Deals & People

May 7, 2010 (PLANSPONSOR.com) - Loring Ward has signed an agreement to acquire the assets and retirement services of Tribeca Advisors, LLC.

Retirement plan consulting firm 401(k) Advisors said that Pamela Watson has joined its team as a plan consultant.

A new retirement consultancy has opened for business in Colorado.

Marsh & McLennan Agency LLC (MMA), a subsidiary of insurance broker Marsh Inc., announced it has acquired The Bostonian Group Insurance Agency, Inc., and Bostonian Solutions, Inc.

Transamerica Retirement Services has hired John Low as regional vice president in the company’s Central Region.

MassMutual’s Retirement Services Division has announced three executive appointments, including poaches from OneAmerica and The Principal.

Kelly Marshall has been appointed head of Investment Product Management at Putnam Investments.

Morgan Stanley Smith Barney’s Consulting Group has named Marc J. Brookman as director of Sales and Thomas Butler as head of Products and Platform Development.

Chris Van Aeken will head International Wealth Management Products and Services at Morgan Stanley Smith Barney, the company announced.

Lockton Financial Advisors and Lockton Investment Advisers said Glenn Able is joining the Lockton Dallas retirement team as vice president.

Russell Investments has hired Ken O’Keeffe to support the firm’s index-licensing business for exchange-traded funds (ETFs).

Russell Investments has announced the appointment of Penny Zuckerwise as CEO Americas Institutional.

New York Life Investments has announced the launch of Stable Value Investments (SVI), a new unit that will create and distribute proprietary fixed-income money management solutions backed by...

Putnam Investments has announced two portfolio manager appointments.

Transamerica Retirement Services has hired Matthew Anderson as third-party administrator (TPA) development manager for the Central Region.

Transamerica Retirement Services has promoted Luke Szafranski to regional vice president in the company’s Central Region.

Transamerica Retirement Services has hired Michael Hammerschmidt as regional vice president for the Northeast Region.

Three former UBS wealth advisers have formed Mississippi Investment Management Company, LLC (MIMCO), a registered investment adviser (RIA) serving both affluent and institutional investors.

Connie K. Weaver has joined TIAA-CREF as executive vice president, chief marketing and communications officer, the company announced.

Cheney L. Hunt III has been promoted to regional sales manager of the Midwest Region for John Hancock Retirement Plan Services (RPS), the company has announced.