Deals and People

New hires and promotions at Northern Trust and Associated Bank.

New hires and promotions at Nationwide and Mercer Investments, as well as new office locations for Pensionmark.

"This is an exciting time for Asset International and its 11 business units to engage more thoroughly with our clients, with whom we already enjoy deep, broad and...

Kravitz opens and staffs a new Chicago office; Chris Barrett joins Stadion as a regional vice president; and James Macey becomes co-lead on Franklin Templeton Allocation Funds and...

Pen-Cal has become a Lion Street Owner-Firm.

The two firms have complementary technology solutions and services, according to an announcement.

Symetra provides employee benefits, annuities and life insurance.

John Carbone signed on to Fred Alger Management, and Jessica Portis joined Mercer Investments.

Jamie Ohl leaves Edward Jones for Lincoln Financial Group; Barbra A. Byington and Christopher Jarmush receive promotions at Gallagher Fiduciary Advisors; Brett Dutton comes to PNC; Trang Lam...

Meiji Yasuda is a prominent group benefit insurance company in Japan.

 Diana Jordan comes to Unified Trust Company; Julie Niccum rejoins Ascensus.

Deana Calvelli joins Lockton; Brett Dutton comes to PNC Institutional Asset Management; Dave Anders & Associates affiliates with PlanMember Securities Corporation.

Jean Moore joins the consulting firm from Towers Watson.

Daniel Barry will join the Mountain West office.

BOLI and COLI are used to recover the costs of supplemental employee health and nonqualified retirement plans.

MassMutual’s new pension buyout business leader takes on the role during a peak time for risk transfer activity. 

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.

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