Deals and People | October 1st, 2024 Charles Schwab CEO to Retire At End of 2024 Current President Rick Wurster will become CEO in 2025 as “industry giant” Walt Bettinger will continue as executive co-chairman of...
Deals and People | August 7th, 2024 Alight CEO to Step Down; Firm Searches for Successor The large recordkeeping firm announced that Stephan Scholl will continue as CEO and director until his replacement is confirmed.
Deals and People | July 30th, 2024 MissionSquare Retirement Appoints New CEO and President Andre Robinson will succeed Deanna Santana, who served as acting CEO and president since 2023.
Deals and People | May 31st, 2024 Retirement Industry People Moves New York Life Group Benefit Solutions promotes two into expanded leadership roles; Ocorian taps Buick as CFO; Mao named nonresident...
Deals and People | May 15th, 2024 Vanguard Group Appoints New CEO Former head of BlackRock’s ETF division to take over CEO role at the Pennsylvania firm.
Deals and People | February 2nd, 2024 Retirement Industry People Moves Gallagher names new DB leader; Northwestern Mutual makes further moves in succession planning; National Institute for Public Employee Health Care...
Deals and People | January 22nd, 2024 Mercer Appoints Susan Potter Region President for US, Canada The Marsh McLennan subsidiary’s new leader for retirement business was promoted from the chief commercial officer role she had held...
Benefits | January 12th, 2024 Executive Benefits Remain Key to Attracting, Retaining Talent Non-cash benefits for highly paid executives that promote both physical and fiscal health are valuable offerings to attract and retain...
Deals and People | December 5th, 2023 Mercer to Add Vanguard’s Not-for-Profit-Focused OCIO Team The acquisition will bolster Mercer’s OCIO investment and retirement consulting business.
Deals and People | October 6th, 2023 Retirement Industry People Moves Haase joins small business retirement plan provider; Vestwell hires Farmakis; PGIM appoints Carlino to newly created role; and more
Deals and People | September 29th, 2023 Retirement Industry People Moves Joe Urwitz joins Crowell & Moring; Cognizant announces Dalal as CFP; Advisor360 appoints Fanning to board of directors.
Deals and People | August 25th, 2023 Retirement Industry People Moves Turning Technology hires former head of iShares; Principal selects Dessouki as chief marketing officer; and Puerto joins J.P. Morgan Private...
Benefits | August 24th, 2023 Delta’s Emergency Savings Program Shows Retirement Security Dividends Airline employees enrolled in an emergency savings program have also increased their 401(k) contributions.
Deals and People | July 27th, 2023 Aon Promotes Kristin Kraeger to CEO of Professional Services Aon appointed a new CEO of the professional services practice for North America division.
Compliance | July 24th, 2023 Trustee GreatBanc Trust, Company Executives Sued for Disputed ESOP Sale, Valuation Former employees are suing GreatBanc Trust Co. and executives from Buckeye Corrugated Inc., a national packaging and display products manufacturer,...
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 | June 16th, 2023 Retirement Industry People Moves CoastalOne appoints Keefe as CEO; WTW appoints Luke to lead global investments business; Calamos Wealth Management adds two senior executives;...
Deals and People | May 26th, 2023 Retirement Industry People Moves Cambridge Associates names Davidson as president, head of investing; retirement consultant Mischell Joins Agilis as managing director; ACA Group appoints...
Deals and People | May 24th, 2023 Cambridge Associates Names New President, Head of Investing Samantha Davidson will arrive from Mercer to take the reins in July, as Noel O’Neill moves into a new investment...
Deals and People | January 26th, 2023 Armour to Step Down as Capital Group CEO, Gitlin to Take Job in October Capital Group, which runs American Funds, made the announcement amid what the company called long-planned leadership changes.