Deals and People

Formerly the head of retirement research at Bank of America, Crain succeeds Michelle Richter-Gordon in the role.

Deal will bring Principal's market representation to more than 2,000 ESOP plans and about 765,000 participants.

Prudential names a new head of global investment strategy; Empower announces chief compliance officer; The Retirement Advantages hires a plan consultant; and more.

A global restructuring started earlier this year will see the head of the firm’s retirement group move into an advisory position in July.

Former head of BlackRock’s ETF division to take over CEO role at the Pennsylvania firm. 

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.