New York Life Names Senior RM for Taft-Hartley Market
Arthur Georgantas joined New York Life Retirement Plan Services as vice president and senior relationship manager in the Taft-Hartley market.
Deals & People
Morningstar Names President of Global Investment Management Division
Thomas Idzorek was promoted to president of Morningstar’s Global Investment Management Division.
LPL and Retirement Benefits Group Add Five Advisers
Matthew Haerr, Christine Soscia, Amir Arbabi, Peter Littlejohn and William Brown were hired as retirement plan consultants by LPL Financial LLC and Retirement Benefits Group.
ETF Portfolio Names Senior Investment Adviser
ETF Portfolio Partners Inc., an advisory firm that manages portfolios of exchanged-traded funds (ETFs), hired David A. Vaughn as a senior investment adviser.
MassMutual Retirement Adds to Relationship Management Team
The Retirement Services Division promoted Kevin Reilly to relationship manager and hired Thomas Nawrocki as senior relationship manager.
Jones Named to iJoin Sales Team
iJoin Solutions hired Betty Jean Jones as director of new business development.
Segal Names New York Regional Manager
The Segal Company has promoted Diane Gleave to New York regional manager.
Barclays to Shed Its $6 Billion Stake in BlackRock
Barclays PLC announced it would sell its entire holding in BlackRock Inc. via a registered offering and a $1 billion buyback by BlackRock.
Segal RogersCasey Adds SVP to Atlanta Office
Jeffrey C. Boucek joined Segal RogersCasey’s Atlanta office as senior vice president.
Adams to Lead American Savings Education Council
Nevin Adams has been named director of the American Savings Education Council.
Rowe Joins DCAdvisors’ Leadership Team
DCAdvisors has appointed John Rowe to its client consulting group and leadership team.
ERP Actuaries Hires Director
ERP Actuaries & Consultants hired Bill Radonavitch as director of new business development.
Franklin Templeton Names VP of Retirement Marketing
Michael Doshier joined Franklin Templeton Investments as vice president of retirement marketing, a new position.
Great-West Adds Midwest Sales Director to 401(k) Team
Great-West Retirement Services named Matthew Orozco regional sales director for the Midwest market.
CPI Appoints Senior Manager for Internal Sales Department
CPI Qualified Plan Consultants Inc. named Peter Wesner as the senior manager for the internal sales department.
Pensionmark Adds Location in San Luis Obispo
Melinda Thomas joined Pensionmark Retirement Group at the firm’s new office in San Luis Obispo, California.
Putnam Appoints New External Wholesalers
Putnam Investments named eight additions to its retail distribution team, including the promotion of existing staffers.
Northern Trust Names Senior Investment Consultant
Northern Trust appointed Christopher A. Benson in its Denver office as a senior investment consultant.
Fidelity Names Leader of Stock Plan Services
Kevin Barry was named executive vice president of Fidelity Investments’ stock plan services business.
UBS Names Director to Consultant Relations Team
UBS Global Asset Management, a division of UBS AG, named Christine Schneider as executive director and consultant relations manager on its U.S. consultant relations team.