Lincoln Trust Acquires Pension Consulting Firm
Lincoln Trust Company has acquired Independent Pension Consultants Ltd. (IPC), a regional plan administration and consulting firm in Eden Prairie, Minnesota.
Deals & People
Mesirow Hires Head of Portfolio Research
Mesirow Advanced Strategies named Matthew Strube senior vice president and head of portfolio research to assist in all aspects of portfolio construction, risk and allocation.
Arthur Gallagher Acquires Employee Benefits Brokerage
Arthur J. Gallagher and Co. of Itasca, Illinois, acquired Broker Benefit Services LLC.
Great-West Names Government Markets Sales Director
Chris Solimine was hired as a regional sales director for government markets for Great-West Retirement Services.
Buck Consultants Hires Managing Director of Knowledge Resources
Tamara M. (Tami) Simon joined Buck Consultants as managing director of knowledge resources.
Standard Retirement Welcomes Back Keys as Relationship Manager
Lisa Keys was appointed relationship manager for the Dallas Retirement Plans office of Standard Retirement Services Inc.
Lincoln Financial Names National Sales Manager
Lincoln Financial Distributors promoted Andrew DeLoreto to national sales manager.
Sigma Planning Teams with InterServ for ERISA Services
Sigma Planning Corp. (SPC) announced a strategic alliance Tuesday in which InterServ LLC will provide Employee Retirement Income Security Act (ERISA) investment advisory services.
MassMutual Adds Sales Director to Retirement Services Division
Marina Narganes joined MassMutual’s retirement services division as a sales director.
MassMutual Adds Sales Director to Retirement Services Division
Marina Narganes joined MassMutual's Retirement Services division as a sales director
BlackRock Chief Equity Strategist Doll to Retire
Robert Doll, BlackRock’s senior managing director and chief equity strategist, is retiring at the end of June, according to multiple news and wire reports.
ING Investment Management Bulks Up DCIO Team
ING Investment Management U.S. has rounded out the firm’s defined contribution investment only (DCIO) business team with a number of recent hires.
Great-West Promotes McLeod to SVP of Product Management
Dave McLeod was promoted to senior vice president of product management at Great-West Life and Annuity Insurance Co.
Citi Expands Consultant Relations Team
Frederick Bailey was promoted to head of Citigroup Inc.’s North America consultant relations division.
J.P. Morgan Hires McDermott as Head of Sales
J.P. Morgan Retirement Plan Services has named Bill McDermott head of Sales and Client Solutions, a newly created position.
New York Life Names Senior RM for Taft-Hartley Market
Arthur Georgantas joined New York Life Retirement Plan Services as vice president and senior relationship manager in the Taft-Hartley market.
Morningstar Names President of Global Investment Management Division
Thomas Idzorek was promoted to president of Morningstar’s Global Investment Management Division.
LPL and Retirement Benefits Group Add Five Advisers
Matthew Haerr, Christine Soscia, Amir Arbabi, Peter Littlejohn and William Brown were hired as retirement plan consultants by LPL Financial LLC and Retirement Benefits Group.
ETF Portfolio Names Senior Investment Adviser
ETF Portfolio Partners Inc., an advisory firm that manages portfolios of exchanged-traded funds (ETFs), hired David A. Vaughn as a senior investment adviser.
MassMutual Retirement Adds to Relationship Management Team
The Retirement Services Division promoted Kevin Reilly to relationship manager and hired Thomas Nawrocki as senior relationship manager.