Deals & People

JPMorgan Funds, the U.S. mutual fund business of JPMorgan Asset Management, announced the appointment of Steve Lundquist as head of the registered investment advisor (RIA) channel.

ING is now making available Morningstar Retirement Manager, including a managed retirement account service, to more than 26,000 retirement plan sponsor clients and 1.8 million plus participants.

Wilmington Trust has made another big retirement plan services acquisition.

Retirement plan consultant and recordkeeper Alliance Benefit Group has teamed up with FOLIOfn to offer advisers retirement plan system.

Royal Bank of Canada completed the acquisition of broker/dealer Ferris, Baker Watts, Incorporated (FBW), the company said.

Arthur J. Gallagher&Co. acquired employee benefit broker The Lance Group, LLC, the company announced.

Kyle Mitchum accepted the position of national director of broker/dealer relationships at CPI Qualified Plan Consultants, Inc., a third party recordkeeping and administration company.

The Standard has opened a new Retirement Plans sales office in Indianapolis, Indiana.

Natixis Global Asset Management, L.P. (NGAM) announced that Paul C. Anderson has been named vice president of its Institutional Services division.

Mercer is making group variable annuity ClearCourse available as an investment option for the defined contribution plans it administers.

JPMorgan Retirement Plan Services announced that Hal Bjornson joined the firm as head of investment services.

Investment manager Emerald Asset Advisors, LLC, said its alternative strategies are now available on the FOLIOfn Institutional platform.

Mahoney&Associates, a privately held compensation and benefits management firm, hired David Hooban as qualified plans specialist.

ETF Portfolio Solutions, Inc., an RIA firm specializing in exchange-traded funds (ETFs), brought aboard William Koehler as CIO.

Fidelity Investments turned to Thomson Reuters executive Michael E. Wilens to fill the new position of head of asset management.

Ibbotson Associates will provide customized portfolios for SecurePath by Transamerica, a service of Transamerica Retirement Management, Inc.

Putnam President and CEO Robert J. “Bob″ Reynolds said in a conference call he approaches his new role with one thought in mind: “winning.″

Former Fidelity COO Robert L. “Bob″ Reynolds has been named President and Chief Executive Officer of Putnam Investments.

Putnam Investments named Gerald Sullivan managing director and senior portfolio manager and Rob Brookby senior vice president and portfolio manager of its U.S. Large Cap Equity group.

State Street Global Advisors (SSgA) was selected by Lincoln Financial Group for an extensive sub-advisory relationship.