Deals & People

Mutual of Omaha is now offering plan sponsors a retirement platform that integrates with existing third party administrators.

US Fiduciary, Inc. (USF) announced that Mark Tidwell and Charlie Rawl have left Stanford Financial and joined US Fiduciary’s platform, under the brand Zenith Wealth Management.

Mutual of Omaha has entered into a definitive agreement to acquire the assets and personnel of Retirement Marketing Services (RMS), a Dublin, Ohio-based independent wholesaler specializing in marketing...

The Board of Directors of The Vanguard Group has elected F. William McNabb III as President and Director of Vanguard, effective March 1.

Jared Buell has joined the San Francisco-based investment management firm as Vice President of Institutional Sales and Service.

Today, Natixis Global Asset Management announced its acquisition of Cincinnati-based investment manager Gateway Investment Advisers.

CBH Pensions, Inc., provider of retirement plan consulting and administrative services, has joined Alliance Benefit Group, a national network of independently owned retirement plan consulting and administration firms.

Prudential Retirement has tapped James K. Cornell as senior vice president and chief marketing officer.

Cincinnati-based financial consulting firm, CHALK Advisory Board, Inc., has merged with registered investment advisory firm, Fiduciary Consulting Group, Inc.

The Principal Financial Group has adopted an integrated approach to support retirement plan consultants and independent registered investment advisers (RIAs).

JPMorgan has named James E. Murphy as chief executive officer of JPMorgan Retirement Plan Services.

Cynthia King has joined Lincoln National Corporation as Head of Product for Lincoln Employer Markets’ Defined Contribution and Executive Benefits business segment.

Frank Waltman has joined Prudential Retirement as head of its Investment Products team.

Prudential Fixed Income Management (PFIM) has named Michael Lillard as Chief Investment Officer, the company announced

Prudential Retirement has entered into a distribution agreement with The Newport Group to offer Prudential IncomeFlex, a 401(k) retirement income solution.

William Keane has joined MassMutual's Retirement Services Division as a sales director, according to the firm.

Heidi Walsh, who has headed up T. Rowe Price’s strategic marketing efforts, will now turn her focus to consultants and advisers.

Prudential Annuities has completed a second round of educational training classes with the University of Pennsylvania’s Wharton School as part of an executive retirement education program for advisers.

The Newport Group has appointed Vanessa Watkins, the firm’s Director of Retirement Plan Services, to the newly created position of Vice President of Strategic Alliances.

National Retirement Partners, Inc. (NRP) has closed on the acquisition of four advisory groups, thus completing their latest round of the firm’s acquisition strategy.