Deals & People

Morningstar, Inc. announced that Peng Chen will be taking up the post, leaving his current role as president of Morningstar's Ibbotson Associates unit.

Goldman Sachs Asset Management, L.P. (GSAM) added three executives to its defined contribution team to expand the business and strengthen client offerings.

James McCrary joined SageView Advisory Group as a Retirement Plan Consultant in the West Team.

EPIC Advisors, a defined contribution recordkeeper, announced that Jim Genthner will be the new president.

Triad Advisors, Inc., a subsidiary of Ladenburg Financial Services Inc., announced that Planning Solutions Group is joining the firm as an independent branch office.

DST Retirement Solutions brought on Gary Lineberry as vice president.

Brian Swanson joined the Institutional Trust & Custody division of Union Bank, N.A. as a senior client relationship manager and product executive.

Janus Capital Group Inc. appointed Edward DeMarino as vice president and director of Financial Institutions. 

Office Depot chose Fidelity Investments to provide it with benefits administration services.

Nationwide Financial Services chose Carlo Cordasco as retirement income planning specialist covering the Northeast region.

LCG Associates, Inc., an institutional investment consulting firm headquartered in Atlanta, has promoted Britt L. Bentley, to Vice President.

Craig Castner joined ING U.S. Retirement Services as the wirehouse regional vice president covering New York City.

Transamerica Retirement Services announced the hiring of Daniel Long as division vice president in the company’s central region.

Gannett Welsh & Kotler, LLC (GW&K), a manager of active fixed income and equity investment strategies, announced the hiring of John Brescia and Michael Clare for institutional sales...

Investment industry veteran Art Nunes and his Dynamic Investing Group have joined Northwest Asset Management.

Lincoln Financial Group announced that Donna MacFarland has joined the company as Marketing Director for the Defined Contribution business.

The Associated Press is proposing a new contract with union employees under which its defined benefit pension plan would be frozen.

Fidelity Investments has been chosen by AT&T as its sole retirement provider, Fidelity announced.

Lincoln Financial Distributors, the wholesale distribution subsidiary of Lincoln Financial Group, announced that Greg Libby joined the firm as regional sales director with the Defined Contribution /401(k) team.

The Financial Industry Regulatory Authority (FINRA) has chosen J. Bradley Bennett as the new Head of Enforcement.