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Deals and People

February 24, 2017

Retirement Industry People Moves

Goldman Sachs to Acquire OCIO Business; HealthSavings Administrators Appoints Industry Vets to National Sales Team; The Standard Hires Plan Consultant; and more.

February 17, 2017

Retirement Industry People Moves

American International Group Expands Retirement Business; OneAmerica Appoints President of Individual Insurance and Retirement Services; PenChecks Hires VP of Institutional Sales; and more.

February 10, 2017

Retirement Industry People Moves

Nationwide Combines Public and Private Retirement Plan Teams; Lincoln Financial Names New President of Tax-Exempt Retirement Plans; Consequent Capital Management Acquires Gray & Company Assets; and more. 

January 27, 2017

Retirement Industry People Moves

Paychex Adds LPL Financial’s Employee Advice Solution; Amerilife Names New CEO; New Sales Consultant Joins The Retirement Advantage; and more.

January 13, 2017

Retirement Industry Moves

Morningstar Expands Executive Leadership Team; Mercer Advisors Acquires Novos Planning Associates; FPA and T. Rowe Price Launch Active Management Educational Initiative; and more.

January 06, 2017

Retirement Industry People Moves

Lincoln Investment Capital Holdings Purchases Legend Group Holdings; Morgan Lewis Extends Employee Benefits Services with Three New Partners; AllianzGI Acquires Sound Harbor Partners; and more

December 23, 2016

Retirement Industry People Moves

T. Rowe Price Retirement Expands Small-Market Sales Team; Lockton Expands Retirement Business; Virtus Investment Partners Acquires RidgeWorth; and more.

December 16, 2016

Retirement Industry People Moves

TIAA Hires New President; Mass Mutual Appoints Community Responsibility Director; Mercer Acquires Thomsons Online Benefits; and more.

December 09, 2016

Retirement Industry People Moves

Community Bank Systems to Acquire Northeast Retirement Services; IFM Names Development Director; PGIM Names Head of Research for Institutional Advisory Services; and more.