Deals and People

Devane named a director at SageView; Riley joins NEPC defined contribution team; AdvicePay promotes Lewis to president; and more.  

Broadridge names Kirkland to head of mutual fund regulatory unit; Standard brings in Orr to lead AI use across organization; Newfront adds financial industry veteran to board; and...

Since acquiring the business in 2022, Empower has officially integrated Prudential’s recordkeeping system onto its platform.

Voya Adds Two New MEP Roles; Congruent Creates Chief Revenue Officer Role; PCS Hires Kirtland to lead business development; and more.

Eric Henderson helped the company produce $150 billion in sales while leading the annuity business.

SageView hires Sithens as retirement plan consultant; Ascensus names Torgerson to lead; New York Life hires Nixon as head of group benefit solutions claim operations; and more.

Ascensus says the deal for the individual 401(k), Multi-SEP, and SIMPLE IRA plans should be complete in Q3 2024.

IRALOGIX names a new CEO; Concurrent selects a new director of retirement plan services; an employee benefits and executive compensation attorney joins Ballard Spahr; and more.

LeafHouse promotes Hendrix to executive VP of corporate strategy; adviser DeBello joins CAPTRUST; NEPC Hires O’Connor to head DC as Ryan is promoted to team lead; and more.

Formerly the head of fixed income, Chong-Wulff has been at MissionSquare since 2007.

Equitable names new retirement and investment leaders; Standard appoints new corporate actuary and chief risk officer; Nicolet National Bank brings on new wealth, private client services head.

Purchase will bring in-house Mutual of Omaha's 401(k) business, to which it had provided outsourced services for years. 

Roger Hobby is joining Empower in a senior role in its recently rebranded consumer wealth division.

The Retirement Advantage expands consulting team; Pantheon announces leadership succession plan; Noble appoints Johnson head of global client solutions.

Malone to lead protected retirement sales at Nationwide; Definiti appoints new sales and ERISA leadership; Principal hires Bender to large market strategy; and more.

Great Gray Trust Co. names Craig McKenna sales head; PCS Retirement appoints new CEO; Aon adds a director to Chicago office; and more.  

Hub makes Scott head of employee benefits for national market; Hatchett-Bodle joins Hall Benefits Law; The Standard Names Maixner national accounts sales director for retirement plans; and more.

CIO Greg Davis takes on president's title as search to replace the longtime leader begins.

Alerus names top retirement services officer; Newport bolsters NQDC unit; T. Rowe board chair Stromberg steps down; and more. 

Alerus adds retirement plan consultant; Vestwell appoints pair of regional VPs; Wagner Law Group adds to Taft-Hartley practice; and more.