Rehmann Retirement Builders Takes on Principal
Ryan Sullivan has been made principal-in-charge of Rehmann Retirement Builders.
Deals & People
Longfellow Benefits Adds Two VPs
Lynn Gillis was hired as vice president of client services and Ryan P. McDermott, as vice president of business development by Longfellow Benefits.
Farmers National Banc Corp. to Acquire NAI
Farmers National Banc Corp. has agreed to acquire the retirement planning consultancy National Associates Inc. (NAI).
Reliance Financial Completes Merger
The acquisition of Citigroup Trust-Delaware N.A. by Reliance Financial Corporation was completed, and the new company is Reliance Trust Company of Delaware.
CUNA Mutual Hires VP, Retirement Plan Services
Natalie Young joined CUNA Mutual Group and its affiliate, CPI Qualified Plan Consultants Inc., as a regional vice president for southern California.
Newport Group Adds Regional Director
Patrick Labriola joined the Newport Group as regional director covering the Northwest.
Mutual of Omaha Names 401(k) Sales Director
Patrick J. Bello was named 401(k) national sales director of Mutual of Omaha Retirement Services.
Robeco Names Institutional Distribution Head
Kerry James has been named head of institutional distribution at Robeco Investment Management, effective June 1.
Wilshire Consulting Adds Actuarial Services
Wilshire Consulting has added actuarial services to complement its investment advisory and outsourcing business.
Mesirow Promotes Managing Director
Steven M. Perlman was promoted to managing director of Mesirow Financial’s investment advisory group.
New York Life Adds Relationship Managers
Francesca Truska and David Ramirez joined New York Life Retirement Plan Services as relationship managers in technology and communications.
Buck Consultants Hires Global Survey Leader
Lindsay Scott has joined Buck Consultants, a Xerox company, as leader of the global survey team and principal in its knowledge resource center.
Unified Trust Appoints New CIO
Michael Weiner, a former bank vice president, was named chief investment officer of Unified Trust Company N.A.
ING Hires Sales Head for Tax-Exempt Plans
Ernest Jordan was hired as head of tax-exempt markets sales for the institutional retirement operations of ING U.S.
Mercer Appoints US Delegated DC Leader
Liana Magner has been appointed U.S. Delegated DC Leader for Mercer’s Investments business.
USI Consulting Hires Associate VP and Actuary
Lisa Larsen was hired as an associate vice president and actuary by USI Consulting Group.
Lyxor Hires Hedge Fund Research Head
Frank Frecentese has joined Lyxor Asset Management’s New York office as the deputy head of hedge fund research.
Unified Trust Hires Retirement Investment Analyst
Unified Trust Company hired Andrew Windsor as a retirement investment analyst.
Drinker Biddle Hires Partner for Employee Benefits
Frances P. LaFleur joined Drinker Biddle & Reath LLP as a partner in the firm’s Employee Benefits and Executive Compensation Practice Group.
Mercer Names Principal for Investments Business
Mercer named Sabrina Bailey a principal in its Seattle Investments business.