Deals & People

The Standard has announced the appointment of Niki Green as regional pension manager.

Social(k) is scheduled to open an office in San Francisco on May 27.

Steven D. Cox has joined Columbus, Ohio-based NUA Advisors, LLC, to establish a Midwest division of NUA’s Qualified Retirement Planning Group.

As part of an effort to focus on its core insurance and annuity operations, Great American Financial Resources, Inc. (GAFRI), said it will exit the independent broker/dealer business...

Great-West Retirement Services has appointed Gary Biesiadecki as regional director for the organization’s central U.S. Public/Nonprofit (PNP) business, effective May 16.

Scott Holsopple will assume the position of chief executive officer of Smart401k immediately.

PIMCO has hired Sebastien Page as an executive vice president and head of the Client Analytics Group.

State Street Global Advisors (SSgA), the investment management business of State Street Corporation, announced that Lynn Blake will assume the role of global head of Index Equity following...

Pensionmark Retirement Group, a National Retirement Partners (NRP) member firm, has added offices in Houston, Boston, and Austin through its Advisor Support Program (ASP).

Ronald O'Hanley, president and CEO of BNY Asset Management is moving on—and Fidelity Investments is restructuring.

May 7, 2010 (PLANSPONSOR.com) - Loring Ward has signed an agreement to acquire the assets and retirement services of Tribeca Advisors, LLC.

Retirement plan consulting firm 401(k) Advisors said that Pamela Watson has joined its team as a plan consultant.

A new retirement consultancy has opened for business in Colorado.

Marsh & McLennan Agency LLC (MMA), a subsidiary of insurance broker Marsh Inc., announced it has acquired The Bostonian Group Insurance Agency, Inc., and Bostonian Solutions, Inc.

Transamerica Retirement Services has hired John Low as regional vice president in the company’s Central Region.

MassMutual’s Retirement Services Division has announced three executive appointments, including poaches from OneAmerica and The Principal.

Kelly Marshall has been appointed head of Investment Product Management at Putnam Investments.

Morgan Stanley Smith Barney’s Consulting Group has named Marc J. Brookman as director of Sales and Thomas Butler as head of Products and Platform Development.

Chris Van Aeken will head International Wealth Management Products and Services at Morgan Stanley Smith Barney, the company announced.

Lockton Financial Advisors and Lockton Investment Advisers said Glenn Able is joining the Lockton Dallas retirement team as vice president.