Deals and People

The firms will offer new public-private investment products via TDFs, model portfolios and more.

Bill Stout leads private market strategy at Vanguard and Transamerica hires Jason Frain as head of retirement solutions.

Carrington will lead the firm’s efforts to accelerate its adoption of alternative asset classes and products for the defined contribution market.

TRA appoints David Kay as regional plan consultant; Diana Winalski Joins EY Americas as deputy CIO; Margaret Ryan named director of SEC’s Enforcement Division; and more.

T. Rowe Price adds three hires for insurance business; MissionSquare appoints new leads to East field sales team; and Katten adds partner Meredith Sheldon O’Leary. 

Baron Capital makes senior hires; Horatio Sparkes leads business development at Pandion; Inspira Financial appoints Debby Moorman as EVP; and more.

ERISA attorney David Kaleda joins Eversheds Sutherland; Ameritas announces national sales director of retirement plans; Voya Investment Management expands distribution team; and more.

Alliant Insurance Services adds VP within its Employee Benefits Group; Ares Management appoints co-head of global capital solutions; and more. 

Aon adds to reinsurance team; Inspira appoints Chris Herman as EVP of retirement and wealth; Alliant hires Betty Wehmann in its employee benefits group; and more.

Dechert adds Robert Shapiro to DC office; FTI hires Luke Shane; PenChecks taps director of institutional investigations; and more. 

Davis has been part of the program’s executive committee since he was elected state treasurer in 2021.

The former assistant secretary of the Employee Benefits Security Administration will work alongside recordkeepers, retirement plan advisers, plan sponsors and participants on key policy initiatives.

Elizabeth Pritchard will lead data vision and strategy at HarbourVest; SBA names Andy Clonts as senior benefits consultant; Lincoln Financial hires three for retirement services team; and more.

Liersch will start the newly created role in late August, with a focus on financial planning, advice and solutions.

ADISA names new executive director; Nixon Peabody adds employee benefits partner; Arthur Toth returns to Nationwide Retirement Solutions; and more.

Wagner Law Group adds to LA office; Star Mountain Capital names new CIO; Transamerica appoints head of life distribution; and more.

The new second in command will oversee the company’s workplace, employee planning and wealth-planning businesses.

Shari Hensrud will lead investment strategies at MissionSquare; Partners Group hires chief investment strategist for private wealth and retirement; IRIC appoints Greg Ungerman to its board of directors;...

Simpson Thacher adds a partner to its executive compensation team; Russell Investments announces new investment division appointments; and IRI announces executive committee changes.

TIAA expands its retirement product team; Mutual of America names a CFO; FINRA appoints a new public governor; and more.