Retirement Industry People Moves – 5/15/2026

Orion Adds New Product Lead 

Orion Advisor Solutions Inc. announced that Yi-Ching Wu, executive vice president of wealth management product and platform, has joined the company to lead product and platform strategy for its wealth management business.  

Wu previously held a senior leadership role at AssetMark, where she oversaw investment platform initiatives and strategic partnerships. At Orion, she will focus on integrated wealth management solutions and expanding advisor platform capabilities as demand grows for scalable and personalized advisory technology.  

Orion President Ron Pruitt said Wu’s experience in investment products and platform strategy will help the company continue improving advisor efficiency and client outcomes.

Nationwide Announces Retirement Leadership Moves 

Nationwide Retirement Solutions announced several leadership changes within its sales organization as the company looks to strengthen growth and client retention efforts in the public sector retirement market. Amelia Dunlap, vice president of government retention and growth, will oversee public sector teams focused on plan profitability and growth after previously leading the company’s marketing division.  

Brenda Anderson, associate vice president of strategic relationship management, will focus on long-term growth and retention strategies for Nationwide’s largest clients, while John Archer, associate vice president of government large case, will lead teams serving very large government plans. Suzanne Ricklin, senior vice president of retirement solutions distribution, said the moves are intended to deepen relationships with plan sponsors and intermediary partners while supporting continued expansion in the retirement marketplace.

Morgan Lewis Rehires Engle to ERISA Practice

Morgan, Lewis & Bockius LLP announced it has rehired Sarah Engle as a partner in the employee benefits and executive compensation practice in its Chicago office as the law firm continues expanding its benefits advisory capabilities. 

Engle returns to the firm after previously spending six years there. She most recently worked at McDermott Will & Schulte. Her practice focuses on employee benefit plans, executive compensation matters, compliance with the Employee Retirement Income Security Act and benefits issues tied to corporate transactions. Firm Chair Jami McKeon said Engle’s experience will strengthen the firm’s ability to advise clients navigating increasingly complex compensation and benefits regulations.

Willis Johnson Wealth Names New CEO

Willis Johnson Wealth named Nick Johnson its CEO as part of a leadership transition aimed at supporting the Houston-based wealth management firm’s continued expansion.  

Johnson, who will also remain chief investment officer, has helped guide the firm’s strategic direction and investment platform for more than a decade. Founder Willis Johnson—Nick’s father—will move into the role of executive chairman, where he will continue advising the firm’s leadership team and long-term strategy.