Deals and People

October 26, 2004 (PLANSPONSOR.com) - Morningstar Inc. has announced that John Rekenthaler has been named as vice president of new product development for the company's global operations.

October 21, 2004 (PLANSPONSOR.com) - Fidelity Investments has tapped a former Putnam Investment executive as its new head of marketing and product development for Fidelity's defined benefit business.

October 5, 2004 (PLANSPONSOR.com) - The Principal Financial Group has announced the hiring of Henry Tebben as the group's director of new business development for defined benefit (DB)...

September 29, 2004 (PLANSPONSOR.com) - Sarah Ball Teslik, the Executive Director of the Council of Institutional Investors (CII) is resigning to accept the position of Chief Executive of...

September 20, 2004 (PLANSPONSOR.com) - The investment arm of the Bank of New York, BNY Asset Management, has announced the creation of a new consultant relations team to...

September 16, 2004 (PLANSPONSOR.com) - Northern Trust Global Investments (NTGI) announced Thursday the appointment Bob Gray as the new Director of US Institutional Sales and Consultant Relations.

September 14, 2004 (PLANSPONSOR.com) - North Carolina State Treasurer Richard Moore has tapped Patricia Gerrick as chief investment officer for the Tar Heel state's $60 billion pension fund.

September 8, 2004 (PLANSPONSOR.com) - Institutional Shareholder Services (ISS) has announced that Diana Bourke will become Executive Vice President and General Manager of its Institutional Services business unit,...

September 7, 2004 (PLANSPONSOR.com) - Peng Chen has been tapped as chief investment officer (CIO) for Ibbotson Associates.

August 26, 2004 (PLANSPONSOR.com) - Charles Schwab Corporate Services has hired three new executives to its Stock Plan Services group.

August 25, 2004 (PLANSPONSOR.com) - Timothy Harbert, chairman and CEO of State Street Global Advisors (SSgA), passed away of a heart attack Tuesday night.

August 2, 2004 (PLANSPONSOR.com) - After 16 years, Ron Ryan has left Ryan Labs, the firm he founded in 1988, to create a new Asset Management firm with...

July 20, 2004 (PLANSPONSOR.com) - CEO David Pottruck has left the helm at Charles Schwab Corporation.

July 12, 2004 (PLANSPONSOR.com) - Ronald J. Ryan has departed the firm he founded and that bore his name, leaving Ryan Labs to pursue other ventures, the firm...

July 8, 2004 (PLANSPONSOR.com) - Steve Oristaglio has been tapped to head Putnam Investments' investments department solo.

July 7, 2004 (PLANSPONSOR.com) - JPMorgan Fleming Asset Management has turned to Eve Guernsey to fill the newly created position of chief executive officer of the Americas including...

July 7, 2004 (PLANSPONSOR.com) - The giant California Public Employees' Retirement System (CalPERS) has tapped Leon Shahinian as senior investment officer for its Alternative Investment Management (AIM) program.

June 29, 2004 (PLANSPONSOR.com) - The Bush Administration has tapped a new chair of the Advisory Committee of the Pension Benefit Guaranty Corporation (PBGC) as well as three...

June 23, 2004 (PLANSPONSOR.com) - Nationwide Financial Services has turned to Matt Riebel to head Nationwide's public-sector retirement plans business.

June 9, 2004 (PLANSPONSOR.com) - CRA RogersCasey Chairman Kevin Greene has left the firm, officials at the Darien, Connecticut-based investment consultant confirmed to PLANSPONSOR.com.