Deals and People

The Marsh McLennan subsidiary’s new leader for retirement business was promoted from the chief commercial officer role she had held since 2019.  

Transamerica names Dickinson director of participant engagement; Vestwell bolsters sales team; Voya names Leary to board.

NFP names Greene president of benefits unit; CFP Board appoints Boersen as chair; Carter joins Sanctuary Wealth; and more.

Goldman names Wilson to new role heading retirement for asset and wealth management; Voya promotes Toms to CEO of investment management.

WTW veteran Eisenreich replaces the retiring Michael Archer.

2 new Nationwide leaders will focus on product solutions; Kane assumes role as president of Financial Planning Association; Edelman Financial Engines appoints Hanley as chief marketing officer; and...

Darrin Hebert joins Securian Financial; Vanguard announces senior leadership change.

Ascensus and FuturePlan add regional and sector sales heads; EBRI taps Segal executive for board of directors; SEI asset management head to step down; and more. 

The two firms will operate independently, with a “connected platform” linking NFP to Aon.

National Association of Investment Companies announces Abraham as vice president of development; Truist appoints Stengel as chief legal officer; Ameritas names new CFO; and more.

Ascensus names Mehlman new CFO; Crain exits Bank of America; NEPC elects principals and partners; and more.

IRI recognized the senators for creating more transparency about retirement income investment products.

The acquisition will bolster Mercer’s OCIO investment and retirement consulting business.

Principal promotes Branham to national retirement investment director; Spouting Rock hires chief client officer; Natixis bolsters retirement product sales; and more.

The City of Milwaukee DC plan’s executive says its Plan Sponsor of the Year profile makes the case for allowing automatic enrollment in government defined contribution plans.

Finalists will be recognized and winners announced at PLANSPONSOR’s annual Excellence in Retirement Awards dinner in June.

Principal promotes Matos; Amundi names CIO; Eagle hires Pickering as head of high-yield municipal credit team; and more.

Voya hires Harrell as regional vice president; MissionSquare names Whiting SVP, chief sales officer; CAPTRUST adds Leddy as chief compliance officer; and more.

BlackRock head of retirement named to IRI board; T. Rowe Price elects Donnelly as independent director; Global investment manager names new COO; and more. 

NAGDCA elevates Hiers to executive board president; Principal Asset Management hires Seaver as market director; Savvy Advisors recruits Most as principal wealth manager; and more.