Lockton Opens Milwaukee Office
July 8, 2013 (PLANSPONSOR.com) – Insurance and employee benefits adviser Lockton has opened a new office in Milwaukee, Wisconsin.
Deals and People
Mercer Appoints West Market Investment Director
July 8, 2013 (PLANSPONSOR.com) – Christine Carolan has been appointed by Mercer Investments as investment director for its West Market.
Mercer Appoints Health & Benefits Leader in Ohio
July 2, 2013 (PLANSPONSOR.com) – Consulting firm Mercer has appointed James Bernstein as leader of its Health & Benefits business for Cincinnati and Columbus, Ohio.
Morningstar Adds Three to Retirement Solutions Group
July 1, 2013 (PLANSPONSOR.com) – Investment research firm Morningstar, Inc. has added three individuals to its retirement solutions group in its Investment Management division.
CEO Named for Retirement Systems Data
June 28, 2013 (PLANSPONSOR.com) – Tom Hogan has been appointed chief executive officer of Retirement Systems Data, LLC (RSD).
Mercer Names Three Division Heads
June 24, 2013 (PLANSPONSOR.com) – Andrew Kirton, Jeff Schutes and Akhil Sethi have been appointed to senior positions in investments and retirement divisions in global regions at Mercer.
SSgA Makes Leadership Changes
June 19, 2013 (PLANSPONSOR.com) - State Street Global Advisors (SSgA) is aligning its leadership with client challenges in both active and passive strategies.
Mercer Hires Health and Benefits Consultant
June 17, 2013 (PLANSPONSOR.com) - David Stacey recently joined Mercer’s Dallas office as partner and senior consultant in its Health and Benefits business.
Cammack LaRhette Hires Managing Actuary
June 11, 2013 (PLANSPONSOR.com) – Employee benefits consulting firm Cammack LaRhette hired Arthur Scalise as managing actuary.
OneAmerica Names Senior Vice President
June 5, 2013 (PLANSPONSOR.com) – OneAmerica Financial Partners Inc. announced that its chief investment officer, John Mason, has been promoted to senior vice president.
Rehmann Retirement Builders Takes on Principal
June 4, 2013 (PLANSPONSOR.com) – Ryan Sullivan has been made principal-in-charge of Rehmann Retirement Builders.
UBS Announces New Hires
June 4, 2013 (PLANSPONSOR.com) – Elyse Mittenthal and Claire Guido joined UBS’ corporate employee financial service division, and Matthew Strapko, Michaelangelo Dooley and Michael Hersh are new to...
Longfellow Benefits Adds Two VPs
June 4, 2013 (PLANSPONSOR.com) – Lynn Gillis was hired as vice president of client services and Ryan P. McDermott, as vice president of business development by Longfellow Benefits.
Newport Group Adds Regional Director
May 31, 2013 (PLANSPONSOR.com) – Patrick Labriola joined the Newport Group as regional director covering the Northwest.
Mutual of Omaha Names 401(k) Sales Director
May 30, 2013 (PLANSPONSOR.com) – Mutual of Omaha Retirement Services named Patrick J. Bello 401(k) national sales director.
Robeco Names Head of Institutional Distribution
May 29, 2013 (PLANSPONSOR.com) - Kerry James has been named head of Institutional Distribution at Robeco Investment Management, effective June 1.
Wilshire Consulting Adds Actuarial Services
May 29, 2013 (PLANSPONSOR.com) – Wilshire Consulting has added actuarial services to complement its investment advisory and outsourcing business.
ING Hires Sales Head for Tax-Exempt Plans
May 28, 2013 (PLANSPONSOR.com) – Ernest Jordan was hired as head of tax-exempt markets sales for the institutional retirement operations of ING U.S.
Mercer Appoints US Delegated DC Leader
May 23, 2013 (PLANSPONSOR.com) - Liana Magner has been appointed U.S. Delegated DC Leader for Mercer’s Investments business.
USI Consulting Hires Associate VP and Actuary
May 23, 2013 (PLANSPONSOR.com) – USI Consulting Group hired Lisa Larsen as associate vice president and actuary.