Deals & People

BNY Mellon Investment Management named Cynthia Steer as head of Manager Research & Investment Solutions.  

David Weinberger has joined Pacific Alternative Asset Management Company, LLC (PAAMCO) as managing director, head of portfolio management.

MassMutual Retirement Services Division has expanded its sales and client management organization. 

Through a partnership, Mutual of Omaha’s retirement plans will be available to Securities America’s financial professionals nationwide.

The Principal Financial Group has entered a retirement plan sales alliance relationship with Edward Jones.

ExpertPlan was selected by First Allied to provide recordkeeping services for its clients.

Lincoln Financial Group appointed Emily Pachuta as head of the Consumer Insights group within the Insurance Solutions/Retirement Solutions (IS/RS) division. 

Annuity Think Tank, a website dedicated to annuities, has acquired Private Pension Plan, an educational resource company specializing in private pension plans.

LPL Financial is acquiring Fortigent, a provider of high-net-worth solutions and consulting services to RIAs, banks and trust companies. 

Rycon Financial Group of Dallas, Texas, has joined Pensionmark Retirement Group’s retirement plan advisory network.

Secretary of Labor Hilda L. Solis made five appointments to the 2012 Advisory Council on Employee Welfare and Pension Benefit Plans.  

MassMutual promoted three executives to senior vice president.  

Benefit Consultants Group (BCG) has purchased ARS Retirement Services, a retirement plan third party administration firm.

James A. Gingrich is the new chief operating officer, effective immediately.  

CBIZ, Inc. has acquired the actuarial and retirement plan consulting business of PSA Insurance and Financial Services. 

MFS Investment Management has hired Peter J. Barron and Murray A. Cleaner to the defined contribution investments (DCI) team as DCI specialists. 

John Hancock Funds hired Kevin Hogan to be managing director. 

Freedom One Financial Group added Joshua Mietelski, Casey Progodzinski and Eric Thompson to its team of sales consultants. 

Jeffrey Rosenberg has joined BlackRock as a managing director and chief investment strategist for fixed income. 

401(k) Rekon has named Mike Ziccardi as director of strategic relationships.