Deals & People

Garnett Retirement Group, with offices in Tampa, Florida and Greenville, North Carolina, has joined Pensionmark Retirement Group.

ASPire Financial Services has hired Eddie Griffin as Regional Director of Sales in the Northeast Region.

Allianz Life Insurance Company of North America named Carsten Quitter as its new chief investment officer.

Gregory McGreevey will join Invesco as head of Invesco Fixed Income. 

CEM Benchmarking Inc. hired Jonathan Epstein as director, U.S. Territory.  

Security Benefit Corporation, a Guggenheim Partners Company, has chosen Mesirow Financial to provide its customers with independent fiduciary services.

Jensen Investment Management announced appointment of Monte Mitchell as director of sales. 

Sapient Private Wealth Management, an independent registered investment adviser (RIA), has joined the Focus Financial network.  

Rogerscasey has hired Peter Gerlings as Managing Director, Investment Solutions.

Janus Capital Group chose Fidelity Investments to provide it with a defined contribution plan, a non-qualified retirement savings plan, and stock plan services. 

Lincoln Trust Company has completed the acquisition of Fringe Benefit Administrators (FBA), a third-party retirement plan administrator. 

Lincoln Financial Distributors (LFD) and Primerica, Inc. have formed a strategic alliance.  

Phyllis C. Borzi, assistant secretary of the Department of Labor’s Employee Benefits Security Administration (EBSA), announced five appointments to Senior Executive Service positions within the agency.  

Fidelity Asset Management has announced leadership appointments within its Fixed Income Division, which includes the company’s Bond Group and Money Market Group.

 Dan Dubois and Darin Wassmann have joined the Retirement Benefits Group (RBG).  

Sheridan Road Financial, an investment adviser specializing in middle-market corporate retirement plans, has hired Tina Wisialowski as a Managing Director. 

Retirement plan consultant Tegrit Group has joined the International Benefits Network (IBN).

The Charles Schwab Corporation has entered into an agreement to acquire Compliance11, Inc., a provider of cloud-based, regulatory compliance software.

Lincoln Financial Distributors (LFD), the wholesale distribution subsidiary of Lincoln Financial Group, announced that John Morabito has joined the company.

Putnam Investments hired Stephen Jenks as Head of Product and Marketing for its Defined Contribution business.