Deals & People

After 25 years with Nationwide Financial, William S. Jackson, senior vice president for Retirement Plans, will retire at year-end.

NAVA, the Association for Insured Retirement Strategies has completed a rebranding and is now known as the Insured Retirement Institute (IRI).

UNIFI Companies Retirement Plans announced it will enter the registered investment adviser (RIA) and fee-based marketplace with the acquisition of the Lincoln, Nebraska-based Assurity Advisors, Inc.

Old Mutual Asset Management has facilitated the move of Neuberger Berman Group's eight-person cash management team to Dwight Asset Management Company LLC, an institutional fixed-income manager and Old...

Principal Global Investors announced Jill Cuniff will join Seattle-based Edge Asset Management as president.

RPG Consultants has added Counsel Trust Company, doing business as Mid Atlantic Trust Company, to the RPG401k platform.

Keith Thomas has joined EIM Management USA, the U.S. affiliate of the EIM Group, a fund of hedge funds, as a director, Business Development.

Eugene Oppo has joined Aon Consulting as senior vice president and retirement practice leader of the Northeast region.

Mary Ann Arlt has joined Fiduciary Counselors Inc. as senior vice president, Plan Administration, and Kathy Griswold has joined as director of investments, the company announced.

Goldleaf Partners, a national retirement and employee benefits administration and consulting firm, has named Thane Walton as sales director.

Great-West Retirement Services promoted Cindy Knight to regional sales director, the company said.

Melanie Tom-Warner has joined UBS Financial Services Inc. (UBS) as director, head of Client Relationship Management for Corporate Employee Financial Services (CEFS).

Ascensus announced that it has signed an agreement to acquire CUNA Mutual Group’s IRA Services division.

The Irvine, California-based SageView Advisory Group, an independent retirement and wealth management consulting firm, has added Robert Patton and David Shnapek to its staff.

Charles E. “Ed″ Haldeman, Jr., will step down from his positions as chairman of Putnam Investment Management, LLC, president of the Putnam Funds, and member of the Board...

Clearing and custody providers RBC Correspondent Services and RBC Advisor Services, divisions of RBC Capital Markets Corporation, will implement SunGard’s WealthStation wealth management platform.

Towers, Perrin, Forster&Crosby, Inc. and Watson Wyatt Worldwide, Inc. have combined to form a new entity, Towers Watson.

DailyAccess Corporation, a Mobile, Alabama-based plan provider, has acquired the pension and group benefits business of FBD Consulting, Inc.

First in a Series of Global Media Acquisitions Planned by Asset International

Symetra Financial announced that Ernest Jordan has joined the company as managing director of the company’s 403(b) Group Distribution Channel.