Retirement Industry Deals and People Moves – 6/27/2025

Strategic Benefits Advisors Names Andy Clonts Director, Senior Benefits Consultant

Andy Klonts

Strategic Benefits Advisors Inc. named Andy Clonts as director and senior benefits consultant, responsible for driving business growth and delivering client solutions.

Clonts has more than 25 years of experience in human capital and employee benefits. His background includes strategic sales, benefits administration and the development of go-to-market strategies for Fortune 500 companies. Clonts most recently led growth and solution development efforts for Bright Horizons’ education advisory services. Before Bright Horizons, Clonts held senior roles at Alight Solutions and Aon Hewitt.

“Andy is a dynamic leader with deep industry knowledge and a client-first mindset,” said Mindy Zatto, founding principal of Strategic Benefit Advisors, in a statement. “His strategic thinking and proven ability to deliver results will help propel SBA’s continued growth as we support clients through today’s complex benefits landscape.”

Cheryl Morrison Deutsch Joins 401GO as Chief Experience Officer

Cheryl Morrison Deutsch

401Go Inc. appointed Cheryl Morrison Deutsch as Chief Experience Officer. Morrison Deutsch will lead the creation of a long-term strategy for aligning the needs of 401Go’s users and partners with the company’s products and technology.

Morrison Deutsch brings several decades of experience managing user experience in the technology, health care and financial services sectors. Previously, she served as president and CEO of HealthFleet for seven years and founded TriadHLTH Corp.

“As CXO, my job will be to help 401Go continue to reach an ambitious set of growth goals while ensuring the product needs of our many stakeholders remain the top priority,” Morrison Deutsch said in a statement. “This means evolving more than just the technology—it’s an evolution to the whole organization.”

Lincoln Financial Hires 3 for Retirement Plan Service Team

Kris Krikorian

Albert Wostal

Eric Blofsky

Lincoln Financial hired three new external wholesalers to its retirement plan services team. Eric Blofsky and Albert Wostal began May 5, and Kris Krikorian began June 2.

Each new hire is responsible for maintaining sales and growth goals, as well as managing existing relationships and expanding business to new firms and stakeholders in their respective territories.

Blofsky joins Lincoln with 16 years of experience, most recently with PIF Equity Partners LLC and Enloe Health Foundation. He reports to Divisional Sales Manager Kara Kidney and covers Northern California and Reno, Nevada.

Krikorian brings 29 years of financial services experience, most recently with Voya Financial. Like Blofsky, Krikorian reports to Kidney. He covers Orange County and San Diego.

Wostal returns to Lincoln with 18 years of retirement experience, most recently at Voya Financial. He reports to Divisional Sales Manager Vince Rainforth and covers Texas.

“I am excited to welcome Eric, Kris and Albert to the team,” said Joe Mrozek, vice president and national sales manager, in a statement. “Each bring years of impressive experience and deep relationships in their territories to our Retirement Plan Services team, and I look forward to seeing all that they will accomplish at Lincoln.”

Equitable Names Greg Boosin as Chief Marketing Officer

Greg Boosin

Equitable Holdings Inc. named Greg Boosin as chief marketing officer. Boosin joined the company’s operating committee, effective June 23. He reports to Nick Lane, president, and succeeds the retiring Connie Weaver.

Boosin will lead all aspects of Equitable’s marketing strategy to support the company’s retirement and wealth management businesses, focused on promoting business growth, client engagement and brand awareness.

“Greg is a dynamic and proven marketing leader in the financial services industry, with experience delivering measurable go-to-market strategies and driving growth across multiple verticals,” said Lane in a statement. “His strategic mindset and deep marketing expertise will further strengthen our brand as Equitable continues to meet clients where they are.”

Boosin brings more than 20 years of experience in financial services, primarily with Mastercard. Most recently, he served as Mastercard’s executive vice president of global B2B and product marketing. Previously, Boosin held senior leadership roles in marketing strategy, investor relations and merchant sales.

He also serves on the advisory board of several marketing and advertising groups, including the International Advertising Association’s North American B2B marketing operational board and the ANA CMO growth council for B2B marketing.

HarbourVest Appoints Elizabeth Pritchard Head of Data, Analytics

Elizabeth Pritchard

HarbourVest Partners LLC appointed Elizabeth Pritchard as managing director and head of data and analytics. Pritchard will lead the firm’s data vision and strategy.

Pritchard brings nearly 30 years of experience in finance, including leadership roles in data analytics and artificial intelligence. Most recently, she served as chief data and analytics officer for Liberty Mutual Investments. Prior to joining Liberty Mutual, she was the founder and CEO of White Rock Data Solutions and held positions at Cruz Information, American International Group and Goldman Sachs.

“Data-driven decision making has always been at the core of how we operate and is crucial to delivering strong outcomes for our clients,” said HarbourVest CEO John M. Toomey in a statement. “As we enter the next phase of our data journey, Elizabeth will guide us in leveraging over 40 years of data to stay ahead in a constantly evolving market.”

Hall Benefits Law Appoints Jean Yu as Partner

Jean Yu

Hall Benefits Law LLC appointed Jean Yu as a partner in its new Los Angeles office. She will lead the firm’s expansion into California.

“[Yu’s] deep expertise and collaborative approach make her the perfect fit to spearhead our California presence,” said Anne Tyler Hall, Hall Benefits’ founder and managing partner, in a statement. “This move isn’t just about geography—it’s about meeting the growing demand for trusted legal counsel on the West Coast.”

Yu brings more than two decades of experience in benefits law, including Employee Retirement Income Security Act compliance and executive compensation. She also works on union-related pension issues and collective bargaining matters. Beyond ERISA work, Yu counsels public and private companies on employee agreements and equity arrangements.

The firm has other offices in Atlanta, Wayne, Pennsylvania and Charleston, West Virginia.

Aquiline Elects 4 New Partners

Aquiline Capital Partners L.P. has elected Daniel Flueckiger, Stewart Koenigsberg, Dante La Ruffa and Matthew Woeste as partners.

Flueckiger joined the firm in 2019. He leads the London office and the firm’s European investment activity. Flueckiger most recently served on the board of Quintes, an independent insurance broker in the Netherlands that was sold to Brown & Brown.

Koenigsberg also joined Aquiline in 2019. He serves on the firm’s management committee and is now the chief financial officer. Koenigsberg has worked on institutionalizing Aquiline’s platform and played a role in structuring several recent funds, particularly in credit.

La Ruffa joined the firm in 2017 as one of the first members of its venture fund investing team. He was appointed co-head of venture in 2024 and most recently led the firm’s investment in Mirador, a family office investment reporting solution provider that was sold to iCapital. He has focused chiefly on investment management and insurance technology.

Woeste joined Aquiline in 2013 and leads the firm’s investments across insurance technology and services as well as legal technology. He serves on the board of Ontellus, a health record retrieval and claims intelligence provider.

“This class of new partners reflect[s] not only exceptional performance but also deep alignment with our mission and values,” said Igno van Waesberghe, Aquiline’s managing partner, in a statement. “Each of these new partners strives to do the right thing, acts with honesty and judgement, and balances collaboration with decisive leadership.”