Deals & People

WMSI’s suite of services and rollover solutions will be part of DST Retirement Solutions.

Alliance Benefit Group has added The Retirement Plan Company to its national network.

F-Squared Investments has filed for bankruptcy and agreed to sell its intellectual property, investment strategies and investment management contracts.

Morgan Stanley veteran Charles Reinhard will lead portfolio strategy and thought leadership provided to advisers and investors.

Too much time is spent on fees, funds and fiduciary, and not enough on the point of a retirement plan: how successfully participants retire, says RPA’s Todd Timmerman.

LPL Financial has been selected to provide clients of Retirement Planning Analytics with fee-based investment advisory services.

Benefit Plans Administrative Services (BPAS) has acquired the defined contribution plan administration practice of Lifetime Benefit Solutions (LBS).

Don MacQuattie joins the firm from Capital Group.

Sun Life Investment Management has agreed to purchase Prime Advisors.

An integrated global platform delivering a wide array of advice and analytics services is one goal of a merger between Towers Watson and Willis Group.

Baystate Fiduciary Advisors, Wharton Hill Advisors, Strategic Retirement Group and Ingham Retirement Group are the newest members.

The acquisition will increase OneAmerica’s assets under administration by approximately $26 billion.

HANYS Benefits added a team of strategic business leaders headquartered on Long Island.

The firm has hired two executives and promoted two others.

Anova Consulting Group has added two executive interviewers and one senior research analyst to its staff.

NFP Advisor Services says Mike Pedlow will be the firm’s compliance chief. 

Jacob O’Shaughnessy has been promoted to lead retirement services at Arnerich Massena.

Michael Kreps has rejoined the Groom Law Group to help expand the premier policy practice.

Robert Zeidman, a business development officer in PNC’s institutional asset management unit, is now OCIO product specialist.

Paul Murray has experience working with hospital and higher education 401(k)s and 403(b)s.