Mercer to Acquire Portions of Evaluation Associates
Mercer Investment Consulting, Inc. has signed an agreement with Milliman, Inc., to acquire portions of its wholly-owned investment consulting subsidiary, Evaluation Associates LLC.
Deals & People
RPAG Adds ERISA Specialist to Consulting Team
Jason Jeskey, a former practicing Employee Retirement Income Security Act (ERISA) attorney, has joined the Retirement Plan Advisory Group (RPAG) as a Senior Plan Consultant and ERISA Specialist.
The Mather Group Leaves Morgan Stanley
The Mather Group, a group of retirement investment advisers (RIAs) led by Stewart Mather, has left Morgan Stanley and opened an independent office in Chicago.
NFL Team Halts 401(k) Plan Contributions
The Buffalo Bills have stopped paying into the 401(k) plan for employees during the NFL lockout and potentially the rest of the year.
AUL Appoints Northern California Sales Leader
American United Life Insurance Company (AUL), a OneAmerica company, hired Chris Blair to be regional sales director for retirement services for Northern California and the Pacific Northwest.
JPAM Names Head of Strategic Investment Advisory Group
Peter Rappoport has been appointed Global Head of the Strategic Investment Advisory Group (SIAG) at J.P. Morgan Asset Management.
Franklin Templeton Hires VP of U.S. Institutional Biz Development
Franklin Templeton Institutional hired Patrick T. Hughes, CFA, as vice president, U.S. Institutional Business Development.
JPMAM Hires Retirement Chief Marketing Officer
J.P. Morgan Asset Management has hired Benji Baer as Managing Director and Chief Marketing Officer.
BofA Merrill Lynch Adds to Institutional Client Relationship Team
Cathy Bolz is joining Bank of America Merrill Lynch's Institutional Client Relationships leadership team as an Executive Client Relationship Manager.
Robeco Adds to Consultant Relations Team
Martin J. Coughlin has joined the consultant relations team at Robeco Investment Management.
Firms Merge to Form Alternative Investment Manager
Saguenay Capital and Strathmore Capital announce their merger to form Saguenay Strathmore Capital, a global alternative investment manager.
LPL Names EVP of Retirement Platform Development
David Reich has been appointed executive vice president of retirement platform development for LPL Financial.
Russell Names Director of Wirehouse Channel Distribution
Russell Investments appointed Laurie Marchel, director, wirehouse channel distribution, for its U.S. adviser-sold business.
USI Hires DC Consultant
USI Consulting Group announced Michael W. Fischer has joined the company as a Defined Contribution Consultant, based in New York City.
Baden Retirement Plan Services Appoints New Sales Manager
Baden Retirement Plan Services, a third party administration firm, has appointed Brian Smith as Sales Manager.
F-Squared Appoints Carey President of Retirement Solutions
Investment management firm F-Squared Investments has named former Fidelity and Bank of America executive Bill Carey to head its newly formed retirement division.
Fradin Departs Aon Hewitt
Aon Corporation has announced several key leadership changes at the consulting giant.
Manager Returns to Janus to Lead Alternatives Expansion
Janus Capital Group Inc. announced that investment manager Dan Kozlowski, a former Janus portfolio manager, will return to the firm on June 13, 2011.
Mutual of Omaha Adds 401(k) Wholesalers in the Southeast
Mutual of Omaha has announced the appointment of two new retirement plan wholesalers, Joe Gibson and Daniel Roebuck, and the promotion of Joe Reese and Paul Tavella to...
SunTrust Buys CSI Capital Management
SunTrust Banks, Inc. has acquired the assets of CSI Capital Management, a San Francisco based wealth-management firm.