Deals and People

August 11, 2017

Retirement Industry People Moves

Lincoln Financial Group hires Retirement Plan Services leader; Teachers Tax Service joins PlanMember; Retirement Advantage to acquire Retirement Planning Inc.; and more.

August 04, 2017

Retirement Industry People Moves

Marsh & McLennan Agency Expands Leadership; Zenith American Solutions Acquires Insurance Programmers; Hirtle Callaghan Hires Head of Client Engagement; and more.

August 04, 2017

David L. Musto to Lead Ascensus

As part of its expansion efforts, Ascensus has named a new president and pledged to continue its rapid pace of acquisitions.

July 28, 2017

Retirement Industry People Moves

DWC ERISA Consultants rebrands; VALIC names VP of Business Development; Ascensus to acquire Benefits of Missouri; and more.

July 21, 2017

Retirement Industry People Moves

Northern Trust collaborates with GuideStone Funds; Transamerica names head of Workplace Solutions; USI appoints VP of Retirement Services; and more.

July 14, 2017

Retirement Industry People Moves

Northern Trust expands Institutional Client Service; JPMAM expands DC Real Estate team; Mesirow Financial partners with T. Rowe Price on fiduciary services; and more.

July 07, 2017

Retirement Industry People Moves

The Standard names Retirement Plan Services VP; Wells Fargo hires head of Portfolio Solutions; Cafaro Greenleaf expands Retirement Plans team; and more.

June 30, 2017

Retirement Industry People Moves

Pentegra hires 403(b) consultant; Ascensus acquires Retirement Plan Administrative Service; Voya hires 401(k) leader; and more.

June 23, 2017

Retirement Industry People Moves

Voya Financial hired leader of Retirement Product Organization; Lincoln Financial names head of Product Management; HSA Bank announces new leadership appointments; and more.

June 16, 2017

Retirement Industry People Moves

Texas TRS CIO steps down; Heffernan Financial Services expands adviser team; Todd Organization hires partner for executive benefits consulting; and more.

June 09, 2017

Retirement Industry People Moves

Pavilion Advisory expands consultant team; American Century Investments names head of ETFs; Deutsche AM expands equities portfolio management team; Lockton hires senior VP; Glenn Reed retires from Vanguard.

June 02, 2017

Retirement Industry People Moves

VMS selects Ascensus as recordkeeper; KeyBank to acquire Morningstar’s HelloWallet; Natixis adds retirement exec to support TDFs; and more.

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