Deals & People

Financial Service Standards LLC (FSS), an organization that specializes in training retirement plan advisers and developing practice management resources, has been acquired by fi360.

Five members of Vanguard’s investment management teams will be transferred as part of an effort to broaden their experience and provide them with new responsibilities.

Nick Petralia will join the sales team of Benefit Plans Administrative Services Inc. (BPAS) on March 11.

 Morgan Stanley has joined Great-West Retirement Services’ (GWRS) distribution channel.   

Robert E. Lee has been named director of risk management and strategic analysis at Jeffrey Slocum & Associates Inc.

Peter Fisher, head of fixed income at BlackRock Inc., is moving to a new role in the company.  

Jim Welsh has been appointed tactical strategist at Forward Management LLC in an expansion of the firm’s macro investing capabilities.

Praxis Fiduciary Advisors LLC in Carmel, Indiana, changed its name to ProCourse Fiduciary Advisors LLC.

National Financial Partners Corp. (NFP) hired Dan Schwamb to NFP Advisor Services Group as senior vice president of business development.  

CUNA Mutual Group hired Paul Chong as senior vice president of Retirement Plan Services.

Mark Jones joined SunTrust Banks Inc. as director of sales and client service for its institutional 401(k) business.

Matt Wilcox joined Pentegra Retirement Services as a regional director for the supplemental benefits and bank-owned life insurance (BOLI) business.

Reliance Trust Co. added Robert Thomann and David H. Williams to its Retirement Strategies group.

Seth Colley joined Great-West Financial as a regional sales director for its bank markets business.

BMO added a director and relationship manager to its team.

Chris Kaiser, John Murphy and Pat Walsh join U.S. Bank Institutional Trust and Custody as vice presidents and business development officers.

David Kaleda has joined Groom Law Group’s Fiduciary Responsibility group.

Asghar Alam joined Towers Watson in January as a senior consultant in its Investment and Retirement businesses.

David J. Smith has been appointed regional sales director for South Carolina at Great-West Retirement Services (GWRS).

Jeremy Bass, Jay Glover, Daniel Hess, Tracey Keays, Tim Kiley, Jessica Cameron Mitchell and Brent Wilder were promoted to managing directors at the PFM Group.