Deals & People

Lincoln Trust Co. has acquired Benefit Solutions Corp., a 401(k) recordkeeper and third-party administrator (TPA).

Carl R. Tannenbaum, formerly with the Federal Reserve Bank of Chicago, was appointed chief economist at Northern Trust.

Commonfund has hired Irakli Odisharia as director in its Risk Management Team.

Chris Somers joined Lincoln Financial Distributors (LFD) as a regional sales director for the Institutional Retirement Solutions Distribution (IRSD) team.

Andrew Ashton and Dennis Rothe were appointed to new roles in Franklin Templeton Investments’ advisory service divisions.

Janus Capital Group Inc. announced two institutional appointments to strengthen its institutional client and consultant relationships in the U.S.

 John Hancock Funds announced Keith F. Hartstein’s retirement and Andrew G. Arnott as his replacement as president and chief executive. 

Capital Investment Companies has added Charles Pendergraft II, John Zachary Carnes, Cort Meinelschmidt, Chelsea Miller, J. Marshall Culp III and James Beam as advisers. 

 The Securities and Exchange Commission (SEC) hired Paula Drake as an associate director in its Office of Compliance Inspections and Examinations (OCIE).   

 Mutual of Omaha Retirement Plans Division named two regional sales managers in key markets.   

Tactical Allocation Group LLC (TAG) appointed Paul C. Wharf regional managing director and continued its expansion with a new...

Callan Associates hired Yosangel G. Haddad as vice president.  

The Securities and Exchange Commission (SEC) named Norm Champ director of the agency’s Division of Investment Management.

 The Securities and Exchange Commission (SEC) appointed Ken C. Joseph to lead the Investment Adviser/Investment Company Examination Program in the agency’s New York office.   

ING’s U.S. Retirement business hired Dan Kretz as regional vice president of sales for the company’s small to midsize corporate retirement plan markets.  

Pentegra Retirement Services appointed Pete D’Angio national director in nonprofit markets.

Alliance Benefit Group-Pentegra hired Esta Park as a regional director. 

The company, Savant Capital LLC, will provide strategic advantages and efficiencies, and have nearly $2.7B assets under management.

Bryan P. Caisse, whose background is in mortgage-backed and fixed-income portfolio management, joined Performance Trust Investment Advisors LLC (PTIA) as senior portfolio manager.

Howard Schloss, head of corporate communications for the Financial Industry Regulatory Authority (FINRA), said he will step down in...