Deals and People

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.

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.