Deals and People

Wagner Law Group adds ERISA attorney; Lincoln Financial Group brings in product management VP; Clark Hill announces addition to ESOP practice; and more. 

SI’s data sets will complement ISS Analytics’ data intelligence.

Hooker & Holcombe has expanded its Investment Advisory Group by hiring long-time portfolio strategist and consultant Pam Minish to the role of managing director, and Brenda Bachman as retirement plan education specialist. 

DWS Group adds portfolio management head; CBIZ purchases Sequoia business unit; Eagle Asset Management names managing director; and more. 

Stadion adds marketing VP to Maine office; TRA acquires Tennessee TPA firm; Marketing strategist joins Custodia; and more.

DWC – The 401(k) Experts brings in industry veteran as first in-house actuary; Ascensus adds two executives to retirement division; Willis Towers Watson announces leader of expat benefits...

DWS hires municipal bond director; PBGC announces several leadership appointments; Principal International names retirement income solutions leader; and more.

Newport Group acquires Kidder Benefit Consultants; Mercer closes acquisition of Summit Strategies Group; and Fiduciary Investment Advisors opens Wellesley office.

Northern Trust adds industry veteran as director of public funds and Taft-Hartley plans; Edelman Financial Engines appoints former EBSA leader to board; Investment strategist joins FIA; and more.

VALIC Appoints New Business Development Vice President; JHRPS Promotes Executives as SVP Retires; Aon Adds Sales Director to Pennsylvania Office; and more.

With the acquisition, Victory Capital is planning on developing a nationwide financial literacy platform designed to support the military community, USAA members and their families. 

Client engagement expert joins Transamerica; Ascensus acquires Pension Works for TPA division; Buckley replaces McNabb as Vanguard chairman; and more.

ESOP and ERISA Litigators Join McDermott Willl & Emery as Partners; IRI Names New President and CEO; California State Teachers’ Retirement System Hires ESG Director; and more.

The Hilb Group Acquires Actuarial Consulting Firm; Mercer Hires Past Actuarial Associate as Principal; ESOP Consultant Joins Ascensus TPA Solutions; and more.

Former regional vice president joins Securian; SageView opens new location; Calvert adds four ESG experts; and more.

Aviva Investors Appoints Head of U.S. Equities; Past Wholesaler Forms Retirement Plan Consulting Firm; Alternatives Business Expert Joins Franklin Templeton; and more.

USI selects Retirement Services VP; Former actuarial consultant joins MassMutual as pension leader; and U.S. Credit head joins TwentyFour Asset Management.

Oppenheimer is the 12th largest U.S. mutual fund family by assets.

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

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