Deals & People

Steve Dunlap was hired as an associate at Pension Planning $olutions Inc., a firm that provides fiduciary guidance for retirement plans.

Putnam Investments named Scott C. Sipple as head of investment product management and development. 

Jeffrey Carney will head Charles Schwab’s retail branch network.

Jon Prescott has been named president of CPI Qualified Plan Consultants Inc.  

Kevin J. Callahan joined Duff & Phelps Investment Management Co. in a new position as senior vice president and director, institutional clients.  

Michael Turgeon was appointed managing director of Advisor Services for FiPath.

Russell Investments hired Laura Grusczynski as a defined contribution (DC) specialist for the firm’s U.S. adviser-sold business.

PLANSPONSOR has announced the finalists for its annual Retirement Plan Adviser and Adviser Team of the Year awards.

 Benjamin B. Taylor joined Callan’s Fund Sponsor Consulting practice as vice president.  

Mercer announced key leadership appointments to the structure of its U.S. Region. 

J.P. Morgan Asset Management hired Richard Gray as managing director and institutional client adviser.

State Street Corporation appointed Dick Taggart to senior vice president and head of Middle Office Outsourcing Operations across North America for the company’s Investment Manager Services business. 

The Principal Financial Group Inc. announced a definitive agreement to purchase a 60% indirect ownership of Claritas Administração de Recursos Ltda. / Claritas Investments, Ltd. (Claritas).

Gallagher Benefit Services Inc. rebranded its institutional investment advisory practice as Gallagher Fiduciary Advisors, LLC (GFA).

Mary Francisco joined Pensionmark Retirement Group in its Santa Barbara, California corporate office.

J.P. Morgan Asset Management completed a reorganization of its Retirement Plan Services sales force to be fully aligned with retirement plan advisers. 

Mutual of Omaha Retirement Plans Division appointed Seth Friedman as 401(k) national sales director.

Isaiah Davis  joined Cammack LaRhette Consulting as director of business development for its New England office, based in Wellesley, Massachusetts.

Moira Duffy joined USI Consulting Group as vice president, retirement services.  

LPL Financial appointed Mimi Bock as executive vice president of Independent Advisor Services (IAS).