announces Robinson as general counsel; and more.

CEO and Board Chairman Dan Houston is passing the president title to the firm’s former CFO.

Mercer promotes Ben Kibbe to lead West region; The Standard hires Daniel Kretz as retirement plans VP for Maryland and D.C.; World Investment Advisors hires CFO; and more.

The acquisition is set to close in the first half of 2025.

John Hancock adds 2 trustees to its funds board; Prime Capital Financial appoints new regional wealth management lead; CFP Board names new managing director; and more.

The large recordkeeping firm announced that Stephan Scholl will continue as CEO and director until his replacement is confirmed. 

Wagner Law Group hires 3 senior attorneys; Petra Funds Group appoints Gajdjis as senior adviser; Prime Capital announces promotion of VanderLinde to president of Liberty Wealth Advisors; and...

Vault previously worked with recordkeepers like Voya and Schwab to provide student loan benefits to employees. 

Andre Robinson will succeed Deanna Santana, who served as acting CEO and president since 2023. 

Nationwide adds new leaders to its emerging markets team; Group Plan Systems hires a TPA expert; SEI names a new executive vice president; and more. 

Hawley to lead Nationwide Annuity; Rich takes over as CEO of Mutual of America; Holgate takes senior retirement team role at Transamerica; and more. 

Human Interest considering future listing after raising $267 million in latest fundraising. 

Matthew Eickman joins as chief legal officer as Jason Roberts’ ERISA legal practice aims to represent the broader footprint of its services.

The new board members have expertise in cyber risk management, policy development and regulatory compliance.

First Eagle Investments hires senior director of consultant relations; Vanguard Group head of Europe announces retirement; Manulife names head of insurance.

BNY hires Minaya as global head of investments and wealth; Itami joins Lathrop GPM from Groom Law Group; Maxwell joins Pentegra as head of strategic accounts; and more.