Deals & People

Art by Subin Yang

Retirement Industry People Moves

Cohen & Buckmann adds counsel to Employee Benefits & ERISA practice; Penn Mutual hires portfolio managers for balanced income strategy; and retirement services leader of Millennium Trust retires.

Aon and Willis Towers Watson Announce Merger

According to the firms, part of the rationale behind the move is that it combines two highly complementary businesses into a technology-enabled global platform that is more relevant and responsive to client needs.

Art by Subin Yang

Retirement Industry People Moves

Wilshire Consulting president resigns and announces successor; The Standard names government and regulatory affairs director; DCIIA unveils founding members and pillars for RRC; and more.

Art by Subin Yang

Retirement Industry People Moves

Former Pentegra SVP launches expert firm focused on group retirement plans; Barber rejoins Franklin Templeton to head municipal bond team; Schwab to acquired fixed income separate accounts manager; and more.

Art by Subin Yang

Retirement Industry People Moves

Voya Retirement adds sales VP to Atlanta and South Carolina region; Thompson Hine LLP hires attorney to EBEC practice; HealthSavings appoints senior sales VP; and more.

FIA and DiMeo Schneider to Combine Forces

In a statement to their clients, it was noted that Bob DiMeo, managing partner of DiMeo Schneider, and Mark Wetzel, president of Fiduciary Investment Advisors, have known each other for decades as friends and business confidants.