Deals and People

January 7, 2013 (PLANSPONSOR.com) - Nancy Grady has joined Northern Trust as head of Fund Administration and Fund Accounting-Americas.

January 7, 2013 (PLANSPONSOR.com) - Citi Chief Executive Officer Michael Corbat appointed Jamie Forese and Manuel Medina-Mora as co-presidents of Citi.

January 7, 2013 (PLANSPONSOR.com) - Jorge Martinez-Fonts joined ERISA Fiduciary Advisors (EFA) as director of Client Services.

January 3, 2013 (PLANSPONSOR.com) - The U.S. real estate business of UBS Global Asset Management hired Thomas Klugherz as a portfolio and client services officer.

January 3, 2013 (PLANSPONSOR.com) – Putnam Investments named Gabriela Heffernan regional director for the Southwest for its 401(k) team.

January 3, 2013 (PLANSPONSOR.com) - Segal expanded and renamed its fiduciary liability insurance practice. 

January 3, 2013 (PLANSPONSOR.com) - Segal Rogerscasey hired two consultants.

January 3, 2013 (PLANSPONSOR.com) - ING U.S. Investment Management (ING IM) has hired Greg Tencza as managing director and head of Institutional Distribution.

January 3, 2013 (PLANSPONSOR.com) - After serving the past 14 years as a program and portfolio manager, Steven C. Henderson has left the Virginia Retirement System (VRS).

January 2, 2013 (PLANSPONSOR.com) - Pam R. Holding has been added to the senior investment team of Pyramis Global Advisors.

December 19, 2012 (PLANSPONSOR.com) – Everette L. Fernandes has joined Mercer as principal and sales leader for the firm’s health and benefits business in the Midwest.

December 18, 2012 (PLANSPONSOR.com) – BMO Retirement Services hired Carolyn Barbee as a relationship manager for West Coast clients.

December 18, 2012 (PLANSPONSOR.com) – Gerald L. Hassell, chairman and chief executive of BNY Mellon, announced executive appointments in investment management and services.

December 18, 2012 (PLANSPONSOR.com) – Denise M. Burns has joined Cammack LaRhette Consulting as vice president, Investment Services.

December 14, 2012 (PLANSPONSOR.com) – George M. Beale and Jeffrey D. Kayajanian have joined Security Benefit Corp.'s defined contribution (DC) group. 

December 11, 2012 (PLANSPONSOR.com) – John McKeehan and Reed Steinmann have joined Lincoln Financial Group as sales directors for the Institutional Retirement...

December 10, 2012 (PLANSPONSOR.com) – Ascende, formerly Employee Benefit Solutions (EBS), announced the addition of several experienced health and welfare consulting professionals.

December 10, 2012 (PLANSPONSOR.com) – Two investment professionals have joined J.P. Morgan Asset Management’s (JPMAM) Columbus, Ohio-based Global Fixed Income team.

December 4, 2012 (PLANSPONSOR.com) – Jeffrey H. Snyder has joined Cammack LaRhette as vice president and senior consultant in the retirement practice.

November 30, 2012 (PLANSPONSOR.com) – Lincoln Financial Group Retirement Plan Services expanded its Plan Sponsor Experience Team.