Products | August 9th, 2023 Voya Financial Developing Dual Investment Defaults Seeking to win market share to its managed accounts, Voya is pursuing dual QDIAs.
Data and Research | August 8th, 2023 Plan Sponsors Add Benefits to Blunt Inflation’s Sting Goldman Sachs Ayco analyzed workplace compensation and benefits offerings, with controlling health care costs a particular focus.
Deals and People | August 4th, 2023 Retirement Industry People Moves Ascensus expands NQDC sales team; The Standard promotes Angie Cuthill within individual annuities; Optima names Paul Fletcher head of its...
Deals and People | August 1st, 2023 Northern Trust Promotes Bob Parise to Head of North America Institutional Unit Parise had been the asset manager’s practice lead for public retirement funds and Taft-Hartley DC plan business.
Benefits | July 31st, 2023 S Corporation ESOPs Result in Lower Quit Rates Plan sponsors whose workforce has access to Employee Stock Ownership Plans may accrue benefits of reduced worker turnover, research shows....
Deals and People | July 21st, 2023 Retirement Industry People Moves CalPERS names Teykaerts executive director; SageView hires Sarah Parker as plan consultant; SWBC Retirement brings on new investment adviser; and...
Data and Research | July 20th, 2023 American Funds Led Target-Date Funds Inflows in Q2 While American Funds experienced inflows several firms saw net outflows from their funds in the quarter, according to Simfund.
Administration | July 18th, 2023 Principal, T. Rowe Price Extend Retirement Planning, Product Solution Distribution Divisions The investment managers and recordkeepers are expanding their focus with outside hires and promotions.
Deals and People | July 18th, 2023 Fiducient Advisors Names Bailey to CEO Role Fiducient names Sabrina Bailey as CEO successor to co-founder Bob DiMeo.
Deals and People | July 14th, 2023 Retirement Industry People Moves Perigon selects Hasan as CIO; State Street appoints Donohue as head of sustainability; GoldTree hires Plotke as principal.
Deals and People | July 11th, 2023 Principal Expands Retirement Business With New Hires Four industry leaders were added to Principal Financial Group's retirement division.
Deals and People | June 30th, 2023 Retirement Industry People Moves T. Rowe Price names new head of global distribution; Bank of America announces Korkow president of Omaha; Northern Trust appoints...
Deals and People | June 27th, 2023 Corebridge Hires Chris Smith to Replace COO Mia Tarpey The financial services firm spun off by AIG, which Tarpey will rejoin, has already filled its chief operating officer position.
Deals and People | June 15th, 2023 NFP Promotes Keeling to Retirement Division CIO The move comes under the leadership of new president Joel Shapiro, who was appointed last month.
Deals and People | June 12th, 2023 Retirement Industry People Moves Mercer names Somers as investment director; new chief commercial officer at Alight Inc.; Voya selects leader for Midwest wealth solutions...
Deals and People | June 2nd, 2023 Retirement Industry People Moves NFP hires Perkins as SVP; Cochrane to lead Hub International non-profit specialty; OneDigital names Fong VP; and more.
Deals and People | May 23rd, 2023 GSAM Adds to Multi-Asset Solutions’ Resources Goldman Sachs Asset Management continues to add resources to outsourcing business with appointments to leadership roles.
Deals and People | April 14th, 2023 Retirement Industry People Moves Rugel joins MassMutual as head of operations; BNP Paribas promotes José Placido to CEO and Jean-Yves Fillion to vice chairman;...
Deals and People | March 10th, 2023 Retirement Industry People Moves Wealthspire Advisors names integration head; Lenox Advisors announces partner, managing partner promotions; Ziegler and Quagliarello join Franklin Templeton as client advisers.
Deals and People | March 3rd, 2023 Principal Integrates Businesses With Renewed Focus on Retirement Owais Rana was promoted to head of investment solutions for Principal Asset Management, which is merging previously separate businesses.