Prudential Appoints Senior VP
Prudential Retirement appointed Joan Bozek as senior vice president of investment products.
Deals & People
Neuberger Berman Appoints Vice President
Neuberger Berman Group LLC appointed Brian Saltzman as a wealth adviser and vice president in the firm's New York City office.
Reliance Trust Adds ESOP Valuation Expert
Reliance Trust Company added employee stock ownership plan (ESOP) valuation expert Bucky Wright to its investment team.
Cohen & Grigsby Appoints Director
Cohen & Grigsby, a business law firm, appointed Martha Jo (“Marty”) Wagner as a director in the firm’s ERISA and Employee Benefits and ERISA Litigation Groups.
FIA Opens Boston Office
Fiduciary Investment Advisors opened a Boston office at 112 Water St.
FRC Announces New Practice Leaders
Following the recent acquisition by Asset International, Financial Research Corporation (FRC) has a new focus on research priorities.
Great-West Hires Regional Sales Director for Nebraska
Great-West Retirement Services appointed Jay Killgore as regional sales director for Nebraska.
Newport Group Appoints Regional Directors
The Newport Group appointed Monica Elvira and William Callaway as regional directors.
Great-West Appoints AVP, Marketing Strategy
Great-West Life & Annuity Insurance Company appointed Sid Kotwal as assistant vice president, marketing strategy.
Putnam Grows Adviser-Focused Sales Team
Putnam Investments has added three to its adviser-focused defined contribution sales team, and says more hires are to come.
Alliance Acquires Brown Edwards
Alliance Benefit Group Carolinas Inc., a subsidiary of Pentegra Services Inc., is acquiring Brown Edwards & Associates Ltd.’s qualified plan administration business.
AUL Opens Seattle Office
The retirement services division of American United Life Insurance Company (AUL), a OneAmerica company, opened a regional sales office in the Seattle area.
Plan Sponsor Consultants Announces New Hire
Plan Sponsor Consultants LLC, an affiliate of LPL Financial, has hired Alexandar Dancy.
Focus Hires Director of Adviser Services
Focus Financial Partners LLC (“Focus”) hired Garry Taylor as a director of adviser services.
TIAA-CREF Asset Management Leader Resigns
Scott C. Evans, executive vice president and president of Asset Management, TIAA-CREF, has resigned.
EPIC Advisors Adds to Client Services Team
EPIC Advisors Inc. hired John M. Consul Jr. as a client services administrator.
New York Life Adds Two Sales Executives
New York Life Retirement Plan Services added two veteran sales executives.
Putnam Adds Two Team Members
Putnam Investments hired Charlotte Walsh and Greg Weissman as consultant relations professionals.
Castle Rock Hires Consultant
Castle Rock Investment Company (CRIC) hired Molly Vogt Noyes as a consultant.
Lincoln Financial Group Appoints CMO
Lincoln Financial Group named Donna MacFarland chief marketing officer of its Retirement Plan Services business.