Deals & People

Four regional vice presidents have been added to the intermediary sales team of CUNA Mutual Retirement Solutions.

The Guardian Insurance & Annuity Company Inc. announced Matthew Butler and Christopher Pic have been named second vice presidents in the retirement solutions division.

Thomas E. Clark, Jr., an Employee Retirement Income Security Act specialist and employee benefits lawyer, has joined the Wagner Law Group.

Independent advisory firm RMR Wealth Builders appointed Stuart Simchowitz to develop the firm's 401(k) and retirement plans business.

A partnership between Cetera Financial Group and Envestnet Retirement Solutions enables Cetera to offer Envestnet’s practice management platform to its retirement plan advisers.

Financial services provider OneAmerica added three regional sales staff to support the realignment of its field services and national accounts teams.

Independent financial advisory practice, Ellsworth Private Wealth Management, has transitioned to LPL Financial’s broker/dealer platform.

The acquisition of New York Life Retirement Plan Services widens John Hancock’s breadth of solutions for retirement plans.

Salient Partners announced it will acquire Forward Management, an independent asset management firm based in San Francisco and investment adviser to the Forward Funds.

Employee benefits law firm Groom Law Group expanded its pension plan funding and restructuring practice with the hire of Joshua Shapiro as a senior actuarial adviser.

A partnership between Boston Wealth Management (BWM) and Marathon Retirement & Pension Consulting (Marathon RPC) brings joint assets to more than $500 million.

John Hancock Retirement Plan Services (RPS) announced the promotion of Barbara Wilderman to regional vice president in the Southeast division.

Wellspring Advisor Group is the newest addition to the LPL Financial broker/dealer platform.

With the affiliation of John Carroll and his new company, Wellspring Advisor Group LLC, Pensionmark Retirement Group has opened its first office in Louisiana.

Gate City Advisors, based in Greensboro, North Carolina, is the newest firm to join the NFP Advisor Services platform.

Global consultant Mercer has appointed Muriel Knapp as the national business leader for its Defined Contribution (DC) Advisors specialty practice.

The London Stock Exchange Group says it intends to sell the investment management portion of Russell Investments, while keeping Russell’s lucrative indexing business.

Independent retirement plan provider Northwest Plan Services expands its business and services with the acquisition of CDM Retirement Consultants.

QBI, LLC has acquired Strategic Pension Services, Inc. of Irvine, California.

Three key hires—Elizabeth Murphy, Mary Beth Glotzbach and Christina Manonian—in institutional sales, relationship management and consultant relations will strengthen Franklin Templeton’s foothold in the institutional marketplace.