Deals and People

Private equity firms acquire Wells Fargo Asset Management, while T. Rowe Price Retirement Plan Services makes key hires.

The deal means that GTCR and Reverence Capital will also acquire Wells Fargo Bank’s North American-based business of serving as trustee to its collective investment trusts (CITs) and...

Reams selects fixed income professional as portfolio manager; Schroders announces recent hires in New York and Denver; ERISA attorney joins Jackson Lewis P.C.; and more.

TRA acquires R. Bruce Tanner & Associates; Leech Tishman adds veteran employee benefits attorney; and director and consulting actuary joins R&M. 

Prudential selects CEO of U.S. Insurance & Retirement Business and OneAmerica hires regional sales director. 

New Partner joins MKCI; DOL appoints leadership for 2021 Advisory Council; and ICMA-RC brings in new SVP and chief marketing officer. 

Does your retirement plan adviser go above and beyond for your plan and participants? Tells us their story by nominating them for the 2021 PLANSPONSOR Plan Adviser of...

Pentegra adds new regional director; director and consulting actuary joins R&M; Reed Smith adds New York-based executive compensation partner; and more. 

Wagner Law Group appoints partner; PCS Retirement acquires ABGRM; and BNY Mellon announces new additions. 

Apart from potentially reversing course on fiduciary rule-related regulations, there are many other areas where sources suggest the next DOL Secretary could drive significant changes.

In addition, OneDigital has acquired the bank’s 401(k) investment advisory business.

U.S. Retirement & Benefits Partners specializes in K-12, governmental, corporate and nonprofit retirement plans.

Raymond James Financial acquires NWPS; Vestwell names retirement services president; and more.

NTSA hires executive director; retirement services SVP joins PlanMember; and McGinnis Lochridge brings in Dallas partner. 

Schroders adds institutional director; BPAS CEO announces retirement; Alerus to acquire Retirement Planning Services Inc.; and more. 

Nominations may be made by providers, advisers, consultants, actuaries, attorneys, third-party administrators (TPAs), employees and colleagues, or, you can even nominate yourself.

Strategic Benefits Advisors hires leader of DB administration team and Nationwide hires chief data officer.

TIAA president and CEO announces retirement; Aegon AM selects head of Client Strategy; and Smart introduces new executive team. 

Newport purchases PAi; Hub acquires Leading Edge businesses; and more.

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