Deals & People

Accounting and consulting firm Warren Averett LLC has joined the Alliance Benefits Group (ABG), along with two affiliated companies in the workplace benefits and asset management space.

Diane Improta has joined Rocaton Investment Advisors' defined contribution (DC) leadership team as managing director, defined contribution consulting.

Pavilion Financial Corporation has agreed to acquire Plan Sponsor Advisors, with the transaction expected to close on or around June 20.

Joseph Masterson was appointed as an independent board member at Castle Rock Innovations, a financial services industry technology provider.

Scott D. Zaleski was named client portfolio manager, a newly created position, at Standish Mellon Asset Management Company LLC. 

Joni Andrioff has joined Steptoe & Johnson LLP as a partner in the Tax and ERISA, Labor & Employment Groups.

 Craig Davis was appointed chief financial officer (CFO), a newly created position, at BPV Capital Management.

Joe Bruns and Mark Schatzel have been appointed retirement plan consultants for the eastern sales region of StanCorp Equities, Inc. (The Standard).

CBIZ Inc. said it has acquired the actuarial and retirement planning services of Tegrit Group.

Frank O’Connor joined the Insured Retirement Institute (IRI) as vice president of research and outreach.

Jon Hale has been named the director of North American manager research for Morningstar Inc.

Investment research firm Morningstar, Inc. has entered into an agreement to acquire online financial wellness provider HelloWallet Holding, Inc.

Ingham Retirement Group added LPL Financial LLC’s employee advice and education solutions to its retirement planning platform.

Thomas Martin joined John Hancock Retirement Plan Services (RPS) as a regional vice president for the firm’s Northeast markets.

Michael Woomer has joined the Pittsburgh-based Fort Pitt Capital Group as a senior vice president in charge of the firm’s retirement plan and institutional sales division.

M Financial Group, a financial services distribution company based in Portland, Oregon, has added J.P. Morgan Asset Management’s Retirement Link plan offering to its retirement plan platform.

Erinn Ford has been appointed president of Cetera Financial Advisors.

Retirement and college savings plan administration services provider Ascensus launched Ascensus Consulting.

The retirement solutions business of Voya Financial (formerly ING U.S.) announced two additions to its Large Corporate Market team.

Larry Roth will take over the senior management team of Cetera Financial Group, replacing Valerie Brown, longstanding head of Cetera and its predecessor broker/dealer firms.