Beacon Group Adds VP of Retirement Sales
Mark Schatzel joins the firm from Lincoln Financial.
Deals & People
MainStay Adds Two to DCIO Team
The investment firm is developing its DCIO consulting team.
Pentegra Welcomes New Regional Director
Laura Grassi joins Pentegra Retirement Services as regional director for qualified plan sales.
New SageView Office Opens in Colorado
This launch represents the fourth new location for SageView this year.
ProCourse Fiduciary Opens Kentucky Branch
Kristin Dunlevy, a retirement plan adviser, will open the Louisville office of ProCourse Fiduciary Advisors.
Global Retirement Partners Teams with Financial Finesse
Global Retirement Partners has taken another step to differentiate its adviser network by implementing a full suite of financial wellness and education services from Financial Finesse.
EPIC Advisors Names New President
The retirement specialist advisory firm announced Manuel Marques will take on the role of president.
Stadion Expands Its Sales Team
The money manager adds four vice presidents in key territories.
New Executive Director Joins SPARK
The SPARK Institute Inc. appointed a new executive director, Timothy Rouse.
JMM CPA Debuts Benefit Plan Audits Firm
The CPA firm JMM & Associates has launched a benefit plan audits firm.
A New Plan Administration Manager for TRA
The Retirement Advantage, Inc. (TRA), a retirement plan solutions provider, has appointed Charlie Pritzl as the firm's plan administration manager.
Northern Trust Spins Off Alternatives Group
Northern Trust Alternatives Group has been spun off into a separate investment boutique.
MassMutual Welcomes Vice President of Institutional Markets
Michele Baldasarre will lead a team of 30 relationship managers to support large insitutional plan sponsors and their participants.
John Hancock Makes Move to Levelize Fees
A partnership with Vertical Management Systems will bring participant revenue levelization for a variety of investment vehicles to John Hancock's Total Retirement Solutions recordkeeping platform.
J.P. Morgan Bulks Up DC Investment Team
Lada Eng, Leah Laurent, Niles Monica and Marta Rodriguez have joined J.P. Morgan Asset Management as retirement business directors.
The Standard Hires New Retirement Plan Consultant
Christopher Hale has joined The Standard as a retirement plan consultant for the Central sales region.
Towers Watson Names Pittsburgh Investment Office Head
Bill Bensur has joined the national investment leadership team of Towers Watson and will head the firm’s investment office in Pittsburgh.
NFP Acquires California Adviser
Benefits broker and consultant NFP has acquired Meridian Retirement Plan Advisors; the transaction closed on March 3.
TCW Group Adds to Institutional Marketing Team
Brian C. Ford has joined asset management firm The TCW Group as a senior vice president for the institutional marketing team.
MJM401k Adds Senior Consultant
National 401(k) plan consulting firm MJM401k LLC appointed Mary A. Berk to its leadership team as a senior consultant and plan analyst.