Deals and People

August 1, 2011 (PLANSPONSOR.com) - Callan Associates announced that it hired four investment consultants for its Alternatives, Fund Sponsor and Defined Contribution (DC) Consulting groups in San Francisco,...

August 1, 2011 (PLANSPONSOR.com) – BPAS, a national provider of retirement plan services, has announced the addition of Ryan Fay to its sales team.

August 1, 2011 (PLANSPONSOR.com) – Fidelity Investments has announced the appointment of Derek L. Young as president of the company’s Asset Allocation Division.

August 1, 2011 (PLANSPONSOR.com) – Prime brokerage services and technology provider Merlin Institutional Group (MIG) has announced the hire of Brian V. S. McKenna as a partner. 

July 29, 2011 (PLANSPONSOR.com) - Founders Financial Network, an independent, fee-only investment advisory firm and RIA, has announced the appointment of Jovita Honor, CFP, EA, CIMA as partner. 

July 28, 2011 (PLANSPONSOR.com) – Acadian Asset Management LLC has announced the appointment of Matthew S. Rothman as Director of the firm’s Top-Down Research effort, effective September 2011.

July 28, 2011 (PLANSPONSOR.com) – Mercer has announced the appointment of Seth Turner as Absence Management Market Leader for its U.S. Outsourcing business.  

July 28, 2011 (PLANSPONSOR.com) – Manulife Asset Management has expanded its equity investment capabilities with the hire of Jay Zelko, David Chow, and Curtis Ifill, to be led...

July 28, 2011 (PLANSPONSOR.com) – 401(k) plan consultant firm Freedom One Financial Group has announced the appointment of John A. Caldwell to its executive team as chief investment...

July 27, 2011 (PLANSPONSOR.com) - ING Investment Management Americas has hired Robert Robis as Senior Portfolio Manager on the Global Bond Team and Head of Fixed Income Macro...

July 27, 2011 (PLANSPONSOR.com) - The Newport Group has announced the appointment of Anthony Laudato as Vice President and Chief Actuary, leading the firm’s bank-owned life insurance (BOLI)...

July 26, 2011 (PLANSPONSOR.com) – SageView Advisory Group has announced the appointment of Todd Kobayashi, CFA, as Managing Director, Investment Strategy of its Midwest team.  

July 26, 2011 (PLANSPONSOR.com) – Putnam Investments has announced that Aaron Cooper and Richard “Shep” Perkins will lead the firm’s global equity research and international equity investments teams.  

July 26, 2011 (PLANSPONSOR.com) – Global asset manager Schroders North Americas has expanded its fixed income capability with the appointment of Eric Friedland, CFA. 

July 25, 2011 (PLANSPONSOR.com) – Great-West has announced the appointment of  J. Chris Luttges as regional 401(k) sales director for northern Virginia and the District of Columbia.

July 25, 2011 (PLANSPONSOR.com) – Citi has announced that Jim Kelly has joined its Prime Finance Group as Director and Pensions Specialist in Capital Introductions.

July 25, 2011 (PLANSPONSOR.com) - ING Investment Management has hired Ken Sarafa as Senior Vice President, Institutional Sales and Relationship Management with responsibility for the MidWest Region.

July 21, 2011 (PLANSPONSOR.com) - Fiduciary Investment Advisors, LLC (FIA) announced that Vincent M. Smith, AIF, has joined the firm as an investment consultant.

July 21, 2011 (PLANSPONSOR.com) - The Guardian Life Insurance Company of America has appointed Jason Frain Vice President, 401(k) Product Management and Development, Retirement Solutions.

July 20, 2011 (PLANSPONSOR.com) - Great-West Retirement Services has appointed Daniel Friel third-party administrator (TPA) relationship manager for the East region.