Deals & People

People on the move at Cetera Financial Group, Neuberger Berman, FinMason, Putnam Investments and more. 

The Investment Management Division of Goldman Sachs has agreed to acquire the web and mobile-based retirement savings platform, which specializes in the start-up and micro-plan markets. 

People on the move at Mutual of America Life Insurance Company, Beacon Pointe Advisors, TIAA and Pentegra Retirement Services.

New hires, promotions and deals at Delaware Investments,  RTD Financial Advisors,  SEI  and more.

New hires and promotions at Channel Financial Pension Services, Groom Law Group, Cambridge Investment Research and more.

New hires at Northern Trust Asset Management and Index Fund Advisors, and executives on the move at Findley Davies.

New hires at OneAmerica, T. Rowe Price, JP Morgan Asset Management and Lincoln Financial Group.

New hires and promotions at Hamilton Capital Management, SEI, Fiduciary Investment Advisors and more.

New hires and promotions at Acadian Asset Management, Alpha Pension Group, Pentegra Retirement Services, Cafaro Greenleaf and more.

Industry consolidations and acquisitions aren’t likely to slow in 2016, experts note, and the announced acquisition of AIG Advisor Group by a private equity firm only strengthens the...

Russell Investments, Pavilion Advisory, Guardian and others make new hires.

A new guide from the Consumer Financial Protection Bureau charts the complex twists and turns involved in a pension buyout—especially the trade-offs individuals face between lump sums and...

Guardian names new government affairs head; Mainstay expands institutional sales team; an acquisition for The Retirement Advantage; and GW&K Investment Management adds relationship management VP.

Arnerich Massena transitions some of its plan services business line to SageView Advisory; new hires at Macquarie Group and more.

The American College New York Life Center for Retirement Income names co-director, and an Illinois bank opens an investment unit with retirement services.

Lathrop & Gage adds an ESOP pro, BTIG expands its transition management unit, Triad Advisors names new CEO, and more.

The companies expect to bring new market cap-based equity strategies to retirement plan clients, with a focus on target-date funds. 

This week: Jefferson National creates an investment and research position, CBIZ makes another acquisition, Arnerich Massena names a division managing director and more.

This week: Amundi Smith Breeden’s new hire, and TPA United Retirement Plan Consultants partners with a data and tech recordkeeping provider.

Larry Zimpleman, who worked at The Principal Financial Group for 44 years in various roles, will retire in January.