Deals & People

Kidder Benefits Consultants acquired Lane & Associates and created a new entity called Kidder-Lane Actuarial Services LLC.

The Taft-Hartley Services team of BMO Institutional Trust Services named both Scott A. Hockenberry and Tyler Clark as vice president/relationship manager.

EPIC Advisors Inc. hired Darouny Vongphachanh as a client service specialist.

Reliance Trust Company’s Retirement Strategies Group appointed Danny Streiff to its national account sales position.  

Prudential Retirement, a business unit of Prudential Financial, has announced leadership appointments in its Total Retirement Solutions (TRS) area.

Celent, a division of Oliver Wyman Inc., appointed Craig Weber to replace Mike Harding as CEO.  

Raymond James Financial Inc. has agreed to acquire Morgan Keegan & Company Inc. and related affiliates from Regions Financial for $930 million. 

David J. Kershner, FSA, EA joined Cassidy Retirement Group (CRG) as a consulting actuary.

James D. Racine joined Baden Retirement Plan Services as vice president.  

Mike Ziccardi joined the Paybridge team as director of strategic partnerships.

Bruce Rodio was named senior investment adviser at Towers Watson. 

Kidder Benefits Consultants appointed Ray Hansen as regional pension consultant.

National Financial Partners Corp., a provider of benefits, insurance and wealth management services, acquired AGS Benefits Group, LLC (AGS Benefits).

BNY Mellon Investment Management named Cynthia Steer as head of Manager Research & Investment Solutions.  

David Weinberger has joined Pacific Alternative Asset Management Company, LLC (PAAMCO) as managing director, head of portfolio management.

MassMutual Retirement Services Division has expanded its sales and client management organization. 

Through a partnership, Mutual of Omaha’s retirement plans will be available to Securities America’s financial professionals nationwide.

The Principal Financial Group has entered a retirement plan sales alliance relationship with Edward Jones.

ExpertPlan was selected by First Allied to provide recordkeeping services for its clients.

Lincoln Financial Group appointed Emily Pachuta as head of the Consumer Insights group within the Insurance Solutions/Retirement Solutions (IS/RS) division.