Deals & People

P-Solve completed the merger of its U.S. subsidiary with Cassidy Retirement Group (CRG).

Retirement Plan Advisors (RPA) appointed Vernon Kempker as vice president of finance and operations in its Jefferson City, Missouri office. 

 U.S. Bank National Association entered into a definitive agreement with Union Bank, N.A.

Larry Petrone was appointed as kasina’s head of research.

Curian Capital, LLC hired Keith Johnson as vice president of practice management.  

Putnam Investments appointed James F. Bumpus as the firm’s head of strategic accounts.  

Alliant Insurance Services acquired Thesco Retirement Planning Services (TRPS). 

Retirement Plan Advisory Group (RPAG) formed an alliance with National Planning Holdings Inc. (NPH) to provide access to its network of registered representatives looking to grow their retirement...

Pensionmark Retirement Group opened an office in Fort Wayne, Indiana.  

Prudential Retirement appointed Joan Bozek as senior vice president of investment products.

Neuberger Berman Group LLC appointed Brian Saltzman as a wealth adviser and vice president in the firm's New York City office.

Reliance Trust Company added employee stock ownership plan (ESOP) valuation expert Bucky Wright to its investment team. 

Cohen & Grigsby, a business law firm, appointed Martha Jo (“Marty”) Wagner as a director in the firm’s ERISA and Employee Benefits and ERISA Litigation Groups. 

Fiduciary Investment Advisors opened a Boston office at 112 Water St.

Following the recent acquisition by Asset International, Financial Research Corporation (FRC) has a new focus on research priorities.

Great-West Retirement Services appointed Jay Killgore as regional sales director for Nebraska.  

The Newport Group appointed Monica Elvira and William Callaway as regional directors.

Great-West Life & Annuity Insurance Company appointed Sid Kotwal as assistant vice president, marketing strategy. 

Putnam Investments has added three to its adviser-focused defined contribution sales team, and says more hires are to come.

Alliance Benefit Group Carolinas Inc., a subsidiary of Pentegra Services Inc., is acquiring Brown Edwards & Associates Ltd.’s qualified plan administration business.