Deals & People

ESOP and ERISA Litigators Join McDermott Willl & Emery as Partners; IRI Names New President and CEO; Callan Adds Team Member to Capital Markets Group; and more.

Bernstein Adds Industry Executive to Philadelphia Region; T. Rowe Appoints CIO to Head of Investment Strategy; The Hilb Group Acquires Actuarial Consulting Firm; and more.

The LIFT University program encourages women in college to learn about the financial adviser profession, connecting them with experienced mentors and recruiting opportunities. 

Voya hires regional sales vice president; Northern Trust names former employee its new strategy director; Broadridge announces a series of changes to its global operations team; and more....

Past Wholesaler Forms Retirement Plan Consulting Firm; Pentegra Names TPA Operations Director; San Francisco-Based Advisory Firm Rebrands; and more

PCS Announces Series of Promotions and Hires; CUNA Mutual Grows Sales Force with Addition of Regional VP; USI Selects Retirement Services VP; and more.

The Wagner Law Group Welcomes Attorneys Quinn and Burwick; Independent Retirement Hires Retirement Plan Consultant; SageView Hires Managing Director; and more.

Sources say this leading asset manager company will bring Invesco $248 billion in new client assets.

By partnering with RPAG, Voya Financial Advisors wealth advisers will have an opportunity to grow their business in the 401(k) space.

Stadion Names New Retirement Strategies CIO; Nationwide Names New Marketing Leader; Experienced ERISA Experts Join Steptoe & Johnson LLP; and more.

OneAmerica Expands Sales Team with Three Hires; Mesirow Board of Directors Member Appointed as CEO; LifeYield and SS&C Merge to Produce Adviser Solutions Suite; and more.

Giesting Financial Joins PCIA; BPAS Announces Presence in Cincinnati; EACH Enterprise and Chatham Partners Team Up for Provider Transitions; and more.

Past Wilshire Leader Rejoins Firm; Resources Investment Advisors Undergoes Rebranding; T. Rowe Price Retirement Hires Senior Sales Exec; and more.

Litigator Rejoins Reed Smith; Cerulli Integrates MMI Advisory Platform; LCG Associates Promotes Investment Analyst to Consultant; and more.

At the end of the day there just aren’t all that many people working on retirement plans, so it is only natural that firms will compete for and...

TRA Hires Regional Sales Consultant; Heffernan Retirement Service Opens Seattle Office; Voya Retirement Adds SVP; and more.

Mesirow Adds Managing Director to Core Fixed Income Management Team; Client Executive Joins Transamerica Western Region; Ascensus Acquires Continental Benefits and 401k Plus; and more.

Wilshire Adds Senior Investment Professionals; Ladenburg Thalmann Invests in Tax Automation Provider; Southern Maryland Insurance Joins The Hilb Group; and more.

Raytheon is the latest large employer to enter into a group annuity transaction, transferring nearly $1 billion in benefit obligations to Prudential.

Milliman is still very much a mid-tier recordkeeping provider by scale, ranking 53rd in terms of the total number of plan served and 27th in total assets in...