Deals & People

Michael Doshier has joined MassMutual's Retirement Services Division as Vice President and Head of External Markets. 

Benefit Plans Administrative Services (BPAS) announced plans to acquire CAI Benefits, a provider of retirement plan administration, actuarial, flex, and benefit consulting services with offices in New York...

TIAA-CREF Life Insurance Company and M Financial Group announced an exclusive agreement to offer TIAA-CREF Life’s life insurance products to M Financial’s Member Firms and their clients. 

Merlin Securities announced that Rick Bensignor, a former Morgan Stanley strategist and behavioral economist, has joined the firm as Chief Market Strategist.

Integrated Retirement announced the addition of Jayne Fahlen as Vice President, Business Development. 

USI Consulting Group announced that Kathleen Sebetka has joined the company as Vice President, Retirement Services.

Dorann Cafaro has joined Fiduciary Benchmarks as a Senior Vice President, Advisor Sales. 

The Securities and Exchange Commission (SEC) selected Andrew J. Bowden to be Associate Director of the National Investment Adviser/Investment Company Examination Program.

American United Life Insurance Company (AUL) has named Mark Wutt as Vice President of individual marketing and sales support. 

The Financial Services Institute’s (FSI) Board of Directors voted unanimously to increase membership fees, in order to improve engagement with its members and expand its advocacy efforts.  

Summit Financial, led by founder and managing partner Joseph Bonasera, is joining the Commonwealth Financial Network.

The realignment of the company’s business into three business lines is an “evolution of the previous structure,” said Christine Marcks, president of Prudential Retirement.

Towers Watson named Michael Popkin co-head of insurance-linked securities (ILS) for Towers Watson Capital Markets (TWCM), the company’s U.S.-based broker/dealer.

Prudential Retirement has reorganized its business to integrate its product, service and operations teams into three business lines.

Former JPMorgan Chase trader Damien Bombell has started a hedge fund to invest in metals, grains, and energy, reports Business Week. 

Mary Read has joined Alliance Benefit Group-Pentegra as the National Director of Qualified Plan Marketing.

ING Investment Management U.S. has appointed Brant Grimes and Conor Sullivan as Senior Consultant Relations Managers.

David A. Hunt has been named Chief Executive Officer of Prudential Investment Management.

First Western Trust Bank appointed Irene J. Antonio as a Relationship Manager in the firm’s Retirement Consulting Services team. 

Bank of America is hiring more than 80 Merrill Edge Financial Solutions Advisors (FSAs) across the metro Northwest region, including San Francisco, San Jose, Sacramento, and Las Vegas.