Vanguard CIO Retiring
Vanguard’s managing director and chief investment officer is retiring.
Deals & People
ING Names President of Individual Retirement Markets
ING U.S. hired Rich Linton as president of Individual Markets.
BlackRock Co-Founder to Retire as Vice Chair
Susan L. Wagner, a co-founding partner of BlackRock Inc., will retire at the end of June.
Acadian Expands Team for Long/Short Equity Strategies
Alexandre Voitenok joined Acadian Asset Management LLC as senior vice president and portfolio manager.
Five Attorneys Join Groom Law Group
Groom Law Group, Chartered, which focuses exclusively on employee benefits, hired five attorneys.
Towers Watson Names Two Consulting Leaders
Towers Watson appointed two consulting leaders.
Callan Adds SVP to Fund Sponsor Consulting Group
Callan hired John P. Jackson as a senior vice president in the Fund Sponsor Consulting Group.
MassMutual Adds Rocky Mountain Area Sales Director
MassMutual’s Retirement Services Division hired Patrick Alfano as a sales director.
JPM Asset Management Creates New Unit
J.P. Morgan launched Asset Management Solutions, consolidating its multi-asset capabilities into a group overseeing about $100 billion in assets under management globally.
Jordan to Lead DST Digital Strategies
DST Retirement Solutions has tapped Andy Jordan to lead its digital strategies teams.
Unified Trust Hires Institutional Consultant
Unified Trust Company named Monika Hubbard institutional consultant for its Retirement Services Consulting Group.
ExpertPlan Takes on Recordkeeping Business
ExpertPlan has completed its acquisition of US Retirement Plan Recordkeeping LLC’s (USRP) existing recordkeeping plan business.
Rocha Joins Guardian Retirement Plan Sales Team
The Guardian Insurance & Annuity Co. Inc. (GIAC) named Roger Rocha regional vice president for retirement plan sales for northern Los Angeles.
Lincoln Trust Acquires Pension Consulting Firm
Lincoln Trust Company has acquired Independent Pension Consultants Ltd. (IPC), a regional plan administration and consulting firm in Eden Prairie, Minnesota.
Mesirow Hires Head of Portfolio Research
Mesirow Advanced Strategies named Matthew Strube senior vice president and head of portfolio research to assist in all aspects of portfolio construction, risk and allocation.
Arthur Gallagher Acquires Employee Benefits Brokerage
Arthur J. Gallagher and Co. of Itasca, Illinois, acquired Broker Benefit Services LLC.
Great-West Names Government Markets Sales Director
Chris Solimine was hired as a regional sales director for government markets for Great-West Retirement Services.
Buck Consultants Hires Managing Director of Knowledge Resources
Tamara M. (Tami) Simon joined Buck Consultants as managing director of knowledge resources.
Standard Retirement Welcomes Back Keys as Relationship Manager
Lisa Keys was appointed relationship manager for the Dallas Retirement Plans office of Standard Retirement Services Inc.
Lincoln Financial Names National Sales Manager
Lincoln Financial Distributors promoted Andrew DeLoreto to national sales manager.