Deals & People

Executive Vice President Elaine Sarsynski, currently Chairman, President and CEO of MassMutual International LLC, will assume additional responsibilities as head of the Retirement Services Division.

Four investment industry veterans have hung out a new shingle as Agility Asset Management, LLC.

Dave Liebrock, formerly executive vice president, retirement, at Fidelity Investments Institutional Services, Co., has left the firm to become a financial adviser with CAPTRUST Financial Advisors.

Marsh&McLennan Cos.' Insurance brokerage unit Marsh announced changes to its global organizational structure as well as several senior management appointments.

Chicago-based Hub International Limited, an insurance brokerage, announced Hub International of California Insurance Services, Inc. has acquired employee benefits consultant JRN Benefits.

Facing at least three lawsuits over its handling of investments in mortgage-backed securities, State Street Corp. on Thursday announced a new head of its investment unit and establishment...

JPMorgan Funds, the U.S. mutual fund business of JPMorgan Asset Management, has announced that David Kelly will become its Chief Market Strategist.

Marsh&McLennan Cos Inc (MMC) has announced it will replace embattled CEO Michael Cherkasky and is evaluating strategies to boost shareholder value.

ExpertPlan, a provider of private-label recordkeeping solutions to the retirement plan industry, has announced a new strategic partnership with the registered investment adviser (RIA) firm Brock Asset Management.

Defined benefit plan sponsors could soon benefit from a recent acquisition by the Hartford.

The Hartford has managed a hat trick, announcing its third acquisition this month.

The Principal Financial Group has agreed to acquire Retirement Consulting Actuaries, Inc. (RCA).

Ellyn A. McColgan, who left Fidelity Investments abruptly this summer, has been named president and chief operating officer of Morgan Stanley’s global wealth-management group.

Matrix Financial Solutions, a provider of back-office, trust, custody, trading, and mutual fund settlement services for financial institutions, has acquired ICC Plan Solutions, a provider of communication materials...

Mobile, Alabama-based recordkeeper DailyAccess Corporation has announced the creation of an Institutional Sales team.

Raleigh, NC-based Schwab Performance Technologies (SPT) has entered into an agreement to acquire RIA back office outsourcing provider Etelligent Consulting, Inc.

The Hartford has made another acquisition – this time Sun Life Retirement Services (U.S.), Inc. (RSI), a 401(k) plan administration business.

Patrick Sullivan has been named as leader of SEI’s National Accounts Team, which delivers specialized support to broker/dealer home offices.

John Hancock Retirement Plan Services (JHRPS) has turned to Paul Fichera as Senior Vice President of Sales Development Services.

RolloverSystems Inc. (RSI) announced that DailyAccess has included RSI's retirement plan rollover and support services on its recordkeeping and administrative services platform.