Deals and People

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

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.

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.

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, now serves as OCIO product specialist.

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

Mark Schatzel joins the firm from Lincoln Financial.

The investment firm is developing its DCIO consulting team.

Laura Grassi will serve New York City, Long Island and New Jersey.

The launch of a new Colorado office represents the fourth new location for SageView this year.

Tim Rouse will assume day-to-day responsibilities for managing the organization.

The CPA firm JMM & Associates has launched a benefit plan audits firm.

Northern Trust Alternatives Group has been spun off into a separate investment boutique.

The Retirement Advantage, Inc. (TRA), a retirement plan solutions provider, has appointed Charlie Pritzl as their new plan administration manager.

Michele Baldasarre will lead a team of 30 relationship managers to support large insitutional plan sponsors and their participants.

The goal of a partnership with Vertical Management Systems is to bring participant revenue levelization for a variety of investment vehicles to John Hancock's Total Retirement Solutions recordkeeping...

Bill Bensur will lead the consultant's Pittsburgh investment office.