Wilshire Associates Appoints President
Wilshire Associates Incorporated appointed John C. Hindman president of the firm.
Deals & People
Great-West Appoints Sales Director
Great-West Retirement Services appointed Harriet Jacobs regional sales director for its Government Markets business.
Sentinel Changes Portfolio Management Teams
Sentinel Investments has changed the portfolio management teams for four mutual funds.
Commonwealth Partners with Fiduciary Benchmarks
Commonwealth Financial Network selected Fiduciary Benchmarks to address ERISA’s 408(b)2 fee disclosure regulations.
OneAmerica Appoints Sales Director in Indiana
The companies of OneAmerica selected Mike Gastineau as regional sales director for retirement business in Indiana.
Russell Investments and Lincoln Financial Form Strategic Relationship
Russell Investments announced a strategic relationship with Lincoln Financial Network.
Great-West Appoints Regional Sales Director
Great-West Retirement Services appointed Carey Lindsey as regional sales director for Houston.
Wilkes Joins The Wagner Law Group
Stephen Wilkes joined The Wagner Law Group in its San Francisco office.
CRIC Hires Director of Communications
Castle Rock Investment Company (CRIC) added Kristen Sanchez as director of communications.
AKT Retirement Plan Services Adds Actuary
Paul Petroff joined AKT Retirement Plan Services, LP as an actuary.
Beirne Wealth Adds Senior Institutional Consultant
Beirne Wealth Consulting, LLC (BWC) added Phil Sloan as a senior institutional consultant for its Institutional Consulting business.
Piedmont Independent Fiduciaries Hires VP
Piedmont Independent Fiduciaries (PIF) hired Sue Davis as vice president of client services and operations.
Pension Planning $olutions Adds Associate
Steve Dunlap was hired as an associate at Pension Planning $olutions Inc., a firm that provides fiduciary guidance for retirement plans.
Putnam Appoints Investment Product Leader
Putnam Investments named Scott C. Sipple as head of investment product management and development.
Schwab Hires Carney to Head Retail Branch Network
Jeffrey Carney will head Charles Schwab’s retail branch network.
CPI Qualified Plan Consultants Names President
Jon Prescott has been named president of CPI Qualified Plan Consultants Inc.
Duff & Phelps Increases Institutional Sales Efforts
Kevin J. Callahan joined Duff & Phelps Investment Management Co. in a new position as senior vice president and director, institutional clients.
FiPath Hires Managing Director
Michael Turgeon was appointed managing director of Advisor Services for FiPath.
Russell Investments Appoints DC Specialist
Russell Investments hired Laura Grusczynski as a defined contribution (DC) specialist for the firm’s U.S. adviser-sold business.
PLANSPONSOR Announces 2012 Retirement Plan Adviser and Adviser Team of the Year Finalists
PLANSPONSOR has announced the finalists for its annual Retirement Plan Adviser and Adviser Team of the Year awards.