Deals & People

J.P. Morgan Retirement Plan Services announced the appointment of Tim Wittenbrook as vice president and national sales manager. 

TD AMERITRADE Institutional said that, so far in 2010, 212 breakaway brokers have chosen the company for back office support.

With the ink not yet dry on its merger nuptials with Aon, Hewitt Associates has announced a new acquisition.

Winston & Strawn LLP announced that Caryn L. Jacobs has joined its litigation department in Chicago as a partner. 

Transamerica Retirement Services has announced the promotion of Scott Young to regional vice president in its Northeast region. 

Managing Director Douglas J. Ketterer was announced as the new Head of Morgan Stanley Private Wealth Management. 

Grant Verhaeghe, a qualified retirement plan investment specialist and 11-year veteran of AON Investment Consulting, has joined CAPTRUST Financial Advisors as Director of Investment Research within the firm’s...

CAPTRUST Financial Advisors has expanded its new Texas presence with a Fidelity hire.  

As part of the acquisition of National Retirement Partners (NRP), NRP employees will join LPL Financial to will form a new division called LPL Financial Retirement Partners. 

LPL Financial Corporation is acquiring National Retirement Partners Inc. (NRP).

Horizon Investments, LLC was announced as Investment Advisors International 's newest third-party money manager.  

The Guardian Life Insurance Company of America (Guardian) has expanded its Retirement Solutions national sales force with the appointment of Eric Jones as  regional vice president for Florida. 

Morgan Stanley Smith Barney has hired two adviser teams from UBS AG and one adviser from Charles Schwab Corp, representing over half a billion dollars in client...

Morgan Stanley Investment Management (MSIM) has announced the appointment of Michael Kushma as Chief Investment Officer of Global Fixed Income.

Two giants in the benefit consulting space have decided to join forces.  

Independent retirement consulting firm 401(k) Advisors has announced the opening of an office in Orlando, Florida, under the leadership of Phillip Senderowitz.

An analysis of Mercer’s database of 1.2 million defined contribution plan participants suggests that participants who utilized automatic rebalancing and automatic deferral increase during the recent market downturns...

Bank of America Merrill Lynch has expanded its Retirement & Philanthropic Services (RPS) group with the addition of two new members, one focused on the small business segment...

Lincoln Financial Distributors, the wholesale distribution subsidiary of Lincoln Financial Group has gone inside to find a new national sales manager for its 401(k) business. 

 Neuberger Berman has named William H. Barnes as a senior vice president in institutional distribution focused on public funds.