Deals and People

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.

Brian C. Ford comes to the asset management firm from PIMCO.

Mary A. Berk joins MJM401k’s leadership team.

Increased demand for independent retirement plan consulting enabled SageView’s Boston office to recruit a retirement specialist.

The creation of the FTSE Russell name represents the launch of a newly combined global index brand, according to the London Stock Exchange Group.

The firm says it now provides consulting services to retirement plans of all sizes.

Matthew King will focus on both current and prospective TPA relationships at The Standard. 

Elizabeth Deckman has joined the law firm of Dorsey & Whitney as a partner in the company’s Seattle office.

The firm has created a new position to support its outsourced CIO services for nonprofit clients.

Bringing more than 20 years of health benefits experience, Stephen Murphy joins Segal in the West region.

Buck Consultants at Xerox announced the hire of Tonya B. Manning, a former policy actuary at the U.S. Department of Treasury.

Charles P. Nelson will spearhead tax-exempt and corporate markets and wealth management at Voya in his new role as retirement chief executive.

Executives say a new name for Wurts & Associates better captures the firm’s investment research focus and capabilities across consulting, risk advisory and OCIO services.

Heather Beatty will manage relationships with institutional investment clients on the West Coast.