Deals & People

Mutual of Omaha Retirement Plans Division announced a strategic alliance with Triad Advisors Inc. to help support the sale of its retirement plan solutions.

Julie Gerend joins Advantus Capital Management as senior vice president, Institutional Accounts and Insurance Advisory Sales, effective May 31. 

John W. Allen is the new Senior Client Portfolio Manager at Dwight Asset Management Company LLC. 

Diversified announced that Thomas M. Stephenitch has joined the company as a sales executive for Michigan and northern Ohio.  

Vanguard announced that that James M. Delaplane, Jr. will join the investment management firm to lead its government affairs office in Washington, D.C.

Joseph Ricciuti has joined Buck Consultants, a Xerox company, as managing director for Canada.

Carmela Elco has been named president of RESOURCES for Retirement, a retirement plan advisory and consulting firm in Newtown, Pennsylvania.

Alan Harden is the new CEO of Asia-Pacific for BNY Mellon Asset Management, with more than 20 years of experience working in the region.

Glen Eichelberger and Brian Teaff, both formerly of Fulbright & Jaworski, have joined the firm’s Houston office in its wealth management practice. 

Prudential Financial hired Kathryn Sayko to be managing director for its Strategic Solutions Group.

Pioneer Investments is partnering with Fiduciary Benchmarks, Inc. (FBi), a consulting firm specializing in providing plan fiduciaries with information on the reasonableness of fund fees.

U.S. Retirement Partners (USRP) has acquired USD Insurance and Financial Services, Inc. (USD), a 403(b) provider serving the K-12 education market. 

SageView Advisory Group has opened an office in Houston, Texas, to be headed by Eric Grimes.

Bo Lee and Matt Maier have joined SageView Advisory Group to expand the firm’s services into the executive benefits arena. 

Michael A. Coelho and Brenda Tarjan are the newest members of the SageView Advisory Group, an independent retirement plan advisory firm. 

ING Insurance U.S. has appointed Maliz E. Beams as CEO of ING Retirement.

Dinkar Jetley is the new CEO of J.P. Morgan's Worldwide Securities Services (WSS) business.

The investment advisory subsidiary of Arthur J. Gallagher & Co., GBS Investment Consulting, LLC. (GBS IC), has acquired Independent Fiduciary Services (IFS).

Employee Benefit Solutions, a human capital consulting firm, has established Ascende Wealth Advisers (AWA), a wholly-owned subsidiary registered with the Securities and Exchange Commission.

Financial Research Corporation (FRC) announced that Robert J. Jenkins has joined the firm as President.