
Retirement Industry People Moves
Empower Retirement selects core market sales director; OneDigital Investment Advisors acquires portion of Vertical Financial Group; New Partner joins MKCI; and more.

Retirement Industry People Moves
BNY Mellon appoints financial institutions head; Ascensus selects head of sales for FuturePlan; Pentegra adds new regional director; and more.

Retirement Industry People Moves
Mercer Advisors acquires Atlanta wealth management firm; Wagner Law Group appoints partner; PCS Retirement acquires ABGRM; and more.
Truist Sells 401(k) Recordkeeping, Advisory Businesses
Ascensus and Empower will take on parts of the 401(k) recordkeeping business, while OneDigital will assume the 401(k) investment advisory business.

Retirement Industry People Moves
PCS makes additions to leadership team; Raymond James Financial acquires NWPS; and more.
On the Move

Retirement Industry People Moves
Advisor Group and Securities America recruit Gaulden & Associates; NTSA hires executive director; retirement services SVP joins PlanMember; and more.

Retirement Industry People Moves
Global Client Group head joins AB; Alger hires SVP and institutional team co-head; The Standard hires retirement plan consultant for Northern California and Nevada; and more.

Retirement Industry People Moves
Beacon Pointe Advisors merges with CBD Wealth Management; Strategic Benefits Advisors hires leader of DB administration team; and Nationwide hires chief data officer.

Retirement Industry People Moves
Strategic Development VP joins Pentegra; PCS Retirement adds new hires to marketing department; TIAA president and CEO announces retirement; and more.

Retirement Industry People Moves
OneDigital acquires Berkshire employee benefits division; SageView Advisory Group hires institutional client relationship leaders; Janus Henderson investors selects ESG global head; and more.

Retirement Industry People Moves
TRA hires Texas and Louisiana regional sales consultant; DWS selects head of wealth practice; Bar Harbor Trust Services announces new retirement plan coordinator; and more.

Retirement Industry People Moves
OneAmerica adds regional sales director for Michigan clients; Dimensional Fund Advisors names capital markets head; Findley to join USI; and more.
On the Move

Retirement Industry People Moves
Ameritas announces new officer elections; TRA acquires retirement solutions firm; Northern Trust lengthens partnership with Driehaus; and more.

Retirement Industry People Moves
The Standard selects employee benefits lead and Rebalance names retirement services VP.

Retirement Industry People Moves
Nova 401(k) Associates names new attorney and consultant; Lockton Pacific adds employee benefits VP and producer; and CC Capital and Motive acquire Wilshire Associates.

Retirement Industry People Moves
Schroders selects fixed income head and CalPERS names private equity investment director.

Retirement Industry People Moves
QMA appoints new head of U.S. consultant relations; ABG expands to Midwest with Retirement Plan Consultants; The Wagner Law Group promotes ERISA attorneys; and more.

Retirement Industry People Moves
Unified Trust joins EdgeCo; Putnam Investments CIO announces plans to retire in 2021; Marathon Asset Management hires senior high-yield portfolio manager; and more.