Deals and People

Congruent Solutions elevates North American chief operating officer; Edelman Financial Engines appoints chief financial officer; Verity Asset Management names director of participant engagement and ambassador for new business...

AIG names new chief investment, risk and underwriting officers; Verus adds two senior consultants in Chicago; LIMRA hires two industry executives to join research leadership team.

AIG names new chief investment, risk and underwriting officers; Verus adds two senior consultants in Chicago; LIMRA hires two industry executives to join research leadership team.

Russell Investments hires endowment expert; SEI announces appointment of next CEO; Northern Trust Asset Management names co-head of fixed income; and more.

Pentegra hires vice president of trust services; Multnomah Group expands team and client service capabilities; AIG announces rebrand of life and retirement business; and more.

The Standard hires new retirement plan consultant; NFP expands benefits capabilities with acquisition.

Transamerica names new president of individual solutions; Robeco appoints head of alternative alpha research; Security Benefit Announces CEO Mike Kiley’s retirement; and more.

TRA adds director of client services and Ameritas announce new executive vice president.

PGIM names head of DC Solutions business; OneAmerica hires leader for Participant Workplace Solutions team; and Transamerica acquires multiple employer plan service provider.

With the integration completed, Principal Custody Solutions now serves nearly 3,000 institutional clients representing more than $1 trillion in assets.

Alerus names new senior retirement specialist; WTW appoints global head of credit, manager research; and NFP acquires AFS Advisors.

Alerus adds senior retirement specialist; HSA Bank acquires HSA solutions provider; Innocap to acquire BNY Mellon’s HedgeMark business; and more.

J.P. Morgan announces insurance and annuities head; Verity Asset Management names chief governance officer; River and Mercantile consulting business announces rebrand; and more.

MetLife Investment Management fills lead LDI strategist role; Smart adds head of fiduciary oversight; Principal announces new U.S. retirement business president; and more.

J.P. Morgan announces new private equity team; PGIM creates global head of ESG role; OneAmerica bolsters health care sector team with new hire; and more.

President Joe Biden’s nominee for assistant secretary of labor for the Employee Benefits Security Administration, Lisa Gomez, has deep experience in labor issues.

LeafHouse Financial announces new transitions; CalPERS board elects new leaders; Creative Planning acquires Reilly Financial Advisors; and more.

Mercer appoints U.S. defined contribution leader; PBGC-focused law firm joins The Wagner Law Group; Schroders names North America head of sustainability; and more.

Faegre Drinker names benefits and executive compensation partner; Smart enters into agreement to acquire Stadion; MidAmerica joins USRBP; and more.

Transamerica selects large market retirement sales leader, while TRA completes third acquisition of 2021.