Retirement Industry People Moves
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...
Deals and People
Executive Benefits Provider Joins Lion Street Network
Pen-Cal has become a Lion Street Owner-Firm.
FIS to Acquire SunGuard
The two firms have complementary technology solutions and services, according to an announcement.
Symetra to be Acquired by Japanese Insurer
Symetra provides employee benefits, annuities and life insurance.
Retirement Industry People Moves
John Carbone signed on to Fred Alger Management, and Jessica Portis joined Mercer Investments.
Retirement Industry People Moves
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 Life Buys The Standard
Meiji Yasuda is a prominent group benefit insurance company in Japan.
Retirement Industry People Moves
Diana Jordan comes to Unified Trust Company; Julie Niccum rejoins Ascensus.
Retirement Industry People Moves
Deana Calvelli joins Lockton; Brett Dutton comes to PNC Institutional Asset Management; Dave Anders & Associates affiliates with PlanMember Securities Corporation.
Mercer Hires Health and Benefits Practice Leader
Jean Moore joins the consulting firm from Towers Watson.
Lockton Expands Executive Benefits Practice
Daniel Barry will join the Mountain West office.
Newport Group Expands BOLI/COLI Business
BOLI and COLI are used to recover the costs of supplemental employee health and nonqualified retirement plans.
MassMutual Appoints Pension Buyout Leader
MassMutual’s new pension buyout business leader takes on the role during a peak time for risk transfer activity.
DST to Acquire Rollover Provider WMSI
WMSI’s suite of services and rollover solutions will be part of DST Retirement Solutions.
ABG Widens Plan Administration Business
Alliance Benefit Group has added The Retirement Plan Company to its national network.
MainStay Announces Portfolio Strategy Leader
Morgan Stanley veteran Charles Reinhard will lead portfolio strategy and thought leadership provided to advisers and investors.
BPAS Expands Plan Administration Business
Benefit Plans Administrative Services (BPAS) has acquired the defined contribution plan administration practice of Lifetime Benefit Solutions (LBS).
Canadian Sun Life to Buy U.S. Prime Advisors
Sun Life Investment Management has agreed to purchase Prime Advisors.
Towers Watson and Willis Group to Merge
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.
OneAmerica to Acquire BMO's U.S. Retirement Business
The acquisition will increase OneAmerica’s assets under administration by approximately $26 billion.