Deals & People

Boston Financial Data Services, Inc., a Quincy, Massachusetts-based financial services outsourcing provider, has tapped Jude Metcalfe as senior vice president and head of Retirement Services.

Recordkeeper ExpertPlan has opened its first regional office in Atlanta, Georgia.

Rydex Investments has announced the availability of eight exchange-traded funds (ETFs) in Invest n Retire retirement plans.

Mercer is the new brand identification for Mercer Human Resource Consulting, effective immediately.

Hewitt Associates has established a U.S. Defined Contribution (DC) Consulting practice.

Newport Beach, California–based PIMCO announced Tuesday that the former head of Harvard University’s endowment is returning to help run the Golden State money manager.

James J. Tracy has been named Director of Investment Advisory Services for Smith Barney.

Lincoln Employer Markets, a division of Lincoln Financial Group, announced that Morgan Stanley will now offer the Lincoln American Legacy Retirement product.

Morgan Stanley announced Jack Mueller will join its Global Wealth Management Group (GWMG) as Rocky Mountain District Manager.

BenefitStreet Inc. has announced that Reliance Trust Company has been added as a custodian to the recently introduced BenefitStreet ETF 401(k) solution.

Mark Tibergien has joined Pershing Advisor Solutions LLC as chief executive officer and a member of Pershing LLC's Executive Committee, Pershing LLC, a subsidiary of The Bank of...

Fidelity Investments has tapped Ren Y. Cheng as chief investment officer (CIO) of its fast-growing life-cycle and asset-allocation funds, overseeing $130 billion in assets.

Mercer HR Services and Financial Engines have worked out an expanded alliance to provide Financial Engines' full suite of advisory services, including managed accounts, to Mercer HR Services'...

Alerus Financial will acquire the recordkeeping and advisory operations of the Stanton Group, a Minneapolis-based benefits, compensation and insurance services firm.

Mercer Investment Consulting (Mercer IC) announced that David Eisenberg has joined the firm in a new role as national segment leader - financial intermediaries.

Charles Schwab has announced the hiring of Tony Cox, a new senior executive to help lead the Schwab Corporate&Retirement Services division.

Automated rollover provider Wealth Management Systems Inc. (WMSI) has appointed John Geli as Chief Executive Officer (CEO).

Prudential Financial has tapped Christine C. Marcks as president of Prudential Retirement.

Pentegra Retirement Services will add State Street Global Advisor’s (SSgA) Target Retirement Strategies to its offerings for defined contribution plan participants.

The Principal Financial Group has announced that Cynthia LeMay has joined the company as vice president of consultant relations for Retirement and Investor Services.